Update shared on04 Sep 2025
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.
- The company launched next-gen GaN FETs aimed at AI data centers, EV charging, and power infrastructure, leveraging recently acquired Transphorm technology to enhance efficiency and compatibility with existing designs.
- Renesas established a new US-based holding subsidiary for its Software & Digitalization business, consolidating assets including Altium and Part Analytics to drive integrated electronics system design and lifecycle management.
- Collaborations, such as with Nota AI, advanced development of embedded AI solutions for automotive and industrial safety using Renesas’ hardware platforms.
- Q3 2025 revenue guidance was issued with a midpoint forecast of JPY 330 billion, representing a 4.4% YoY decline but a 1.7% sequential increase.
Valuation Changes
Summary of Valuation Changes for Renesas Electronics
- The Consensus Analyst Price Target remained effectively unchanged, at ¥2499.
- The Discount Rate for Renesas Electronics remained effectively unchanged, at 10.31%.
- The Future P/E for Renesas Electronics remained effectively unchanged, moving only marginally from 22.68x to 22.67x.
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