Update shared on 17 Nov 2025
Fair value Increased 8.90%Analysts have raised their price target for NEC from ¥5,000 to ¥5,445. They cite improvements in revenue growth and profit margin expectations as key factors supporting the upward revision.
What's in the News
- NEC Corporation held an Analyst and Investor Day to present corporate updates (Key Developments)
- The Board resolved to acquire CSG Systems International, Inc. through NEC Corporation of America and executed a merger agreement for the transaction (Key Developments)
- Announced a dividend increase to 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 (Key Developments)
- Issued consolidated earnings guidance for the year ending March 31, 2026, projecting revenue of JPY 3,420,000 million (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has increased from ¥5,000 to ¥5,445. This reflects a moderate upward revision.
- Discount Rate has decreased slightly, moving from 7.26% to 7.17%.
- Revenue Growth expectation has risen from 3.82% to 4.28%.
- Net Profit Margin has improved modestly, up from 8.20% to 8.36%.
- Future P/E ratio has edged higher, moving from 25.59x to 26.88x.
Disclaimer
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