Tokyo Electron Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
Tokyo Electron wird ein jährliches Gewinn- und Umsatzwachstum von 14.6% bzw. 13.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 14.5% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 33% betragen.
Wichtige Informationen
14.6%
Wachstumsrate der Gewinne
14.50%
EPS-Wachstumsrate
| Semiconductor Gewinnwachstum | 26.3% |
| Wachstumsrate der Einnahmen | 13.3% |
| Zukünftige Eigenkapitalrendite | 33.02% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 06 Jun 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
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...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...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...Recent updates
Narrativ-Update • Jun 04
8035: Buyback And Stock Split Frenzy Will Likely Limit Future Returns
Analysts have lifted their price target on Tokyo Electron from about ¥51,486 to roughly ¥54,382, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that collectively support a higher fair value estimate. What's in the News Tokyo Electron approved a new share repurchase facility of up to ¥150b, to be carried out between June 1, 2026 and March 31, 2027.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...
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.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 3/31/2029 | 4,151,055 | 1,028,323 | 815,836 | 978,757 | 17 |
| 3/31/2028 | 3,745,355 | 882,798 | 656,963 | 867,131 | 22 |
| 3/31/2027 | 3,213,971 | 706,989 | 436,341 | 378,084 | 21 |
| 3/31/2026 | 2,443,533 | 574,454 | 320,291 | 539,732 | N/A |
| 12/31/2025 | 2,387,117 | 503,130 | 388,454 | 598,771 | N/A |
| 9/30/2025 | 2,489,610 | 541,856 | 274,021 | 500,589 | N/A |
| 6/30/2025 | 2,426,083 | 535,745 | 279,629 | 473,351 | N/A |
| 3/31/2025 | 2,431,568 | 544,133 | 414,135 | 582,174 | N/A |
| 12/31/2024 | 2,323,459 | 526,106 | 295,323 | 456,418 | N/A |
| 9/30/2024 | 2,132,581 | 470,375 | 418,941 | 566,531 | N/A |
| 6/30/2024 | 1,993,852 | 425,840 | 377,321 | 492,767 | N/A |
| 3/31/2024 | 1,830,527 | 363,963 | 309,740 | 434,720 | N/A |
| 12/31/2023 | 1,841,530 | 357,688 | N/A | N/A | N/A |
| 9/30/2023 | 1,845,700 | 341,729 | 266,369 | 363,501 | N/A |
| 6/30/2023 | 2,127,117 | 447,801 | N/A | N/A | N/A |
| 3/31/2023 | 2,209,025 | 471,584 | 349,957 | 426,270 | N/A |
| 12/31/2022 | 2,215,546 | 479,750 | N/A | N/A | N/A |
| 9/30/2022 | 2,254,188 | 504,203 | 268,416 | 340,864 | N/A |
| 6/30/2022 | 2,025,410 | 424,808 | N/A | N/A | N/A |
| 3/31/2022 | 2,003,805 | 437,076 | 218,284 | 283,387 | N/A |
| 12/31/2021 | 1,878,205 | 395,008 | N/A | N/A | N/A |
| 9/30/2021 | 1,663,456 | 331,148 | 181,583 | 245,876 | N/A |
| 6/30/2021 | 1,536,328 | 286,852 | N/A | N/A | N/A |
| 3/31/2021 | 1,399,102 | 242,941 | 84,958 | 145,888 | N/A |
| 12/31/2020 | 1,283,275 | 215,333 | N/A | N/A | N/A |
| 9/30/2020 | 1,287,004 | 218,496 | 161,797 | 217,841 | N/A |
| 6/30/2020 | 1,225,688 | 209,764 | N/A | N/A | N/A |
| 3/31/2020 | 1,127,286 | 185,206 | 200,365 | 253,117 | N/A |
| 12/31/2019 | 1,122,932 | 192,154 | N/A | N/A | N/A |
| 9/30/2019 | 1,095,648 | 191,656 | N/A | 195,253 | N/A |
| 6/30/2019 | 1,199,092 | 224,381 | N/A | N/A | N/A |
| 3/31/2019 | 1,278,240 | 248,228 | N/A | 189,572 | N/A |
| 12/31/2018 | 1,315,182 | 257,113 | N/A | N/A | N/A |
| 9/30/2018 | 1,304,786 | 248,997 | N/A | 254,156 | N/A |
| 6/30/2018 | 1,189,901 | 218,860 | N/A | N/A | N/A |
| 3/31/2018 | 1,130,728 | 204,371 | N/A | 186,582 | N/A |
| 12/31/2017 | 1,035,382 | 178,674 | N/A | N/A | N/A |
| 9/30/2017 | 963,973 | 163,910 | N/A | 152,888 | N/A |
| 6/30/2017 | 888,139 | 143,776 | N/A | N/A | N/A |
| 3/31/2017 | 799,719 | 115,208 | N/A | 136,948 | N/A |
| 12/31/2016 | 703,313 | 86,574 | N/A | N/A | N/A |
| 9/30/2016 | 675,719 | 78,481 | N/A | 73,829 | N/A |
| 6/30/2016 | 656,162 | 71,094 | N/A | N/A | N/A |
| 3/31/2016 | 663,948 | 77,891 | N/A | 69,398 | N/A |
| 12/31/2015 | 681,551 | 93,655 | N/A | N/A | N/A |
| 9/30/2015 | 659,802 | 93,248 | N/A | 76,044 | N/A |
| 6/30/2015 | 617,561 | 79,534 | N/A | N/A | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 8035Das prognostizierte Gewinnwachstum (14.6% pro Jahr) liegt über der Sparquote (0.8%).
Ertrag vs. Markt: 8035Die Erträge des Unternehmens (14.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt JP (9.3% pro Jahr).
Hohe Wachstumserträge: 8035Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: 8035Die Einnahmen des Unternehmens (13.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt JP (6% pro Jahr).
Hohe Wachstumseinnahmen: 8035Die Einnahmen des Unternehmens (13.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 8035Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (33%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/11 11:40 |
| Aktienkurs zum Tagesende | 2026/06/11 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
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Analysten-Quellen
Tokyo Electron Limited wird von 32 Analysten beobachtet. 22 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 |
|---|---|
| Masahiro Nakanomyo | Barclays |
| Tammy Qiu | Berenberg |
| Hao Dai | Bernstein |