AGC Inc.

Report azionario TSE:5201

Capitalizzazione di mercato: JP¥1.4t

AGC Crescita futura

Criteri Future verificati 2/6

AGC prevede che gli utili e i ricavi cresceranno rispettivamente di 11.2% e 3% all'anno. Si prevede che l'EPS crescerà di 11.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 7.3% in 3 anni.

Informazioni chiave

11.2%

Tasso di crescita degli utili

11.24%

Tasso di crescita dell'EPS

Building crescita degli utili7.5%
Tasso di crescita dei ricavi3.0%
Rendimento futuro del capitale proprio7.31%
Copertura analitica

Good

Ultimo aggiornamento22 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • Nov 07

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...

Recent updates

Aggiornamento della narrazione • Apr 24

5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing

Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).
Aggiornamento della narrazione • Apr 10

5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing

The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.
Aggiornamento della narrazione • Mar 27

5201: Governance Changes And 2026 Earnings Guidance Will Keep Shares Fairly Priced

Analysts have adjusted AGC's fair value estimate from ¥5,946.25 to ¥5,883.75. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Aggiornamento della narrazione • Mar 12

5201: Governance Shift And Earnings Outlook Will Keep Shares Fairly Priced

Analysts have raised their price target on AGC from ¥5,608.75 to ¥5,946.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News The Board of Directors meeting on February 6, 2026 resolved to propose partial amendments to the Articles of Incorporation at the March 27, 2026 Annual General Meeting of Shareholders, with the aim of transitioning AGC to a Company with Audit and Supervisory Committee (Key Developments).
Aggiornamento della narrazione • Feb 24

5201: Governance Overhaul And CFO Exit Will Keep Shares Looking Expensive

The analyst price target for AGC has shifted from ¥5,540 to ¥5,608.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that analysts now factor into their models. What's in the News On February 6, 2026, the Board of Directors resolved to propose amendments to the Articles of Incorporation to transition AGC to a Company with Audit and Supervisory Committee, subject to approval at the 101st Annual General Meeting of Shareholders on March 27, 2026 (company announcement).
Nuova narrazione • Feb 20

Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials

Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • Feb 09

5201: Governance Shift And Biologics Deals Will Leave Shares Looking Expensive

Analysts have lifted their price target on AGC from $5,327.50 to $5,540.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as key inputs to the revised valuation. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of JPY 1,070,000 million and operating profit of JPY 60,000 million for the period ending June 30, 2026 (company guidance).
Aggiornamento della narrazione • Jan 26

5201: Governance Changes And Biologics Partnerships Will Support Steady Long Term Outlook

Analysts have modestly adjusted their price target on AGC to $5,327.50. This reflects small tweaks to assumptions on the discount rate, long term revenue growth, profit margin, and future P/E expectations.
Aggiornamento della narrazione • Jan 11

5201: Governance Shift And Biologics Partnerships Will Gradually Support Balanced Outlook

Analysts now place AGC's fair value at US$5,327.50, up modestly from US$5,302.50. This reflects slightly higher assumptions for revenue growth, profit margin and future P/E.
Aggiornamento della narrazione • Dec 27

5201: Governance Overhaul And Biologics Pipeline Will Steadily Shape Future Performance

Narrative Update on Analyst Price Target Analysts have modestly lifted their price target for AGC to $5,302.50, reflecting slight improvements in the company’s discount rate assumptions and long term profitability outlook. What's in the News AGC Inc.
Aggiornamento della narrazione • Dec 13

5201: Governance Shifts And Biologics Alliances Will Shape Future Performance

Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.
Aggiornamento della narrazione • Nov 28

5201: Earnings Outlook And Executive Changes Will Shape 2025 Performance

The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook. What's in the News AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).
Aggiornamento della narrazione • Nov 14

5201: Revenue Stability And Leadership Shifts Will Define 2025 Outlook

Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins. What's in the News AGC Inc.
Articolo di analisi • Nov 07

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...
Aggiornamento della narrazione • Oct 31

5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction

Narrative Update on AGC: Analyst Price Target Change Analysts have maintained AGC's fair value estimate at $4,883.75, citing only minimal adjustments to key model inputs and reaffirming their previous outlook for the company. What's in the News AGC joined the 'JOINT3' consortium of 27 global companies, led by Resonac Corporation, to co-develop panel-level organic interposer technology and establish a prototype production line scheduled to begin operations in 2026 (Key Developments).
Articolo di analisi • Oct 22

Is AGC (TSE:5201) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento della narrazione • Oct 17

Architectural Glass And Chemical Capacity Will Redefine Markets

Analyst Price Target for AGC Adjusted Slightly Amid Unchanged Fair Value Outlook Analysts have made a marginal downward revision to AGC's price target, now set at $4,883.75. This adjustment comes in response to minimal changes in the company’s underlying growth assumptions and profitability metrics.
Aggiornamento della narrazione • Oct 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Analysts have raised AGC's price target from $4,758.75 to $4,883.75, citing minor adjustments to their growth and profitability assumptions that have led to a slightly higher valuation. What's in the News Resonac Corporation established the ‘JOINT3’ consortium with 26 other global leaders, including AGC, to develop advanced panel-level organic interposer technology for next-generation semiconductor packaging.
Articolo di analisi • Sep 02

AGC's (TSE:5201) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Aggiornamento della narrazione • Aug 28

Architectural Glass And Chemical Capacity Will Redefine Markets

With no change in AGC’s consensus analyst price target, discount rate, or future P/E, analysts have maintained their fair value estimate at ¥4759. What's in the News AGC revised down full-year guidance citing production issues in biopharmaceuticals CDMO, lower PVC prices, semiconductor-related product weakness, and impairment losses from structural reforms in Colorado, reducing net sales, operating profit, and profit forecasts.
Articolo di analisi • Aug 11

AGC's (TSE:5201) Earnings Offer More Than Meets The Eye

AGC Inc.'s ( TSE:5201 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
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Nuova narrazione • Aug 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.
Articolo di analisi • Jul 18

Is AGC (TSE:5201) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi • Jun 25

AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00

AGC Inc.'s ( TSE:5201 ) investors are due to receive a payment of ¥105.00 per share on 8th of September. This makes the...
Articolo di analisi • Jun 10

AGC (TSE:5201) Will Pay A Dividend Of ¥105.00

The board of AGC Inc. ( TSE:5201 ) has announced that it will pay a dividend of ¥105.00 per share on the 8th of...

Previsioni di crescita degli utili e dei ricavi

TSE:5201 - Stime future degli analisti e dati finanziari passati (JPY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,322,160115,704102,400291,3675
12/31/20272,253,65099,07599,400305,7248
12/31/20262,188,23182,01256,725280,1278
3/31/20262,097,21385,36153,530272,099N/A
12/31/20252,058,83269,16264,931274,476N/A
9/30/20252,045,52051,85641,833255,137N/A
6/30/20252,047,88234,36341,156259,727N/A
3/31/20252,068,447-66,44220,311262,245N/A
12/31/20242,067,603-94,04242,456284,815N/A
9/30/20242,069,661-98,15233,718260,791N/A
6/30/20242,049,132-89,28039,700265,395N/A
3/31/20242,028,78622,77133,390250,004N/A
12/31/20232,019,25465,798-985212,546N/A
9/30/20232,020,841-44,366-21,468205,284N/A
6/30/20232,042,851-33,776-42,505183,546N/A
3/31/20232,052,415-11,625-47,345186,939N/A
12/31/20222,035,874-3,152-6,775217,146N/A
9/30/20221,962,72893,14949,549249,325N/A
6/30/20221,864,391131,19967,104280,712N/A
3/31/20221,776,485125,58194,349295,744N/A
12/31/20211,697,383123,840116,141326,713N/A
9/30/20211,633,040148,65386,579305,595N/A
6/30/20211,569,09385,11878,308282,918N/A
3/31/20211,448,36747,98547,691252,307N/A
12/31/20201,412,30632,71533,923225,392N/A
9/30/20201,407,05729,0583,531192,988N/A
6/30/20201,435,09523,58810,461201,335N/A
3/31/20201,513,92842,3489,643200,427N/A
12/31/20191,518,03944,434N/A191,906N/A
9/30/20191,520,50553,586N/A221,775N/A
6/30/20191,514,89473,752N/A210,872N/A
3/31/20191,512,05980,400N/A205,420N/A
12/31/20181,522,90489,593N/A189,287N/A
9/30/20181,525,72873,504N/A195,093N/A
6/30/20181,519,04279,812N/A194,279N/A
3/31/20181,500,65274,066N/A188,338N/A
12/31/20171,463,53269,225N/A203,504N/A
9/30/20171,406,62475,138N/A198,513N/A
6/30/20171,347,61057,948N/A193,573N/A
3/31/20171,309,91358,571N/A206,938N/A
12/31/20161,282,57047,438N/A203,637N/A
9/30/20161,276,59733,072N/A195,523N/A
6/30/20161,292,65935,955N/A195,236N/A
3/31/20161,308,69447,122N/A183,735N/A
12/31/20151,326,29342,906N/A187,170N/A
9/30/20151,343,71250,240N/A164,162N/A
6/30/20151,347,73246,205N/A151,506N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 5201 ( 11.2% all'anno) è superiore al tasso di risparmio ( 0.8% ).

Guadagni vs Mercato: Si prevede che gli utili di 5201 ( 11.2% all'anno) cresceranno più rapidamente del mercato JP ( 8.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 5201 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 5201 ( 3% all'anno) crescerà più lentamente rispetto al mercato JP ( 5.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 5201 ( 3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 5201 sarà basso tra 3 anni ( 7.3 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/23 09:37
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

AGC Inc. è coperta da 22 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Timothy LukeBarclays
Eric LeeBarclays
Alberto MoelBernstein