8035 Share Price Performance
JP¥0
-27330.00 (-100.00%)
Price JP¥0
Fair ValueJP¥72,536.36
Share Pricen/a
Narrative Update • Jul 16
Tokyo Electron Limited Stock Price
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8035 Community Narratives
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Fair Value
·Fair Value JP¥72.54k 22.9% undervalued intrinsic discount
Recent Legal Risks Will Curb Forward Momentum and Weigh on Sentiment
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24users have followed this narrative
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Fair Value
·Fair Value JP¥90k 37.9% undervalued intrinsic discount
Rising Reshoring And AI Build-Outs Will Accelerate Semiconductor Demand
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Fair Value
·Fair Value JP¥31.57k 77.2% 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
Tokyo Electron looks set to benefit as chipmakers gear up for more powerful AI hardware and keep pushing deeper into cloud and connected tech. But the story could get bumpy if customers keep delaying big spending plans or if its strong ties to China turn into a bigger headwind.Read more
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JP¥72.54k
22.9% undervalued intrinsic discount
Fair Value
Revenue
22.86% p.a.
Profit Margin
25.62%
Future PE
36.41x
Price in 2029
JP¥94.99k
Rising Reshoring And AI Build-Outs Will Accelerate Semiconductor Demand
Tokyo Electron looks set to benefit from a wave of new chip factories and the booming build-out of AI hardware, helped by smarter, more automated plants that could lift efficiency more than many expect. The catch is its heavy reliance on a few big customers and China, plus rising spending needs and a possible slowdown in equipment demand.Read more
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JP¥90k
37.9% undervalued intrinsic discount
Fair Value
Revenue
32.57% p.a.
Profit Margin
28.01%
Future PE
32.96x
Price in 2029
JP¥118.09k
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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JP¥31.57k
77.2% overvalued intrinsic discount
Fair Value
Revenue
15.16% p.a.
Profit Margin
23.08%
Future PE
22.2x
Price in 2029
JP¥40.68k
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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8035: AI Test Collaboration And Buybacks Will Likely Anchor Fair Future Returns
Fair Value: JP¥72.54k 22.9% undervalued intrinsic discount
24 fair values setusers have set this as their fair value
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8035: Future Buybacks And Dividend Policy Will Support Further Upside
Fair Value: JP¥90k 37.9% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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8035: Rich Buybacks And Dividend Hikes Will Still Leave Shares Overpriced
Fair Value: JP¥31.57k 77.2% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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Snowflake Analysis
Tokyo Electron Limited Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
- 1.26k
- 45.34%
- 23.51%
- 0%
About 8035
- Founded
- 1951
- Employees
- 20236
- 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, as well as display production equipment. The company was incorporated in 1951 and is based in Tokyo, Japan.