8035 Share Price Performance
JP¥0
-23640.00 (-100.00%)
Price JP¥0
Fair ValueJP¥34,725.00
Share Pricen/a
Tokyo Electron's (TSE:8035) Dividend Will Be ¥269.00
Nov 29
Tokyo Electron Limited Stock Price
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8035 Community Narratives
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Fair Value JP¥34.73k 8.9% undervalued intrinsic discount
Recent Legal Risks Will Curb Forward Momentum and Weigh on Sentiment
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Fair Value JP¥35.06k 9.8% undervalued intrinsic discount
Rising Reshoring And AI Build-Outs Will Accelerate Semiconductor Demand
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Fair Value JP¥21.74k 45.5% overvalued intrinsic discount
Cautious Capex Cuts And Rising Costs Will Hurt Semiconductor Outlook
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Recent Legal Risks Will Curb Forward Momentum and Weigh on Sentiment
Key Takeaways Accelerating demand for advanced semiconductor equipment and digital transformation trends strengthen long-term growth and recurring revenues for Tokyo Electron. Temporary customer investment delays are expected to resolve, while ongoing innovation and service sales support higher margins and earnings resilience.Read more
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AN
JP¥34.73k
8.9% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
7.47% p.a.
Profit Margin
22.31%
Future PE
29.5x
Price in 2028
JP¥44.54k
Rising Reshoring And AI Build-Outs Will Accelerate Semiconductor Demand
Key Takeaways Aggressive smart factory rollout and expanded facilities could drive much stronger efficiency and profitability than current analyst forecasts suggest. Rising AI hardware demand and deepening R&D leadership position Tokyo Electron for outsized growth, recurring revenues, and increased market share amid global semiconductor supply chain shifts.Read more
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AN
JP¥35.06k
9.8% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
10.73% p.a.
Profit Margin
24.77%
Future PE
24.54x
Price in 2028
JP¥44.49k
Cautious Capex Cuts And Rising Costs Will Hurt Semiconductor Outlook
Key Takeaways Prolonged customer caution, industry competition, and shifting regulatory demands threaten to compress margins and stall growth across key customer segments and geographies. Heavy reliance on top customers and the Chinese market heightens exposure to abrupt sales declines amid rising local competition and policy uncertainties.Read more
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AN
JP¥21.74k
45.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
3.12% p.a.
Profit Margin
21.98%
Future PE
21.38x
Price in 2028
JP¥27.73k
Trending Discussion
Recently Updated Narratives
AN
8035: Higher Guidance And Dividend Increase Will Shape The Outlook
Fair Value: JP¥34.73k 8.9% undervalued intrinsic discount
19 followersusers have followed this narrative
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AN
Cautious Capex Cuts And Rising Costs Will Hurt Semiconductor Outlook
Fair Value: JP¥21.74k 45.5% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Rising Reshoring And AI Build-Outs Will Accelerate Semiconductor Demand
Fair Value: JP¥35.06k 9.8% undervalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Tokyo Electron Limited Key Details
About 8035
- Founded
- 1951
- Employees
- 19573
- CEO
- WebsiteView website
Tokyo Electron Limited, together with its subsidiaries, develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally. The company provides coaters/developers, plasma etch systems, cleaning systems, deposition systems, test systems, 3D integration systems, SiC Epitaxial CVD systems, and gas cluster beam systems, as well as other deposition and lithography and other products. It also offers engineering services; spare parts/repairs; upgrades/modification; and used products. The company was incorporated in 1951 and is based in Tokyo, Japan.