Update shared on13 Sep 2025
Fair value Increased 2.66%CyberAgent’s consensus price target was raised modestly to ¥1953, as a minor increase in the forward P/E multiple outweighed stable revenue growth expectations.
What's in the News
- CyberAgent established CA Startups Internet Fund No. 4, focusing on domestic and international digital and DX sectors, with a maximum fund size of JPY 5 billion; CyberAgent invests 99.8% as limited partner.
- The new fund will become a specified subsidiary, with CyberAgent Capital Inc. as general partner.
- Consolidated FY2025 earnings guidance was raised: net sales JPY 850 billion (+6.1% YoY), operating income JPY 66 billion (+64.7% YoY), net income JPY 31 billion (+94.0% YoY), due to strong game performance.
- Dividend forecast remains unchanged per DOE policy (above 5%).
- Board meeting held to approve earnings forecast revision.
Valuation Changes
Summary of Valuation Changes for CyberAgent
- The Consensus Analyst Price Target has risen slightly from ¥1902 to ¥1953.
- The Future P/E for CyberAgent has risen slightly from 24.12x to 24.74x.
- The Consensus Revenue Growth forecasts for CyberAgent remained effectively unchanged, at 4.8% per annum.
Disclaimer
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