Update shared on 01 Nov 2025
Fair value Increased 3.19%Analysts have raised their price target for NEC from ¥4,845 to ¥5,000, citing incremental improvements in profit margin and lower discount rate assumptions.
What's in the News
- NEC Corporation's board will meet on October 29, 2025, to consider and resolve the acquisition of CSG Systems International, Inc. through its North American subsidiary. The company has executed a merger agreement for the transaction (Board Meeting).
- NEC announced a dividend of JPY 16.00 per share for the end of the second quarter of the year ending March 31, 2026, with payments scheduled for December 1, 2025 (Dividend Increases).
- The company provided consolidated earnings guidance for the fiscal year ending March 31, 2026, expecting revenue to reach JPY 3,420,000 million (Corporate Guidance).
Valuation Changes
- The consensus analyst price target has risen slightly from ¥4,845 to ¥5,000.
- The discount rate has decreased marginally from 7.27% to 7.26%.
- The revenue growth expectation has edged down from 3.87% to 3.82%.
- The net profit margin has improved from 7.88% to 8.20%.
- The future P/E ratio estimate has declined modestly from 26.16x to 25.59x.
Disclaimer
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