SCREEN Holdings (7735) 주식 개요
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7735 Community Fair Values
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Analyst Price Targets
SCREEN Holdings Co., Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | JP¥17,840.00 |
| 52주 최고가 | JP¥17,815.00 |
| 52주 최저가 | JP¥5,335.00 |
| 베타 | 1.59 |
| 1개월 변동 | 60.43% |
| 3개월 변동 | 89.38% |
| 1년 변동 | 212.57% |
| 3년 변동 | 332.88% |
| 5년 변동 | 571.94% |
| IPO 이후 변동 | 1,197.45% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 22
7735: AI Equipment Orders And Higher Margins Will Support Balanced Long Term Upside
Analysts have raised their price target on SCREEN Holdings from ¥16,250 to ¥18,200, citing updated assumptions that reflect the latest views on discount rates, revenue growth, profit margins, and future P/E levels. What's in the News for SCREEN Holdings SCREEN Holdings reported a recovery in Q4 fiscal 2026, with quarter over quarter gains in sales and operating income, along with record semiconductor production equipment order intake driven by AI related demand from China and North America.분석 기사 • Jun 19
SCREEN Holdings (TSE:7735) Stock Could Be 41% Overvalued After Strong Earnings Update
SCREEN Holdings (TSE:7735) drew fresh attention after reporting a strong fourth quarter recovery in sales and operating income, along with record order intake, an upbeat fiscal 2027 outlook, and a higher year end dividend. See our latest analysis for SCREEN Holdings. The recent earnings news has coincided with very strong momentum in SCREEN Holdings' share price, with a 30 day share price return of 56.23% and a year to date share price return of 105.44%. The five year total shareholder return...Recent updates
내러티브 업데이트 • Jun 22
7735: AI Equipment Orders And Higher Margins Will Support Balanced Long Term Upside
Analysts have raised their price target on SCREEN Holdings from ¥16,250 to ¥18,200, citing updated assumptions that reflect the latest views on discount rates, revenue growth, profit margins, and future P/E levels. What's in the News for SCREEN Holdings SCREEN Holdings reported a recovery in Q4 fiscal 2026, with quarter over quarter gains in sales and operating income, along with record semiconductor production equipment order intake driven by AI related demand from China and North America.분석 기사 • Jun 19
SCREEN Holdings (TSE:7735) Stock Could Be 41% Overvalued After Strong Earnings Update
SCREEN Holdings (TSE:7735) drew fresh attention after reporting a strong fourth quarter recovery in sales and operating income, along with record order intake, an upbeat fiscal 2027 outlook, and a higher year end dividend. See our latest analysis for SCREEN Holdings. The recent earnings news has coincided with very strong momentum in SCREEN Holdings' share price, with a 30 day share price return of 56.23% and a year to date share price return of 105.44%. The five year total shareholder return...
내러티브 업데이트 • Jun 05
7735: Lower Dividends And Refreshed Assumptions Will Continue To Limit Upside
Analysts have trimmed their price target on SCREEN Holdings from ¥12,000 to ¥9,500 as they refresh assumptions around discount rates, revenue growth, profit margins and the stock’s future P/E profile. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, expecting net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million and basic earnings per share of ¥198.32.분석 기사 • May 15
JP¥12,597 - That's What Analysts Think SCREEN Holdings Co., Ltd. (TSE:7735) Is Worth After These Results
SCREEN Holdings Co., Ltd. ( TSE:7735 ) last week reported its latest yearly results, which makes it a good time for...내러티브 업데이트 • May 04
7735: Higher Margins And Modest Assumption Tweaks Will Support Stronger Upside Potential
Analysts have kept their price target for SCREEN Holdings unchanged at ¥16,250, noting small adjustments in the discount rate, revenue growth assumptions and profit margin forecasts, while maintaining a similar future P/E view. Valuation Changes Fair Value: unchanged at ¥16,250, with no revision to the overall target level.
내러티브 업데이트 • Apr 20
7735: Fiscal 2026 Earnings Strength And Stock Split Will Support Share Price
Analysts have reduced their price target on SCREEN Holdings from ¥15,040 to ¥11,680 as they update models to reflect revised assumptions around revenue growth, profit margins, a higher future P/E, and a slightly higher discount rate. What's in the News The board approved a 2-for-1 stock split of SCREEN Holdings shares, scheduled for March 30, 2026 (Key Developments).내러티브 업데이트 • Apr 05
7735: Stock Split And Higher Margins Will Support Stronger Upside Potential
Analysts have lowered their price target for SCREEN Holdings from ¥32,500 to ¥16,250. This revision reflects updated assumptions that incorporate a slightly higher discount rate, more moderate revenue growth expectations, a modestly higher profit margin, and a higher future P/E multiple.내러티브 업데이트 • Mar 22
7735: Earnings Guidance And Stock Split Will Continue To Limit Upside
Analysts have maintained their price target for SCREEN Holdings at ¥12,000, citing updated assumptions on revenue growth, profit margins, and a slightly higher future P/E multiple as key factors supporting this unchanged view. What's in the News SCREEN Holdings reaffirmed consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net sales of ¥621,000 million, operating income of ¥117,000 million, profit attributable to owners of parent of ¥88,000 million, and basic earnings per share of ¥930.90 (company guidance).내러티브 업데이트 • Mar 08
7735: Stock Split And Higher Margins Will Support Stronger Upside Potential
Analysts have lifted their price target on SCREEN Holdings from ¥31,009.86 to ¥32,500, citing updated assumptions that reflect slightly higher revenue growth, profit margins, and future P/E expectations. What's in the News The Board of Directors approved a stock split and related amendments to the Articles of Incorporation, with changes scheduled to take effect on April 1, 2026 (Company announcement).내러티브 업데이트 • Feb 21
7735: Stock Split And Higher Margins Will Support Stronger Future Upside
Analysts have lifted their price target on SCREEN Holdings to approximately ¥31,000 from around ¥17,400, citing updated assumptions for faster revenue growth, higher profit margins, and a richer future P/E multiple. What's in the News The board has approved a stock split for SCREEN Holdings, along with related changes to the Articles of Incorporation to adjust the share structure.내러티브 업데이트 • Feb 07
7735: Earnings Guidance And Stock Split Will Continue To Limit Upside
Analysts have maintained their ¥12,000 price target for SCREEN Holdings, citing updated assumptions of higher revenue growth, a slightly stronger profit margin, a lower future P/E multiple, and a modestly reduced discount rate. What's in the News The Board of Directors approved a stock split, along with related changes to the Articles of Incorporation, scheduled to take effect on April 1, 2026 (Key Developments).분석 기사 • Feb 02
SCREEN Holdings Co., Ltd. (TSE:7735) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥18,973
SCREEN Holdings Co., Ltd. ( TSE:7735 ) just released its latest third-quarter report and things are not looking great...분석 기사 • Jan 26
Is Now An Opportune Moment To Examine SCREEN Holdings Co., Ltd. (TSE:7735)?
Today we're going to take a look at the well-established SCREEN Holdings Co., Ltd. ( TSE:7735 ). The company's stock...내러티브 업데이트 • Jan 24
7735: Earnings Guidance And Dividend Policy Will Continue To Limit Share Upside
Analysts have nudged their price target for SCREEN Holdings to ¥12,000, with small tweaks to long term assumptions on discount rate, revenue growth, profit margin, and a future P/E now at 13.19x supporting this updated view. What's in the News Issued consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net sales of ¥621.0b, operating income of ¥117.0b, profit attributable to owners of parent of ¥88.0b, and basic earnings per share of ¥930.91 (company guidance).분석 기사 • Jan 14
What SCREEN Holdings Co., Ltd.'s (TSE:7735) 28% Share Price Gain Is Not Telling You
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shares have had a really impressive month, gaining 28% after a shaky period...내러티브 업데이트 • Jan 10
7735: Modest Earnings Outlook And Dividend Policy Will Restrain Future Upside Potential
Analysts have held their fair value estimate for SCREEN Holdings steady at ¥12,000. Modest adjustments to the discount rate, revenue growth expectations of 3.16%, profit margin of 14.70%, and a slightly lower future P/E of 13.25 reflect updated views on the company’s risk profile and earnings potential.분석 기사 • Dec 18
We Like SCREEN Holdings' (TSE:7735) Returns And Here's How They're Trending
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...내러티브 업데이트 • Dec 15
7735: Earnings Outlook And Dividend Policy Will Support Measured Return Potential
Analysts have raised their price target on SCREEN Holdings from ¥11,500 to ¥12,000, citing sharply higher expected revenue growth, modestly improved profit margins, and a slightly richer future valuation multiple. What's in the News Issued new consolidated earnings guidance for the fiscal year ending March 31, 2026, forecasting net sales of JPY 621,000 million, operating income of JPY 117,000 million and profit attributable to owners of parent of JPY 88,000 million, implying basic EPS of JPY 930.91 (company guidance) Announced a second quarter dividend for the fiscal year ending March 31, 2026 of JPY 123 per share, slightly higher than the JPY 120 per share paid a year earlier, with payment scheduled for December 1, 2025 (company announcement) Held a board meeting on October 31, 2025, confirming no change to the cash dividend forecast for the full fiscal year ending March 31, 2026 (board meeting disclosure) Valuation Changes Consensus Analyst Price Target has risen slightly from ¥11,500 to ¥12,000, reflecting a modestly higher assessed fair value.내러티브 업데이트 • Dec 01
7735: Fiscal 2026 Profit Outlook And Dividend Hike Will Boost Share Price
Analysts have raised their price target for SCREEN Holdings from ¥14,873 to ¥15,040. This change reflects updates to company forecasts and valuation inputs, even though growth and margin expectations are now slightly lower.분석 기사 • Nov 20
SCREEN Holdings (TSE:7735) Strong Profits May Be Masking Some Underlying Issues
The stock price didn't jump after SCREEN Holdings Co., Ltd. ( TSE:7735 ) posted decent earnings last week. Our analysis...내러티브 업데이트 • Nov 17
7735: Future Earnings Guidance And Rising Profit Margins Will Drive Share Performance
Analyst Price Target Raised for SCREEN Holdings Analysts have increased their price target for SCREEN Holdings from ¥14,286.67 to ¥14,873.33. The change reflects improved revenue growth estimates as well as stronger profit margin projections.분석 기사 • Nov 04
SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shareholders are probably feeling a little disappointed, since its shares fell...내러티브 업데이트 • Nov 01
7735: Long-Term Demand And Stable Margins Will Support Future Performance
Narrative Update: Analyst Price Target Revision for SCREEN Holdings Analysts have increased their price target for SCREEN Holdings from ¥14,120 to ¥14,286.67, citing slight adjustments in model assumptions and expectations for stable long-term growth. What's in the News SCREEN Holdings provided consolidated earnings guidance for the fiscal year ending March 31, 2026.내러티브 업데이트 • Oct 18
AI And Digital Trends Will Drive Semiconductor Evolution
Analysts have raised their price target for SCREEN Holdings by approximately ¥270 to ¥14,120, citing slightly improved revenue growth and profit margin forecasts in their updated outlook. What's in the News A board meeting is scheduled for July 25, 2025, to discuss and approve a plan to cancel treasury shares in accordance with Article 178 of the Companies Act (Key Developments).내러티브 업데이트 • Oct 03
AI And Digital Trends Will Drive Semiconductor Evolution
Analysts have modestly raised their price target for SCREEN Holdings from ¥13,533 to ¥13,847. They cite slight adjustments in discount rate assumptions and ongoing stability in the company's financial outlook as reasons for the change.분석 기사 • Oct 02
There's Reason For Concern Over SCREEN Holdings Co., Ltd.'s (TSE:7735) Massive 33% Price Jump
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Sep 19
SCREEN Holdings (TSE:7735) Has Announced A Dividend Of ¥123.00
SCREEN Holdings Co., Ltd. ( TSE:7735 ) has announced that it will pay a dividend of ¥123.00 per share on the 2nd of...내러티브 업데이트 • Sep 05
AI And Digital Trends Will Drive Semiconductor Evolution
SCREEN Holdings’ consensus analyst price target remains unchanged at ¥13,533, as both the discount rate and future P/E ratio saw only negligible adjustments, indicating stable valuation expectations. What's in the News Board meeting held to approve cancellation of treasury shares pursuant to Article 178 of the Companies Act.분석 기사 • Aug 25
Is SCREEN Holdings (TSE:7735) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Aug 11
SCREEN Holdings Co., Ltd. (TSE:7735) Looks Inexpensive But Perhaps Not Attractive Enough
TSE:7735 1 Year Share Price vs Fair Value Explore SCREEN Holdings's Fair Values from the Community and select yours...분석 기사 • Jul 28
SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
The analysts might have been a bit too bullish on SCREEN Holdings Co., Ltd. ( TSE:7735 ), given that the company fell...분석 기사 • Jul 24
SCREEN Holdings (TSE:7735) Has Announced A Dividend Of ¥123.00
SCREEN Holdings Co., Ltd. ( TSE:7735 ) has announced that it will pay a dividend of ¥123.00 per share on the 2nd of...분석 기사 • Jul 09
SCREEN Holdings (TSE:7735) Has Announced A Dividend Of ¥123.00
The board of SCREEN Holdings Co., Ltd. ( TSE:7735 ) has announced that it will pay a dividend on the 2nd of December...분석 기사 • Jul 08
A Look At The Intrinsic Value Of SCREEN Holdings Co., Ltd. (TSE:7735)
Key Insights Using the 2 Stage Free Cash Flow to Equity, SCREEN Holdings fair value estimate is JP¥14,042 Current share...
새로운 내러티브 • Dec 29
AI Semiconductor Demand And Advanced Packaging Investments Will Boost Revenue And Enhance Margins
AI-related semiconductor growth and investments in high-demand areas are expected to boost future revenues and operational capacity.주주 수익률
| 7735 | JP Semiconductor | JP 시장 | |
|---|---|---|---|
| 7D | 10.5% | -9.9% | -3.0% |
| 1Y | 212.6% | 278.2% | 40.2% |
수익률 대 산업: 7735은 지난 1년 동안 278.2%의 수익을 기록한 JP Semiconductor 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: 7735은 지난 1년 동안 40.2%를 기록한 JP 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 7735 volatility | |
|---|---|
| 7735 Average Weekly Movement | 10.4% |
| Semiconductor Industry Average Movement | 10.8% |
| Market Average Movement | 4.4% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.3% |
안정적인 주가: 7735의 주가는 지난 3개월 동안 JP 시장보다 변동성이 컸습니다.
시간에 따른 변동성: 7735의 주간 변동성(10%)은 지난 1년 동안 안정적이었지만 JP 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1943 | 6,884 | Masato Goto | www.screen.co.jp |
스크린 홀딩스는 일본에서 반도체 생산 장비를 개발, 제조, 판매 및 유지보수하는 회사입니다. 습식 스테이션, 스핀 프로세서 및 스핀 스크러버와 같은 웨이퍼 세정 시스템, 코팅/개발 트랙 및 스프레이 코터 제품을 포함한 코팅/개발 트랙커, 플래시 램프 및 레이저 어닐러로 구성된 어닐링 시스템, 일립소메트릭 및 분광식 필름 두께 측정 시스템 등의 측정 시스템, 웨이퍼 패턴 검사 시스템을 포함한 검사 시스템, 패널 레벨 패키지용 직접 이미징 시스템과 디스플레이 생산 장비로 구성된 첨단 패키지 리소그래피 장비를 제공합니다. 또한 코터 시스템, 롤투롤 코터/건조기, 직접 이미징 시스템, 자동 광학 검사 시스템, 결함 확인 및 수리 시스템, 자동 최종 육안 검사 시스템 및 소프트웨어 제품, 고속 잉크젯, 잉크젯 라벨 인쇄 시스템, 연포장용 수성 잉크젯 시스템, 열판 기록기, 플렉소 레터 프레스, 하이브리드 AM/FM 스크린 제품, 워크플로 솔루션, 히랑기노 폰트, 컬러 교정 시스템, 사용자 음성 제품, 네트워크 서비스 등을 제공합니다.
SCREEN Holdings Co., Ltd. 기초 지표 요약
| 7735 기초 통계 | |
|---|---|
| 시가총액 | JP¥3.17t |
| 순이익 (TTM) | JP¥92.00b |
| 매출 (TTM) | JP¥605.75b |
36.7x
주가수익비율(P/E)5.6x
주가매출비율(P/S)7735는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 7735 손익계산서 (TTM) | |
|---|---|
| 매출 | JP¥605.75b |
| 매출원가 | JP¥372.57b |
| 총이익 | JP¥233.18b |
| 기타 비용 | JP¥141.17b |
| 순이익 | JP¥92.00b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 28, 2026
| 주당순이익(EPS) | 486.56 |
| 총이익률 | 38.49% |
| 순이익률 | 15.19% |
| 부채/자본 비율 | 0.7% |
7735의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.0%
현재 배당 수익률30%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/30 07:50 |
| 종가 | 2026/06/30 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
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 |
|
|
| 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
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산업 및 섹터 지표
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분석가 소스
SCREEN Holdings Co., Ltd.는 30명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Masahiro Nakanomyo | Barclays |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |