Update shared on 28 Nov 2025
Fair value Increased 6.80%The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook.
What's in the News
- AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).
- AGC Inc. provided earnings guidance for the fourth quarter of 2025, expecting sales revenue to remain steady while operating profit is expected to decline. The full year outlook was reaffirmed (Key Developments).
- Executive officer changes approved: Shinji Miyaji moves from CFO to Senior Executive Vice President Assistant to CEO, and Yoshio Takegawa is appointed CFO (Key Developments).
- AGC Inc. is a key participant in JOINT3, a new consortium of 27 global leaders in the semiconductor supply chain. The group is focused on advancing panel-level organic interposer technology (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from ¥4,965 to ¥5,302.50, reflecting a positive outlook on company valuation.
- Discount Rate has declined slightly from 7.98% to 7.93%, which indicates marginally lower perceived risk.
- Revenue Growth expectations have decreased from 2.74% to 2.30%, suggesting analysts anticipate slower top-line expansion.
- Net Profit Margin is almost unchanged, moving from 4.87% to 4.84%.
- Future P/E has risen from 12.27x to 13.40x. This implies analysts forecast higher earnings multiples on future profits.
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