Update shared on 01 Nov 2025
Fair value Increased 1.18%Narrative Update: Analyst Price Target Revision for SCREEN Holdings
Analysts have increased their price target for SCREEN Holdings from ¥14,120 to ¥14,286.67, citing slight adjustments in model assumptions and expectations for stable long-term growth.
What's in the News
- SCREEN Holdings provided consolidated earnings guidance for the fiscal year ending March 31, 2026. The company is forecasting net sales of JPY 621,000 million, operating income of JPY 117,000 million, profit attributable to owners of parent of JPY 88,000 million, and basic earnings per share of JPY 930.91 (Company Guidance).
- The company announced an increase in its second quarter dividend for the fiscal year ending March 31, 2026. The dividend will be raised to JPY 123 per share from JPY 120 per share a year earlier, with payment scheduled for December 1, 2025 (Company Announcement).
- A Board Meeting was held on October 31, 2025. It was decided not to revise the cash dividend forecast for the fiscal year ending March 31, 2026 (Board Meeting).
Valuation Changes
- Fair Value Estimate has risen slightly, increasing from ¥14,120 to ¥14,286.67.
- Discount Rate has edged up from 8.45% to 8.50%.
- Revenue Growth projection is essentially unchanged and remains at approximately 4.55%.
- Net Profit Margin remains stable at 15.82%.
- Future P/E ratio has increased marginally from 13.51x to 13.68x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.