NEC Corporation

TSE:6701 주식 리포트

시가총액: JP¥5.3t

NEC 향후 성장

Future 기준 점검 1/6

NEC (는) 각각 연간 8.2% 및 4.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.6% 로 예상됩니다.

핵심 정보

8.2%

이익 성장률

7.84%

EPS 성장률

IT 이익 성장10.6%
매출 성장률4.1%
향후 자기자본이익률12.60%
애널리스트 커버리지

Good

마지막 업데이트15 May 2026

최근 향후 성장 업데이트

분석 기사 • May 01

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
분석 기사 • Oct 31

Earnings Beat: NEC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for NEC Corporation ( TSE:6701 ) shareholders, with its shares surging 11% to JP¥5,618 in...
분석 기사 • Jul 31

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) defied analyst predictions to release its first-quarter results, which were ahead of...

Recent updates

내러티브 업데이트 • May 03

6701: Physical AI Venture And Share Repurchases Will Support Future Upside

Analysts have trimmed their price expectations for NEC, with the updated target now set below the previous ¥5,000 level as they factor in a slightly higher discount rate, more modest revenue growth assumptions, and only a small change in projected profit margins and future P/E. What's in the News SoftBank, NEC, Sony and Honda agreed to form a new company focused on “physical AI,” pointing to potential collaboration opportunities across telecoms, electronics and automotive (Nikkei reports, Periodicals).
분석 기사 • May 01

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
내러티브 업데이트 • Apr 18

6701: Share Repurchases And Physical AI Collaboration Will Support A Higher Share Price

Analysts have kept NEC's fair value price target steady at ¥5,000. Small shifts in the assumed discount rate, revenue growth, profit margin, and future P/E have led only to a minor recalibration of their valuation framework rather than a change in the headline target.
내러티브 업데이트 • Apr 04

6701: Share Repurchase And Higher Margins Will Support Stronger Future Upside

Analysts have lifted their price target on NEC from ¥5,450 to about ¥7,981, noting updates in their models that reflect the latest assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News NEC completed a share repurchase of 6,800,000 shares, representing 0.51% of its issued share capital, for ¥27,292.83 million between February 9, 2026 and March 24, 2026, under the buyback announced on February 9, 2026 (Key Developments).
내러티브 업데이트 • Mar 21

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Analysts have maintained their fair value estimate for NEC at ¥5,000, while making modest adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E. This has resulted in a stable price target supported by slightly updated expectations for the company's risk profile and earnings power.
내러티브 업데이트 • Mar 06

6701: Share Buyback And Earnings Outlook Will Support A Stronger Future

Analysts have revised their price target on NEC to ¥6,362.5 from ¥6,050, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News NEC has announced a share repurchase program of up to 6,800,000 shares, or 0.51% of issued shares excluding treasury stock, with a total purchase value of ¥30,000m, running through March 31, 2026 (company announcement).
내러티브 업데이트 • Feb 20

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Narrative Update on NEC Analysts have kept their NEC price target broadly steady around ¥5,000, with small tweaks to inputs such as discount rate, revenue growth, profit margin, and forward P/E to reflect updated assumptions rather than a major change in view. What’s in the News Board of Directors authorizes a share repurchase plan, with NEC planning to buy back up to 6,800,000 shares, about 0.51% of issued shares excluding treasury stock, for up to ¥30,000m through March 31, 2026.
분석 기사 • Feb 13

The Price Is Right For NEC Corporation (TSE:6701) Even After Diving 31%

The NEC Corporation ( TSE:6701 ) share price has fared very poorly over the last month, falling by a substantial 31...
내러티브 업데이트 • Feb 06

6701: Cloud Partnerships And Earnings Outlook Will Support A Higher Share Price

Analysts have modestly adjusted their price target for NEC to $5,000. This reflects small tweaks to assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
내러티브 업데이트 • Jan 22

6701: Future CSG Acquisition And Cloud Expansion Will Elevate Shareholder Risk

Analysts have nudged their price target for NEC slightly higher to $5,015.05 from $5,000, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News KDDI plans to deploy Netcracker Digital Commerce & Monetization, with NEC acting as the prime system integrator to support next generation mediation, resource utilization, and more flexible in house development for telecom operations (Client announcement).
분석 기사 • Jan 20

NEC (TSE:6701) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
내러티브 업데이트 • Jan 08

6701: Future CSG Acquisition Will Raise Risk For Current Shareholders

Analysts have lifted their price target for NEC to about ¥5,000, reflecting updated assumptions for revenue, profit margins and a slightly higher future P/E multiple. What's in the News NEC set consolidated earnings guidance for the year ending March 31, 2026, with expected revenue of ¥3,420b.
내러티브 업데이트 • Dec 16

6701: Future Cloud Expansion And Merger Execution Will Shape Balanced Outlook

Analysts have raised their price target for NEC from ¥5,860 to ¥6,050. This reflects slightly higher assumed revenue growth, modestly improved profit margins, and a marginally richer future P E multiple despite a small uptick in the discount rate.
내러티브 업데이트 • Dec 01

6701: Earnings and Merger Activity Will Guide Future Market Performance

Analysts have raised their fair value estimate for NEC from ¥5,445 to ¥5,860, citing modest improvements in profit margin expectations and future earnings multiples, even though revenue growth projections are slightly lower. What's in the News Broadcom announced plans to expand its strategic partnership with NEC Corporation, adopting VMware Cloud Foundation to modernize private cloud solutions and offer flexible hybrid cloud resources to customers (Client Announcements).
내러티브 업데이트 • Nov 17

6701: Earnings Outlook and Acquisition Activity Will Shape Market Direction

Analysts have raised their price target for NEC from ¥5,000 to ¥5,445. They cite improvements in revenue growth and profit margin expectations as key factors supporting the upward revision.
분석 기사 • Nov 02

Subdued Growth No Barrier To NEC Corporation (TSE:6701) With Shares Advancing 25%

NEC Corporation ( TSE:6701 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
내러티브 업데이트 • Nov 01

6701: Upcoming Acquisition And Declining P/E Will Weigh On Future Value

Analysts have raised their price target for NEC from ¥4,845 to ¥5,000, citing incremental improvements in profit margin and lower discount rate assumptions. What's in the News NEC Corporation's board will meet on October 29, 2025, to consider and resolve the acquisition of CSG Systems International, Inc.
분석 기사 • Oct 31

Earnings Beat: NEC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for NEC Corporation ( TSE:6701 ) shareholders, with its shares surging 11% to JP¥5,618 in...
내러티브 업데이트 • Oct 17

Digital Transformation And AI Will Unlock Future Value

Narrative Update on NEC: Analyst Price Target Revision Analysts have maintained their price target for NEC at ¥4,845, citing only marginal improvements in discount rate and future P/E assumptions as the basis for sustaining their valuation. Valuation Changes Consensus Analyst Price Target remains unchanged at ¥4,845.
내러티브 업데이트 • Oct 03

Digital Transformation And AI Will Unlock Future Value

Analysts have raised their price target for NEC from $4,781.82 to $4,845.45. They cited improved revenue growth and profit margin expectations as the key drivers for the upward revision.
분석 기사 • Sep 29

A Look At The Fair Value Of NEC Corporation (TSE:6701)

Key Insights The projected fair value for NEC is JP¥5,060 based on 2 Stage Free Cash Flow to Equity With JP¥4,596 share...
내러티브 업데이트 • Sep 13

Digital Transformation And AI Will Unlock Future Value

NEC's fair value was revised marginally upward to ¥4,782, as consensus revenue growth and future P/E forecasts remained essentially unchanged. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥4700 to ¥4782.
내러티브 업데이트 • Aug 27

Digital Transformation And AI Will Unlock Future Value

Upward revisions to NEC's consensus revenue growth forecast and a modest increase in future P/E expectations have led analysts to raise their fair value price target from ¥4,428 to ¥4,582. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target has risen slightly from ¥4428 to ¥4582.
분석 기사 • Aug 15

Investors Interested In NEC Corporation's (TSE:6701) Earnings

TSE:6701 1 Year Share Price vs Fair Value Explore NEC's Fair Values from the Community and select yours With a...
분석 기사 • Jul 31

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) defied analyst predictions to release its first-quarter results, which were ahead of...
분석 기사 • Jul 25

NEC (TSE:6701) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Jun 20

NEC (TSE:6701) Is Experiencing Growth In Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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새로운 내러티브 • Nov 07

BluStellar And AI Innovations Propel Revenue Growth And Transform IT Services

NEC's strategic reorganization and acquisitions position it to boost IT services for municipalities, offering potential for revenue growth and operational efficiencies.

이익 및 매출 성장 예측

TSE:6701 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20294,121,000359,332389,009483,1014
3/31/20283,920,269321,945333,887447,70910
3/31/20273,734,700293,103329,906438,49910
3/31/20263,582,733270,228346,907438,463N/A
12/31/20253,523,939245,907305,478458,820N/A
9/30/20253,506,534234,553342,097463,103N/A
6/30/20253,448,793200,329356,792493,732N/A
3/31/20253,423,431175,183193,783344,408N/A
12/31/20243,405,795187,035195,358295,240N/A
9/30/20243,415,137150,067197,924303,107N/A
6/30/20243,461,016151,073185,297288,584N/A
3/31/20243,477,262149,521171,461271,228N/A
12/31/20233,437,035122,171146,690239,399N/A
9/30/20233,406,448123,441101,211188,132N/A
6/30/20233,359,891120,97493,504173,137N/A
3/31/20233,313,018114,50074,413152,127N/A
12/31/20223,186,998142,7139,88882,752N/A
9/30/20223,086,661131,90844,900117,689N/A
6/30/20223,021,823127,18965,888140,113N/A
3/31/20223,014,095141,27776,411147,517N/A
12/31/20213,045,943120,003123,246193,574N/A
9/30/20213,061,798151,940162,052231,626N/A
6/30/20213,058,235154,834183,209248,785N/A
3/31/20212,994,023149,606203,971274,907N/A
12/31/20202,964,056105,307162,193236,295N/A
9/30/20202,961,27181,813141,543220,451N/A
6/30/20203,029,10891,700168,700261,048N/A
3/31/20203,095,23499,967172,666261,863N/A
12/31/20193,054,40781,219N/A202,986N/A
9/30/20193,026,01559,678N/A155,254N/A
6/30/20192,954,33948,700N/A112,719N/A
3/31/20192,913,44639,675N/A64,235N/A
12/31/20182,907,81835,940N/A83,242N/A
9/30/20182,892,86036,212N/A94,226N/A
6/30/20182,874,95332,279N/A105,775N/A
3/31/20182,844,44745,870N/A129,981N/A
12/31/20172,841,84847,738N/A115,794N/A
9/30/20172,751,98433,009N/A109,612N/A
6/30/20172,728,78855,245N/A94,198N/A
3/31/20172,665,03527,310N/A92,525N/A
12/31/20162,666,55465,561N/A116,819N/A
9/30/20162,714,11181,649N/A98,003N/A
6/30/20162,753,29358,661N/A79,050N/A
3/31/20162,821,18168,749N/A97,829N/A
12/31/20152,882,58934,881N/A99,189N/A
9/30/20152,918,82545,065N/A92,965N/A
6/30/20152,923,40757,386N/A100,879N/A

애널리스트 향후 성장 전망

수입 대 저축률: 6701 의 연간 예상 수익 증가율(8.2%)이 saving rate(0.8%)보다 높습니다.

수익 vs 시장: 6701 의 연간 수익(8.2%)이 JP 시장(9.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 6701 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 6701 의 수익(연간 4.1%)이 JP 시장(연간 5.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 6701 의 수익(연간 4.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 6701의 자본 수익률은 3년 후 12.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 20:54
종가2026/05/15 00:00
수익2026/03/31
연간 수익2026/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

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산업 및 섹터 지표

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분석가 소스

NEC Corporation는 21명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Yuki KanekoBofA Global Research
Masahiro ShibanoCitigroup Inc
Hideo NodaCLSA