Update shared on 06 Nov 2025
Fair value Increased 2.47%Analysts have modestly raised their price target for Nikon, increasing the fair value from ¥1,473.18 to ¥1,509.55. They cite expectations of slightly improved profit margins, despite a marginal slowdown in revenue growth projections.
What's in the News
- Nikon revised its full-year earnings guidance downward, citing lower expected net sales, operating profit, and profits due to projected shortfalls in its Precision Equipment and Digital Manufacturing businesses, as well as anticipated U.S. tariffs. (Corporate Guidance: Lowered)
- The company raised its earnings guidance for the first half of the fiscal year, thanks to earlier-than-expected gains from transferring its semiconductor wafer bonding technology business, along with cost reductions and favorable foreign exchange effects. (Corporate Guidance: Raised)
- Nikon reaffirmed the launch of its Digital Lithography System, DSP-100, designed for advanced semiconductor packaging and large substrates. The system promotes maskless efficiency and productivity improvements for manufacturers. (Product-Related Announcements)
- B&H announced the release of the Nikon ZR Cinema Camera, a new lightweight 6K full-frame camera developed in collaboration with RED DIGITAL CINEMA. The camera features advanced video capabilities and professional-grade functions. (Product-Related Announcements)
- Nikon and Healios K.K. mutually agreed to terminate their long-standing business and capital alliance, with both companies moving forward independently. (Client Announcements)
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥1,473.18 to ¥1,509.55.
- Discount Rate has decreased marginally from 7.44% to 7.41%.
- Revenue Growth expectations have eased slightly from 2.01% to 1.96%.
- Net Profit Margin is projected to increase from 5.45% to 5.64%.
- Future P/E ratio has edged down from 12.51x to 12.40x.
Disclaimer
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