Fujitsu Price Target Adjusted Downward Amid Refined Analyst Forecasts
Analysts have lowered their fair value estimate for Fujitsu from ¥4,047.27 to ¥3,982.91, citing incremental updates in discount rate assumptions and a modest adjustment to future price-to-earnings expectations.
What's in the News
- Announced a strategic collaboration with NVIDIA to develop a full-stack AI infrastructure, with a focus on integrating AI agents for industries such as healthcare, manufacturing, and robotics (Key Developments).
- Completed the buyback of 5,654,000 shares, representing 0.32% of shares, for ¥20,521.3 million as part of a previously announced repurchase (Key Developments).
- Entered into a partnership with 1Finity Inc. and Arrcus Inc. to enhance AI-era network infrastructure, with the goal of providing innovative network solutions for Japan and global markets (Key Developments).
Valuation Changes
- Fair Value: Lowered from ¥4,047.27 to ¥3,982.91. This reflects a marginal decrease in the estimated share value.
- Discount Rate: Increased slightly from 7.09% to 7.13%. This indicates a small rise in the cost of capital applied.
- Revenue Growth: Remained nearly unchanged at 2.85%. Analyst expectations appear stable.
- Net Profit Margin: Held steady at approximately 8.81%, with no material adjustment to profitability assumptions.
- Future P/E: Decreased modestly from 23.83x to 23.47x. This suggests a slightly reduced outlook for future valuation multiples.
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