Renesas Electronics（6723）株式概要
ルネサス エレクトロニクス株式会社は、半導体の設計、研究、開発、製造、販売、サービスを日本、中国、アジア地域、欧州、北米、および国際的に展開しています。 詳細
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Analyst Price Targets
Renesas Electronics Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥4,710.00 |
| 52週高値 | JP¥5,284.00 |
| 52週安値 | JP¥1,656.50 |
| ベータ | 1.29 |
| 1ヶ月の変化 | 3.11% |
| 3ヶ月変化 | 103.68% |
| 1年変化 | 154.11% |
| 3年間の変化 | 79.46% |
| 5年間の変化 | 288.29% |
| IPOからの変化 | -13.26% |
最新ニュース
ナラティブの更新 • Jul 02
6723: Timing Exit And Software Acquisition Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Renesas Electronics from ¥4,500 to ¥6,300, reflecting updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What’s in the News for Renesas Electronics SiTime Corporation has completed the acquisition of certain assets from Renesas Electronics' timing business as of 1 July 2026, with Renesas expecting to record a significant gain on the transfer in its consolidated financial statements for the nine months ending 30 September 2026.
ナラティブの更新 • Jun 18
6723: Digitalization And GaN Expansion Will Face Overstretch Versus Earnings Power
Renesas Electronics' analyst fair value estimate has been revised from approximately ¥3,489 to about ¥3,612 as analysts reflect updated assumptions for the discount rate, revenue growth, profit margin, and future P/E in their models. What’s in the News for Renesas Electronics Renesas Electronics completed the acquisition of software developer Pictorus, adding a cloud-based behavioral modeling platform to its Renesas 365 ecosystem to support embedded application software development and its broader Digitalization Vision.Recent updates
ナラティブの更新 • Jul 02
6723: Timing Exit And Software Acquisition Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Renesas Electronics from ¥4,500 to ¥6,300, reflecting updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What’s in the News for Renesas Electronics SiTime Corporation has completed the acquisition of certain assets from Renesas Electronics' timing business as of 1 July 2026, with Renesas expecting to record a significant gain on the transfer in its consolidated financial statements for the nine months ending 30 September 2026.ナラティブの更新 • Jun 18
6723: Digitalization And GaN Expansion Will Face Overstretch Versus Earnings Power
Renesas Electronics' analyst fair value estimate has been revised from approximately ¥3,489 to about ¥3,612 as analysts reflect updated assumptions for the discount rate, revenue growth, profit margin, and future P/E in their models. What’s in the News for Renesas Electronics Renesas Electronics completed the acquisition of software developer Pictorus, adding a cloud-based behavioral modeling platform to its Renesas 365 ecosystem to support embedded application software development and its broader Digitalization Vision.ナラティブの更新 • Jun 04
6723: Auto And Industrial MCUs Will Face Rich Pricing Despite Solid Pipeline
Analysts have raised their fair value estimate for Renesas Electronics from about ¥2,993 to roughly ¥3,489, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E levels. What's in the News MathWorks launched new MATLAB and Simulink Hardware Support Packages for Renesas’ RH850/U2A automotive microcontroller and RA6T2 industrial microcontroller, linking model-based design directly to Renesas hardware to speed embedded system prototyping and reduce manual integration steps.ナラティブの更新 • May 21
6723: Space And GaN Power Opportunities Will Support Future Upside Potential
Analysts have kept their ¥4,500 price target for Renesas Electronics unchanged, citing updated assumptions that include a slightly higher discount rate, marginally adjusted revenue growth and profit margin expectations, and a small tweak to the future P/E outlook. What's in the News Renesas is holding an Analyst/Investor Day, giving the market fresh detail on its medium term priorities and capital allocation plans (Analyst/Investor Day).ナラティブの更新 • May 02
6723: Artemis II Space Wins Will Support Future Upside Potential
Analysts have lifted their price target on Renesas Electronics from ¥3,800 to ¥4,500, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers of the change. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System.ナラティブの更新 • Apr 18
6723: Artemis Mission Wins And Potential Timing Unit Sale Will Support Upside
Analysts have kept their ¥3,800 price target for Renesas Electronics unchanged, citing only modest adjustments to the discount rate, revenue growth and profit margin assumptions, along with a steady future P/E outlook. What's in the News Renesas radiation hardened ICs are being used across core systems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System, supporting power, signal integrity and onboard computing in high radiation and extreme temperature conditions (Client Announcements).ナラティブの更新 • Apr 03
6723: NASA Design Wins And Timing Unit Sale Talks Will Support Upside
Analysts have maintained their Renesas Electronics fair value estimate at ¥3,800, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the main factors behind the unchanged price target. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including avionics and safety launch systems, supporting power regulation, signal integrity and onboard computing in high-radiation, extreme temperature conditions (Client announcement).ナラティブの更新 • Mar 20
6723: Auto MCUs And ADAS SoCs Will Support Higher Margin Future
Analysts now set their Renesas Electronics price target at roughly ¥3,000 per share, up from about ¥2,400. They point to updated assumptions that include a higher profit margin outlook and a slightly lower discount rate, while keeping revenue growth and future P/E expectations broadly similar.ナラティブの更新 • Mar 05
6723: Future Timing Unit Sale Will Support Automotive And SDV Computing Focus
Analysts have lifted their Renesas Electronics fair value estimate from ¥3,300 to ¥3,800, citing updated assumptions for revenue growth, profit margins and a slightly higher discount rate, along with a revised future P/E of 23.94x. What's in the News Renesas launched the RH850/U2C 32 bit automotive MCU on a 28 nm process, aimed at chassis and safety systems, BMS, and other ASIL D applications.
ナラティブの更新 • Feb 19
6723: Future Auto SoC Investments And M&A Uncertainty Will Pressure Margins
Analysts are keeping their ¥1,950 price target for Renesas Electronics unchanged, citing a combination of slightly lower assumed revenue growth, a higher profit margin, and a somewhat reduced future P/E multiple that together balance out under a modestly lower discount rate. What's in the News Renesas introduced three automotive SoC technologies for multi-domain ECUs, targeting software defined vehicles with advanced AI processing, chiplet based scalability and functional safety features, presented at ISSCC 2026 in San Francisco (Product related announcement).ナラティブの更新 • Feb 05
6723: Future Timing Unit Sale Will Support Growing Automotive And Data Center Focus
Analysts have adjusted their fair value estimate for Renesas Electronics to ¥3,300 from ¥3,150, citing updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News SiTime Corporation is reported to be nearing an agreement to acquire Renesas Electronics' timing unit in a deal that could be worth about US$3b, with a potential announcement as soon as February 5, 2026, alongside Renesas' full year earnings.ナラティブの更新 • Jan 21
6723: Future Margin Pressure From New Auto And IoT Platforms Will Persist
Analysts have trimmed their fair value estimate for Renesas Electronics from ¥2,000 to ¥1,950, reflecting updated assumptions for higher revenue growth, a lower profit margin, a slightly higher discount rate, and a higher future P/E multiple. What's in the News Renesas is expanding its software defined vehicle offering around the fifth generation R Car family, introducing the R Car X5H automotive SoC manufactured on a 3nm process and designed to run ADAS, in vehicle infotainment and gateway functions on a single chip, with reported power consumption up to 35% lower than previous 5nm solutions.分析記事 • Jan 18
Renesas Electronics Corporation's (TSE:6723) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in the Semiconductor industry in Japan have price-to-sales ratios (or "P/S") below...ナラティブの更新 • Jan 07
6723: Timing Unit Sale And Auto AI Chips Will Shape Stable Outlook
Analysts have trimmed their fair value estimate for Renesas Electronics slightly to ¥2,410.77 from ¥2,417.14, linking the adjustment to modest tweaks in the modeled discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Renesas is working with JPMorgan to explore a potential sale of its timing division, with reported interest from Texas Instruments and Infineon and an indicated valuation near US$2b for the business (Reuters).ナラティブの更新 • Dec 17
6723: Timing Unit Sale Will Unlock Upside Amid Stable Earnings Outlook
Analysts have nudged their price target on Renesas Electronics slightly higher, now implying fair value broadly in line with prior estimates but supported by a marginally lower discount rate and sustained expectations for high single digit revenue growth and resilient profit margins, which together indicate a premium future P/E in the low 20s. What's in the News Renesas is exploring a sale of its timing division, with potential bidders including Texas Instruments and Infineon, in a deal that could value the unit near $2 billion (Reuters) SiTime is in talks to acquire Renesas timing unit in a transaction that could reach up to $2 billion including debt, though negotiations remain uncertain and non binding (Key Developments) Renesas launched its first Wi Fi 6 MCUs, the RA6W1 and RA6W2, targeting ultra low power connected IoT devices with integrated security and long term product support (Key Developments) The company introduced a sixth generation DDR5 Registered Clock Driver that pushes data rates to 9600 MT per second to support next generation AI and data center servers (Key Developments) Renesas unveiled new RA8M2 and RA8D2 microcontrollers based on 1 GHz Arm Cortex M85 cores, aimed at compute intensive, graphics rich and ML enabled embedded applications (Key Developments) Valuation Changes Fair Value remained unchanged at approximately ¥2,417 per share, indicating no material revision to the intrinsic value estimate.分析記事 • Dec 17
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
Renesas Electronics Corporation's ( TSE:6723 ) investors are due to receive a payment of ¥28.00 per share on 31st of...ナラティブの更新 • Dec 03
6723 Timing Unit Sale Exploration Will Drive Undervalued Upside Potential
Analysts have modestly raised their price target on Renesas Electronics to reflect slightly faster expected revenue growth and a richer future earnings multiple, even though they are forecasting a small compression in profit margins and a marginally lower discount rate. What's in the News Renesas is working with JPMorgan to explore a sale of its timing division in a transaction that could value the business at close to $2 billion, with Texas Instruments and Infineon cited among potential suitors (Reuters) SiTime is reported to be in advanced talks to acquire Renesas timing unit, with negotiations valuing the business at up to $2 billion including debt and leaving room for rival bidders to emerge (Key Developments, citing Reuters) Renesas unveiled the industry first sixth generation DDR5 Registered Clock Driver for RDIMMs, reaching 9600 MT/s and targeting next generation AI and high performance computing server platforms (Key Developments) The company introduced new RA8M2 and RA8D2 microcontroller families based on a 1 GHz Arm Cortex M85, aimed at compute intensive industrial, graphics and AI edge applications with advanced ML and DSP capabilities (Key Developments) Renesas announced GaN based power solutions to support NVIDIA 800 volt direct current data center power architecture, enabling highly efficient, scalable power conversion for large AI workloads (Key Developments) Valuation Changes Fair Value Estimate remained unchanged at approximately ¥2,417 per share, indicating no revision to the intrinsic value assessment in this update cycle.分析記事 • Dec 03
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
The board of Renesas Electronics Corporation ( TSE:6723 ) has announced that it will pay a dividend of ¥28.00 per share...ナラティブの更新 • Nov 19
6723: Timing Unit Sale Exploration Will Drive Significant Upside Ahead
Analysts have maintained their price target for Renesas Electronics at ¥2,417, citing only minor adjustments in the discount rate, revenue growth, and profit margin forecasts. What's in the News Renesas Electronics is exploring the potential sale of its timing division in a deal that could value the business close to $2 billion, with Texas Instruments and Infineon named as potential buyers (Reuters).分析記事 • Nov 16
Renesas Electronics (TSE:6723) Is Paying Out A Dividend Of ¥28.00
Renesas Electronics Corporation's ( TSE:6723 ) investors are due to receive a payment of ¥28.00 per share on 31st of...分析記事 • Nov 03
Renesas Electronics Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Investors in Renesas Electronics Corporation ( TSE:6723 ) had a good week, as its shares rose 3.7% to close at JP¥1,911...分析記事 • Nov 02
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
The board of Renesas Electronics Corporation ( TSE:6723 ) has announced that it will pay a dividend on the 31st of...ナラティブの更新 • Nov 01
6723: Divestment Of Timing Unit Will Unlock Value For Shareholders
Narrative Update on Renesas Electronics Price Target Analysts have raised their price target for Renesas Electronics from ¥2,381 to ¥2,417, citing improved outlooks on revenue growth and profit margins as key factors behind the upgrade. What's in the News Renesas Electronics is exploring the sale of its timing division and is working with bankers at JPMorgan.ナラティブの更新 • Oct 18
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have modestly revised their price target for Renesas Electronics, maintaining an estimated fair value near ¥2,381 as underlying fundamentals such as revenue growth and profit margin expectations saw only slight improvements. What's in the News Renesas Electronics is exploring the potential sale of its timing division, which could be valued at nearly $2 billion.ナラティブの更新 • Oct 04
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have revised their price target for Renesas Electronics downward from ¥2,499 to ¥2,381, citing slightly lower revenue growth expectations and a modest adjustment in their discount rate assumptions. What's in the News Mouser Electronics now offers over 28,000 Renesas products, including the new AI-enabled RA8P1 microcontrollers and GaN FETs for advanced edge, AI, and power applications (Client Announcements).分析記事 • Sep 18
Is Renesas Electronics Corporation (TSE:6723) Trading At A 42% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Renesas Electronics fair value estimate is JP¥3,021 Renesas...ナラティブの更新 • Sep 04
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
With both the discount rate and future P/E ratio for Renesas Electronics remaining effectively unchanged, analysts have left their price target steady at ¥2499. What's in the News Renesas introduced multiple new MCUs and MPUs (RA8P1, RA2T1, RA4C1, RL78/L23, RA2L2) targeting AI, motor control, IoT, metering, and portable devices, emphasizing ultra-low power, advanced security, and integrated edge AI capabilities.分析記事 • Aug 18
Returns On Capital At Renesas Electronics (TSE:6723) Have Stalled
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Jul 28
Renesas Electronics Corporation (TSE:6723) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year
Renesas Electronics Corporation ( TSE:6723 ) shareholders are probably feeling a little disappointed, since its shares...分析記事 • Jul 18
What You Can Learn From Renesas Electronics Corporation's (TSE:6723) P/E
Renesas Electronics Corporation's ( TSE:6723 ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a...株主還元
| 6723 | JP Semiconductor | JP 市場 | |
|---|---|---|---|
| 7D | -2.1% | -3.8% | 2.1% |
| 1Y | 154.1% | 272.3% | 44.1% |
業界別リターン: 6723過去 1 年間で272.3 % の収益を上げたJP Semiconductor業界を下回りました。
リターン対市場: 6723過去 1 年間で44.1 % の収益を上げたJP市場を上回りました。
価格変動
| 6723 volatility | |
|---|---|
| 6723 Average Weekly Movement | 11.1% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.2% |
| 10% least volatile stocks in JP Market | 2.1% |
安定した株価: 6723の株価は、 JP市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: 6723の weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2002 | 21,907 | Hidetoshi Shibata | www.renesas.com |
ルネサス エレクトロニクス株式会社は、日本、中国、アジア、欧州、北米、および海外で半導体の設計、研究、開発、製造、販売、サービスを行っています。オートモーティブ事業と産業・インフラ・IoT事業の2つのセグメントで事業を展開している。マイクロコントローラおよびマイクロプロセッサ、アンプ、オーディオおよびビデオ、データコンバータ、電力線通信、スイッチおよびマルチプレクサ製品、カスタムASICSおよびプロセッサIPソリューション、車載製品、特定クロック、クロック分配および生成、周波数変換機能付きジッタ減衰器、水晶発振器を提供している。また、バッファ、ASインターフェース、データ通信IC、ハプティックドライバ、ロジックレベル信号トランスレータ、メモリインターフェース製品、光相互接続、フォトカプラ、物理層製品、電力線通信、トランシーバ、通信インターフェース製品、USB製品、VME、バススイッチ、組み込みホストブリッジ、FIFO製品、メモリインターフェース製品、マルチポートメモリ、不揮発性メモリ、SRAM、標準ロジックも提供しています。さらに、パワーディスクリート製品、コンバータ、バッテリ管理IC、パワーモジュール、FETドライバ、LEDドライバ、リニアレギュレータ、モータドライバ、PMIC、多相パワー、電源サポート、パワーデバイス、ソリッドステートライトニング、USB-Cパワー、プログラマブルロジック製品、誘導型位置センサ、光センサ、センサシグナルコンディショナ、車載センサを提供している。さらに、Hi-Relアナログ、データ・コンバータ、デジタル、インターフェース、パワー・ディスクリート、パワー・マネージメント、RFなどの宇宙・過酷環境製品、Bluetooth Low Energy、DECT、NFC、サブGHz/Wi-SUNトランシーバ、Wi-Fi MCU、Wi-Fiネットワーキング、ワイヤレス・オーディオなどのワイヤレス・コネクティビティ製品を提供している。ルネサス エレクトロニクスは2002年に設立され、東京に本社を置いています。
Renesas Electronics Corporation 基礎のまとめ
| 6723 基礎統計学 | |
|---|---|
| 時価総額 | JP¥8.55t |
| 収益（TTM） | -JP¥9.62b |
| 売上高(TTM) | JP¥1.39t |
6.1x
P/Sレシオ-888.3x
PER（株価収益率6723 は割高か？
公正価値と評価分析を参照収益と収入
| 6723 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥1.39t |
| 売上原価 | JP¥583.10b |
| 売上総利益 | JP¥809.63b |
| その他の費用 | JP¥819.25b |
| 収益 | -JP¥9.62b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -5.30 |
| グロス・マージン | 58.13% |
| 純利益率 | -0.69% |
| 有利子負債／自己資本比率 | 46.4% |
6723 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.6%
現在の配当利回り-527%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/06 16:33 |
| 終値 | 2026/07/06 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Renesas Electronics Corporation 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |