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Tokyo Electron Community
TSE:8035 Community
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Tokyo Electron
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Tokyo Electron
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Advancing In AI And 3-Nanometer Tech Will Boost Efficiency And Market Position
Key Takeaways Automation initiatives and smart production efforts may enhance productivity, reduce costs, and improve operational efficiencies, potentially boosting net margins. Strategic investments in advanced semiconductor technologies and AI applications could increase market share and drive significant revenue growth.
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JP¥30.66k
FV
8.8% undervalued
intrinsic discount
7.81%
Revenue growth p.a.
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4 days ago
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Tokyo Electron
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Automation And AI Will Reshape Semiconductor Manufacturing Globally
Key Takeaways Automation, digital integration, and AI initiatives are set to transform profitability and efficiency, driving significant long-term margin and earnings expansion. Market leadership in advanced tools and services, with strong recurring revenue streams, positions Tokyo Electron for outsized, sustained growth well above industry trends.
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JP¥37.00k
FV
24.4% undervalued
intrinsic discount
10.87%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
8035
8035
Tokyo Electron
Your Fair Value
JP¥
Current Price
JP¥27.96k
0.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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4t
2015
2018
2021
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Revenue JP¥3.5t
Earnings JP¥785.6b
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