Update shared on 27 Nov 2025
Fair value Increased 0.44%Analysts have modestly raised their price target for Panasonic Holdings from ¥2,126.67 to ¥2,136.00. This reflects slight improvements in profit margin and a lower discount rate.
What's in the News
- The Trump administration is considering tariffs on foreign electronic devices, based on the chip content, which could impact Panasonic and other electronics manufacturers (Reuters).
- Speculation is growing around a potential collaboration between Panasonic and QuantumScape on anode-free solid-state battery technology, possibly involving Tesla (Parameter.io).
- Panasonic Holdings has revised its consolidated earnings guidance for the year ending March 31, 2026, lowering expected net sales and profit projections.
- The company plans to apply for delisting of its shares from the Premier Market of the Nagoya Stock Exchange to reduce management costs and streamline operations.
- Panasonic Corporation of North America has announced the launch of the new WhisperFit DC® with Bluetooth Speakers, aiming to enhance indoor air quality and convenience in residential construction.
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥2,126.67 to ¥2,136.00.
- Discount Rate has decreased marginally from 7.51% to 7.45%.
- Revenue Growth projection has fallen modestly from 1.66% to 1.54%.
- Net Profit Margin is up slightly from 6.16% to 6.17%.
- Future P/E ratio has increased marginally from 11.88x to 11.93x.
Disclaimer
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