Shared on 08 Dec 25

Fair value Decreased 0.82%

6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook

Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.

Shared on 24 Nov 25

Fair value Increased 0.82%

6963: New Guidance And Product Advances Will Support Balanced Profit Outlook

Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.

Shared on 09 Nov 25

Fair value Decreased 3.10%

6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum

Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.

Shared on 26 Oct 25

Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.

Shared on 12 Oct 25

Fair value Increased 5.86%

Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.

Shared on 28 Sep 25

Fair value Increased 7.25%

The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.

Shared on 13 Sep 25

Fair value Increased 1.90%

ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.

Shared on 27 Aug 25

Fair value Increased 6.39%

The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.

Shared on 01 May 25

Fair value Increased 17%

Shared on 23 Apr 25

Fair value Decreased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 2.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 7.52%

AnalystConsensusTarget has decreased revenue growth from 10.7% to 6.7%, decreased profit margin from 12.7% to 7.6% and increased future PE multiple from 12.0x to 19.7x.

Steady Outlook And Advanced Power Devices Will Shape Future Opportunities

6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook

6963: New Guidance And Product Advances Will Support Balanced Profit Outlook

6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum

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