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Broad AI Integration And M&A Expansion Will Create Lasting Value

Published
11 Feb 25
Updated
01 Aug 25
AnalystConsensusTarget's Fair Value
JP¥3,300.00
1.4% overvalued intrinsic discount
04 Sep
JP¥3,345.00
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1Y
15.9%
7D
0.6%

Author's Valuation

JP¥3.3k

1.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 Aug 25
Fair value Increased 18%

The significant rise in MIXI’s future P/E multiple suggests improved earnings expectations or increased market confidence, driving the consensus analyst price target up from ¥2800 to ¥3300. What's in the News MIXI completed a buyback of 450,800 shares (0.67% of outstanding) for ¥1,491.92 million, as part of a larger ongoing share repurchase program authorized for up to 4,750,000 shares (7.01%) or ¥9,500 million, valid through March 2026.

Shared on01 May 25
Fair value Decreased 2.19%

Shared on02 Apr 25
Fair value Increased 2.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.0011%

AnalystConsensusTarget has decreased revenue growth from 2.7% to 1.3%, decreased profit margin from 15.0% to 13.1% and increased future PE multiple from 9.0x to 10.2x.

Shared on13 Mar 25