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AGC Inc. Stock Price

TSE:5201 Community·JP¥1.2t Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

5201 Share Price Performance

JP¥5,855.00
1137.00 (24.10%)
​
JP¥7,286.25
Fair Value
JP¥5,855.00
1137.00 (24.10%)
19.6% undervalued intrinsic discount
JP¥7,286.25
Fair Value
Price JP¥5,855.00
AnalystConsensusTarget JP¥7,286.25
AnalystLowTarget JP¥5,831.47
AnalystHighTarget JP¥8,290.00
Tue, 4 Aug 26
Fair ValueJP¥7,286.25
Share Pricen/a

5201 Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value JP¥7.29k 19.6% undervalued intrinsic discount

5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value JP¥5.83k Fairly Valued intrinsic discount

Rising Semiconductor Dependence And Cost Pressures Will Weaken Margins Over Time

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value JP¥8.29k 29.4% undervalued intrinsic discount

Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials

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AGC

Rising Semiconductor Dependence And Cost Pressures Will Weaken Margins Over Time

AGC leans more heavily on chip-related materials and ever-more complex display and chemical products, but that could come with higher costs and bigger swings when demand cools. Rising energy and feedstock prices and a Life Science unit that still burns cash add another layer of pressure that could quietly chip away at profits over time.Read more

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AN
AnalystLowTarget
JP¥5.83k
Fairly Valued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
2.19% p.a.
Profit Margin
4.82%
Future PE
13.91x
Price in 2029
JP¥7.29k
View
5201 logo
AGC

5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction

AGC looks set to benefit as demand picks up for energy-saving, tech-enabled glass, helped by new factories, higher-value products, and a planned exit from a loss-making U.S. life-science business. But the story hinges on pricing holding up and new ventures finally delivering, with weak demand, tough competition, and heavy spending still real threats.Read more

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AN
AnalystConsensusTarget
JP¥7.29k
19.6% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
3.94% p.a.
Profit Margin
5.07%
Future PE
16.25x
Price in 2029
JP¥9.14k
View
5201 logo
AGC

Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials

AGC is riding several big shifts at once, from ever-more demanding chipmaking to the push toward more advanced cars and smarter displays—changes that could lift demand for its specialty glass and electronic materials. But the story depends on new products catching on soon enough and on recent expansion spending paying off before weaker pricing and slow customer orders bite.Read more

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AN
AnalystHighTarget
JP¥8.29k
29.4% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
6.21% p.a.
Profit Margin
5.45%
Future PE
16.05x
Price in 2029
JP¥10.34k
View

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
5201 logo

5201: Circular Fluorine Shift Will Support Measured Outlook Under 2026 Plan

Fair Value: JP¥5.83k Fairly Valued intrinsic discount
0 fair values setusers have set this as their fair value
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AN
AnalystConsensusTarget
5201 logo

5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside

Fair Value: JP¥7.29k 19.6% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
5201 logo

5201: Recycling Breakthrough In Fluorine Materials Will Support Stronger Future Returns

Fair Value: JP¥8.29k 29.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis

Flawless balance sheet and undervalued.

2 Risks
4 Rewards
View Full Analysis

AGC Inc. Key Details

JP¥2.2t

Revenue

JP¥1.6t

Cost of Revenue

JP¥526.3b

Gross Profit

JP¥435.5b

Other Expenses

JP¥90.8b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 05, 2026
427.31
24.32%
4.19%
38.3%
View Full Analysis

About 5201

Founded
1907
Employees
52896
CEO
Yoshinori Hirai
WebsiteView website
www.agc.com

AGC Inc. manufactures and sells architectural glass, electronics, chemicals, automotive, and ceramics worldwide. The company offers architectural glass products, including insulated, laminated, wired, toughened, solar control, sound insulation, decorative, float and patterned, and industrial glass, as well as structural glazing systems and industrial glass; automotive glass for displays, sensors and connected drive, windows, and trains; and glass substrates used for thin-film-transistor liquid crystal displays and OLEDs. It also provides synthetic fused silica glass, silicon carbides, CMP slurry, and through glass vias, and glass substrates for semiconductor packaging and anodic bonding; industrial PTFE composite materials and copper clad laminate; optical materials comprising high refractive index glass, DOE diffuser, wave plates, IR cut filter, aspherical glass lenses, micro lens array, and transmission grating; optical film, such as antireflection film, beam splitter, and interference filter; glass frit, pastes, and lid for hermetic sealing; tissue culture products; laboratory glassware; borosilicate glass tubes and rods; and heat resistant glassware. In addition, the company offers chlor-alkali, polyurethanes, fluoro, and specialty chemical products; high thermal insulation ceramics wall for furnaces and fine ceramics; and plasma-resistant coating for semiconductor manufacturing equipment and plastic optical fiber. Further, it provides contract development and manufacturing services for pharmaceutical and agrochemical components. The company was formerly known as Asahi Glass Co., Ltd. and changed its name to AGC Inc. in July 2018. AGC Inc. was founded in 1907 and is headquartered in Chiyoda, Japan.

Recent 5201 News & Updates

User avatar
Narrative Update • Aug 18

5201: Circular Fluorine Shift Will Support Measured Outlook Under 2026 Plan

Analysts have raised their fair value estimate for AGC to ¥5,831 from ¥5,000, pointing to updated assumptions around a slightly lower discount rate, adjusted revenue growth expectations, firmer profit margin forecasts, and a higher future P/E multiple. What’s in the News for AGC AGC completed third party verification based on UL 2809 in May 2026 for the fluorine raw materials used in AFLAS FFKM, confirming that 100% of the fluorine content allocated under the mass balance approach comes from Recycled Circular Fluorite.
Analysis Article • Aug 06

AGC Inc. (TSE:5201) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?

AGC Inc. ( TSE:5201 ) shareholders are probably feeling a little disappointed, since its shares fell 3.2% to JP¥5,786...
User avatar
Narrative Update • Aug 04

5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside

Analysts have trimmed their price target for AGC to ¥7,286 from ¥7,599, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E that slightly soften the stock's implied fair value. What’s in the News for AGC AGC Inc.

Recent updates

No updates

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