GMO internet group (9449) Resumen de Acciones
GMO internet group, Inc. presta diversos servicios de Internet en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 4/6 |
| Dividendos | 3/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en 9449 a partir de nuestros controles de riesgos.
9449 Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
ZenaTech: A big bet on the rise of AI drones and drones-as-a-service
Key Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.
Read full narrativeCompetidores de GMO internet group, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | JP¥3,045.00 |
| Máximo en las últimas 52 semanas | JP¥4,118.00 |
| Mínimo de 52 semanas | JP¥2,731.50 |
| Beta | 0.46 |
| Cambio en 1 mes | 1.58% |
| Variación en 3 meses | -20.25% |
| Cambio de 1 año | -10.02% |
| Variación en 3 años | 13.62% |
| Variación en 5 años | -3.64% |
| Variación desde la OPV | 28.21% |
Noticias y actualizaciones recientes
9449: AI Alliance And GPU Cloud Investment Will Drive Upside-Skewed Outlook
Analysts kept their fair value estimate for GMO Internet Group steady at ¥4,122, citing unchanged assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for leaving price targets aligned with prior views. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc.9449: AI Alliance And GPU Cloud Expansion Will Drive A More Upside-Skewed Outlook
Analysts now see GMO Internet Group’s fair value edging from ¥4,062.5 to ¥4,122.0. This reflects slightly adjusted assumptions on the discount rate, revenue growth, profit margins, and a lower future P/E of 17.22 versus 18.51 previously. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc., via an underwriting syndicate led by joint lead managers (Key Developments).
9449: Share Repurchases And AI Fintech Expansion Will Support Future Returns
Analysts have maintained their ¥5,000 price target for GMO Internet Group, citing slightly revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as the main factors behind the updated view. What's in the News Board meeting on March 19, 2026, to consider continuation of the policy toward large scale purchases of the company’s shares, described as takeover defense measures (Board Meeting).Recent updates
9449: AI Alliance And GPU Cloud Investment Will Drive Upside-Skewed Outlook
Analysts kept their fair value estimate for GMO Internet Group steady at ¥4,122, citing unchanged assumptions for the discount rate, revenue growth, profit margin, and future P/E as the basis for leaving price targets aligned with prior views. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc.9449: AI Alliance And GPU Cloud Expansion Will Drive A More Upside-Skewed Outlook
Analysts now see GMO Internet Group’s fair value edging from ¥4,062.5 to ¥4,122.0. This reflects slightly adjusted assumptions on the discount rate, revenue growth, profit margins, and a lower future P/E of 17.22 versus 18.51 previously. What's in the News Board meeting on April 10, 2026 to consider a secondary offering of shares in consolidated subsidiary GMO Internet, Inc., via an underwriting syndicate led by joint lead managers (Key Developments).9449: Share Repurchases And AI Fintech Expansion Will Support Future Returns
Analysts have maintained their ¥5,000 price target for GMO Internet Group, citing slightly revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as the main factors behind the updated view. What's in the News Board meeting on March 19, 2026, to consider continuation of the policy toward large scale purchases of the company’s shares, described as takeover defense measures (Board Meeting).9449: Buybacks And AI Alliances Will Shape A More Upside-Skewed Outlook
Analysts have kept their average price target for GMO Internet Group unchanged at ¥4,062.50. They cite slightly higher modeled revenue growth of 8.75%, a marginally stronger profit margin of 7.84%, and a modestly higher future P/E assumption of 18.51x in their updated forecasts.9449: Share Repurchases And New AI Authorizations Will Support Future Shareholder Returns
Analysts have maintained their fair value estimate for GMO Internet Group at ¥5,000. Only minor adjustments have been made to assumptions on revenue growth, profit margins, and the future P/E used to support the unchanged price target.9449: Share Repurchases And AI Expansion Will Support Stronger Shareholder Returns
Analysts have kept their ¥5,000 price target on GMO Internet Group steady, citing a slightly lower discount rate, a modestly softer revenue growth outlook, and a small improvement in expected profit margin and future P/E assumptions as reasons for only fine tuning their models rather than changing the headline target. What's in the News The board approved a proposal to amend the Articles of Incorporation, aiming to expand and reinforce operations in AI, robotics and cybersecurity, and to add new purposes related to insurance and small-amount and short-term insurance businesses, subject to approval at the FY2025 AGM on March 19, 2026 (Changes in Company Bylaws/Rules, Feb 16, 2026).9449: Buybacks And Alliance Plans Will Guide A Measured Outlook
Analysts have kept their fair value estimate for GMO Internet Group unchanged at ¥4,062.50 while modestly adjusting inputs such as the discount rate and assumed future P/E. This reflects updated views on the stock's risk profile rather than a shift in their headline price target.9449: Share Buybacks And Alliance Plans Will Shape A Balanced Outlook
Analysts have lifted their fair value estimate for GMO Internet Group from ¥3,670 to ¥4,062.50, citing adjustments to the discount rate, revenue growth, profit margin assumptions and a higher future P/E as the main drivers of this change. What's in the News The Board of Directors authorized a share repurchase program on November 25, 2025, allowing GMO Internet Group to buy back up to 4,200,000 shares, or 4.14% of issued share capital, for up to ¥10,000 million.9449: Share Repurchases And Alliance Moves Will Support Stronger Shareholder Returns
Analysts have lifted their price target on GMO Internet Group to ¥5,000, citing updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a marginally higher future P/E multiple. What's in the News The Board of Directors authorized a share repurchase program on November 25, 2025, allowing GMO Internet Group to buy back up to 4,200,000 shares, or 4.14% of issued share capital, for up to ¥10,000 million, with the program running through February 12, 2026 (Key Developments).9449: Share Buybacks And Higher Margins Will Drive Stronger Shareholder Returns
Analysts have raised their fair value estimate for GMO Internet Group from ¥4,500 to ¥5,000, citing a modest uplift in expected profit margins and a slightly higher justified future earnings multiple, despite largely unchanged growth assumptions and discount rate. What's in the News The Board of Directors authorized a new share buyback plan on November 25, 2025, signaling ongoing commitment to shareholder returns (Key Developments).GMO internet group, Inc. (TSE:9449) Shares Could Be 45% Below Their Intrinsic Value Estimate
Nov 03
Market Participants Recognise GMO internet group, Inc.'s (TSE:9449) Earnings
Oct 16Is There An Opportunity With GMO internet group, Inc.'s (TSE:9449) 40% Undervaluation?
Aug 05Is GMO internet group (TSE:9449) A Risky Investment?
Jul 10GMO internet group (TSE:9449) Has Announced A Dividend Of ¥14.00
Jun 19Why Investors Shouldn't Be Surprised By GMO internet group, Inc.'s (TSE:9449) 25% Share Price Surge
May 07GMO internet group (TSE:9449) Has Announced A Dividend Of ¥14.00
Mar 20GMO internet group's (TSE:9449) Dividend Will Be ¥14.00
Mar 06
Launch Of Net Security Project Will Address Global Cybersecurity Needs
The transition to a holding structure and security project launch can drive revenue growth by enhancing operational efficiency and creating new revenue streams.GMO internet group (TSE:9449) Has Announced A Dividend Of ¥12.30
Dec 18Investors Interested In GMO internet group, Inc.'s (TSE:9449) Earnings
Nov 08It's Down 26% But GMO internet group, Inc. (TSE:9449) Could Be Riskier Than It Looks
Aug 06Is GMO internet group (TSE:9449) A Risky Investment?
Jun 27With GMO internet group, Inc. (TSE:9449) It Looks Like You'll Get What You Pay For
Apr 19GMO internet group (TSE:9449) Takes On Some Risk With Its Use Of Debt
Feb 29Rentabilidad de los accionistas
| 9449 | JP IT | Mercado JP | |
|---|---|---|---|
| 7D | -1.5% | -9.9% | 0.3% |
| 1Y | -10.0% | -5.1% | 37.6% |
Rentabilidad vs. Industria: Los resultados de 9449 fueron inferiores a los de la industria JP IT, que obtuvo un rendimiento del -5.1% el año pasado.
Rentabilidad vs. Mercado: 9449 obtuvo unos resultados inferiores a los del mercado JP, que fueron del 37.6% el año pasado.
Volatilidad de los precios
| 9449 volatility | |
|---|---|
| 9449 Average Weekly Movement | 6.5% |
| IT Industry Average Movement | 5.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in JP Market | 9.5% |
| 10% least volatile stocks in JP Market | 2.4% |
Precio estable de las acciones: 9449 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 9449 (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1976 | 6,484 | Masatoshi Kumagai | group.gmo |
GMO internet group, Inc. presta diversos servicios de Internet en todo el mundo. La empresa ofrece servicios de infraestructura de Internet en las áreas de dominio, alojamiento, nube, seguridad, pagos, apoyo al comercio electrónico, apoyo a la producción de sitios web, proveedores de WiFi, atención al cliente, sellos electrónicos, compras en línea y otros. También ofrece servicios de publicidad y medios de comunicación en línea, como servicios de medios de comunicación, investigación, cupones, marketing web y servicios de tecnología publicitaria, y servicios financieros por Internet, como valores por Internet y servicios de divisas y banca por Internet.
Resumen de fundamentos de GMO internet group, Inc.
| Estadísticas fundamentales de 9449 | |
|---|---|
| Capitalización bursátil | JP¥301.13b |
| Beneficios(TTM) | JP¥16.75b |
| Ingresos (TTM) | JP¥285.38b |
¿Está 9449 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 9449 | |
|---|---|
| Ingresos | JP¥285.38b |
| Coste de los ingresos | JP¥114.21b |
| Beneficio bruto | JP¥171.17b |
| Otros gastos | JP¥154.42b |
| Beneficios | JP¥16.75b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
May 15, 2026
| Beneficios por acción (BPA) | 169.36 |
| Margen bruto | 59.98% |
| Margen de beneficio neto | 5.87% |
| Ratio deuda/patrimonio | 250.6% |
¿Cómo se ha desempeñado 9449 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
¿Paga 9449 dividendos fiables?
Ver historial de dividendos e índices de referencia de 9449| fechas de dividendos de GMO internet group | |
|---|---|
| Fecha ex dividendo | Mar 30 2026 |
| Fecha de pago de dividendos | Jun 18 2026 |
| Días hasta ex dividendo | 36 days |
| Días hasta la fecha de pago de dividendos | 44 days |
¿Paga 9449 dividendos fiables?
Ver historial de dividendos e índices de referencia de 9449Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/04 22:17 |
| Precio de las acciones al final del día | 2026/05/01 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
GMO internet group, Inc. está cubierta por 17 analistas. 5 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 |
|---|---|
| Keiichi Yoneshima | Barclays |
| Yoshitaka Nagao | BofA Global Research |
| null null | CLSA |