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Surging Capacity And Normalizing AI Demand Will Erode Profitability
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 19 Analysts
Published
06 Jun 25
Updated
09 Aug 25
0
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
JP¥6,207.41
82.0% overvalued
intrinsic discount
09 Aug
JP¥11,295.00
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1Y
69.6%
7D
7.7%
Author's Valuation
JP¥6.2k
82.0% overvalued
intrinsic discount
AnalystLowTarget Fair Value
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Narrative
Updates
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Valuator
Company Info
Notes
AnalystLowTarget Fair Value
JP¥6.2k
82.0% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
-22b
905b
2014
2017
2020
2023
2025
2026
2028
Revenue JP¥778.1b
Earnings JP¥164.9b
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
4.78%
Semiconductors revenue growth rate
0.77%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
8.53%
Calculation
JP¥164.90b
Earnings '28
x
34.24x
PE Ratio '28
=
JP¥5.65t
Market Cap '28
JP¥5.65t
Market Cap '28
/
711.96m
No. shares '28
=
JP¥7.93k
Share Price '28
JP¥7.93k
Share Price '28
Discounted to 2025 @ 8.56% p.a.
=
JP¥6.20k
Fair Value '25