NEXON 향후 성장
Future 기준 점검 1/6
NEXON (는) 각각 연간 4.5% 및 2.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11% 로 예상됩니다.
핵심 정보
4.5%
이익 성장률
5.64%
EPS 성장률
| Entertainment 이익 성장 | 6.6% |
| 매출 성장률 | 2.8% |
| 향후 자기자본이익률 | 10.95% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 19 May 2026 |
최근 향후 성장 업데이트
분석 기사 • 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...분석 기사 • 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...분석 기사 • 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
분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...
새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 555,546 | 137,131 | 148,222 | 156,484 | 15 |
| 12/31/2027 | 536,027 | 123,744 | 130,730 | 141,715 | 18 |
| 12/31/2026 | 507,923 | 116,275 | 99,293 | 118,353 | 12 |
| 3/31/2026 | 513,402 | 123,005 | 158,237 | 175,602 | N/A |
| 12/31/2025 | 475,102 | 92,052 | 162,378 | 171,872 | N/A |
| 9/30/2025 | 431,229 | 113,224 | 152,371 | 161,184 | N/A |
| 6/30/2025 | 448,103 | 102,082 | 146,871 | 154,718 | N/A |
| 3/31/2025 | 451,727 | 125,202 | 130,643 | 138,070 | N/A |
| 12/31/2024 | 446,211 | 134,848 | 93,282 | 100,968 | N/A |
| 9/30/2024 | 451,062 | 60,932 | 87,070 | 92,753 | N/A |
| 6/30/2024 | 435,725 | 69,076 | 99,999 | 105,359 | N/A |
| 3/31/2024 | 407,687 | 53,736 | 106,926 | 112,362 | N/A |
| 12/31/2023 | 423,356 | 70,609 | 122,999 | 128,712 | N/A |
| 9/30/2023 | 419,874 | 104,564 | 120,633 | 125,743 | N/A |
| 6/30/2023 | 397,081 | 112,700 | 123,078 | 129,308 | N/A |
| 3/31/2023 | 386,767 | 112,869 | 133,544 | 140,629 | N/A |
| 12/31/2022 | 353,714 | 100,339 | 124,242 | 130,144 | N/A |
| 9/30/2022 | 326,869 | 130,266 | 141,758 | 147,875 | N/A |
| 6/30/2022 | 305,296 | 124,865 | 122,367 | 127,178 | N/A |
| 3/31/2022 | 277,183 | 109,115 | 91,805 | 106,029 | N/A |
| 12/31/2021 | 274,462 | 114,888 | 91,788 | 105,914 | N/A |
| 9/30/2021 | 286,596 | 63,109 | 76,964 | 90,942 | N/A |
| 6/30/2021 | 290,118 | 41,537 | 94,970 | 109,251 | N/A |
| 3/31/2021 | 298,575 | 52,343 | 122,955 | 125,988 | N/A |
| 12/31/2020 | 293,024 | 56,220 | 134,371 | 137,603 | N/A |
| 9/30/2020 | 275,883 | 89,279 | 127,394 | 130,211 | N/A |
| 6/30/2020 | 248,828 | 112,793 | 107,786 | 110,145 | N/A |
| 3/31/2020 | 238,227 | 112,175 | 117,060 | 119,380 | N/A |
| 12/31/2019 | 248,542 | 115,664 | N/A | 105,073 | N/A |
| 9/30/2019 | 245,380 | 118,893 | N/A | 118,042 | N/A |
| 6/30/2019 | 262,355 | 101,354 | N/A | 111,630 | N/A |
| 3/31/2019 | 256,284 | 114,457 | N/A | 117,645 | N/A |
| 12/31/2018 | 253,721 | 107,672 | N/A | 118,018 | N/A |
| 9/30/2018 | 260,315 | 98,958 | N/A | 102,226 | N/A |
| 6/30/2018 | 251,381 | 96,259 | N/A | 105,251 | N/A |
| 3/31/2018 | 250,651 | 83,459 | N/A | 89,922 | N/A |
| 12/31/2017 | 234,929 | 56,750 | N/A | 80,718 | N/A |
| 9/30/2017 | 225,507 | 70,166 | N/A | 83,114 | N/A |
| 6/30/2017 | 209,364 | 58,195 | N/A | 89,142 | N/A |
| 3/31/2017 | 200,423 | 46,311 | N/A | 62,036 | N/A |
| 12/31/2016 | 183,128 | 20,133 | N/A | 73,293 | N/A |
| 9/30/2016 | 185,691 | 13,326 | N/A | 66,510 | N/A |
| 6/30/2016 | 191,247 | 24,875 | N/A | 66,462 | N/A |
| 3/31/2016 | 195,788 | 30,321 | N/A | 64,359 | N/A |
| 12/31/2015 | 190,263 | 55,132 | N/A | 60,152 | N/A |
| 9/30/2015 | 187,379 | 46,235 | N/A | 61,204 | N/A |
| 6/30/2015 | 183,181 | 40,636 | N/A | 65,787 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 3659 의 연간 예상 수익 증가율(4.5%)이 saving rate(0.8%)보다 높습니다.
수익 vs 시장: 3659 의 연간 수익(4.5%)이 JP 시장(8.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 3659 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 3659 의 수익(연간 2.8%)이 JP 시장(연간 5.3%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 3659 의 수익(연간 2.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 3659의 자본 수익률은 3년 후 11%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 02:40 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
NEXON Co., Ltd.는 30명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Haruka Mori | Barclays |
| Keiichi Yoneshima | Barclays |
| Robin Zhu | Bernstein |