Update shared on27 Aug 2025
Fair value Decreased 2.44%The consensus price target for Tokyo Electron has been revised downward, primarily reflecting slightly weaker revenue growth forecasts, with the new fair value now at ¥27,999.
What's in the News
- Lowered full-year consolidated earnings guidance with net sales, operating income, and net income all revised downward.
- Reduced year-end dividend guidance to JPY 240.00 per share from the previously expected JPY 373.00 per share.
- Issued consolidated earnings guidance for the six months ending September 30, 2025, forecasting net sales of JPY 1,150,000 million and net income per share of JPY 488.93.
- Board approved continuation of the stock delivering scheme for TEL Group Officers.
- Board approved issuance of stock options for stock-based compensation.
Valuation Changes
Summary of Valuation Changes for Tokyo Electron
- The Consensus Analyst Price Target has fallen slightly from ¥28699 to ¥27999.
- The Consensus Revenue Growth forecasts for Tokyo Electron has fallen slightly from 7.3% per annum to 6.9% per annum.
- The Future P/E for Tokyo Electron remained effectively unchanged, moving only marginally from 24.32x to 24.10x.
Disclaimer
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