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Automotive And Industrial IoT Advances Will Spur Semiconductor Demand

Published
07 Nov 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
JP¥2,499.29
29.4% undervalued intrinsic discount
04 Sep
JP¥1,765.50
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1Y
-16.7%
7D
2.1%

Author's Valuation

JP¥2.5k

29.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

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 on01 May 25
Fair value Decreased 17%

Shared on23 Apr 25
Fair value Decreased 2.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget has increased discount rate from 8.8% to 9.9%.

Shared on02 Apr 25
Fair value Decreased 2.87%

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 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 13%

AnalystConsensusTarget has increased revenue growth from 6.0% to 7.5% and increased future PE multiple from 19.2x to 22.9x.