Richardson Electronics

Digital Obsolescence And Asian Competition Will Erode Prospects

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

03 Aug 25

Updated

04 Jun 26

Views

35

04 Jun

US$17.22

AnalystLowTarget's Fair Value

US$14.00

23.0% overvalued

1Y

91.3%

7D

1.1%

Loading

1Y

91.3%

7D

1.1%

You can edit this narrative until Jun 5 4:08 PM. Then, changes will post as Updates.

Author's Valuation

US$1423.0% overvalued

AnalystLowTarget Fair Value

Shared on 04 Jun 26

Fair value Increased 17%

RELL: Future Returns Will Depend On Achieving Much Higher Profit Margins

Analysts have raised their fair value estimate for Richardson Electronics to $14.00 from $12.00, citing updated assumptions related to discount rates, revenue growth, profit margins, and a higher future P/E framework that are consistent with recent price target increases in broader Street research. What's in the News Announced a new global partnership with NoMIS Power to expand Richardson Electronics’ silicon carbide power semiconductor offerings across 1.2 kV to 10 kV solutions, with a focus on medium and high voltage applications such as BESS, renewable energy conversion, AI data centers, HVDC interfaces, transportation, industrial, aerospace, defense, and marine power systems.

0 views

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.

2 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$14

23.0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

7.72%

Historical revenue growth rate

0.87%

Electronic Equipment and Components revenue growth rate

0.69%

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

8.85%

Calculation

US$12.54m

Earnings '29

x

21.24x

PE Ratio '29

=

US$266.27m

Market Cap '29

US$266.27m

Market Cap '29

/

14.75m

No. shares '29

=

US$18.05

Share Price '29

US$18.05 Share Price '29

Discounted to 2026 @ 8.83% p.a.

=

US$14.00

Fair Value '26