NEC Corporation

TSE:6701 Voorraadrapport

Marktkapitalisatie: JP¥5.3t

NEC Beheer

Beheer criteriumcontroles 0/4

De CEO NEC is Takayuki Morita, benoemd in Apr2021, heeft een ambtstermijn van 5.08 jaar. De totale jaarlijkse vergoeding van { bedraagt ¥ 287.00M, bestaande uit 33.1% salaris en 66.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.004% van de aandelen van het bedrijf, ter waarde ¥ 218.27M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.1 jaar en 2.9 jaar.

Belangrijke informatie

Takayuki Morita

Algemeen directeur

JP¥287.0m

Totale compensatie

Percentage CEO-salaris33.10%
Dienstverband CEO5.1yrs
Eigendom CEO0.004%
Management gemiddelde ambtstermijnless than a year
Gemiddelde ambtstermijn bestuur2.9yrs

Recente managementupdates

Recent updates

Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.

Analyse CEO-vergoeding

Hoe is Takayuki Morita's beloning veranderd ten opzichte van NEC's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

JP¥270b

Dec 31 2025n/an/a

JP¥246b

Sep 30 2025n/an/a

JP¥235b

Jun 30 2025n/an/a

JP¥200b

Mar 31 2025JP¥287mJP¥95m

JP¥175b

Dec 31 2024n/an/a

JP¥187b

Sep 30 2024n/an/a

JP¥150b

Jun 30 2024n/an/a

JP¥151b

Mar 31 2024JP¥204mJP¥85m

JP¥150b

Dec 31 2023n/an/a

JP¥122b

Sep 30 2023n/an/a

JP¥123b

Jun 30 2023n/an/a

JP¥121b

Mar 31 2023JP¥149mJP¥75m

JP¥115b

Dec 31 2022n/an/a

JP¥143b

Sep 30 2022n/an/a

JP¥132b

Jun 30 2022n/an/a

JP¥127b

Mar 31 2022JP¥125mJP¥75m

JP¥141b

Compensatie versus markt: De totale vergoeding ($USD 1.81M ) Takayuki } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de JP markt ($USD 1.37M ).

Compensatie versus inkomsten: De vergoeding van Takayuki is het afgelopen jaar met meer dan 20% gestegen.


CEO

Takayuki Morita (65 yo)

5.1yrs
Tenure
JP¥287,000,000
Compensatie

Mr. Takayuki Morita serves as President and Chief Executive Officer at NEC Corporation since April 1, 2021. Mr. Morita served as Chief Financial Officer at NEC Corp. since June 25, 2018 until April 1, 2021...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Takayuki Morita
President5.1yrsJP¥287.00m0.0041%
¥ 218.3m
Motoo Nishihara
Chief Technologyless than a yearJP¥101.00mgeen gegevens
Kunikazu Amemiya
Representative Executive Officerless than a yeargeen gegevensgeen gegevens
Osamu Fujikawa
Executive Officerless than a yeargeen gegevens0.0029%
¥ 151.4m
Hiroyuki Nagano
Executive Officerless than a yeargeen gegevensgeen gegevens
Toshifumi Yoshizaki
Executive Officerless than a yeargeen gegevensgeen gegevens
Hidetoshi Uriu
Chief Investment Officer1.9yrsgeen gegevensgeen gegevens
Yuko Yamamoto
Corporate SVP2.9yrsgeen gegevensgeen gegevens
Koji Tamefusa
Corporate Senior VP and Chief Risk & Compliance Officer1.1yrsgeen gegevensgeen gegevens
Mayuko Tatewaki
Corporate SVP and MD of Marketing & Alliance Promotion Division3.3yrsgeen gegevensgeen gegevens
Shiori Nagata
Executive Officerless than a yeargeen gegevens0.000020%
¥ 1.1m
Hiroshi Kodama
Executive Officerless than a yeargeen gegevensgeen gegevens
0.08yrs
Gemiddelde duur
59.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van 6701 wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.1 jaar), wat duidt op een nieuw team.


Bestuursleden

NaamPositieTenureCompensatieEigendom
Takayuki Morita
President9.9yrsJP¥287.00m0.0041%
¥ 218.3m
Osamu Fujikawa
Executive Officerno datageen gegevens0.0029%
¥ 151.4m
Masashi Oka
Independent Director3.9yrsgeen gegevens0.00075%
¥ 39.8m
Joji Okada
Independent Outside Director2.9yrsgeen gegevens0.00014%
¥ 7.4m
Yoshihito Yamada
Outside Independent Director2.9yrsgeen gegevensgeen gegevens
Takashi Niino
Chairman of the Board3.9yrsJP¥208.00m0.0077%
¥ 410.5m
Shinjiro Sato
Independent Outside Director1.9yrsgeen gegevens0.00038%
¥ 20.2m
Tomomi Yatsu
Independent Outside Directorless than a yeargeen gegevensgeen gegevens
Mika Nishimura
Independent Outside Directorless than a yeargeen gegevensgeen gegevens
Harufumi Mochizuki
Independent Outside Director2.9yrsgeen gegevens0.00075%
¥ 39.8m
Nobuhiro Odake
Audit & Supervisory Board Memberno datageen gegevensgeen gegevens
Masakazu Yamashina
Vice Chairperson & Executive Officerless than a yeargeen gegevensgeen gegevens
2.9yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van 6701 wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.9 jaar), wat duidt op een nieuw bestuur.


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/15 00:02
Aandelenkoers aan het einde van de dag2026/05/15 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

NEC Corporation wordt gevolgd door 21 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Yuki KanekoBofA Global Research
Masahiro ShibanoCitigroup Inc
Hideo NodaCLSA