Kokusai Electric (6525) Stock Overview
Engages in the development, manufacture, sale, repair, and maintenance of semiconductor manufacturing equipment worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 5/6 |
| Past Performance | 1/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
6525 Community Fair Values
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Analyst Price Targets
Kokusai Electric Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥8,203.00 |
| 52 Week High | JP¥12,220.00 |
| 52 Week Low | JP¥2,607.00 |
| Beta | 2.17 |
| 1 Month Change | -31.64% |
| 3 Month Change | 26.20% |
| 1 Year Change | 157.47% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 249.06% |
Recent News & Updates
Narrative Update • Jul 21
6525: Buyback And Share Retirement Will Support Higher Repricing Potential
The analyst price target for Kokusai Electric has been raised from ¥12,287.56 to ¥16,000, with analysts citing updated assumptions for revenue growth, profit margins, and future P/E to support the change, while noting that potential guidance upside is already reflected in the shares. What’s in the News for Kokusai Electric Kokusai Electric completed a buyback tranche, repurchasing 211,200 shares, or 0.09% of shares, for ¥1,868.24 million under the program announced on May 13, 2026.
Narrative Update • Jul 07
6525: Guidance Upside Already Reflected As Revaluation Potential Looks Stretched
Analysts have lifted their fair value estimate for Kokusai Electric from ¥6,934.55 to ¥8,726.36, citing updated assumptions on revenue growth, profit margins and future P/E. These assumptions align with a recent Street price target of ¥9,500, where potential guidance upside is already seen as reflected in the share price.Narrative Update • Jun 22
6525: Buyback-Funded Share Retirement Will Support Stronger Future Repricing
Kokusai Electric's analyst price target has been revised from about ¥10,000 to roughly ¥12,288. Analysts point to updated assumptions, including different expectations for revenue growth, profit margin and the P/E ratio, as the key drivers of this change.Recent updates
Narrative Update • Jul 21
6525: Buyback And Share Retirement Will Support Higher Repricing Potential
The analyst price target for Kokusai Electric has been raised from ¥12,287.56 to ¥16,000, with analysts citing updated assumptions for revenue growth, profit margins, and future P/E to support the change, while noting that potential guidance upside is already reflected in the shares. What’s in the News for Kokusai Electric Kokusai Electric completed a buyback tranche, repurchasing 211,200 shares, or 0.09% of shares, for ¥1,868.24 million under the program announced on May 13, 2026.Narrative Update • Jul 07
6525: Guidance Upside Already Reflected As Revaluation Potential Looks Stretched
Analysts have lifted their fair value estimate for Kokusai Electric from ¥6,934.55 to ¥8,726.36, citing updated assumptions on revenue growth, profit margins and future P/E. These assumptions align with a recent Street price target of ¥9,500, where potential guidance upside is already seen as reflected in the share price.Narrative Update • Jun 22
6525: Buyback-Funded Share Retirement Will Support Stronger Future Repricing
Kokusai Electric's analyst price target has been revised from about ¥10,000 to roughly ¥12,288. Analysts point to updated assumptions, including different expectations for revenue growth, profit margin and the P/E ratio, as the key drivers of this change.Analysis Article • Jun 22
Kokusai Electric (TSE:6525) Stock Could Be 160.6% Overvalued Before Treasury Share Retirement
Board Weighs Retirement of Treasury Shares Kokusai Electric (TSE:6525) has called a board meeting for June 17, 2026, to consider retiring treasury shares, an action investors often watch closely for its potential effect on share count. The discussion on treasury share retirement comes as Kokusai Electric continues operating as a major supplier of semiconductor manufacturing equipment, with recent share price moves and fundamentals giving investors several data points to assess alongside the...
Narrative Update • Jun 04
6525: Neutral Stance Will Persist As WFE Outlook Caps Upside Potential
Analysts have adjusted the Kokusai Electric price target to ¥6,200. The change is framed mainly by updated fair value assumptions, a higher discount rate, and refreshed views on growth, margins, and future P/E following the latest results and wafer fab equipment outlook.Narrative Update • May 21
6525: Neutral Reinstatement And WFE Risk Will Likely Constrain Upside
Narrative Update Analysts now see Kokusai Electric's fair value easing slightly to ¥3,996 from ¥4,047, reflecting updated views on revenue growth, profit margins, and a higher assumed P/E following its 3Q3/26 results and refreshed WFE outlook. These factors support a Neutral stance and a ¥6,200 price target.Analysis Article • May 16
Here's What Analysts Are Forecasting For Kokusai Electric Corporation (TSE:6525) After Its Full-Year Results
There's been a notable change in appetite for Kokusai Electric Corporation ( TSE:6525 ) shares in the week since its...Narrative Update • Apr 29
6525: Neutral Reinstatement And WFE Sensitivity Will Likely Limit Future Upside
Narrative Update on Kokusai Electric Analysts have reset their price target on Kokusai Electric to ¥6,200, reflecting updated views on the company following its 3Q3/26 results and the latest outlook for wafer fab equipment demand. Analyst Commentary Analyst commentary around Kokusai Electric currently centers on how its valuation lines up with the latest company results and the updated outlook for wafer fab equipment demand.Narrative Update • Apr 15
6525: Neutral Reinstatement And WFE Uncertainty Will Likely Restrain Future Upside
Analysts have raised their price target for Kokusai Electric to ¥6,200, reflecting updated views on fair value, revenue growth, margins, and a revised WFE outlook following the recent 3Q3/26 results. Analyst Commentary Analysts are treating the latest 3Q3/26 results and the updated wafer fab equipment outlook as a reason to reset expectations rather than turn outright positive.Narrative Update • Apr 01
6525: Index Inclusion And Fair Value Reset Will Support Stronger Future Repricing
Analysts have raised Kokusai Electric's fair value estimate from ¥7,500 to ¥10,000, citing updated assumptions for revenue growth, profit margins, and future P/E multiples following recent quarterly results and a refreshed sector outlook. Analyst Commentary Recent Street research around Kokusai Electric has been mixed, but the overall tone of the fair value reset points to more constructive assumptions on growth, margins, and valuation, especially after the latest quarterly results and updated sector outlook.Narrative Update • Mar 18
6525: Updated WFE Outlook And Quarterly Results Will Support Revaluation Potential
Analysts have lifted their Kokusai Electric price target to ¥6,200, up from the prior fair value estimate of about ¥5,363, citing updated views on wafer fab equipment demand, slightly higher discount assumptions, and adjustments to expected revenue growth, profit margins, and future P/E levels following recent quarterly results. Analyst Commentary Analysts are digesting the latest 3Q3/26 results and an updated wafer fab equipment (WFE) outlook, and have reset expectations around Kokusai Electric with a price target of ¥6,200 that aligns with a Neutral stance.Narrative Update • Mar 04
6525: Higher Earnings Assumptions Will Likely Leave Shares Priced For Disappointment
Analysts have raised their price target on Kokusai Electric from ¥2,808 to ¥3,900, citing updated assumptions for higher revenue, stronger profit margins and a higher future P/E multiple. What's in the News Goldman Sachs Securities Co., Ltd.Narrative Update • Feb 18
6525: Board Changes And Stake Sale Will Support More Constructive Outlook
Analysts have raised their price target on Kokusai Electric from ¥7,000 to ¥7,500, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change. What's in the News Goldman Sachs Securities Co., Ltd.Analysis Article • Feb 15
Kokusai Electric Corporation Just Recorded A 17% EPS Beat: Here's What Analysts Are Forecasting Next
Investors in Kokusai Electric Corporation ( TSE:6525 ) had a good week, as its shares rose 5.6% to close at JP¥6,375...Analysis Article • Feb 14
The Returns On Capital At Kokusai Electric (TSE:6525) Don't Inspire Confidence
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Narrative Update • Feb 03
6525: Fair Outlook Will Weigh Revised Earnings Guidance Against Mixed Street Expectations
Analysts have increased their fair value estimate for Kokusai Electric from ¥4,500 to ¥7,000, citing updated assumptions for revenue growth, profit margins and future P/E, even though some recent Street research points to more cautious expectations for earnings versus consensus. Analyst Commentary Recent Street commentary has been mixed, with some research highlighting limits to upside in near term earnings versus consensus, even as the new fair value estimate of ¥7,000 reflects more constructive assumptions on revenue, margins and future P/E.Analysis Article • Jan 27
Is Kokusai Electric Corporation (TSE:6525) Worth JP¥6.3k Based On Its Intrinsic Value?
Key Insights The projected fair value for Kokusai Electric is JP¥4,831 based on 2 Stage Free Cash Flow to Equity...Narrative Update • Jan 20
6525: Consensus-Level Earnings And Deferred Shipments Will Constrain Near-Term Upside Potential
Analysts have lifted their fair value estimate for Kokusai Electric from ¥4,938 to ¥5,363, citing updated assumptions around revenue growth, profit margins and future P/E that they see as better aligned with current earnings expectations and the latest Street research. Analyst Commentary Street research has shifted to a more balanced stance on Kokusai Electric, with coverage reinstated at a Neutral rating and a ¥4,300 price target, even as some analysts have raised their fair value assumptions.Narrative Update • Jan 06
6525: Consensus-Level Earnings And Deferred Shipments Will Pressure Future Upside Potential
Analysts have lifted their fair value estimate for Kokusai Electric from ¥4,774.55 to ¥4,938.18, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. At the same time, Goldman Sachs' recent Neutral rating and ¥4,300 price target underline expectations that earnings are unlikely to exceed current consensus.Analysis Article • Jan 02
Is Kokusai Electric (TSE:6525) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narrative Update • Dec 19
6525: Deferred Shipments And Margin Execution Will Shape Future Earnings Stability
Analysts have modestly raised their price target on Kokusai Electric to approximately 4,775 yen from about 4,765 yen, reflecting slightly higher long term growth and margin assumptions, even as they expect earnings to broadly track consensus. Analyst Commentary Bullish Takeaways Bullish analysts view the modestly higher price target and neutral rating framework as consistent with a company that can deliver solid, if not spectacular, growth in line with market expectations.Narrative Update • Dec 05
6525: Future Earnings Stability Will Shape Medium-Term Shareholder Value
Analysts have nudged their price target on Kokusai Electric slightly higher to ¥4,300, reflecting modestly stronger expectations for revenue growth and profit margins, even as they still see earnings roughly in line with consensus. Analyst Commentary Recent research reiterates a balanced stance on Kokusai Electric, with the new price target signaling limited upside relative to current expectations and broadly aligned with consensus earnings forecasts.Narrative Update • Nov 21
6525: Future Profit Margins Will Drive Medium-Term Shareholder Value
Analysts have raised their price target for Kokusai Electric from ¥4,328 to ¥4,751.82. They cite improved profit margin forecasts, even as they anticipate more moderate revenue growth.Analysis Article • Nov 13
Kokusai Electric Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Kokusai Electric Corporation ( TSE:6525 ) just released its latest half-yearly results and things are looking bullish...Narrative Update • Nov 01
6525: Discount Rate Increase Will Limit Upside Despite Strong Earnings Outlook
Analysts have reaffirmed their price target for Kokusai Electric at ¥4,328, citing the company's stable financial metrics and consistent growth outlook. What's in the News Kokusai Electric provided consolidated earnings guidance for the six months ending September 30, 2025.Narrative Update • Oct 17
Capital Investment In Semiconductor Technology Will Shape Future Markets
Analysts have raised their price target for Kokusai Electric from ¥3,817 to ¥4,328, citing improved revenue growth forecasts and strengthened profit margins, which support a more optimistic outlook. What's in the News Kokusai Electric issued new consolidated earnings guidance for the six months ending September 30, 2025, expecting revenue of JPY 104,000 million and operating profit of JPY 17,000 million (company guidance).Analysis Article • Oct 15
Capital Allocation Trends At Kokusai Electric (TSE:6525) Aren't Ideal
What financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...Narrative Update • Oct 03
Capital Investment In Semiconductor Technology Will Shape Future Markets
Analysts have raised their price target for Kokusai Electric by approximately ¥80 to ¥3,817. They cite expectations of improved revenue growth and profit margins as the reason for this adjustment.Narrative Update • Sep 05
Capital Investment In Semiconductor Technology Will Shape Future Markets
With both the discount rate and future P/E ratio showing only marginal changes, there is effectively no shift in analyst valuation, leaving Kokusai Electric's consensus fair value unchanged at ¥3737. What's in the News Issued earnings guidance for the six months ending September 30, 2025: revenue JPY 104,000 million, operating profit JPY 17,000 million, net income JPY 11,900 million, basic EPS JPY 51.00.Analysis Article • Sep 04
Kokusai Electric Corporation's (TSE:6525) Intrinsic Value Is Potentially 55% Above Its Share Price
Key Insights The projected fair value for Kokusai Electric is JP¥4,112 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Aug 11
Kokusai Electric Corporation Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next
TSE:6525 1 Year Share Price vs Fair Value Explore Kokusai Electric's Fair Values from the Community and select yours As...Shareholder Returns
| 6525 | JP Semiconductor | JP Market | |
|---|---|---|---|
| 7D | 11.6% | 11.6% | 0.1% |
| 1Y | 157.5% | 212.5% | 33.8% |
Return vs Industry: 6525 underperformed the JP Semiconductor industry which returned 204% over the past year.
Return vs Market: 6525 exceeded the JP Market which returned 34.6% over the past year.
Price Volatility
| 6525 volatility | |
|---|---|
| 6525 Average Weekly Movement | 16.2% |
| Semiconductor Industry Average Movement | 11.9% |
| Market Average Movement | 4.4% |
| 10% most volatile stocks in JP Market | 9.5% |
| 10% least volatile stocks in JP Market | 2.2% |
Stable Share Price: 6525's share price has been volatile over the past 3 months compared to the JP market.
Volatility Over Time: 6525's weekly volatility (16%) has been stable over the past year, but is still higher than 75% of JP stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1949 | 2,609 | Kazunori Tsukada | www.kokusai-electric.com |
Kokusai Electric Corporation engages in the development, manufacture, sale, repair, and maintenance of semiconductor manufacturing equipment worldwide. The company provides deposition process equipment, treatment process equipment, measuring systems, and ultrasonic generators. It also sells related parts; and new and used equipment for wafers.
Kokusai Electric Corporation Fundamentals Summary
| 6525 fundamental statistics | |
|---|---|
| Market cap | JP¥1.92t |
| Earnings (TTM) | JP¥30.10b |
| Revenue (TTM) | JP¥235.08b |
63.7x
P/E Ratio8.2x
P/S RatioIs 6525 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 6525 income statement (TTM) | |
|---|---|
| Revenue | JP¥235.08b |
| Cost of Revenue | JP¥138.27b |
| Gross Profit | JP¥96.81b |
| Other Expenses | JP¥66.71b |
| Earnings | JP¥30.10b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 06, 2026
| Earnings per share (EPS) | 128.82 |
| Gross Margin | 41.18% |
| Net Profit Margin | 12.80% |
| Debt/Equity Ratio | 21.4% |
How did 6525 perform over the long term?
See historical performance and comparisonDividends
0.5%
Current Dividend Yield29%
Payout RatioDoes 6525 pay a reliable dividends?
See 6525 dividend history and benchmarks| Kokusai Electric dividend dates | |
|---|---|
| Ex Dividend Date | Sep 29 2026 |
| Dividend Pay Date | Dec 09 2026 |
| Days until Ex dividend | 55 days |
| Days until Dividend pay date | 126 days |
Does 6525 pay a reliable dividends?
See 6525 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/04 07:15 |
| End of Day Share Price | 2026/08/04 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Kokusai Electric Corporation is covered by 19 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Stacy Rasgon | Bernstein |
| Hao Dai | Bernstein |
| Yu Yoshida | CLSA |