Shared on 01 Nov 25
Fair value Increased 1.50%Narrative Update on Renesas Electronics Price Target Analysts have raised their price target for Renesas Electronics from ¥2,381 to ¥2,417, citing improved outlooks on revenue growth and profit margins as key factors behind the upgrade. What's in the News Renesas Electronics is exploring the sale of its timing division and is working with bankers at JPMorgan.
Shared on 18 Oct 25
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have modestly revised their price target for Renesas Electronics, maintaining an estimated fair value near ¥2,381 as underlying fundamentals such as revenue growth and profit margin expectations saw only slight improvements. What's in the News Renesas Electronics is exploring the potential sale of its timing division, which could be valued at nearly $2 billion.
Shared on 04 Oct 25
Fair value Decreased 4.72%Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have revised their price target for Renesas Electronics downward from ¥2,499 to ¥2,381, citing slightly lower revenue growth expectations and a modest adjustment in their discount rate assumptions. What's in the News Mouser Electronics now offers over 28,000 Renesas products, including the new AI-enabled RA8P1 microcontrollers and GaN FETs for advanced edge, AI, and power applications (Client Announcements).
Shared on 04 Sep 25
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
With both the discount rate and future P/E ratio for Renesas Electronics remaining effectively unchanged, analysts have left their price target steady at ¥2499. What's in the News Renesas introduced multiple new MCUs and MPUs (RA8P1, RA2T1, RA4C1, RL78/L23, RA2L2) targeting AI, motor control, IoT, metering, and portable devices, emphasizing ultra-low power, advanced security, and integrated edge AI capabilities.
Shared on 01 May 25
Fair value Decreased 17%Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Shared on 23 Apr 25
Fair value Decreased 2.14%DDR5 Demand And IoT Initiatives Will Improve Operational Efficiency
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
DDR5 Demand And IoT Initiatives Will Improve Operational Efficiency
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
DDR5 Demand And IoT Initiatives Will Improve Operational Efficiency
AnalystConsensusTarget has increased discount rate from 8.8% to 9.9%.
Shared on 02 Apr 25
Fair value Decreased 2.87%DDR5 Demand And IoT Initiatives Will Improve Operational Efficiency
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
DDR5 Demand And IoT Initiatives Will Improve Operational Efficiency
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 0.68%DDR5 Demand And IoT Initiatives Will Improve Operational Efficiency
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 12 Mar 25
Fair value Increased 13%DDR5 Demand And IoT Initiatives Will Improve Operational Efficiency
AnalystConsensusTarget has increased revenue growth from 6.0% to 7.5% and increased future PE multiple from 19.2x to 22.9x.