Loading...
6963 logo

ROHM Co., Ltd.TSE:6963 Rapporto sulle azioni

Cap. di mercato JP¥1.6t
Prezzo delle azioni
JP¥4.40k
JP¥2.94k
49.3% sopravvalutato sconto intrinseco
1Y192.5%
7D1.0%
Valore del portafoglio
Vista

ROHM Co., Ltd.

Report azionario TSE:6963

Capitalizzazione di mercato: JP¥1.6t

ROHM (6963) Panoramica del titolo

ROHM Co., Ltd. produce e vende componenti elettronici in tutto il mondo. Maggiori dettagli

6963 analisi fondamentale
Punteggio fiocco di neve
Valutazione0/6
Crescita futura3/6
Prestazioni passate0/6
Salute finanziaria5/6
Dividendi1/6

6963 Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Concorrenti di ROHM Co., Ltd.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per ROHM
Prezzi storici delle azioni
Prezzo attuale dell'azioneJP¥4,402.00
Massimo di 52 settimaneJP¥4,633.00
Minimo di 52 settimaneJP¥1,364.50
Beta0.66
Variazione di 1 mese17.57%
Variazione a 3 mesi66.11%
Variazione di 1 anno192.49%
Variazione a 3 anni48.59%
Variazione a 5 anni71.45%
Variazione dall'IPO805.55%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione 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).

Recent updates

Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Nuova narrazione 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?
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Nuova narrazione 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?
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Jun 25

Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%

ROHM Co., Ltd. ( TSE:6963 ) shareholders would be excited to see that the share price has had a great month, posting a...

Rendimenti per gli azionisti

6963JP SemiconductorJP Mercato
7D1.0%-6.5%-3.1%
1Y192.5%215.2%38.2%

Ritorno vs Industria: 6963 ha avuto una performance inferiore rispetto al JP Semiconductor che ha registrato un rendimento 215.2 % nell'ultimo anno.

Rendimento vs Mercato: 6963 ha superato il mercato JP che ha restituito 38.2 % nell'ultimo anno.

Volatilità dei prezzi

Is 6963's price volatile compared to industry and market?
6963 volatility
6963 Average Weekly Movement9.3%
Semiconductor Industry Average Movement9.5%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.5%

Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di 6963 è stato volatile rispetto al mercato JP.

Volatilità nel tempo: La volatilità settimanale ( 9% ) di 6963 è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni JP.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
194022,405Katsumi Azumawww.rohm.com

ROHM Co., Ltd. produce e vende componenti elettronici in tutto il mondo. L'azienda opera attraverso tre segmenti: LSI, Dispositivi a semiconduttore e Moduli. L'azienda fornisce circuiti integrati che comprendono memorie, amplificatori e lineari, gestione dell'alimentazione, driver per motori/attuatori, resistenze, orologi e timer, interruttori e multiplexer, logica, convertitori di dati, sensori e MEMS, driver per display, interfacce, LSI wireless, prodotti audio e video, LSI per sintesi vocale e microcontrollori.

ROHM Co., Ltd. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di ROHM con la sua capitalizzazione di mercato?
6963 statistiche fondamentali
Capitalizzazione di mercatoJP¥1.62t
Utili (TTM)-JP¥158.44b
Ricavi(TTM)JP¥481.15b
3.5x
Rapporto P/S
-10.7x
Rapporto P/E

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
6963 Conto economico (TTM)
RicaviJP¥481.15b
Costo del fatturatoJP¥365.92b
Profitto lordoJP¥115.23b
Altre speseJP¥273.67b
Utili-JP¥158.44b

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

Aug 05, 2026

Utile per azione (EPS)-410.51
Margine lordo23.95%
Margine di profitto netto-32.93%
Rapporto debito/patrimonio netto52.7%

Come si è comportato 6963 nel lungo periodo?

Vedi performance storica e confronto

Dividendi

1.1%
Rendimento attuale del dividendo
-12%
Rapporto di remunerazione
Quando è necessario acquistare 6963 per ricevere un dividendo imminente?
ROHM date dei dividendi
Data di stacco del dividendoMar 30 2026
Data di pagamento dei dividendiJun 25 2026
Giorni fino al dividendo Ex53 days
Giorni prima della data di pagamento dei dividendi34 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 15:33
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2026/03/31

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

ROHM Co., Ltd. è coperta da 22 analisti. 10 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
Masaru KoshitaBarclays
Xin SunBernstein
Masashi KubotaBofA Global Research