NEXON Co., Ltd.

Report azionario TSE:3659

Capitalizzazione di mercato: JP¥1.7t

NEXON Crescita futura

Criteri Future verificati 1/6

NEXON prevede che gli utili e i ricavi cresceranno rispettivamente di 3.3% e 2.4% all'anno. Si prevede che l'EPS crescerà di 4.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.7% in 3 anni.

Informazioni chiave

3.3%

Tasso di crescita degli utili

4.46%

Tasso di crescita dell'EPS

Entertainment crescita degli utili6.3%
Tasso di crescita dei ricavi2.4%
Rendimento futuro del capitale proprio10.73%
Copertura analitica

Good

Ultimo aggiornamento03 Jun 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi May 18

NEXON Co., Ltd. Just Recorded A 36% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a mediocre week for NEXON Co., Ltd. ( TSE:3659 ) shareholders, with the stock dropping 16% to JP¥2,243 in the...
Articolo di analisi Feb 15

Earnings Miss: NEXON Co., Ltd. Missed EPS By 17% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on NEXON Co., Ltd. ( TSE:3659 ), given that the company fell short of...
Articolo di analisi Nov 13

NEXON Co., Ltd. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

Shareholders of NEXON Co., Ltd. ( TSE:3659 ) will be pleased this week, given that the stock price is up 15% to...

Recent updates

Aggiornamento della narrazione Jun 07

3659: Renewed China Partnerships And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on NEXON to ¥3,105 from ¥3,333, citing updated assumptions that include slightly lower revenue growth, a reduced profit margin outlook, and a modestly lower future P/E multiple. What's in the News NEXON renewed its long standing publishing partnership with Tencent for the PC action RPG Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed.
Aggiornamento della narrazione May 22

3659: Renewed China Partnership Will Shape Shooter Engagement And Future Upside

Analysts have trimmed their fair value estimate for NEXON from about ¥3,798.53 to roughly ¥3,332.89, reflecting updated assumptions for slower revenue growth, a slightly lower future P/E multiple, and a modestly higher profit margin outlook. What's in the News NEXON renewed its long standing publishing partnership with Tencent for Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed (Key Developments).
Articolo di analisi May 18

NEXON Co., Ltd. Just Recorded A 36% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a mediocre week for NEXON Co., Ltd. ( TSE:3659 ) shareholders, with the stock dropping 16% to JP¥2,243 in the...
Aggiornamento della narrazione May 03

3659: Share Price Reset And Higher Dividends Will Support Future Re Rating

Analysts maintained their fair value estimate for Nexon at ¥4,500. A recent rating change from Sell to Neutral, along with a reduction in a major price target from ¥3,100 to ¥3,000, reflects a reassessment driven mainly by valuation following the post-results share price pullback.
Aggiornamento della narrazione Apr 18

3659: Share Price Reset And Capital Returns Will Support Re Rating

Narrative Update on NEXON The analyst price target for NEXON has been revised from ¥4,850 to ¥4,500, as analysts factor in updated assumptions around revenue growth, profit margins, future P/E expectations, and recent valuation-driven rating changes on the stock. Analyst Commentary Recent Street research highlights a shift in tone toward NEXON, with valuation now a key focus after the share price reacted to the Q4 results.
Aggiornamento della narrazione Apr 04

3659: Post Correction Rebound Will Depend On Execution And Capital Return Delivery

Analysts have trimmed NEXON's fair value estimate while keeping a ¥3,000 price target in focus, pointing to a slightly lower assumed P/E multiple and discount rate, along with steady revenue growth and margin expectations following recent upgrades to Neutral and Outperform. Analyst Commentary Recent Street research on NEXON has centered on where the current share price sits versus updated fair value estimates, especially after the Q4 results and the share price moves that followed.
Aggiornamento della narrazione Mar 20

3659: Sector Tailwinds And Shooter Engagement Will Shape Future Upside

Narrative Update on NEXON The updated analyst price target for NEXON moves to ¥3,798 from ¥3,544. Analysts highlight recent rating upgrades and views that sector fundamentals in Japan's gaming sector remain solid as key supports for their revised fair value and profitability assumptions.
Aggiornamento della narrazione Mar 05

3659: Cautious Outlook As Execution Concerns Will Restrain Post Correction Rebound

Narrative Update on NEXON The latest analyst work trims the fair value estimate slightly to ¥2,560 from ¥2,567. Recent rating upgrades highlight analysts' focus on the post Q4 share price correction and a still solid sector backdrop for Japan's gaming names.
Articolo di analisi Feb 19

We Think You Can Look Beyond NEXON's (TSE:3659) Lackluster Earnings

The most recent earnings report from NEXON Co., Ltd. ( TSE:3659 ) was disappointing for shareholders. Despite the soft...
Aggiornamento della narrazione Feb 19

3659: Cautious Outlook As Single Shooter Success Faces Execution Risk

Analysts have modestly lifted their fair value estimate for NEXON to about ¥2,567, supported by recent rating upgrades that cite a more balanced view on valuation and a still solid sector backdrop for Japan's gaming companies. Analyst Commentary Recent research points to a more balanced stance on NEXON, with some upgrades framed largely around valuation following the share price move after Q4 results.
Articolo di analisi Feb 15

Earnings Miss: NEXON Co., Ltd. Missed EPS By 17% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on NEXON Co., Ltd. ( TSE:3659 ), given that the company fell short of...
Aggiornamento della narrazione Feb 05

3659: Heavy Reliance On Single Shooter Success Will Drive Future Downside Risk

Analysts have nudged their fair value estimate for Nexon higher to ¥2,460.62 from ¥2,394.72, citing a slightly lower discount rate, marginally higher revenue growth assumptions, a modestly higher future P/E, and recent research pointing to supportive sector trends and interest in key game titles. Analyst Commentary Recent Street research on Nexon has leaned constructive, with upgrades pointing to a solid sector backdrop for Japan gaming and interest in key titles such as ARC Raiders and FC Online.
Aggiornamento della narrazione Jan 22

3659: Rising Dependence On Single Shooter Title Will Drive Future Downside Risk

Narrative update on NEXON NEXON's updated analyst price target has moved from about ¥2,015 to roughly ¥2,395. Analysts attribute this change to a sturdier outlook for Japan's gaming sector into 2026, potential blockbuster upside from ARC Raiders, and expected support for FC Online around the 2026 FIFA World Cup.
Aggiornamento della narrazione Jan 07

3659: Player Engagement Momentum And World Cup Tailwinds Will Support Re Rating

Analysts have raised their fair value estimate for NEXON from ¥4,000 to ¥4,850, citing stronger expectations around ARC Raiders as a potential blockbuster, growing traction among players, and additional support from the 2026 FIFA World Cup for FC Online. Analyst Commentary Bullish analysts are pointing to a more constructive setup for NEXON, with recent upgrades highlighting both product momentum and supportive industry conditions as key pillars behind higher fair value estimates.
Aggiornamento della narrazione Dec 23

3659: World Cup Tailwind And New Shooter Franchise Will Shape Future Upside

Analysts have raised their price target for NEXON from ¥3,600 to ¥4,000, citing stronger growth and profitability expectations driven by momentum in ARC Raiders, viewed as a potential fourth blockbuster title, along with longer term tailwinds for FC Online heading into the 2026 FIFA World Cup. Analyst Commentary Recent research updates reflect a generally constructive view on NEXON, centered on the potential of ARC Raiders and cyclical upside for FC Online ahead of the 2026 FIFA World Cup.
Aggiornamento della narrazione Dec 09

3659: World Cup Gaming Tailwind Will Expose Downside Risk Ahead

Analysts have raised their price target on Nexon to ¥4,000 from ¥3,600, citing growing conviction that ARC Raiders could become a fourth blockbuster franchise and that the 2026 FIFA World Cup will provide a meaningful tailwind for FC Online. Analyst Commentary Bullish analysts view the upgraded price target as evidence that Nexon is entering a new growth phase, supported by both its emerging and established franchises.
Articolo di analisi Dec 03

NEXON (TSE:3659) Is Increasing Its Dividend To ¥30.00

NEXON Co., Ltd. ( TSE:3659 ) has announced that it will be increasing its dividend from last year's comparable payment...
Articolo di analisi Nov 28

NEXON Co., Ltd.'s (TSE:3659) 25% Share Price Surge Not Quite Adding Up

NEXON Co., Ltd. ( TSE:3659 ) shareholders would be excited to see that the share price has had a great month, posting a...
Aggiornamento della narrazione Nov 25

3659: Revenue Momentum And Shareholder Returns Will Drive Measured Performance Ahead

Narrative Update on NEXON: Price Target Rises Amid Positive Analyst Outlook Analysts have raised NEXON’s fair value price target from ¥3,247 to ¥3,461, citing strong expectations for ARC Raiders to become a major blockbuster as well as improved growth metrics across revenue and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight ARC Raiders as a potential fourth blockbuster for NEXON.
Articolo di analisi Nov 14

NEXON's (TSE:3659) Upcoming Dividend Will Be Larger Than Last Year's

The board of NEXON Co., Ltd. ( TSE:3659 ) has announced that it will be paying its dividend of ¥30.00 on the 27th of...
Articolo di analisi Nov 13

NEXON Co., Ltd. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

Shareholders of NEXON Co., Ltd. ( TSE:3659 ) will be pleased this week, given that the stock price is up 15% to...
Aggiornamento della narrazione Nov 07

3659: Revenue Stability And Share Buybacks Will Support Measured Performance Ahead

Analysts have made a slight upward revision to NEXON's price target, increasing it marginally to ¥3,246.78. They cite stable revenue growth and profitability metrics as reasons for their maintained optimism.
Aggiornamento della narrazione Oct 24

Repurchase Activity And Dividend Growth Will Sustain Shareholder Value Amid Industry Shifts

NEXON Analyst Price Target Revised Slightly Downward Analysts have adjusted NEXON’s fair value estimate modestly downward from ¥3,247.76 to ¥3,246.78. This change reflects updated projections for revenue growth and a slightly lower discount rate.
Aggiornamento della narrazione Oct 10

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

Narrative Update: NEXON Price Target Revision Analysts have raised NEXON's fair value estimate from ¥3,177 to ¥3,248. This change reflects improved revenue growth and profit margin expectations.
Aggiornamento della narrazione Sep 26

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

The increase in NEXON’s analyst price target reflects a higher expected future P/E ratio despite a rising discount rate, resulting in a modest upward revision of fair value from ¥3067 to ¥3177. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–359,898 million, operating profit of ¥112,039–120,463 million, and profit of ¥68,293–74,678 million (EPS: ¥85.96–93.86).
Aggiornamento della narrazione Aug 31

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

The consensus price target for NEXON has increased to ¥3067, as analysts have marginally raised their future P/E and revenue growth forecasts. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–¥359,898 million, operating profit of ¥112,039–¥120,463 million, and profit of ¥68,293–¥74,678 million.
Articolo di analisi Aug 20

We Think NEXON's (TSE:3659) Profit Is Only A Baseline For What They Can Achieve

TSE:3659 1 Year Share Price vs Fair Value Explore NEXON's Fair Values from the Community and select yours NEXON Co...
Aggiornamento della narrazione Aug 17

New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets

NEXON's fair value has been revised upward, primarily driven by improved revenue growth forecasts, while future P/E has edged lower, resulting in a higher consensus price target of ¥2916. What's in the News Dividend per share increased to JPY 15.00 from JPY 7.50 year-over-year.
Articolo di analisi Aug 16

NEXON Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

TSE:3659 1 Year Share Price vs Fair Value Explore NEXON's Fair Values from the Community and select yours It's been a...
User avatar
Nuova narrazione Nov 24

Gaming Giant's Bold Strategies Fuel Long-Term Revenue And Profit Growth Goals

NEXON focuses on growing proven franchises with ongoing updates and localization, aiming for long-term revenue and profitability improvements.

Previsioni di crescita degli utili e dei ricavi

TSE:3659 - Stime future degli analisti e dati finanziari passati (JPY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028546,245128,821124,897142,07115
12/31/2027528,408118,000115,840131,93619
12/31/2026506,315114,262112,581124,41016
3/31/2026513,402123,005158,237175,602N/A
12/31/2025475,10292,052162,378171,872N/A
9/30/2025431,229113,224152,371161,184N/A
6/30/2025448,103102,082146,871154,718N/A
3/31/2025451,727125,202130,643138,070N/A
12/31/2024446,211134,84893,282100,968N/A
9/30/2024451,06260,93287,07092,753N/A
6/30/2024435,72569,07699,999105,359N/A
3/31/2024407,68753,736106,926112,362N/A
12/31/2023423,35670,609122,999128,712N/A
9/30/2023419,874104,564120,633125,743N/A
6/30/2023397,081112,700123,078129,308N/A
3/31/2023386,767112,869133,544140,629N/A
12/31/2022353,714100,339124,242130,144N/A
9/30/2022326,869130,266141,758147,875N/A
6/30/2022305,296124,865122,367127,178N/A
3/31/2022277,183109,11591,805106,029N/A
12/31/2021274,462114,88891,788105,914N/A
9/30/2021286,59663,10976,96490,942N/A
6/30/2021290,11841,53794,970109,251N/A
3/31/2021298,57552,343122,955125,988N/A
12/31/2020293,02456,220134,371137,603N/A
9/30/2020275,88389,279127,394130,211N/A
6/30/2020248,828112,793107,786110,145N/A
3/31/2020238,227112,175117,060119,380N/A
12/31/2019248,542115,664N/A105,073N/A
9/30/2019245,380118,893N/A118,042N/A
6/30/2019262,355101,354N/A111,630N/A
3/31/2019256,284114,457N/A117,645N/A
12/31/2018253,721107,672N/A118,018N/A
9/30/2018260,31598,958N/A102,226N/A
6/30/2018251,38196,259N/A105,251N/A
3/31/2018250,65183,459N/A89,922N/A
12/31/2017234,92956,750N/A80,718N/A
9/30/2017225,50770,166N/A83,114N/A
6/30/2017209,36458,195N/A89,142N/A
3/31/2017200,42346,311N/A62,036N/A
12/31/2016183,12820,133N/A73,293N/A
9/30/2016185,69113,326N/A66,510N/A
6/30/2016191,24724,875N/A66,462N/A
3/31/2016195,78830,321N/A64,359N/A
12/31/2015190,26355,132N/A60,152N/A
9/30/2015187,37946,235N/A61,204N/A
6/30/2015183,18140,636N/A65,787N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 3659 ( 3.3% all'anno) è superiore al tasso di risparmio ( 0.8% ).

Guadagni vs Mercato: Si prevede che gli utili di 3659 ( 3.3% all'anno) cresceranno più lentamente rispetto al mercato JP ( 9.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 3659 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 3659 ( 2.4% all'anno) crescerà più lentamente rispetto al mercato JP ( 6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 3659 ( 2.4% 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 3659 sarà basso tra 3 anni ( 10.7 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/10 09:56
Prezzo dell'azione a fine giornata2026/06/10 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

NEXON Co., Ltd. è coperta da 29 analisti. 19 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
Haruka MoriBarclays
Keiichi YoneshimaBarclays
Robin ZhuBernstein