Unified Cybersecurity Platform Adoption Will Drive Strong Long Term Upside Potential

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

14 Dec 25

Updated

11 Jul 26

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Shared on 11 Jul 26

Fair value Decreased 10%

4704: AI Security Partnerships Will Support Long-Term Earnings Potential

Trend Micro pushes deeper into AI security by teaming up with major AI labs and rolling new features into its platform for managed security teams. But expectations for what the business is worth cool off as future profit assumptions are dialed back, even while sales growth is penciled in higher.

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Fair Value vs Share Price

JP¥8.99k

vs JP¥6.72k25.3% undervalued

8.2%

Revenue growth

15.4%

Profit margin

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Company analysis

Flawless balance sheet with proven track record.

Market capJP¥872.0b

PB7.6x

Estimated Growth5.5%

Dividend Yield2.8%

Full analysis

CEO & management

Eva Chen

CEO

7.6yrs

CEO Tenure

Develops and sells security-related software for computers and the internet in Japan, the Americas, Europe, and the Asia Pacific.