Richardson Electronics

Digital Obsolescence And Asian Competition Will Erode Prospects

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

03 Aug 25

Updated

11 Jan 26

Views

31

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-4.3%

7D

2.7%

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1Y

-4.3%

7D

2.7%

You can edit this narrative until Jan 12 10:10 AM. Then, changes will post as Updates.

Author's Valuation

US$123.6% undervalued

AnalystLowTarget Fair Value

Shared on 11 Jan 26

RELL: Future Upside Will Rely On Improved Margins And Revenue Outlook

Analysts have maintained their price target for Richardson Electronics at US$12.00, citing refreshed assumptions around slightly higher projected revenue growth, a modestly better profit margin outlook, and an updated forward P/E input that together support keeping the target level unchanged. Valuation Changes Fair Value: Price target held at US$12.00, with updated assumptions still pointing to the same level.

5 views

Shared on 27 Dec 25

RELL: Future Upside Will Rely On Rebound In Core GES Sales

Analysts have modestly raised their price target on Richardson Electronics to $12.00 from $10.00, citing slightly stronger long term revenue growth and margin assumptions despite recent mixed trading and lower-quality earnings beats. Analyst Commentary Bearish analysts characterized the latest quarter as a low quality beat, highlighting that core growth drivers underperformed even as headline earnings exceeded expectations.

9 views

Shared on 13 Dec 25

Fair value Increased 20%

RELL: Fair Outlook Will Balance Higher Price View And Earnings Quality Concerns

Analysts have raised their price target on Richardson Electronics from $10.00 to $12.00 per share. This reflects increased confidence in the company’s long term revenue growth and margin trajectory despite mixed quality in the latest earnings beat.

1 view

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$12

3.6% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

10.04%

Historical revenue growth rate

2.33%

Electronic Equipment and Components revenue growth rate

0.78%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.33%

Calculation

US$27.55m

Earnings '29

x

8.24x

PE Ratio '29

=

US$226.96m

Market Cap '29

US$226.96m

Market Cap '29

/

14.84m

No. shares '29

=

US$15.29

Share Price '29

US$15.29 Share Price '29

Discounted to 2026 @ 8.41% p.a.

=

US$12.00

Fair Value '26