Update shared on06 Aug 2025
Fair value Decreased 6.73%Tokyo Electron’s consensus price target has been revised downward, primarily due to a slight reduction in revenue growth forecasts, with fair value dropping from ¥30,966 to ¥28,881.
What's in the News
- Board approved continuation of stock delivering scheme for TEL Group Officers in Japan and abroad.
- Issuance of stock options for stock-based compensation was approved by the board.
- Provided six-month earnings guidance: net sales JPY 1,150,000 million, operating income JPY 288,000 million, net income JPY 224,000 million, EPS JPY 488.93.
- Lowered FY26 full-year guidance: net sales JPY 2,350,000 million and net income JPY 444,000 million, below previous estimates.
- Reduced year-end dividend guidance to JPY 240.00 per share from JPY 373.00 per share.
Valuation Changes
Summary of Valuation Changes for Tokyo Electron
- The Consensus Analyst Price Target has fallen from ¥30966 to ¥28881.
- The Consensus Revenue Growth forecasts for Tokyo Electron has fallen slightly from 7.8% per annum to 7.4% per annum.
- The Future P/E for Tokyo Electron has fallen slightly from 25.08x to 24.37x.
Disclaimer
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