ROHM (6963) Aperçu de l'action
ROHM Co. Ltd. fabrique et vend des composants électroniques dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
6963 Community Fair Values
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Analyst Price Targets
ROHM Co., Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | JP¥5,600.00 |
| Plus haut sur 52 semaines | JP¥6,099.00 |
| Plus bas sur 52 semaines | JP¥1,855.00 |
| Bêta | 0.77 |
| Variation sur 1 mois | 18.80% |
| Variation sur 3 mois | 53.38% |
| Variation sur 1 an | 192.89% |
| Variation sur 3 ans | 64.04% |
| Variation sur 5 ans | 113.54% |
| Évolution depuis l'introduction en bourse | 1,052.00% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 09
6963: Power Chip Consolidation And AI Cycle Optimism Will Shape Returns
Analysts have raised their fair value estimate for ROHM from ¥4,260 to ¥5,590, citing updated revenue growth and valuation assumptions that are consistent with a recent increase in Street price targets to ¥6,500. What’s in the News for ROHM ROHM's stock moved sharply, with a reported 14% surge tied to expectations that domestic power semiconductor makers, including ROHM, Toshiba, and Mitsubishi Electric, may move toward business integration in Japan’s power semiconductor sector, according to recent Tokyo market coverage.Mise à jour du récit • Jun 25
6963: AI Cycle Optimism Will Outrun Fundamentals Despite Automotive Power Tailwinds
Analysts have raised their fair value estimate for ROHM stock from ¥3,600 to ¥4,260, citing updated Street research that includes a recent upgrade to Buy with a higher ¥6,500 price target. This research is being used as support for stronger long term assumptions around revenue growth, profit margins, and future P/E levels.Article d’analyse • Jun 20
ROHM (TSE:6963) Stock Could Be 53% Overvalued After New 48V Auto Power Launch
ROHM (TSE:6963) stock is in focus after the company started mass production and online sales of its AG16xFNxx Series 80V power MOSFETs aimed at automotive 48V power supply systems. See our latest analysis for ROHM. These product launches around automotive 48V systems and SiC power devices for AI servers coincide with strong momentum in ROHM’s stock, with a 30 day share price return of 31.64% and a 1 year total shareholder return of 232.92%. This highlights how sentiment has shifted over both...Recent updates
Mise à jour du récit • Jul 09
6963: Power Chip Consolidation And AI Cycle Optimism Will Shape Returns
Analysts have raised their fair value estimate for ROHM from ¥4,260 to ¥5,590, citing updated revenue growth and valuation assumptions that are consistent with a recent increase in Street price targets to ¥6,500. What’s in the News for ROHM ROHM's stock moved sharply, with a reported 14% surge tied to expectations that domestic power semiconductor makers, including ROHM, Toshiba, and Mitsubishi Electric, may move toward business integration in Japan’s power semiconductor sector, according to recent Tokyo market coverage.Mise à jour du récit • Jun 25
6963: AI Cycle Optimism Will Outrun Fundamentals Despite Automotive Power Tailwinds
Analysts have raised their fair value estimate for ROHM stock from ¥3,600 to ¥4,260, citing updated Street research that includes a recent upgrade to Buy with a higher ¥6,500 price target. This research is being used as support for stronger long term assumptions around revenue growth, profit margins, and future P/E levels.Article d’analyse • Jun 20
ROHM (TSE:6963) Stock Could Be 53% Overvalued After New 48V Auto Power Launch
ROHM (TSE:6963) stock is in focus after the company started mass production and online sales of its AG16xFNxx Series 80V power MOSFETs aimed at automotive 48V power supply systems. See our latest analysis for ROHM. These product launches around automotive 48V systems and SiC power devices for AI servers coincide with strong momentum in ROHM’s stock, with a 30 day share price return of 31.64% and a 1 year total shareholder return of 232.92%. This highlights how sentiment has shifted over both...Mise à jour du récit • Jun 09
6963: AI Server Power Hype Will Restrain Shares Despite Sector Tailwinds
Analysts have raised their fair value estimate for ROHM from ¥2,944 to ¥3,600, citing recent Street research that highlights stronger long-cycle demand expectations and a higher future P/E profile, as reflected in upgraded external targets such as the increase to ¥6,500 from ¥3,300. What's in the News ROHM’s 750 V SiC MOSFET (SCT4013DLL) is being used in battery backup units for AI server power supplies in high voltage HVDC architectures, addressing high temperature and high power density conditions in data centers (company announcement, June 2026).Mise à jour du récit • May 26
6963: Cancelled Takeover And Ongoing Power Semiconductor Realignment Will Restrain Shares
Analysts have kept their ¥ fair value estimate for ROHM unchanged at ¥2,944, while updating assumptions for the discount rate, revenue growth, profit margin and future P/E to reflect a fresh view of the company’s risk and earnings profile. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b on March 6, 2026, which would have taken its ownership to 100% if completed (Key Developments).Mise à jour du récit • May 11
6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential
Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).Mise à jour du récit • Apr 22
6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside
Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).Mise à jour du récit • Apr 07
6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside
Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).Mise à jour du récit • Mar 23
6963: Pending Takeover Talks Will Limit Future Upside Potential
Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).Mise à jour du récit • Mar 08
6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside
Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).Mise à jour du récit • Feb 22
6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook
Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).
Nouveau récit • Feb 12
SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns
Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Feb 07
6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook
Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).Article d’analyse • Feb 06
Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts
ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...
Nouveau récit • Jan 28
Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion
Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Jan 24
6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside
Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).Article d’analyse • Jan 22
ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 26th of June, with investors...Mise à jour du récit • Jan 09
6963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook
Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.Article d’analyse • Jan 08
ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) will pay a dividend of ¥25.00 on the 26th of June. This makes the dividend yield 2.1...Mise à jour du récit • Dec 22
6963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook
Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.Article d’analyse • Dec 21
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. This...Mise à jour du récit • Dec 08
6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook
Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.Article d’analyse • Dec 07
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. The...Mise à jour du récit • Nov 24
6963: New Guidance And Product Advances Will Support Balanced Profit Outlook
Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.Mise à jour du récit • Nov 09
6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum
Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.Article d’analyse • Nov 09
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, ROHM Co., Ltd. ( TSE:6963 ) just kicked off its latest interim results with some very strong...Mise à jour du récit • Oct 26
Steady Outlook And Advanced Power Devices Will Shape Future Opportunities
Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.Mise à jour du récit • Oct 12
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.Mise à jour du récit • Sep 28
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.Article d’analyse • Sep 23
ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 8th of December, with...Mise à jour du récit • Sep 13
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.Article d’analyse • Sep 09
ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00
The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of...Mise à jour du récit • Aug 27
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.Article d’analyse • Aug 06
ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...Article d’analyse • Jul 21
ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00
ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of December. This...Rendement pour les actionnaires
| 6963 | JP Semiconductor | JP Marché | |
|---|---|---|---|
| 7D | -5.9% | -3.4% | -0.9% |
| 1Y | 192.9% | 250.9% | 42.9% |
Rendement vs Industrie: 6963 a sous-performé le secteur JP Semiconductor qui a rapporté 250.9 % au cours de l'année écoulée.
Rendement vs marché: 6963 a dépassé le marché JP qui a rapporté 42.9 % au cours de l'année écoulée.
Volatilité des prix
| 6963 volatility | |
|---|---|
| 6963 Average Weekly Movement | 10.8% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.1% |
Cours de l'action stable: Le cours de l'action de 6963 a été volatil au cours des 3 derniers mois par rapport au marché JP.
Volatilité au fil du temps: La volatilité hebdomadaire de 6963 ( 11% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de JP.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1940 | 21,756 | Katsumi Azuma | www.rohm.com |
ROHM Co. Ltd. fabrique et vend des composants électroniques dans le monde entier. La société opère à travers trois segments : LSI, Dispositifs à semi-conducteurs et Modules. Elle fournit des circuits intégrés comprenant des mémoires, des amplificateurs et des circuits linéaires, des circuits de gestion de l'énergie, des pilotes de moteurs/actionneurs, des résistances, des horloges et des minuteries, des commutateurs et des multiplexeurs, des circuits logiques, des convertisseurs de données, des capteurs et des MEMS, des pilotes d'écran, des interfaces, des circuits intégrés sans fil, des produits audio et vidéo, des circuits intégrés de synthèse vocale et des microcontrôleurs.
ROHM Co., Ltd. Résumé des fondamentaux
| 6963 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | JP¥2.16t |
| Bénéfices(TTM) | -JP¥158.44b |
| Recettes(TTM) | JP¥481.15b |
4.5x
Ratio P/S-13.6x
Ratio P/ELe site 6963 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 6963 compte de résultat (TTM) | |
|---|---|
| Recettes | JP¥481.15b |
| Coût des recettes | JP¥365.92b |
| Marge brute | JP¥115.23b |
| Autres dépenses | JP¥273.67b |
| Les revenus | -JP¥158.44b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 05, 2026
| Résultat par action (EPS) | -410.44 |
| Marge brute | 23.95% |
| Marge bénéficiaire nette | -32.93% |
| Ratio dettes/capitaux propres | 52.7% |
Quelles ont été les performances à long terme de 6963?
Voir les performances historiques et les comparaisonsDividendes
0.9%
Rendement actuel des dividendes-12%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/11 17:53 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ROHM Co., Ltd. est couverte par 22 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Masaru Koshita | Barclays |
| Xin Sun | Bernstein |
| Masashi Kubota | BofA Global Research |