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Update shared on05 Sep 2025

AnalystConsensusTarget's Fair Value
JP¥1,473.18
20.1% overvalued intrinsic discount
05 Sep
JP¥1,769.00
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1Y
15.4%
7D
-5.9%

With both the discount rate and future P/E for Nikon remaining essentially flat, analysts have maintained their consensus price target at ¥1473, signaling a stable view of the company's valuation.


What's in the News


  • Nikon lowered full-year earnings guidance, citing the impact of U.S. tariffs and revisions to the first-half outlook.
  • Revised full-year expectations are now net sales of JPY 700,000 million and operating profit of JPY 21,000 million, down from previous guidance.
  • First-half revenue guidance was also lowered due to weaker demand in the Imaging and Healthcare businesses, and a shift in Precision Equipment sales timing.
  • Despite the lower revenue forecast, first-half profit attributable to owners of parent was raised due to recognition of JPY 9.3 billion in deferred tax assets from dissolving a consolidated subsidiary.

Valuation Changes


Summary of Valuation Changes for Nikon

  • The Consensus Analyst Price Target remained effectively unchanged, at ¥1473.
  • The Discount Rate for Nikon remained effectively unchanged, moving only marginally from 7.32% to 7.44%.
  • The Future P/E for Nikon remained effectively unchanged, moving only marginally from 12.47x to 12.51x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.