8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters

Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.

Shared on 25 Oct 25

Fair value Increased 4.65%

Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.

Shared on 11 Oct 25

Fair value Increased 4.10%

Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.

Shared on 27 Sep 25

Fair value Increased 2.29%

Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.

Shared on 12 Sep 25

Fair value Increased 5.21%

Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.

Shared on 28 Aug 25

Fair value Decreased 68%

Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.

Shared on 04 Aug 25

Fair value Decreased 11%

The notable reduction in Aeon's future P/E multiple, despite slightly higher revenue growth expectations, suggests diminished optimism for its earnings outlook, resulting in the consensus analyst price target being revised downward from ¥4,121 to ¥3,664. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the quarter ended May 31, significantly higher than the previous year's JPY 979 million.