Update shared on 22 Nov 2025
Fair value Increased 2.41%Analysts have raised their price target for Nikon from ¥1,509.55 to ¥1,545.91. They cite improved forecasts for revenue growth and profit margins as the reason for this adjustment.
What's in the News
- Nikon revised its full-year earnings guidance downward, citing projected shortfalls in the Precision Equipment and Digital Manufacturing Businesses and the anticipated impact of U.S. tariffs. (Company guidance)
- The company raised its guidance for the first half of the fiscal year, supported by gains in the Imaging Products and Healthcare Businesses and earlier-than-expected recognition of transfer gains in Precision Equipment. (Company guidance)
- Nikon and Healios K.K. agreed to terminate their business and capital alliance, with both companies focusing on their independent strategic directions. (Client announcement)
- Nikon reaffirmed the availability of its DSP-100 Digital Lithography System, designed for advanced semiconductor packaging, with orders commencing July 2025. (Product-related announcement)
- The ZR Cinema Camera, Nikon’s collaborative release with RED DIGITAL CINEMA, launched featuring advanced 6K capabilities and multiple new video-centric features. (Product-related announcement)
Valuation Changes
- Fair Value: Increased modestly from ¥1,509.55 to ¥1,545.91.
- Discount Rate: Increased slightly, changing from 7.41% to 7.46%.
- Revenue Growth: Rose from 1.96% to 3.18%.
- Net Profit Margin: Improved from 5.64% to 5.99%.
- Future P/E: Increased marginally from 12.40x to 12.54x.
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