Update shared on 13 Nov 2025
Fair value Increased 3.09%Narrative Update: Panasonic Holdings Analyst Price Target Raised
Analysts have raised their price target for Panasonic Holdings from ¥2,063 to approximately ¥2,127, citing improved revenue growth forecasts that more than offset a modest decrease in profit margin expectations.
What's in the News
- The Trump administration is considering tariffs on imported electronics based on the number of chips in each device. This move could potentially affect Panasonic and other major manufacturers (Reuters).
- Shares of QuantumScape surged amid speculation of a collaboration with Panasonic and Tesla in anode-free solid-state battery technology (Parameter.io).
- Panasonic announced a new WhisperFit DC® with Bluetooth Speakers fan, integrating premium sound and energy-efficient ventilation for residential projects.
- Technics, a Panasonic brand, introduced the SL-40CBT and SL-50C Direct Drive Turntables, blending classic design with advanced features such as wireless connectivity.
- The company has applied to delist its shares from the Nagoya Stock Exchange in an effort to streamline operations and reduce management costs.
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥2,063 to approximately ¥2,127.
- Discount Rate has increased modestly from 7.30% to 7.51%.
- Revenue Growth forecast has increased significantly from 0.53% to 1.66%.
- Net Profit Margin has decreased slightly from 6.35% to 6.16%.
- Future P/E ratio has risen from 11.19x to 11.88x.
Disclaimer
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