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Tokyo Electron LimitedTSE:8035 Aktienübersicht

Marktkapitalisierung JP¥22.5t
Aktienkurs
JP¥49.83k
JP¥51.49k
3.2% unterbewertet intrinsischer Abschlag
1Y119.0%
7D-0.9%
1D
Wert des Portfolios
Siehe

Tokyo Electron Limited

TSE:8035 Lagerbericht

Marktkapitalisierung: JP¥22.5t

Tokyo Electron (8035) Aktienübersicht

Tokyo Electron Limited entwickelt, fertigt und verkauft zusammen mit seinen Tochtergesellschaften Produktionsanlagen für Halbleiter und Flachbildschirme (FPD) in Japan, Europa, Nordamerika, Taiwan, China, Südkorea, Südostasien und international. Mehr Details

8035 grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung1/6
Künftiges Wachstum4/6
Vergangene Leistung4/6
Finanzielle Gesundheit6/6
Dividenden2/6

8035 Community Fair Values

Create Narrative

See what 50 others think this stock is worth. Follow their fair value or set your own to get alerts.

Tokyo Electron Limited Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Tokyo Electron
Historische Aktienkurse
Aktueller AktienkursJP¥49,830.00
52-Wochen-HochJP¥53,870.00
52-Wochen-TiefJP¥19,870.00
Beta1.37
1 Monat Veränderung9.52%
3 Monate Veränderung13.35%
1 Jahr Veränderung118.98%
3 Jahre Veränderung153.78%
5 Jahre Veränderung209.57%
Veränderung seit IPO6,897.41%

Aktuelle Nachrichten und Updates

Narrativ-Update May 21

8035: Buybacks And Chip Capacity Interest Will Support A Balanced Outlook

Analysts have lifted their fair value estimate for Tokyo Electron from ¥49,214 to ¥51,486, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers of the new price target framework. What's in the News Tokyo Electron declared a dividend of ¥364 per share for the fiscal year ended March 31, 2026, compared with ¥327 per share a year earlier, with payment scheduled for June 2, 2026 (Key Developments).
Analyseartikel May 07

We Think That There Are Some Issues For Tokyo Electron (TSE:8035) Beyond Its Promising Earnings

The market for Tokyo Electron Limited's ( TSE:8035 ) stock was strong after it released a healthy earnings report last...
Narrativ-Update May 04

8035: Share Repurchases And Capacity Interest Will Support A Balanced Medium Term Outlook

Analysts have lifted their price target for Tokyo Electron to ¥49,214 from ¥47,433, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a revised future P/E outlook. What's in the News Media reports indicate that Elon Musk's team has been in contact with chip suppliers for a project called Terafab.
Analyseartikel May 03

Here's What Analysts Are Forecasting For Tokyo Electron Limited (TSE:8035) After Its Yearly Results

Investors in Tokyo Electron Limited ( TSE:8035 ) had a good week, as its shares rose 3.5% to close at JP¥47,450...

Recent updates

Narrativ-Update May 21

8035: Buybacks And Chip Capacity Interest Will Support A Balanced Outlook

Analysts have lifted their fair value estimate for Tokyo Electron from ¥49,214 to ¥51,486, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers of the new price target framework. What's in the News Tokyo Electron declared a dividend of ¥364 per share for the fiscal year ended March 31, 2026, compared with ¥327 per share a year earlier, with payment scheduled for June 2, 2026 (Key Developments).
Analyseartikel May 07

We Think That There Are Some Issues For Tokyo Electron (TSE:8035) Beyond Its Promising Earnings

The market for Tokyo Electron Limited's ( TSE:8035 ) stock was strong after it released a healthy earnings report last...
Narrativ-Update May 04

8035: Share Repurchases And Capacity Interest Will Support A Balanced Medium Term Outlook

Analysts have lifted their price target for Tokyo Electron to ¥49,214 from ¥47,433, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a revised future P/E outlook. What's in the News Media reports indicate that Elon Musk's team has been in contact with chip suppliers for a project called Terafab.
Analyseartikel May 03

Here's What Analysts Are Forecasting For Tokyo Electron Limited (TSE:8035) After Its Yearly Results

Investors in Tokyo Electron Limited ( TSE:8035 ) had a good week, as its shares rose 3.5% to close at JP¥47,450...
Narrativ-Update Apr 20

8035: Rich Buybacks And Dividend Hikes Will Still Leave Shares Overpriced

Analysts have raised their price target for Tokyo Electron to about ¥31,600 from about ¥29,100. This reflects updated views on stronger revenue growth, a slightly higher profit margin and a lower future P/E multiple.
Narrativ-Update Apr 06

8035: Future Buybacks And Dividend Policy Will Support A Higher Share Price

Analysts have lifted their price target on Tokyo Electron from ¥54,000 to ¥62,000. This reflects updated assumptions that include a slightly higher discount rate, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple of 38.93 versus the prior 25.55.
Narrativ-Update Mar 23

8035: Higher Guidance And Shareholder Returns Will Support A Constructive Outlook

Analysts have lifted their price target for Tokyo Electron from roughly ¥38,600 to about ¥47,400, reflecting updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News Revised earnings guidance for the fiscal year ending March 31, 2026, now points to net sales of ¥2.41b, operating income of ¥593,000m, net income attributable to owners of parent of ¥550,000m, and earnings of ¥1,200.05 per share, reflecting updated assumptions for customer capital investment trends and including a gain on sales of investment securities (Key Developments).
Narrativ-Update Mar 08

8035: Rich Dividends And Buybacks Will Still Leave Shares Overpriced

Analysts have lifted their price target for Tokyo Electron from ¥27,098 to ¥29,085, citing updated assumptions for slightly higher revenue growth, profit margins and future P/E multiples, as well as a modestly adjusted discount rate. What's in the News Tokyo Electron updated its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥2.41b, operating income of ¥593,000m, net income attributable to owners of parent of ¥550,000m, and net income per share of ¥1,200.05.
Narrativ-Update Feb 22

8035: Higher Payouts And Buybacks Will Still Leave Shares Overpriced

Analysts have lifted their price target on Tokyo Electron from about ¥25,869 to roughly ¥27,099, citing updated assumptions for higher revenue growth, a slightly lower discount rate, a small adjustment to profit margin, and a modest change in future P/E expectations. What's in the News Tokyo Electron revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥2,410b, operating income of ¥593b, net income attributable to owners of parent of ¥550b, and net income per share of ¥1,200.05.
Analyseartikel Feb 09

Revenue Miss: Tokyo Electron Limited Fell 10.0% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

As you might know, Tokyo Electron Limited ( TSE:8035 ) last week released its latest quarterly, and things did not turn...
Narrativ-Update Feb 08

8035: Future Earnings Guidance And Buybacks Will Support A Higher Share Price

Analysts have raised their fair value estimate for Tokyo Electron from ¥35,063 to ¥54,000, citing updated assumptions for revenue growth at 22.89%, profit margin at 27.98%, and a forward P/E of 25.55 as key drivers of the higher price target. What's in the News Tokyo Electron revised its consolidated earnings guidance for the fiscal year ending March 31, 2026.
Analyseartikel Feb 06

Tokyo Electron's (TSE:8035) Dividend Will Be ¥269.00

The board of Tokyo Electron Limited ( TSE:8035 ) has announced that it will pay a dividend of ¥269.00 per share on the...
Analyseartikel Jan 30

Tokyo Electron (TSE:8035) Might Become A Compounding Machine

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Narrativ-Update Jan 24

8035: Higher Guidance And Dividend Policy Will Shape A Balanced Outlook

Analysts have raised their price target for Tokyo Electron from ¥34,725 to ¥38,593, citing updated assumptions for slightly higher revenue growth, a modestly stronger profit margin, and a higher future P/E multiple as key drivers of the revision. What's in the News Revised earnings guidance for the fiscal year ending March 31, 2026 now points to net sales of ¥2.38b and operating income of ¥586,000m, compared with the previous forecast of ¥2.35b in net sales and ¥570,000m in operating income (Key Developments).
Analyseartikel Jan 13

Earnings Not Telling The Story For Tokyo Electron Limited (TSE:8035) After Shares Rise 30%

Despite an already strong run, Tokyo Electron Limited ( TSE:8035 ) shares have been powering on, with a gain of 30% in...
Narrativ-Update Jan 10

8035: Higher Payouts And Upgraded Guidance Will Still Leave Shares Overpriced

Analysts have nudged their price target for Tokyo Electron slightly higher to ¥25,869, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Tokyo Electron raised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥2,380b, operating income of ¥586b, net income attributable to owners of parent of ¥488b, and net income per share of ¥1,064.77, compared with prior guidance of net sales of ¥2,350b, operating income of ¥570b, net income attributable to owners of parent of ¥444b, and net income per share of ¥969.12 (Key Developments).
Analyseartikel Jan 08

At JP¥38,170, Is Tokyo Electron Limited (TSE:8035) Worth Looking At Closely?

Today we're going to take a look at the well-established Tokyo Electron Limited ( TSE:8035 ). The company's stock...
Narrativ-Update Dec 26

8035: Higher Payouts And Guidance Will Likely Leave Shares Overpriced

The analyst price target for Tokyo Electron has been raised modestly to ¥25,827 from ¥25,744, as analysts factor in slightly higher long term revenue growth, stable profit margins, and a marginally richer future earnings multiple. What's in the News Raised full year 2026 guidance, now targeting net sales of JPY 2,380,000 million and operating income of JPY 586,000 million, modestly above the prior forecast.
Analyseartikel Dec 24

Tokyo Electron's (TSE:8035) Dividend Will Be ¥269.00

The board of Tokyo Electron Limited ( TSE:8035 ) has announced that it will pay a dividend on the 28th of May, with...
Narrativ-Update Dec 12

8035: Rising Guidance And Dividends Will Likely Fail To Justify Current Price

Analysts have raised their price target on Tokyo Electron from ¥21,700 to ¥25,700, citing higher expected revenue growth and a richer future earnings multiple, despite a slightly higher discount rate and stable profit margins. What's in the News The company raised full year fiscal 2026 consolidated guidance and now expects net sales of JPY 2,380,000 million, operating income of JPY 586,000 million, and net income attributable to owners of parent of JPY 488,000 million, up from prior forecasts (company guidance).
Analyseartikel Nov 29

Tokyo Electron's (TSE:8035) Dividend Will Be ¥269.00

Tokyo Electron Limited ( TSE:8035 ) has announced that it will pay a dividend of ¥269.00 per share on the 28th of May...
Narrativ-Update Nov 27

8035: Higher Guidance And Dividend Increase Will Shape The Outlook

Analysts have raised their price target for Tokyo Electron from ¥33,307 to ¥34,725, citing improved revenue growth and higher anticipated profit margins in their updated outlook. What's in the News Tokyo Electron revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, and now expects higher net sales and net income compared to previous forecasts (Key Developments).
Narrativ-Update Nov 13

8035: Updated Dividend and Legal Risks Will Shape the Outlook

Analysts have raised their price target for Tokyo Electron from ¥29,351 to ¥33,307, citing improved revenue growth projections and marginally higher profit margins as key factors supporting the upward revision. What's in the News Tokyo Electron is reportedly involved in a case in which three individuals were indicted in Taiwan for allegedly stealing chip technology from TSMC to support its business efforts (Wall Street Journal).
Analyseartikel Nov 04

Tokyo Electron Limited Just Beat Revenue By 5.9%: Here's What Analysts Think Will Happen Next

Shareholders of Tokyo Electron Limited ( TSE:8035 ) will be pleased this week, given that the stock price is up 11% to...
Narrativ-Update Oct 29

Recent Legal Risks Will Curb Forward Momentum and Weigh on Sentiment

Analysts have raised their price target for Tokyo Electron from ¥27,872 to ¥29,351. They cite expectations for stronger revenue growth and higher profit margins going forward.
Narrativ-Update Oct 15

Next-generation AI Servers Will Ignite Semiconductor Demand

The analyst price target for Tokyo Electron has been raised from ¥27,499.09 to ¥27,871.82 as analysts weigh updated projections for discount rate, revenue growth, and profit margin in their outlook. What's in the News Prosecutors in Taiwan indicted three people for allegedly stealing sensitive chip technology from TSMC to aid Tokyo Electron in securing orders, with claims the information was used to improve Tokyo Electron's etching machines (Wall Street Journal).
Analyseartikel Sep 26

Tokyo Electron's (TSE:8035) Shareholders Will Receive A Smaller Dividend Than Last Year

Tokyo Electron Limited ( TSE:8035 ) has announced that on 8th of December, it will be paying a dividend of¥245.00...
Analyseartikel Sep 20

Tokyo Electron Limited (TSE:8035) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

Tokyo Electron Limited ( TSE:8035 ) shares have had a really impressive month, gaining 25% after a shaky period...
Narrativ-Update Sep 13

Next-generation AI Servers Will Ignite Semiconductor Demand

The consensus price target for Tokyo Electron was slightly reduced, primarily reflecting lowered revenue growth expectations, resulting in a marginal decrease in fair value from ¥27,999 to ¥27,499. What's in the News Three people were indicted in Taiwan for allegedly stealing sensitive 2-nanometer chip technology from TSMC to aid Tokyo Electron's etching machine development and improve its competitive position with TSMC (Wall Street Journal).
Analyseartikel Aug 31

Here's Why We Think Tokyo Electron (TSE:8035) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Narrativ-Update Aug 27

Next-generation AI Servers Will Ignite Semiconductor Demand

The consensus price target for Tokyo Electron has been revised downward, primarily reflecting slightly weaker revenue growth forecasts, with the new fair value now at ¥27,999. What's in the News Lowered full-year consolidated earnings guidance with net sales, operating income, and net income all revised downward.
Analyseartikel Aug 18

Investors Shouldn't Overlook The Favourable Returns On Capital At Tokyo Electron (TSE:8035)

TSE:8035 1 Year Share Price vs Fair Value Explore Tokyo Electron's Fair Values from the Community and select yours...
Narrativ-Update Aug 06

Next-generation AI Servers Will Ignite Semiconductor Demand

Tokyo Electron’s consensus price target has been revised downward, primarily due to a slight reduction in revenue growth forecasts, with fair value dropping from ¥30,966 to ¥28,881. What's in the News Board approved continuation of stock delivering scheme for TEL Group Officers in Japan and abroad.
Analyseartikel Aug 04

Tokyo Electron (TSE:8035) Is Paying Out Less In Dividends Than Last Year

Tokyo Electron Limited ( TSE:8035 ) has announced that on 8th of December, it will be paying a dividend of¥245.00...
Analyseartikel Aug 03

Tokyo Electron Limited (TSE:8035) Just Missed Earnings: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for Tokyo Electron Limited ( TSE:8035 ), which a week ago released some...
Analyseartikel Jul 19

Tokyo Electron Limited's (TSE:8035) Business Is Yet to Catch Up With Its Share Price

Tokyo Electron Limited's ( TSE:8035 ) price-to-earnings (or "P/E") ratio of 23.4x might make it look like a strong sell...
Analyseartikel Jun 12

Should You Think About Buying Tokyo Electron Limited (TSE:8035) Now?

Tokyo Electron Limited ( TSE:8035 ) received a lot of attention from a substantial price increase on the TSE over the...
User avatar
Neues Narrativ Dec 08

AI-Driven Markets And Next-Gen Semiconductors Will Propel Revenue Growth And Boost Net Margins

Anticipated growth in AI-driven markets and WFE sector could boost revenue and operating income significantly.

Aktionärsrenditen

8035JP SemiconductorJP Markt
7D-0.9%-0.1%-0.5%
1Y119.0%240.8%41.3%

Rendite im Vergleich zur Industrie: 8035 unter dem Niveau der Branche JP Semiconductor , die im vergangenen Jahr eine Rendite von 240.8% erzielte.

Rendite vs. Markt: 8035 übertraf den Markt JP, der im vergangenen Jahr eine Rendite von 41.3 erzielte.

Preisvolatilität

Is 8035's price volatile compared to industry and market?
8035 volatility
8035 Average Weekly Movement7.7%
Semiconductor Industry Average Movement9.6%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.7%
10% least volatile stocks in JP Market2.5%

Stabiler Aktienkurs: Der Aktienkurs von 8035 war in den letzten 3 Monaten im Vergleich zum JP -Markt volatil.

Volatilität im Zeitverlauf: 8035Die wöchentliche Volatilität (8%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der JP Aktien.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
195119,573Toshiki Kawaiwww.tel.com

Tokyo Electron Limited entwickelt, produziert und vertreibt zusammen mit seinen Tochtergesellschaften Produktionsanlagen für Halbleiter und Flachbildschirme (FPD) in Japan, Europa, Nordamerika, Taiwan, China, Südkorea, Südostasien und international. Das Unternehmen bietet Beschichter/Entwickler, Ätzsysteme, Oberflächenvorbereitungssysteme, Abscheidungssysteme, Testsysteme, Wafer-Bonder/Debonder, Wafer-Randbeschneidung, SiC-Epitaxie-CVD-Systeme, Gas-Cluster-Ionenstrahlsysteme und Reinigungssysteme. Das Unternehmen bietet auch Plasmaätz-/Asche-Systeme für die Herstellung von FPDs sowie Tintenstrahldrucksysteme für die Herstellung von OLED-Displays.

Tokyo Electron Limited's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Tokyo Electron im Vergleich zum Marktanteil des Unternehmens?
8035 grundlegende Statistiken
MarktanteilJP¥22.49t
Gewinn(TTM)JP¥574.45b
Umsatz(TTM)JP¥2.44t
39.1x
Kurs-Gewinn-Verhältnis
9.2x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
8035 Gewinn- und Verlustrechnung (TTM)
EinnahmenJP¥2.44t
Kosten der EinnahmenJP¥1.34t
BruttogewinnJP¥1.11t
Sonstige AusgabenJP¥533.43b
GewinnJP¥574.45b

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)1.27k
Bruttomarge45.34%
Nettogewinnspanne23.51%
Schulden/Eigenkapital-Verhältnis0%

Wie hat sich 8035 auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

1.5%
Aktuelle Dividendenrendite
50%
Ausschüttungsquote

Zahlt 8035 eine zuverlässige Dividende?

Siehe 8035 Dividendenhistorie und Benchmarks
Bis wann müssen Sie 8035 kaufen, um eine kommende Dividende zu erhalten?
Tokyo Electron Dividendentermine
Ex-Dividenden DatumMar 30 2026
Datum der DividendenzahlungJun 02 2026
Tage bis Ex-Dividende54 days
Tage bis zum Datum der Dividendenzahlung10 days

Zahlt 8035 eine zuverlässige Dividende?

Siehe 8035 Dividendenhistorie und Benchmarks

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 02:26
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Tokyo Electron Limited wird von 32 Analysten beobachtet. 21 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.

AnalystEinrichtung
Masahiro NakanomyoBarclays
Tammy QiuBerenberg
Hao DaiBernstein