Update shared on 23 Oct 2025
Narrative Update: Analyst Price Target Adjustment for LY
Analysts have maintained their price target for LY at $582.93, citing steady projections for revenue growth and profit margins with only minor adjustments to risk assumptions.
What's in the News
- A board meeting is scheduled for September 11, 2025 to consider making LINE MAN CORPORATION PTE. LTD a consolidated subsidiary through share acquisition, along with other matters (Board Meeting)
- A board meeting is scheduled for August 29, 2025 to decide on a new cancellation date for treasury shares (Board Meeting)
- Completion of share buyback: LY repurchased 63,400,000 shares, about 0.92 percent of its outstanding shares, for ¥32,296.78 million between July 1, 2025 and August 20, 2025 (Buyback Tranche Update)
- Announcement of no shares repurchased under the buyback between June 30, 2025 and June 30, 2025 (Buyback Tranche Update)
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $582.93.
- The discount rate has risen slightly from 7.53% to 7.60%.
- Revenue growth projection remains steady at 7.13%.
- Net profit margin is virtually unchanged, maintaining at approximately 8.67%.
- The future P/E ratio has increased marginally from 22.13x to 22.17x.
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.