Renesas Electronics Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
Renesas Electronics wird ein jährliches Gewinn- und Umsatzwachstum von 32.9% bzw. 8.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 30.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 11.4% betragen.
Wichtige Informationen
32.9%
Wachstumsrate der Gewinne
30.57%
EPS-Wachstumsrate
| Semiconductor Gewinnwachstum | 24.7% |
| Wachstumsrate der Einnahmen | 8.3% |
| Zukünftige Eigenkapitalrendite | 11.35% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 19 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Analyseartikel • Nov 03
Renesas Electronics Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Investors in Renesas Electronics Corporation ( TSE:6723 ) had a good week, as its shares rose 3.7% to close at JP¥1,911...Analyseartikel • Jul 28
Renesas Electronics Corporation (TSE:6723) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year
Renesas Electronics Corporation ( TSE:6723 ) shareholders are probably feeling a little disappointed, since its shares...Recent updates
Narrativ-Update • May 02
6723: Artemis II Space Wins Will Support Future Upside Potential
Analysts have lifted their price target on Renesas Electronics from ¥3,800 to ¥4,500, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers of the change. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System.Narrativ-Update • Apr 18
6723: Artemis Mission Wins And Potential Timing Unit Sale Will Support Upside
Analysts have kept their ¥3,800 price target for Renesas Electronics unchanged, citing only modest adjustments to the discount rate, revenue growth and profit margin assumptions, along with a steady future P/E outlook. What's in the News Renesas radiation hardened ICs are being used across core systems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System, supporting power, signal integrity and onboard computing in high radiation and extreme temperature conditions (Client Announcements).Narrativ-Update • Apr 03
6723: NASA Design Wins And Timing Unit Sale Talks Will Support Upside
Analysts have maintained their Renesas Electronics fair value estimate at ¥3,800, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the main factors behind the unchanged price target. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including avionics and safety launch systems, supporting power regulation, signal integrity and onboard computing in high-radiation, extreme temperature conditions (Client announcement).
Narrativ-Update • Mar 20
6723: Auto MCUs And ADAS SoCs Will Support Higher Margin Future
Analysts now set their Renesas Electronics price target at roughly ¥3,000 per share, up from about ¥2,400. They point to updated assumptions that include a higher profit margin outlook and a slightly lower discount rate, while keeping revenue growth and future P/E expectations broadly similar.Narrativ-Update • Mar 05
6723: Future Timing Unit Sale Will Support Automotive And SDV Computing Focus
Analysts have lifted their Renesas Electronics fair value estimate from ¥3,300 to ¥3,800, citing updated assumptions for revenue growth, profit margins and a slightly higher discount rate, along with a revised future P/E of 23.94x. What's in the News Renesas launched the RH850/U2C 32 bit automotive MCU on a 28 nm process, aimed at chassis and safety systems, BMS, and other ASIL D applications.
Narrativ-Update • Feb 19
6723: Future Auto SoC Investments And M&A Uncertainty Will Pressure Margins
Analysts are keeping their ¥1,950 price target for Renesas Electronics unchanged, citing a combination of slightly lower assumed revenue growth, a higher profit margin, and a somewhat reduced future P/E multiple that together balance out under a modestly lower discount rate. What's in the News Renesas introduced three automotive SoC technologies for multi-domain ECUs, targeting software defined vehicles with advanced AI processing, chiplet based scalability and functional safety features, presented at ISSCC 2026 in San Francisco (Product related announcement).Narrativ-Update • Feb 05
6723: Future Timing Unit Sale Will Support Growing Automotive And Data Center Focus
Analysts have adjusted their fair value estimate for Renesas Electronics to ¥3,300 from ¥3,150, citing updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News SiTime Corporation is reported to be nearing an agreement to acquire Renesas Electronics' timing unit in a deal that could be worth about US$3b, with a potential announcement as soon as February 5, 2026, alongside Renesas' full year earnings.Narrativ-Update • Jan 21
6723: Future Margin Pressure From New Auto And IoT Platforms Will Persist
Analysts have trimmed their fair value estimate for Renesas Electronics from ¥2,000 to ¥1,950, reflecting updated assumptions for higher revenue growth, a lower profit margin, a slightly higher discount rate, and a higher future P/E multiple. What's in the News Renesas is expanding its software defined vehicle offering around the fifth generation R Car family, introducing the R Car X5H automotive SoC manufactured on a 3nm process and designed to run ADAS, in vehicle infotainment and gateway functions on a single chip, with reported power consumption up to 35% lower than previous 5nm solutions.Analyseartikel • Jan 18
Renesas Electronics Corporation's (TSE:6723) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in the Semiconductor industry in Japan have price-to-sales ratios (or "P/S") below...Narrativ-Update • Jan 07
6723: Timing Unit Sale And Auto AI Chips Will Shape Stable Outlook
Analysts have trimmed their fair value estimate for Renesas Electronics slightly to ¥2,410.77 from ¥2,417.14, linking the adjustment to modest tweaks in the modeled discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Renesas is working with JPMorgan to explore a potential sale of its timing division, with reported interest from Texas Instruments and Infineon and an indicated valuation near US$2b for the business (Reuters).Narrativ-Update • Dec 17
6723: Timing Unit Sale Will Unlock Upside Amid Stable Earnings Outlook
Analysts have nudged their price target on Renesas Electronics slightly higher, now implying fair value broadly in line with prior estimates but supported by a marginally lower discount rate and sustained expectations for high single digit revenue growth and resilient profit margins, which together indicate a premium future P/E in the low 20s. What's in the News Renesas is exploring a sale of its timing division, with potential bidders including Texas Instruments and Infineon, in a deal that could value the unit near $2 billion (Reuters) SiTime is in talks to acquire Renesas timing unit in a transaction that could reach up to $2 billion including debt, though negotiations remain uncertain and non binding (Key Developments) Renesas launched its first Wi Fi 6 MCUs, the RA6W1 and RA6W2, targeting ultra low power connected IoT devices with integrated security and long term product support (Key Developments) The company introduced a sixth generation DDR5 Registered Clock Driver that pushes data rates to 9600 MT per second to support next generation AI and data center servers (Key Developments) Renesas unveiled new RA8M2 and RA8D2 microcontrollers based on 1 GHz Arm Cortex M85 cores, aimed at compute intensive, graphics rich and ML enabled embedded applications (Key Developments) Valuation Changes Fair Value remained unchanged at approximately ¥2,417 per share, indicating no material revision to the intrinsic value estimate.Analyseartikel • Dec 17
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
Renesas Electronics Corporation's ( TSE:6723 ) investors are due to receive a payment of ¥28.00 per share on 31st of...Narrativ-Update • Dec 03
6723 Timing Unit Sale Exploration Will Drive Undervalued Upside Potential
Analysts have modestly raised their price target on Renesas Electronics to reflect slightly faster expected revenue growth and a richer future earnings multiple, even though they are forecasting a small compression in profit margins and a marginally lower discount rate. What's in the News Renesas is working with JPMorgan to explore a sale of its timing division in a transaction that could value the business at close to $2 billion, with Texas Instruments and Infineon cited among potential suitors (Reuters) SiTime is reported to be in advanced talks to acquire Renesas timing unit, with negotiations valuing the business at up to $2 billion including debt and leaving room for rival bidders to emerge (Key Developments, citing Reuters) Renesas unveiled the industry first sixth generation DDR5 Registered Clock Driver for RDIMMs, reaching 9600 MT/s and targeting next generation AI and high performance computing server platforms (Key Developments) The company introduced new RA8M2 and RA8D2 microcontroller families based on a 1 GHz Arm Cortex M85, aimed at compute intensive industrial, graphics and AI edge applications with advanced ML and DSP capabilities (Key Developments) Renesas announced GaN based power solutions to support NVIDIA 800 volt direct current data center power architecture, enabling highly efficient, scalable power conversion for large AI workloads (Key Developments) Valuation Changes Fair Value Estimate remained unchanged at approximately ¥2,417 per share, indicating no revision to the intrinsic value assessment in this update cycle.Analyseartikel • Dec 03
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
The board of Renesas Electronics Corporation ( TSE:6723 ) has announced that it will pay a dividend of ¥28.00 per share...Narrativ-Update • Nov 19
6723: Timing Unit Sale Exploration Will Drive Significant Upside Ahead
Analysts have maintained their price target for Renesas Electronics at ¥2,417, citing only minor adjustments in the discount rate, revenue growth, and profit margin forecasts. What's in the News Renesas Electronics is exploring the potential sale of its timing division in a deal that could value the business close to $2 billion, with Texas Instruments and Infineon named as potential buyers (Reuters).Analyseartikel • Nov 16
Renesas Electronics (TSE:6723) Is Paying Out A Dividend Of ¥28.00
Renesas Electronics Corporation's ( TSE:6723 ) investors are due to receive a payment of ¥28.00 per share on 31st of...Analyseartikel • Nov 03
Renesas Electronics Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Investors in Renesas Electronics Corporation ( TSE:6723 ) had a good week, as its shares rose 3.7% to close at JP¥1,911...Analyseartikel • Nov 02
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
The board of Renesas Electronics Corporation ( TSE:6723 ) has announced that it will pay a dividend on the 31st of...Narrativ-Update • Nov 01
6723: Divestment Of Timing Unit Will Unlock Value For Shareholders
Narrative Update on Renesas Electronics Price Target Analysts have raised their price target for Renesas Electronics from ¥2,381 to ¥2,417, citing improved outlooks on revenue growth and profit margins as key factors behind the upgrade. What's in the News Renesas Electronics is exploring the sale of its timing division and is working with bankers at JPMorgan.Narrativ-Update • Oct 18
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have modestly revised their price target for Renesas Electronics, maintaining an estimated fair value near ¥2,381 as underlying fundamentals such as revenue growth and profit margin expectations saw only slight improvements. What's in the News Renesas Electronics is exploring the potential sale of its timing division, which could be valued at nearly $2 billion.Narrativ-Update • Oct 04
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have revised their price target for Renesas Electronics downward from ¥2,499 to ¥2,381, citing slightly lower revenue growth expectations and a modest adjustment in their discount rate assumptions. What's in the News Mouser Electronics now offers over 28,000 Renesas products, including the new AI-enabled RA8P1 microcontrollers and GaN FETs for advanced edge, AI, and power applications (Client Announcements).Analyseartikel • Sep 18
Is Renesas Electronics Corporation (TSE:6723) Trading At A 42% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Renesas Electronics fair value estimate is JP¥3,021 Renesas...Narrativ-Update • Sep 04
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
With both the discount rate and future P/E ratio for Renesas Electronics remaining effectively unchanged, analysts have left their price target steady at ¥2499. What's in the News Renesas introduced multiple new MCUs and MPUs (RA8P1, RA2T1, RA4C1, RL78/L23, RA2L2) targeting AI, motor control, IoT, metering, and portable devices, emphasizing ultra-low power, advanced security, and integrated edge AI capabilities.Analyseartikel • Aug 18
Returns On Capital At Renesas Electronics (TSE:6723) Have Stalled
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Analyseartikel • Jul 28
Renesas Electronics Corporation (TSE:6723) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year
Renesas Electronics Corporation ( TSE:6723 ) shareholders are probably feeling a little disappointed, since its shares...Analyseartikel • Jul 18
What You Can Learn From Renesas Electronics Corporation's (TSE:6723) P/E
Renesas Electronics Corporation's ( TSE:6723 ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a...Analyseartikel • Jun 19
Renesas Electronics Corporation (TSE:6723) Shares Could Be 43% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Renesas Electronics is JP¥3,403 based on 2 Stage Free Cash Flow to Equity...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 1,820,416 | 362,865 | 417,500 | 601,233 | 12 |
| 12/31/2027 | 1,669,827 | 310,039 | 374,033 | 574,433 | 14 |
| 12/31/2026 | 1,542,540 | 260,269 | 369,800 | 521,400 | 11 |
| 3/31/2026 | 1,392,728 | -9,620 | 310,970 | 441,899 | N/A |
| 12/31/2025 | 1,321,212 | -51,763 | 319,087 | 452,857 | N/A |
| 9/30/2025 | 1,262,275 | -47,298 | 254,553 | 399,860 | N/A |
| 6/30/2025 | 1,272,193 | -95,890 | 181,112 | 336,706 | N/A |
| 3/31/2025 | 1,305,466 | 165,224 | 201,052 | 373,802 | N/A |
| 12/31/2024 | 1,348,479 | 219,084 | 170,649 | 340,484 | N/A |
| 9/30/2024 | 1,417,812 | 266,339 | 212,411 | 393,850 | N/A |
| 6/30/2024 | 1,451,921 | 280,913 | 304,484 | 469,555 | N/A |
| 3/31/2024 | 1,461,831 | 311,741 | 352,833 | 487,628 | N/A |
| 12/31/2023 | 1,469,415 | 337,086 | 367,500 | 496,627 | N/A |
| 9/30/2023 | 1,498,295 | 342,613 | 345,151 | 446,271 | N/A |
| 6/30/2023 | 1,506,036 | 342,000 | 382,151 | 479,992 | N/A |
| 3/31/2023 | 1,513,939 | 301,960 | 365,705 | 461,145 | N/A |
| 12/31/2022 | 1,500,853 | 256,632 | 391,126 | 479,325 | N/A |
| 9/30/2022 | 1,424,472 | 236,957 | 399,893 | 484,332 | N/A |
| 6/30/2022 | 1,295,773 | 199,993 | 339,520 | 415,054 | N/A |
| 3/31/2022 | 1,137,028 | 173,430 | 284,287 | 349,685 | N/A |
| 12/31/2021 | 993,908 | 119,536 | 255,038 | 307,384 | N/A |
| 9/30/2021 | 871,566 | 82,612 | 235,906 | 278,578 | N/A |
| 6/30/2021 | 791,811 | 60,119 | 229,915 | 267,903 | N/A |
| 3/31/2021 | 740,608 | 48,051 | 207,113 | 242,442 | N/A |
| 12/31/2020 | 715,673 | 45,626 | 185,703 | 223,889 | N/A |
| 9/30/2020 | 716,095 | 39,968 | 180,225 | 220,693 | N/A |
| 6/30/2020 | 720,774 | 28,470 | 160,484 | 203,531 | N/A |
| 3/31/2020 | 746,727 | 7,208 | 160,814 | 210,674 | N/A |
| 12/31/2019 | 718,243 | -6,317 | N/A | 201,960 | N/A |
| 9/30/2019 | 713,120 | -13,413 | N/A | 189,169 | N/A |
| 6/30/2019 | 709,989 | -9,609 | N/A | 183,004 | N/A |
| 3/31/2019 | 720,850 | 25,819 | N/A | 175,152 | N/A |
| 12/31/2018 | 756,503 | 50,989 | N/A | 172,308 | N/A |
| 9/30/2018 | 779,827 | 75,920 | N/A | 155,114 | N/A |
| 6/30/2018 | 795,106 | 90,682 | N/A | 157,553 | N/A |
| 3/31/2018 | 788,527 | 80,558 | N/A | 169,833 | N/A |
| 12/31/2017 | 780,261 | 77,196 | N/A | 164,222 | N/A |
| 12/31/2016 | 628,041 | 58,825 | N/A | 127,843 | N/A |
| 9/30/2016 | 637,192 | 48,277 | N/A | 109,801 | N/A |
| 6/30/2016 | 665,963 | 66,398 | N/A | 122,276 | N/A |
| 3/31/2016 | 693,289 | 86,292 | N/A | 126,296 | N/A |
| 12/31/2015 | 707,707 | 85,045 | N/A | 133,445 | N/A |
| 9/30/2015 | 734,847 | 104,656 | N/A | 141,812 | N/A |
| 6/30/2015 | 761,117 | 91,038 | N/A | 146,256 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 6723 wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (0.8%).
Ertrag vs. Markt: 6723 wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.
Hohe Wachstumserträge: 6723 wird voraussichtlich in den nächsten 3 Jahren rentabel werden.
Einnahmen vs. Markt: 6723Die Einnahmen des Unternehmens (8.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt JP (5.2% pro Jahr).
Hohe Wachstumseinnahmen: 6723Die Einnahmen des Unternehmens (8.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 6723Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (11.4%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 21:00 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Renesas Electronics Corporation wird von 22 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |