Published

23 Feb 25

Updated

02 May 26

Views

48

Not Invested

GMO internet group9449

Fair Value

JP¥4.12k

Share price02 May

JP¥4.18k1.5% overvalued

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1Y6.44%

7D-1.74%

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AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

23 Feb 25

Updated

02 May 26

Views

48

Not Invested

Shared on 02 May 26

9449: AI Alliance And GPU Cloud Investment Will Drive Upside-Skewed Outlook

Analysts kept their fair value estimate for GMO Internet Group steady at ¥4,122, citing unchanged assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for leaving price targets aligned with prior views. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc.

5 views

Shared on 17 Apr 26

Fair value Increased 1.46%

9449: AI Alliance And GPU Cloud Expansion Will Drive A More Upside-Skewed Outlook

Analysts now see GMO Internet Group’s fair value edging from ¥4,062.5 to ¥4,122.0. This reflects slightly adjusted assumptions on the discount rate, revenue growth, profit margins, and a lower future P/E of 17.22 versus 18.51 previously. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc., via an underwriting syndicate led by joint lead managers (Key Developments).

1 view

Shared on 20 Mar 26

9449: Buybacks And AI Alliances Will Shape A More Upside-Skewed Outlook

Analysts have kept their average price target for GMO Internet Group unchanged at ¥4,062.50. They cite slightly higher modeled revenue growth of 8.75%, a marginally stronger profit margin of 7.84%, and a modestly higher future P/E assumption of 18.51x in their updated forecasts.

3 views

Shared on 05 Feb 26

9449: Buybacks And Alliance Plans Will Guide A Measured Outlook

Analysts have kept their fair value estimate for GMO Internet Group unchanged at ¥4,062.50 while modestly adjusting inputs such as the discount rate and assumed future P/E. This reflects updated views on the stock's risk profile rather than a shift in their headline price target.

2 views

Shared on 22 Jan 26

Fair value Increased 11%

9449: Share Buybacks And Alliance Plans Will Shape A Balanced Outlook

Analysts have lifted their fair value estimate for GMO Internet Group from ¥3,670 to ¥4,062.50, citing adjustments to the discount rate, revenue growth, profit margin assumptions and a higher future P/E as the main drivers of this change. What's in the News The Board of Directors authorized a share repurchase program on November 25, 2025, allowing GMO Internet Group to buy back up to 4,200,000 shares, or 4.14% of issued share capital, for up to ¥10,000 million.

0 views

Shared on 01 May 25

Fair value Increased 13%

3 views

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 09 Apr 25

Fair value Decreased 2.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 02 Apr 25

Fair value Increased 2.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 26 Mar 25

Fair value Decreased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 19 Mar 25

3 views

Shared on 12 Mar 25

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Fair Value vs Share Price

JP¥4.12k

vs JP¥4.18k1.5% overvalued

8.8%

Revenue growth

7.8%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on GMO internet group

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Good value with reasonable growth potential.

Market capJP¥413.8b

PB3.7x

Estimated Growth7.1%

Dividend Yield1.2%

CEO & management

Masatoshi Kumagai

CEO

10.2yrs

CEO Tenure

Provides various internet services in Japan and internationally.