SCREEN Holdings Co., Ltd.

TSE:7735 Rapport sur les actions

Capitalisation boursière : JP¥2.6t

SCREEN Holdings Croissance future

Future contrôle des critères 4/6

SCREEN Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 17.7% et de 12.7% par an respectivement. Le BPA devrait croître de de 17.6% par an. Le rendement des capitaux propres devrait être 23.5% dans 3 ans.

Informations clés

17.7%

Taux de croissance des bénéfices

17.64%

Taux de croissance du BPA

Semiconductor croissance des bénéfices21.6%
Taux de croissance des recettes12.7%
Rendement futur des capitaux propres23.49%
Couverture par les analystes

Good

Dernière mise à jour05 Aug 2026

Mises à jour récentes de la croissance future

Article d’analyse Jul 30

SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

It's shaping up to be a tough period for SCREEN Holdings Co., Ltd. ( TSE:7735 ), which a week ago released some...
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...

Recent updates

Mise à jour du récit Aug 03

7735: Higher Margins And Rising Dividends Will Support Long Term Upside

Analysts have lifted their price target on SCREEN Holdings to about ¥26,800 from ¥18,200, citing updated assumptions for higher revenue growth, stronger profit margins and a richer future P/E multiple. What’s in the News for SCREEN Holdings SCREEN Holdings scheduled a board meeting on July 28, 2026 to review the reason for revising its cash dividend forecast and to consider a revised dividend forecast.
Article d’analyse Jul 30

SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

It's shaping up to be a tough period for SCREEN Holdings Co., Ltd. ( TSE:7735 ), which a week ago released some...
Mise à jour du récit Jul 20

7735: Dividend Policy And 2027 Earnings Outlook Will Support Fair Valuation

Analysts have raised their price target for SCREEN Holdings to ¥17,968.75 from ¥11,680, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that together indicate a higher estimated fair value for the stock. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, with expected 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 (source: company guidance).
Mise à jour du récit Jul 06

7735: Lower Payout Guidance Will Continue To Limit Future Upside

Analysts have raised their price target on SCREEN Holdings from ¥9,500 to ¥11,500, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they view as better reflecting the company’s current outlook. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, with expected 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.
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...

Prévisions de croissance des bénéfices et des revenus

TSE:7735 - Estimations futures des analystes et données financières antérieures (JPY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/2029972,278172,918137,217159,07214
3/31/2028871,856149,581102,751134,18116
3/31/2027747,574117,67050,41487,05716
6/30/2026591,73885,80662,48994,731N/A
3/31/2026605,74892,00361,84392,707N/A
12/31/2025590,65784,89939,43567,319N/A
9/30/2025622,16992,48444,00168,574N/A
6/30/2025626,83797,93982,563110,353N/A
3/31/2025625,26999,46745,66771,234N/A
12/31/2024617,04995,496-20,82713,352N/A
9/30/2024559,05583,07024,28360,840N/A
6/30/2024539,44379,366-8,81724,332N/A
3/31/2024504,91670,57955,91896,255N/A
12/31/2023473,42260,247116,992147,580N/A
9/30/2023465,69054,14794,667122,655N/A
6/30/2023458,69850,82854,40784,440N/A
3/31/2023460,83457,49153,11173,906N/A
12/31/2022456,00157,70454,03271,703N/A
9/30/2022443,06357,56743,32060,195N/A
6/30/2022430,83555,49178,74992,469N/A
3/31/2022411,86545,48271,59981,752N/A
12/31/2021394,96236,81880,51687,928N/A
9/30/2021364,81329,39772,83480,498N/A
6/30/2021336,29819,24769,93176,905N/A
3/31/2021320,32215,16450,48957,205N/A
12/31/2020313,6658,24639,42446,080N/A
9/30/2020317,7746,00040,88946,880N/A
6/30/2020331,8999,9261,2058,170N/A
3/31/2020323,2495,010N/A11,811N/A
12/31/2019337,86712,639N/A-10,701N/A
9/30/2019342,34310,856N/A-46,180N/A
6/30/2019349,92311,575N/A-46,271N/A
3/31/2019364,23418,059N/A-37,534N/A
12/31/2018367,62423,608N/A-13,007N/A
9/30/2018355,61527,426N/A2,442N/A
6/30/2018338,95226,925N/A34,516N/A
3/31/2018339,36828,507N/A28,878N/A
12/31/2017314,38022,878N/A17,000N/A
9/30/2017317,92525,375N/A37,686N/A
6/30/2017310,94025,600N/A30,030N/A
3/31/2017300,23324,168N/A49,024N/A
12/31/2016286,84923,186N/A46,930N/A
9/30/2016265,98119,805N/A37,538N/A
6/30/2016265,80920,265N/A46,894N/A
3/31/2016259,67518,815N/A14,720N/A
12/31/2015258,16216,281N/A13,685N/A
9/30/2015254,99115,940N/A17,884N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 7735 ( 17.7% par an) est supérieure au taux d'épargne ( 0.9% ).

Bénéfices vs marché: Les bénéfices de 7735 ( 17.7% par an) devraient croître plus rapidement que le marché JP ( 9.3% par an).

Croissance élevée des bénéfices: Les bénéfices de 7735 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 7735 ( 12.7% par an) devrait croître plus rapidement que le marché JP ( 6.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 7735 ( 12.7% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 7735 devrait être élevé dans 3 ans ( 23.5 %)


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/06 22:27
Cours de l'action en fin de journée2026/08/06 00:00
Les revenus2026/06/30
Revenus annuels2026/03/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 sur la façon d’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 32 analystes. 16 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.

AnalysteInstitution
Masahiro NakanomyoBarclays
Hao DaiBernstein
Stacy RasgonBernstein