Shared on 16 Dec 25

Fair value Increased 2.93%

6503: Rich Multiple And Modest Margin Outlook Will Restrain Future Upside

Narrative Update Analysts have modestly raised their fair value estimate for Mitsubishi Electric from ¥4,089.6 to ¥4,209.6, citing slightly stronger expected revenue growth, improved profit margins, and a higher future P/E multiple. What's in the News Raised full year 2026 revenue guidance to JPY 5,670.0 billion on weaker yen and stronger Infrastructure segment sales, while keeping operating profit forecast unchanged at JPY 430.0 billion (Corporate guidance).

Shared on 02 Dec 25

Fair value Increased 3.98%

6503: Buyback Completion and Earnings Guidance Will Sustain Balanced Prospects Ahead

Analysts have raised their price target for Mitsubishi Electric from ¥3,933 to ¥4,090, citing modest improvements in revenue growth forecasts, profit margins, and a slightly lower discount rate that supports a higher valuation. What's in the News Mitsubishi Electric completed repurchase of nearly 30 million shares for approximately ¥100 billion as part of its April 2025 buyback program (Key Developments).

Shared on 18 Nov 25

Fair value Increased 7.21%

6503: Future Guidance and Share Buyback Will Balance Risks and Opportunities

Narrative Update on Mitsubishi Electric: Analyst Price Target Revision Analysts have raised their fair value estimate for Mitsubishi Electric from ¥3,668 to ¥3,933. This revision is attributed to slightly improved revenue growth and profit margins, while changes in discount rates and future price-to-earnings expectations have remained minor.

Shared on 24 Oct 25

Analysts have slightly revised their price target for Mitsubishi Electric, keeping it at ¥3,668.38. This decision is based on modest improvements in projected revenue growth and profit margins, along with a marginally higher discount rate.

Shared on 10 Oct 25

Fair value Increased 2.80%

Analysts have raised their fair value estimate for Mitsubishi Electric from ¥3,568 to ¥3,668. This change reflects updated model inputs and modest improvements to profit margin expectations.

Shared on 26 Sep 25

Fair value Increased 3.63%

Mitsubishi Electric's fair value estimate has increased modestly as a result of a slightly higher forward P/E multiple, while revenue growth expectations remain unchanged, leading to a new consensus analyst price target of ¥3568. What's in the News Launched joint AI research project (FRAIME) with Inria to advance trustworthy AI systems using formal methods, aiming to improve reliability for high-safety applications.

Shared on 11 Sep 25

Fair value Increased 1.47%

The slight upward revision in the consensus price target for Mitsubishi Electric reflects a modest improvement in revenue growth forecasts, with fair value rising marginally from ¥3,393 to ¥3,443. What's in the News Showcasing advanced digital technologies and AI-driven solutions for improved working environments at CEATEC 2025, leveraging its Serendie platform.

Shared on 27 Aug 25

Fair value Increased 1.83%

A modest increase in Mitsubishi Electric’s Future P/E ratio suggests heightened expectations for forward earnings, which, alongside a stable discount rate, underpins the slight upward revision of the consensus analyst price target to ¥3382. What's in the News Signed collaboration with ITRI and TTL Jhunan Brewery to demonstrate CO2 capture and utilization in beer production, advancing carbon recycling technology.

Shared on 01 May 25

Fair value Increased 7.46%

Shared on 23 Apr 25

Fair value Increased 6.57%

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 7.37%

AnalystConsensusTarget has increased revenue growth from 2.4% to 3.3% and decreased shares outstanding growth rate from -0.0% to -0.0%.

Automation Advancements and Clean Energy Solutions Will Drive Global Workplace Transformation

6503: Rich Multiple And Modest Margin Outlook Will Restrain Future Upside

6503: Buyback Completion and Earnings Guidance Will Sustain Balanced Prospects Ahead

6503: Future Guidance and Share Buyback Will Balance Risks and Opportunities

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