SCREEN Holdings (7735) Aperçu de l'action
SCREEN Holdings Co. Ltd. développe, fabrique, vend et entretient des équipements de production de semi-conducteurs au Japon. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 4/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
7735 Community Fair Values
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Analyst Price Targets
SCREEN Holdings Co., Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | JP¥19,490.00 |
| Plus haut sur 52 semaines | JP¥19,770.00 |
| Plus bas sur 52 semaines | JP¥5,335.00 |
| Bêta | 1.59 |
| Variation sur 1 mois | 79.22% |
| Variation sur 3 mois | 115.91% |
| Variation sur 1 an | 245.26% |
| Variation sur 3 ans | 378.58% |
| Variation sur 5 ans | 640.36% |
| Évolution depuis l'introduction en bourse | 1,317.45% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 22
7735: AI Equipment Orders And Higher Margins Will Support Balanced Long Term Upside
Analysts have raised their price target on SCREEN Holdings from ¥16,250 to ¥18,200, citing updated assumptions that reflect the latest views on discount rates, revenue growth, profit margins, and future P/E levels. What's in the News for SCREEN Holdings SCREEN Holdings reported a recovery in Q4 fiscal 2026, with quarter over quarter gains in sales and operating income, along with record semiconductor production equipment order intake driven by AI related demand from China and North America.Article d’analyse • Jun 19
SCREEN Holdings (TSE:7735) Stock Could Be 41% Overvalued After Strong Earnings Update
SCREEN Holdings (TSE:7735) drew fresh attention after reporting a strong fourth quarter recovery in sales and operating income, along with record order intake, an upbeat fiscal 2027 outlook, and a higher year end dividend. See our latest analysis for SCREEN Holdings. The recent earnings news has coincided with very strong momentum in SCREEN Holdings' share price, with a 30 day share price return of 56.23% and a year to date share price return of 105.44%. The five year total shareholder return...Recent updates
Mise à jour du récit • Jun 22
7735: AI Equipment Orders And Higher Margins Will Support Balanced Long Term Upside
Analysts have raised their price target on SCREEN Holdings from ¥16,250 to ¥18,200, citing updated assumptions that reflect the latest views on discount rates, revenue growth, profit margins, and future P/E levels. What's in the News for SCREEN Holdings SCREEN Holdings reported a recovery in Q4 fiscal 2026, with quarter over quarter gains in sales and operating income, along with record semiconductor production equipment order intake driven by AI related demand from China and North America.Article d’analyse • Jun 19
SCREEN Holdings (TSE:7735) Stock Could Be 41% Overvalued After Strong Earnings Update
SCREEN Holdings (TSE:7735) drew fresh attention after reporting a strong fourth quarter recovery in sales and operating income, along with record order intake, an upbeat fiscal 2027 outlook, and a higher year end dividend. See our latest analysis for SCREEN Holdings. The recent earnings news has coincided with very strong momentum in SCREEN Holdings' share price, with a 30 day share price return of 56.23% and a year to date share price return of 105.44%. The five year total shareholder return...
Mise à jour du récit • Jun 05
7735: Lower Dividends And Refreshed Assumptions Will Continue To Limit Upside
Analysts have trimmed their price target on SCREEN Holdings from ¥12,000 to ¥9,500 as they refresh assumptions around discount rates, revenue growth, profit margins and the stock’s future P/E profile. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, expecting net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million and basic earnings per share of ¥198.32.Article d’analyse • May 15
JP¥12,597 - That's What Analysts Think SCREEN Holdings Co., Ltd. (TSE:7735) Is Worth After These Results
SCREEN Holdings Co., Ltd. ( TSE:7735 ) last week reported its latest yearly results, which makes it a good time for...Mise à jour du récit • May 04
7735: Higher Margins And Modest Assumption Tweaks Will Support Stronger Upside Potential
Analysts have kept their price target for SCREEN Holdings unchanged at ¥16,250, noting small adjustments in the discount rate, revenue growth assumptions and profit margin forecasts, while maintaining a similar future P/E view. Valuation Changes Fair Value: unchanged at ¥16,250, with no revision to the overall target level.
Mise à jour du récit • Apr 20
7735: Fiscal 2026 Earnings Strength And Stock Split Will Support Share Price
Analysts have reduced their price target on SCREEN Holdings from ¥15,040 to ¥11,680 as they update models to reflect revised assumptions around revenue growth, profit margins, a higher future P/E, and a slightly higher discount rate. What's in the News The board approved a 2-for-1 stock split of SCREEN Holdings shares, scheduled for March 30, 2026 (Key Developments).Mise à jour du récit • Apr 05
7735: Stock Split And Higher Margins Will Support Stronger Upside Potential
Analysts have lowered their price target for SCREEN Holdings from ¥32,500 to ¥16,250. This revision reflects updated assumptions that incorporate a slightly higher discount rate, more moderate revenue growth expectations, a modestly higher profit margin, and a higher future P/E multiple.Mise à jour du récit • Mar 22
7735: Earnings Guidance And Stock Split Will Continue To Limit Upside
Analysts have maintained their price target for SCREEN Holdings at ¥12,000, citing updated assumptions on revenue growth, profit margins, and a slightly higher future P/E multiple as key factors supporting this unchanged view. What's in the News SCREEN Holdings reaffirmed consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net sales of ¥621,000 million, operating income of ¥117,000 million, profit attributable to owners of parent of ¥88,000 million, and basic earnings per share of ¥930.90 (company guidance).Mise à jour du récit • Mar 08
7735: Stock Split And Higher Margins Will Support Stronger Upside Potential
Analysts have lifted their price target on SCREEN Holdings from ¥31,009.86 to ¥32,500, citing updated assumptions that reflect slightly higher revenue growth, profit margins, and future P/E expectations. What's in the News The Board of Directors approved a stock split and related amendments to the Articles of Incorporation, with changes scheduled to take effect on April 1, 2026 (Company announcement).Mise à jour du récit • Feb 21
7735: Stock Split And Higher Margins Will Support Stronger Future Upside
Analysts have lifted their price target on SCREEN Holdings to approximately ¥31,000 from around ¥17,400, citing updated assumptions for faster revenue growth, higher profit margins, and a richer future P/E multiple. What's in the News The board has approved a stock split for SCREEN Holdings, along with related changes to the Articles of Incorporation to adjust the share structure.Mise à jour du récit • Feb 07
7735: Earnings Guidance And Stock Split Will Continue To Limit Upside
Analysts have maintained their ¥12,000 price target for SCREEN Holdings, citing updated assumptions of higher revenue growth, a slightly stronger profit margin, a lower future P/E multiple, and a modestly reduced discount rate. What's in the News The Board of Directors approved a stock split, along with related changes to the Articles of Incorporation, scheduled to take effect on April 1, 2026 (Key Developments).Article d’analyse • Feb 02
SCREEN Holdings Co., Ltd. (TSE:7735) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥18,973
SCREEN Holdings Co., Ltd. ( TSE:7735 ) just released its latest third-quarter report and things are not looking great...Article d’analyse • Jan 26
Is Now An Opportune Moment To Examine SCREEN Holdings Co., Ltd. (TSE:7735)?
Today we're going to take a look at the well-established SCREEN Holdings Co., Ltd. ( TSE:7735 ). The company's stock...Mise à jour du récit • Jan 24
7735: Earnings Guidance And Dividend Policy Will Continue To Limit Share Upside
Analysts have nudged their price target for SCREEN Holdings to ¥12,000, with small tweaks to long term assumptions on discount rate, revenue growth, profit margin, and a future P/E now at 13.19x supporting this updated view. What's in the News Issued consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net sales of ¥621.0b, operating income of ¥117.0b, profit attributable to owners of parent of ¥88.0b, and basic earnings per share of ¥930.91 (company guidance).Article d’analyse • Jan 14
What SCREEN Holdings Co., Ltd.'s (TSE:7735) 28% Share Price Gain Is Not Telling You
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shares have had a really impressive month, gaining 28% after a shaky period...Mise à jour du récit • Jan 10
7735: Modest Earnings Outlook And Dividend Policy Will Restrain Future Upside Potential
Analysts have held their fair value estimate for SCREEN Holdings steady at ¥12,000. Modest adjustments to the discount rate, revenue growth expectations of 3.16%, profit margin of 14.70%, and a slightly lower future P/E of 13.25 reflect updated views on the company’s risk profile and earnings potential.Article d’analyse • Dec 18
We Like SCREEN Holdings' (TSE:7735) Returns And Here's How They're Trending
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Mise à jour du récit • Dec 15
7735: Earnings Outlook And Dividend Policy Will Support Measured Return Potential
Analysts have raised their price target on SCREEN Holdings from ¥11,500 to ¥12,000, citing sharply higher expected revenue growth, modestly improved profit margins, and a slightly richer future valuation multiple. What's in the News Issued new consolidated earnings guidance for the fiscal year ending March 31, 2026, forecasting net sales of JPY 621,000 million, operating income of JPY 117,000 million and profit attributable to owners of parent of JPY 88,000 million, implying basic EPS of JPY 930.91 (company guidance) Announced a second quarter dividend for the fiscal year ending March 31, 2026 of JPY 123 per share, slightly higher than the JPY 120 per share paid a year earlier, with payment scheduled for December 1, 2025 (company announcement) Held a board meeting on October 31, 2025, confirming no change to the cash dividend forecast for the full fiscal year ending March 31, 2026 (board meeting disclosure) Valuation Changes Consensus Analyst Price Target has risen slightly from ¥11,500 to ¥12,000, reflecting a modestly higher assessed fair value.Mise à jour du récit • Dec 01
7735: Fiscal 2026 Profit Outlook And Dividend Hike Will Boost Share Price
Analysts have raised their price target for SCREEN Holdings from ¥14,873 to ¥15,040. This change reflects updates to company forecasts and valuation inputs, even though growth and margin expectations are now slightly lower.Article d’analyse • Nov 20
SCREEN Holdings (TSE:7735) Strong Profits May Be Masking Some Underlying Issues
The stock price didn't jump after SCREEN Holdings Co., Ltd. ( TSE:7735 ) posted decent earnings last week. Our analysis...Mise à jour du récit • Nov 17
7735: Future Earnings Guidance And Rising Profit Margins Will Drive Share Performance
Analyst Price Target Raised for SCREEN Holdings Analysts have increased their price target for SCREEN Holdings from ¥14,286.67 to ¥14,873.33. The change reflects improved revenue growth estimates as well as stronger profit margin projections.Article d’analyse • Nov 04
SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shareholders are probably feeling a little disappointed, since its shares fell...Mise à jour du récit • Nov 01
7735: Long-Term Demand And Stable Margins Will Support Future Performance
Narrative Update: Analyst Price Target Revision for SCREEN Holdings Analysts have increased their price target for SCREEN Holdings from ¥14,120 to ¥14,286.67, citing slight adjustments in model assumptions and expectations for stable long-term growth. What's in the News SCREEN Holdings provided consolidated earnings guidance for the fiscal year ending March 31, 2026.Mise à jour du récit • Oct 18
AI And Digital Trends Will Drive Semiconductor Evolution
Analysts have raised their price target for SCREEN Holdings by approximately ¥270 to ¥14,120, citing slightly improved revenue growth and profit margin forecasts in their updated outlook. What's in the News A board meeting is scheduled for July 25, 2025, to discuss and approve a plan to cancel treasury shares in accordance with Article 178 of the Companies Act (Key Developments).Mise à jour du récit • Oct 03
AI And Digital Trends Will Drive Semiconductor Evolution
Analysts have modestly raised their price target for SCREEN Holdings from ¥13,533 to ¥13,847. They cite slight adjustments in discount rate assumptions and ongoing stability in the company's financial outlook as reasons for the change.Article d’analyse • Oct 02
There's Reason For Concern Over SCREEN Holdings Co., Ltd.'s (TSE:7735) Massive 33% Price Jump
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shareholders would be excited to see that the share price has had a great month...Article d’analyse • Sep 19
SCREEN Holdings (TSE:7735) Has Announced A Dividend Of ¥123.00
SCREEN Holdings Co., Ltd. ( TSE:7735 ) has announced that it will pay a dividend of ¥123.00 per share on the 2nd of...Mise à jour du récit • Sep 05
AI And Digital Trends Will Drive Semiconductor Evolution
SCREEN Holdings’ consensus analyst price target remains unchanged at ¥13,533, as both the discount rate and future P/E ratio saw only negligible adjustments, indicating stable valuation expectations. What's in the News Board meeting held to approve cancellation of treasury shares pursuant to Article 178 of the Companies Act.Article d’analyse • Aug 25
Is SCREEN Holdings (TSE:7735) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Aug 11
SCREEN Holdings Co., Ltd. (TSE:7735) Looks Inexpensive But Perhaps Not Attractive Enough
TSE:7735 1 Year Share Price vs Fair Value Explore SCREEN Holdings's Fair Values from the Community and select yours...Article d’analyse • Jul 28
SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
The analysts might have been a bit too bullish on SCREEN Holdings Co., Ltd. ( TSE:7735 ), given that the company fell...Article d’analyse • Jul 24
SCREEN Holdings (TSE:7735) Has Announced A Dividend Of ¥123.00
SCREEN Holdings Co., Ltd. ( TSE:7735 ) has announced that it will pay a dividend of ¥123.00 per share on the 2nd of...Article d’analyse • Jul 09
SCREEN Holdings (TSE:7735) Has Announced A Dividend Of ¥123.00
The board of SCREEN Holdings Co., Ltd. ( TSE:7735 ) has announced that it will pay a dividend on the 2nd of December...Article d’analyse • Jul 08
A Look At The Intrinsic Value Of SCREEN Holdings Co., Ltd. (TSE:7735)
Key Insights Using the 2 Stage Free Cash Flow to Equity, SCREEN Holdings fair value estimate is JP¥14,042 Current share...
Nouveau récit • Dec 29
AI Semiconductor Demand And Advanced Packaging Investments Will Boost Revenue And Enhance Margins
AI-related semiconductor growth and investments in high-demand areas are expected to boost future revenues and operational capacity.Rendement pour les actionnaires
| 7735 | JP Semiconductor | JP Marché | |
|---|---|---|---|
| 7D | 20.8% | 1.1% | 0.1% |
| 1Y | 245.3% | 290.9% | 41.7% |
Rendement vs Industrie: 7735 a sous-performé le secteur JP Semiconductor qui a rapporté 290.9 % au cours de l'année écoulée.
Rendement vs marché: 7735 a dépassé le marché JP qui a rapporté 41.7 % au cours de l'année écoulée.
Volatilité des prix
| 7735 volatility | |
|---|---|
| 7735 Average Weekly Movement | 10.6% |
| Semiconductor Industry Average Movement | 10.6% |
| Market Average Movement | 4.3% |
| 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 7735 a été volatil au cours des 3 derniers mois par rapport au marché JP.
Volatilité au fil du temps: La volatilité hebdomadaire de 7735 ( 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 |
|---|---|---|---|
| 1943 | 6,884 | Masato Goto | www.screen.co.jp |
SCREEN Holdings Co. Ltd. développe, fabrique, vend et entretient des équipements de production de semi-conducteurs au Japon. Elle propose des systèmes de nettoyage des wafers, tels que des stations humides, des processeurs d'essorage et des laveurs d'essorage ; des systèmes de revêtement et de développement, y compris des produits de revêtement par voie humide et par pulvérisation ; des systèmes de recuit, y compris des recuits à lampe flash et à laser ; des systèmes de mesure, tels que des systèmes de mesure ellipsométrique et spectroscopique de l'épaisseur des films ; des systèmes d'inspection, y compris des systèmes d'inspection des modèles de wafers ; et des équipements de lithographie d'emballage avancés, y compris des systèmes d'imagerie directe pour les emballages au niveau des panneaux, ainsi que des équipements de production d'écrans. La société propose également des systèmes de vernissage, des vernisseuses/sécheuses de rouleau à rouleau, des systèmes d'imagerie directe, des systèmes d'inspection optique automatique, des systèmes de vérification et de réparation des défauts, des systèmes d'inspection visuelle finale automatique et des produits logiciels ; des jets d'encre à grande vitesse, des systèmes d'impression d'étiquettes à jet d'encre, des systèmes à jet d'encre à base d'eau pour emballages souples ; des enregistreurs de plaques thermiques ; des presses typographiques flexo, des produits de tramage AM/FM hybrides, des solutions de flux de travail, des polices Hirangino, des systèmes d'épreuvage couleur et des produits de voix utilisateur, ainsi que des services de réseau.
SCREEN Holdings Co., Ltd. Résumé des fondamentaux
| 7735 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | JP¥3.69t |
| Bénéfices(TTM) | JP¥92.00b |
| Recettes(TTM) | JP¥605.75b |
40.1x
Ratio P/E6.1x
Ratio P/SLe site 7735 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 7735 compte de résultat (TTM) | |
|---|---|
| Recettes | JP¥605.75b |
| Coût des recettes | JP¥372.57b |
| Marge brute | JP¥233.18b |
| Autres dépenses | JP¥141.17b |
| Les revenus | JP¥92.00b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 28, 2026
| Résultat par action (EPS) | 486.56 |
| Marge brute | 38.49% |
| Marge bénéficiaire nette | 15.19% |
| Ratio dettes/capitaux propres | 0.7% |
Quelles ont été les performances à long terme de 7735?
Voir les performances historiques et les comparaisonsDividendes
0.9%
Rendement actuel des dividendes30%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/01 22:01 |
| Cours de l'action en fin de journée | 2026/07/01 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
SCREEN Holdings Co., Ltd. est couverte par 30 analystes. 15 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 |
|---|---|
| Masahiro Nakanomyo | Barclays |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |