Update shared on 27 Nov 2025
Fair value Increased 4.26%Analysts have raised their price target for Tokyo Electron from ¥33,307 to ¥34,725, citing improved revenue growth and higher anticipated profit margins in their updated outlook.
What's in the News
- Tokyo Electron revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects higher net sales and net income compared to previous forecasts (Key Developments).
- The company announced an upward revision of its interim dividend for the first half ended September 30, 2025, increasing it to JPY 264 per share, with updated year-end dividend guidance also provided (Key Developments).
- Tokyo Electron is participating in the JOINT3 consortium, an international collaboration of 27 companies to advance panel-level organic interposer technology for next-generation semiconductor packaging (Key Developments).
Valuation Changes
- Fair Value Estimate has increased from ¥33,307 to ¥34,725, reflecting a higher market outlook for the company.
- Discount Rate has decreased slightly from 8.82% to 8.71%, indicating a modest reduction in perceived risk.
- Revenue Growth has risen from 7.28% to 7.47%, pointing to a more optimistic expectation for sales expansion.
- Net Profit Margin has edged up from 22.25% to 22.31%, suggesting greater anticipated profitability.
- Future P/E Ratio has climbed from 28.24x to 29.50x, which signals that analysts are applying higher earnings multiples.
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