Tokyo Electron (8035) Resumen de Acciones
Tokyo Electron Limited, junto con sus filiales, desarrolla, fabrica y vende equipos de producción de semiconductores y pantallas planas (FPD) en Japón, Europa, Norteamérica, Taiwán, China, Corea del Sur, Sudeste Asiático e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 2/6 |
8035 Community Fair Values
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Analyst Price Targets
Competidores de Tokyo Electron Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | JP¥69,470.00 |
| Máximo en las últimas 52 semanas | JP¥81,260.00 |
| Mínimo de 52 semanas | JP¥19,870.00 |
| Beta | 1.37 |
| Cambio en 1 mes | 16.85% |
| Variación en 3 meses | 63.81% |
| Cambio de 1 año | 154.80% |
| Variación en 3 años | 245.36% |
| Variación en 5 años | 349.16% |
| Variación desde la OPV | 9,655.37% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 02
8035: Future Buybacks And Dividend Policy Will Support Further Upside
Analysts have lifted their fair value estimate for Tokyo Electron stock from ¥62,000 to ¥90,000, citing updated assumptions for revenue growth, profit margins and a lower projected future P/E multiple. What’s in the News for Tokyo Electron Tokyo Electron completed a share repurchase tranche between May 29, 2026 and June 30, 2026, buying back 207,100 shares, or 0.05% of its stock, for ¥11,474.25 million under the buyback plan announced on May 29, 2026.
Actualización de narrativa • Jun 18
8035: AI Test Push And Buyback Plan Will Likely Restrain Stock Returns
Analysts have lifted their price target for Tokyo Electron stock from about ¥54,382 to roughly ¥60,741, reflecting updated views on fair value, discount rate assumptions, revenue growth and profit margin expectations, as well as a slightly higher future P/E of 33.29x versus 31.39x previously. What’s in the News for Tokyo Electron Teradyne and Tokyo Electron announced an integrated test cell solution that combines Teradyne’s UltraFLEXplus platform with Tokyo Electron’s Prexa SDP to support known good device screening for AI and data center chiplet-based 2.5D and 3D packages, helping customers manage reliability, yield, and quality requirements.Recent updates
Actualización de narrativa • Jul 02
8035: Future Buybacks And Dividend Policy Will Support Further Upside
Analysts have lifted their fair value estimate for Tokyo Electron stock from ¥62,000 to ¥90,000, citing updated assumptions for revenue growth, profit margins and a lower projected future P/E multiple. What’s in the News for Tokyo Electron Tokyo Electron completed a share repurchase tranche between May 29, 2026 and June 30, 2026, buying back 207,100 shares, or 0.05% of its stock, for ¥11,474.25 million under the buyback plan announced on May 29, 2026.Actualización de narrativa • Jun 18
8035: AI Test Push And Buyback Plan Will Likely Restrain Stock Returns
Analysts have lifted their price target for Tokyo Electron stock from about ¥54,382 to roughly ¥60,741, reflecting updated views on fair value, discount rate assumptions, revenue growth and profit margin expectations, as well as a slightly higher future P/E of 33.29x versus 31.39x previously. What’s in the News for Tokyo Electron Teradyne and Tokyo Electron announced an integrated test cell solution that combines Teradyne’s UltraFLEXplus platform with Tokyo Electron’s Prexa SDP to support known good device screening for AI and data center chiplet-based 2.5D and 3D packages, helping customers manage reliability, yield, and quality requirements.Actualización de narrativa • 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.Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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).Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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).Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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).Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Rentabilidad de los accionistas
| 8035 | JP Semiconductor | Mercado JP | |
|---|---|---|---|
| 7D | -10.0% | -4.1% | 2.6% |
| 1Y | 154.8% | 266.9% | 45.9% |
Rentabilidad vs. Industria: Los resultados de 8035 fueron inferiores a los de la industria JP Semiconductor, que obtuvo un rendimiento del 266.9% el año pasado.
Rentabilidad vs. Mercado: 8035 superó al mercado JP, que obtuvo un rendimiento del 45.9% el año pasado.
Volatilidad de los precios
| 8035 volatility | |
|---|---|
| 8035 Average Weekly Movement | 9.8% |
| Semiconductor Industry Average Movement | 10.8% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.1% |
Precio estable de las acciones: El precio de las acciones de 8035 ha sido volátil durante los últimos 3 meses en comparación con el mercado JP.
Volatilidad a lo largo del tiempo: La volatilidad semanal de 8035(10%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de JP.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1951 | 20,236 | Toshiki Kawai | www.tel.com |
Tokyo Electron Limited, junto con sus filiales, desarrolla, fabrica y vende equipos de producción de semiconductores y pantallas planas (FPD) en Japón, Europa, Norteamérica, Taiwán, China, Corea del Sur, Sudeste Asiático e internacionalmente. La empresa ofrece recubridores/desarrolladores, sistemas de grabado, sistemas de preparación de superficies, sistemas de deposición, sistemas de ensayo, pegadoras/despegadoras de obleas, sistemas de recorte de bordes de obleas, sistemas de CVD epitaxial de SiC, sistemas de haces de iones de clúster de gas y sistemas de limpieza. También ofrece sistemas de grabado/lavado por plasma para la fabricación de FPD, así como sistemas de impresión por chorro de tinta para la fabricación de pantallas OLED.
Resumen de fundamentos de Tokyo Electron Limited
| Estadísticas fundamentales de 8035 | |
|---|---|
| Capitalización bursátil | JP¥31.58t |
| Beneficios(TTM) | JP¥574.45b |
| Ingresos (TTM) | JP¥2.44t |
55.0x
Ratio precio-beneficio (PE)12.9x
Ratio precio-ventas (PS)¿Está 8035 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 8035 | |
|---|---|
| Ingresos | JP¥2.44t |
| Coste de los ingresos | JP¥1.34t |
| Beneficio bruto | JP¥1.11t |
| Otros gastos | JP¥533.43b |
| Beneficios | JP¥574.45b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Jul 30, 2026
| Beneficios por acción (BPA) | 1.26k |
| Margen bruto | 45.34% |
| Margen de beneficio neto | 23.51% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado 8035 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.0%
Rentabilidad actual por dividendo50%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/07 22:43 |
| Precio de las acciones al final del día | 2026/07/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* 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 contamos con 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
Tokyo Electron Limited está cubierta por 33 analistas. 22 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.
| Analista | Institución |
|---|---|
| Masahiro Nakanomyo | Barclays |
| Tammy Qiu | Berenberg |
| Stacy Rasgon | Bernstein |