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NEXON Co., Ltd.Informe acción TSE:3659

Capitalización bursátil JP¥2.1t
Precio de las acciones
JP¥2.60k
JP¥3.8k
31.6% infravalorado descuento intrínseco
1Y13.3%
7D-2.2%
Valor de la cartera
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NEXON Co., Ltd.

Informe acción TSE:3659

Capitalización de mercado: JP¥2.1t

NEXON (3659) Resumen de Acciones

NEXON Co., Ltd. produce, desarrolla, distribuye y presta servicios de juegos para PC en línea y para móviles en Japón y a escala internacional. Saber más

Análisis fundamental de 3659
Puntuación del snowflake
Valoración3/6
Crecimiento futuro2/6
Rendimiento pasado2/6
Salud financiera6/6
Dividendos4/6

3659 Community Fair Values

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Community Contributor
US$2.5FV 54.4% infravalorado descuento intrínseco
3.1%Revenue growth p.a.
1.6k
6
1
21
23d ago

Competidores de NEXON Co., Ltd.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del NEXON
Precios históricos de las acciones
Precio actual de la acciónJP¥2,597.00
Máximo en las últimas 52 semanasJP¥4,434.00
Mínimo de 52 semanasJP¥2,242.50
Beta0.55
Cambio en 1 mes-2.06%
Variación en 3 meses-29.49%
Cambio de 1 año13.33%
Variación en 3 años-17.03%
Variación en 5 años-24.72%
Variación desde la OPV308.98%

Noticias y actualizaciones recientes

3659: Share Price Reset And Capital Returns Will Support Re Rating

Narrative Update on NEXON The analyst price target for NEXON has been revised from ¥4,850 to ¥4,500, as analysts factor in updated assumptions around revenue growth, profit margins, future P/E expectations, and recent valuation-driven rating changes on the stock. Analyst Commentary Recent Street research highlights a shift in tone toward NEXON, with valuation now a key focus after the share price reacted to the Q4 results.

3659: Post Correction Rebound Will Depend On Execution And Capital Return Delivery

Analysts have trimmed NEXON's fair value estimate while keeping a ¥3,000 price target in focus, pointing to a slightly lower assumed P/E multiple and discount rate, along with steady revenue growth and margin expectations following recent upgrades to Neutral and Outperform. Analyst Commentary Recent Street research on NEXON has centered on where the current share price sits versus updated fair value estimates, especially after the Q4 results and the share price moves that followed.

3659: Sector Tailwinds And Shooter Engagement Will Shape Future Upside

Narrative Update on NEXON The updated analyst price target for NEXON moves to ¥3,798 from ¥3,544. Analysts highlight recent rating upgrades and views that sector fundamentals in Japan's gaming sector remain solid as key supports for their revised fair value and profitability assumptions.

3659: Cautious Outlook As Execution Concerns Will Restrain Post Correction Rebound

Narrative Update on NEXON The latest analyst work trims the fair value estimate slightly to ¥2,560 from ¥2,567. Recent rating upgrades highlight analysts' focus on the post Q4 share price correction and a still solid sector backdrop for Japan's gaming names.

Recent updates

3659: Share Price Reset And Capital Returns Will Support Re Rating

Narrative Update on NEXON The analyst price target for NEXON has been revised from ¥4,850 to ¥4,500, as analysts factor in updated assumptions around revenue growth, profit margins, future P/E expectations, and recent valuation-driven rating changes on the stock. Analyst Commentary Recent Street research highlights a shift in tone toward NEXON, with valuation now a key focus after the share price reacted to the Q4 results.

3659: Post Correction Rebound Will Depend On Execution And Capital Return Delivery

Analysts have trimmed NEXON's fair value estimate while keeping a ¥3,000 price target in focus, pointing to a slightly lower assumed P/E multiple and discount rate, along with steady revenue growth and margin expectations following recent upgrades to Neutral and Outperform. Analyst Commentary Recent Street research on NEXON has centered on where the current share price sits versus updated fair value estimates, especially after the Q4 results and the share price moves that followed.

3659: Sector Tailwinds And Shooter Engagement Will Shape Future Upside

Narrative Update on NEXON The updated analyst price target for NEXON moves to ¥3,798 from ¥3,544. Analysts highlight recent rating upgrades and views that sector fundamentals in Japan's gaming sector remain solid as key supports for their revised fair value and profitability assumptions.

3659: Cautious Outlook As Execution Concerns Will Restrain Post Correction Rebound

Narrative Update on NEXON The latest analyst work trims the fair value estimate slightly to ¥2,560 from ¥2,567. Recent rating upgrades highlight analysts' focus on the post Q4 share price correction and a still solid sector backdrop for Japan's gaming names.

We Think You Can Look Beyond NEXON's (TSE:3659) Lackluster Earnings

Feb 19
We Think You Can Look Beyond NEXON's (TSE:3659) Lackluster Earnings

3659: Cautious Outlook As Single Shooter Success Faces Execution Risk

Analysts have modestly lifted their fair value estimate for NEXON to about ¥2,567, supported by recent rating upgrades that cite a more balanced view on valuation and a still solid sector backdrop for Japan's gaming companies. Analyst Commentary Recent research points to a more balanced stance on NEXON, with some upgrades framed largely around valuation following the share price move after Q4 results.

Earnings Miss: NEXON Co., Ltd. Missed EPS By 17% And Analysts Are Revising Their Forecasts

Feb 15
Earnings Miss: NEXON Co., Ltd. Missed EPS By 17% And Analysts Are Revising Their Forecasts

3659: Heavy Reliance On Single Shooter Success Will Drive Future Downside Risk

Analysts have nudged their fair value estimate for Nexon higher to ¥2,460.62 from ¥2,394.72, citing a slightly lower discount rate, marginally higher revenue growth assumptions, a modestly higher future P/E, and recent research pointing to supportive sector trends and interest in key game titles. Analyst Commentary Recent Street research on Nexon has leaned constructive, with upgrades pointing to a solid sector backdrop for Japan gaming and interest in key titles such as ARC Raiders and FC Online.

3659: Rising Dependence On Single Shooter Title Will Drive Future Downside Risk

Narrative update on NEXON NEXON's updated analyst price target has moved from about ¥2,015 to roughly ¥2,395. Analysts attribute this change to a sturdier outlook for Japan's gaming sector into 2026, potential blockbuster upside from ARC Raiders, and expected support for FC Online around the 2026 FIFA World Cup.

3659: Player Engagement Momentum And World Cup Tailwinds Will Support Re Rating

Analysts have raised their fair value estimate for NEXON from ¥4,000 to ¥4,850, citing stronger expectations around ARC Raiders as a potential blockbuster, growing traction among players, and additional support from the 2026 FIFA World Cup for FC Online. Analyst Commentary Bullish analysts are pointing to a more constructive setup for NEXON, with recent upgrades highlighting both product momentum and supportive industry conditions as key pillars behind higher fair value estimates.

3659: World Cup Tailwind And New Shooter Franchise Will Shape Future Upside

Analysts have raised their price target for NEXON from ¥3,600 to ¥4,000, citing stronger growth and profitability expectations driven by momentum in ARC Raiders, viewed as a potential fourth blockbuster title, along with longer term tailwinds for FC Online heading into the 2026 FIFA World Cup. Analyst Commentary Recent research updates reflect a generally constructive view on NEXON, centered on the potential of ARC Raiders and cyclical upside for FC Online ahead of the 2026 FIFA World Cup.

3659: World Cup Gaming Tailwind Will Expose Downside Risk Ahead

Analysts have raised their price target on Nexon to ¥4,000 from ¥3,600, citing growing conviction that ARC Raiders could become a fourth blockbuster franchise and that the 2026 FIFA World Cup will provide a meaningful tailwind for FC Online. Analyst Commentary Bullish analysts view the upgraded price target as evidence that Nexon is entering a new growth phase, supported by both its emerging and established franchises.

NEXON (TSE:3659) Is Increasing Its Dividend To ¥30.00

Dec 03
NEXON (TSE:3659) Is Increasing Its Dividend To ¥30.00

NEXON Co., Ltd.'s (TSE:3659) 25% Share Price Surge Not Quite Adding Up

Nov 28
NEXON Co., Ltd.'s (TSE:3659) 25% Share Price Surge Not Quite Adding Up

3659: Revenue Momentum And Shareholder Returns Will Drive Measured Performance Ahead

Narrative Update on NEXON: Price Target Rises Amid Positive Analyst Outlook Analysts have raised NEXON’s fair value price target from ¥3,247 to ¥3,461, citing strong expectations for ARC Raiders to become a major blockbuster as well as improved growth metrics across revenue and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight ARC Raiders as a potential fourth blockbuster for NEXON.

NEXON's (TSE:3659) Upcoming Dividend Will Be Larger Than Last Year's

Nov 14
NEXON's (TSE:3659) Upcoming Dividend Will Be Larger Than Last Year's

NEXON Co., Ltd. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

Nov 13
NEXON Co., Ltd. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

3659: Revenue Stability And Share Buybacks Will Support Measured Performance Ahead

Analysts have made a slight upward revision to NEXON's price target, increasing it marginally to ¥3,246.78. They cite stable revenue growth and profitability metrics as reasons for their maintained optimism.

Repurchase Activity And Dividend Growth Will Sustain Shareholder Value Amid Industry Shifts

NEXON Analyst Price Target Revised Slightly Downward Analysts have adjusted NEXON’s fair value estimate modestly downward from ¥3,247.76 to ¥3,246.78. This change reflects updated projections for revenue growth and a slightly lower discount rate.

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

Narrative Update: NEXON Price Target Revision Analysts have raised NEXON's fair value estimate from ¥3,177 to ¥3,248. This change reflects improved revenue growth and profit margin expectations.

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

The increase in NEXON’s analyst price target reflects a higher expected future P/E ratio despite a rising discount rate, resulting in a modest upward revision of fair value from ¥3067 to ¥3177. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–359,898 million, operating profit of ¥112,039–120,463 million, and profit of ¥68,293–74,678 million (EPS: ¥85.96–93.86).

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

The consensus price target for NEXON has increased to ¥3067, as analysts have marginally raised their future P/E and revenue growth forecasts. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–¥359,898 million, operating profit of ¥112,039–¥120,463 million, and profit of ¥68,293–¥74,678 million.

We Think NEXON's (TSE:3659) Profit Is Only A Baseline For What They Can Achieve

Aug 20
We Think NEXON's (TSE:3659) Profit Is Only A Baseline For What They Can Achieve

New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets

NEXON's fair value has been revised upward, primarily driven by improved revenue growth forecasts, while future P/E has edged lower, resulting in a higher consensus price target of ¥2916. What's in the News Dividend per share increased to JPY 15.00 from JPY 7.50 year-over-year.

NEXON Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Aug 16
NEXON Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Analyst Estimates: Here's What Brokers Think Of NEXON Co., Ltd. (TSE:3659) After Its First-Quarter Report

May 16
Analyst Estimates: Here's What Brokers Think Of NEXON Co., Ltd. (TSE:3659) After Its First-Quarter Report

NEXON Co., Ltd.'s (TSE:3659) 25% Share Price Surge Not Quite Adding Up

May 14
NEXON Co., Ltd.'s (TSE:3659) 25% Share Price Surge Not Quite Adding Up
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Gaming Giant's Bold Strategies Fuel Long-Term Revenue And Profit Growth Goals

NEXON focuses on growing proven franchises with ongoing updates and localization, aiming for long-term revenue and profitability improvements.

Rentabilidad de los accionistas

3659JP EntertainmentMercado JP
7D-2.2%-3.4%0.3%
1Y13.3%-25.4%37.6%

Rentabilidad vs. Industria: 3659 superó a la industria JP Entertainment, que obtuvo un rendimiento del -25.4% el año pasado.

Rentabilidad vs. Mercado: 3659 obtuvo unos resultados inferiores a los del mercado JP, que fueron del 37.6% el año pasado.

Volatilidad de los precios

Is 3659's price volatile compared to industry and market?
3659 volatility
3659 Average Weekly Movement6.7%
Entertainment Industry Average Movement4.8%
Market Average Movement4.8%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.4%

Precio estable de las acciones: 3659 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado JP.

Volatilidad a lo largo del tiempo: La volatilidad semanal de 3659 (7%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19949,834Junghun Leewww.nexon.co.jp

NEXON Co., Ltd. produce, desarrolla, distribuye y presta servicios de juegos para PC en línea y para móviles en Japón y a escala internacional. La empresa opera a través de los segmentos PC Online Business y Mobile Business. Entre sus títulos de juegos en línea para PC se incluyen MapleStory, Dungeon & Fighter y EA SPORTS FC.

Resumen de fundamentos de NEXON Co., Ltd.

¿Cómo se comparan los beneficios e ingresos de NEXON con su capitalización de mercado?
Estadísticas fundamentales de 3659
Capitalización bursátilJP¥2.05t
Beneficios(TTM)JP¥92.05b
Ingresos (TTM)JP¥475.10b
22.3x
Ratio precio-beneficio (PE)
4.3x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de 3659
IngresosJP¥475.10b
Coste de los ingresosJP¥193.09b
Beneficio brutoJP¥282.01b
Otros gastosJP¥189.96b
BeneficiosJP¥92.05b

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

May 14, 2026

Beneficios por acción (BPA)116.34
Margen bruto59.36%
Margen de beneficio neto19.38%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado 3659 a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.3%
Rentabilidad actual por dividendo
39%
Ratio de pagos
¿Cuándo hay que comprar 3659 para recibir un próximo dividendo?
fechas de dividendos de NEXON
Fecha ex dividendoJun 29 2026
Fecha de pago de dividendosSep 25 2026
Días hasta ex dividendo56 days
Días hasta la fecha de pago de dividendos144 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/02 13:43
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

NEXON Co., Ltd. está cubierta por 30 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Keiichi YoneshimaBarclays
Haruka MoriBarclays
Robin ZhuBernstein