Trend Micro Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Trend Micro de 9.4% y 5.2% por año respectivamente. Se prevé que el BPA crezca en un 10.3% al año. Se espera que la rentabilidad financiera sea de 34.1% en 3 años.
Información clave
9.4%
Tasa de crecimiento de los beneficios
10.31%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 15.5% |
| Tasa de crecimiento de los ingresos | 5.2% |
| Rentabilidad financiera futura | 34.13% |
| Cobertura de analistas | Good |
| Última actualización | 21 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización del análisis • Apr 21
4704: AI Governance And Consumer Rebrand Will Shape Balanced Future Prospects
Analysts have trimmed their price target on Trend Micro from ¥7,068.75 to ¥6,231.25, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Trend Micro is rebranding its consumer business as TrendLife, with a focus on protecting everyday digital activity as AI tools become more common in households, and plans to roll out its Kaleida AI companion for families to the public later in 2026 (Key Developments).Actualización del análisis • Apr 06
4704: AI Governance Expansion Will Support Future Upside For Shares
Analysts have trimmed their price target on Trend Micro from ¥7,256.25 to ¥7,068.75, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as they refresh their valuation work. What's in the News TrendAI, described as an enterprise AI security leader within Trend Micro, introduced the TrendAI Agentic Governance Gateway to give organizations visibility and control over autonomous AI agent interactions across data, tools, and environments, with capabilities such as policy enforcement, human oversight, simulation of governance decisions, and lifecycle management delivered through the TrendAI Vision One platform (Key Developments).Actualización del análisis • Mar 21
4704: Buybacks And AI Security Expansion Will Support Further Share Upside
Analysts have nudged their price target on Trend Micro higher from about ¥7,161 to roughly ¥7,256. This reflects small model tweaks to fair value, discount rate, and assumed future P/E rather than any major shift in the underlying outlook.Actualización del análisis • Mar 07
4704: Buybacks And 2026 Guidance Will Support Further Share Upside
Analysts have trimmed their price target on Trend Micro by about ¥400. This reflects slightly adjusted assumptions around fair value, discount rate, revenue growth and profit margins, while keeping expected future P/E broadly similar.Actualización del análisis • Feb 20
4704: Buybacks And Higher 2026 Guidance Will Support Future Upside
Analysts have nudged their Trend Micro price target higher from ¥7,343.75 to roughly ¥7,583.33, citing updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News Issued earnings guidance for 2026, with expected net sales of ¥301,500 million, operating income of ¥56,400 million, net income attributable to owners of the parent of ¥36,600 million, and net income per share of ¥280.07.Actualización del análisis • Feb 06
4704: AI Cybersecurity Outlook And Share Buybacks Will Support Future Upside
Analysts have modestly trimmed their fair value estimate for Trend Micro to ¥7,343.75 from ¥7,464.29, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E. What's in the News Board meeting on November 12, 2025 approved a share repurchase of common stock, setting the framework for subsequent buyback activity (Key Developments).Actualización del análisis • Jan 21
4704: AI Security And Share Buybacks Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Trend Micro from ¥7,950 to about ¥7,464, reflecting slightly softer assumptions on revenue growth and profit margins, along with a modestly higher future P/E multiple. What's in the News The board approved a share repurchase plan on November 12, 2025, authorizing the buyback of 1,670,000 shares, or 1.27% of share capital, for ¥10,000 million.Actualización del análisis • Jan 06
4704: AI Security Expansion Will Drive Upside Despite Slightly Lower Fair Value Assumptions
Analysts have reduced their price target for Trend Micro from ¥8,416.67 to ¥7,950, citing slightly lower assumptions for fair value, revenue growth, profit margins, and future P/E multiples. What's in the News Board meeting scheduled for November 12, 2025 to consider and approve a repurchase of common shares, following authorization of a buyback plan that covers up to 1,670,000 shares (1.27% of share capital) for ¥10,000m through December 23, 2025 (Board Meeting, Buyback Transaction Announcements).Actualización del análisis • Dec 14
4704: Expanding AI Security And Share Repurchases Will Drive Future Upside
Narrative Update on Trend Micro Analyst Price Target Analysts have modestly reduced their average price target on Trend Micro, cutting estimated fair value from approximately ¥9,150 to about ¥8,417. They are factoring in slightly higher discount rates, marginally lower long term profit margins, and a more conservative future price to earnings multiple, while revenue growth expectations remain stable.Actualización del análisis • Nov 30
4704: Expanding AI Security Solutions Will Drive Future Equity Performance
Analysts have slightly lowered their price target for Trend Micro from ¥9,250 to ¥9,150. This change reflects modest adjustments in the discount rate and financial projections.Actualización del análisis • Nov 16
4704: Expanded AI Offerings And New Partnerships Will Drive Profits Higher
Analysts have modestly raised their price target for Trend Micro to ¥9,250. This change reflects improved expectations for both revenue growth and profit margins.Artículo de análisis • Nov 16
Trend Micro Incorporated Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
As you might know, Trend Micro Incorporated ( TSE:4704 ) recently reported its quarterly numbers. Revenues were JP¥69b...Actualización del análisis • Nov 01
4704: AI Integration And Data Center Security Will Drive Robust Momentum
Narrative Update on Trend Micro: Analyst Price Target Adjustment Analysts have maintained their price target for Trend Micro at ¥9,250. This reflects ongoing confidence in the company’s fundamentals without a significant shift in projected financial metrics.Actualización del análisis • Oct 17
Leveraging Vision One And AI Will Offer Comprehensive Security Solutions
Analysts have modestly lowered their price target for Trend Micro, decreasing it from ¥9,371 to ¥9,250. They cited minor adjustments in valuation models and updated financial projections.Actualización del análisis • Oct 03
Leveraging Vision One And AI Will Offer Comprehensive Security Solutions
Analysts have revised their price target for Trend Micro downward to approximately ¥9,371, a decrease of about ¥557. They cited slightly lower growth and profit margin projections as the reason for this adjustment.Actualización del análisis • Aug 27
Leveraging Vision One And AI Will Offer Comprehensive Security Solutions
Trend Micro's consensus price target has been revised downward, primarily reflecting slightly softer revenue growth forecasts, with fair value lowered from ¥10,371 to ¥9,834. What's in the News Announced new agentic AI-powered SIEM designed to automate setup, cut alert noise, and enhance security with multi-source analytics, rapid onboarding, extended data retention, and integration with digital twin technology for proactive risk mitigation in complex environments.Artículo de análisis • Aug 09
Investors Interested In Trend Micro Incorporated's (TSE:4704) Earnings
TSE:4704 1 Year Share Price vs Fair Value Explore Trend Micro's Fair Values from the Community and select yours With a...Artículo de análisis • Jul 22
Under The Bonnet, Trend Micro's (TSE:4704) Returns Look Impressive
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Artículo de análisis • Apr 25
Estimating The Intrinsic Value Of Trend Micro Incorporated (TSE:4704)
Key Insights Trend Micro's estimated fair value is JP¥8,489 based on 2 Stage Free Cash Flow to Equity Trend Micro's...Artículo de análisis • Mar 10
Trend Micro (TSE:4704) Is Very Good At Capital Allocation
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Artículo de análisis • Feb 20
Earnings Update: Here's Why Analysts Just Lifted Their Trend Micro Incorporated (TSE:4704) Price Target To JP¥9,407
Investors in Trend Micro Incorporated ( TSE:4704 ) had a good week, as its shares rose 5.7% to close at JP¥11,480...Artículo de análisis • Feb 13
Market Participants Recognise Trend Micro Incorporated's (TSE:4704) Earnings Pushing Shares 29% Higher
Trend Micro Incorporated ( TSE:4704 ) shareholders have had their patience rewarded with a 29% share price jump in the...
Nuevo análisis • Dec 01
Unleashing Growth Through Subscription Shift And Global Expansion Strategy
Subscription model transition improves revenue stability and predicts higher margins, boosting recurring revenue growth.Artículo de análisis • Nov 14
Trend Micro Incorporated Just Missed Earnings - But Analysts Have Updated Their Models
Last week saw the newest quarterly earnings release from Trend Micro Incorporated ( TSE:4704 ), an important milestone...Artículo de análisis • Oct 06
Under The Bonnet, Trend Micro's (TSE:4704) Returns Look Impressive
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Artículo de análisis • Sep 07
Why Investors Shouldn't Be Surprised By Trend Micro Incorporated's (TSE:4704) 29% Share Price Surge
Trend Micro Incorporated ( TSE:4704 ) shares have had a really impressive month, gaining 29% after a shaky period...Artículo de análisis • Mar 19
Trend Micro Incorporated's (TSE:4704) Popularity With Investors Is Under Threat From Overpricing
Trend Micro Incorporated's ( TSE:4704 ) price-to-sales (or "P/S") ratio of 4.2x may not look like an appealing...Artículo de análisis • Feb 29
Trend Micro Incorporated's (TSE:4704) Intrinsic Value Is Potentially 36% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Trend Micro fair value estimate is JP¥10,154 Trend Micro's...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 326,414 | 46,487 | 57,956 | N/A | 8 |
| 12/31/2027 | 308,292 | 40,592 | 54,623 | N/A | 9 |
| 12/31/2026 | 294,076 | 37,009 | 36,605 | N/A | 9 |
| 12/31/2025 | 275,984 | 34,523 | N/A | N/A | N/A |
| 9/30/2025 | 272,733 | 34,882 | 41,181 | 64,302 | N/A |
| 6/30/2025 | 272,013 | 30,799 | 30,534 | 54,127 | N/A |
| 3/31/2025 | 274,208 | 32,462 | 24,936 | 49,270 | N/A |
| 12/31/2024 | 272,638 | 34,358 | 21,841 | 46,781 | N/A |
| 9/30/2024 | 267,624 | 24,343 | 17,547 | 44,911 | N/A |
| 6/30/2024 | 263,689 | 16,770 | 22,890 | 51,166 | N/A |
| 3/31/2024 | 255,918 | 15,111 | 26,032 | 54,051 | N/A |
| 12/31/2023 | 248,691 | 10,731 | 30,866 | 57,227 | N/A |
| 9/30/2023 | 245,420 | 14,157 | 33,965 | 57,143 | N/A |
| 6/30/2023 | 238,029 | 26,737 | 31,722 | 54,148 | N/A |
| 3/31/2023 | 232,072 | 27,686 | 35,536 | 57,137 | N/A |
| 12/31/2022 | 223,795 | 29,843 | 35,924 | 56,903 | N/A |
| 9/30/2022 | 213,279 | 41,189 | 38,358 | 59,694 | N/A |
| 6/30/2022 | 204,332 | 36,826 | 40,295 | 60,426 | N/A |
| 3/31/2022 | 196,192 | 38,094 | 37,616 | 57,369 | N/A |
| 12/31/2021 | 190,359 | 38,367 | 36,480 | 55,267 | N/A |
| 9/30/2021 | 186,212 | 33,593 | 37,961 | 55,448 | N/A |
| 6/30/2021 | 181,579 | 28,282 | 40,967 | 56,743 | N/A |
| 3/31/2021 | 176,530 | 26,847 | 45,408 | 59,002 | N/A |
| 12/31/2020 | 174,061 | 26,904 | 42,470 | 54,310 | N/A |
| 9/30/2020 | 171,291 | 24,604 | 41,541 | 52,161 | N/A |
| 6/30/2020 | 169,546 | 29,426 | 42,985 | 53,063 | N/A |
| 3/31/2020 | 167,848 | 29,908 | 37,832 | 48,305 | N/A |
| 12/31/2019 | 165,195 | 27,946 | 34,417 | 45,109 | N/A |
| 9/30/2019 | 163,367 | 29,627 | N/A | 46,157 | N/A |
| 6/30/2019 | 162,380 | 28,491 | N/A | 44,682 | N/A |
| 3/31/2019 | 161,889 | 28,628 | N/A | 47,030 | N/A |
| 12/31/2018 | 160,410 | 28,314 | N/A | 49,959 | N/A |
| 9/30/2018 | 159,005 | 26,186 | N/A | 51,461 | N/A |
| 6/30/2018 | 155,662 | 27,784 | N/A | 49,710 | N/A |
| 3/31/2018 | 151,554 | 26,846 | N/A | 49,607 | N/A |
| 12/31/2017 | 148,811 | 25,691 | N/A | 46,915 | N/A |
| 9/30/2017 | 147,474 | 31,453 | N/A | 45,314 | N/A |
| 6/30/2017 | 141,656 | 27,414 | N/A | 42,192 | N/A |
| 3/31/2017 | 137,324 | 24,417 | N/A | 37,828 | N/A |
| 12/31/2016 | 131,936 | 24,651 | N/A | 33,510 | N/A |
| 9/30/2016 | 124,962 | 18,004 | N/A | 29,009 | N/A |
| 6/30/2016 | 124,568 | 19,603 | N/A | 29,221 | N/A |
| 3/31/2016 | 124,286 | 21,594 | N/A | 30,266 | N/A |
| 12/31/2015 | 124,317 | 21,435 | N/A | 30,490 | N/A |
| 9/30/2015 | 122,863 | 22,957 | N/A | 31,236 | N/A |
| 6/30/2015 | 120,548 | 21,983 | N/A | 30,824 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.4% al año) de 4704 es superior a la tasa de ahorro (0.8%).
Beneficios vs. Mercado: Se prevé que los beneficios (9.4% al año) de 4704 crezcan menos que el mercado JP (10.1% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de 4704 crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (5.2% al año) de 4704 crezcan más despacio que el mercado de JP (5.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 5.2% al año) de 4704 crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de 4704 sea alta dentro de 3 años (34.1%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 15:19 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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
Trend Micro Incorporated está cubierta por 17 analistas. 9 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 |
|---|---|
| Hideo Noda | CLSA |
| Sukshith Shetty | CrispIdea |
| Deepkumar Shah | CrispIdea |