4704 logo

Trend Micro Incorporated Stock Price

TSE:4704 Community·JP¥840.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

4704 Share Price Performance

JP¥0
0.00 (0.00%)
JP¥6,511.11
Fair Value
JP¥0
0.00 (0.00%)
Price JP¥0

4704 Community Narratives

·
Fair Value JP¥6.51k 1.9% undervalued intrinsic discount

4704: AI Integration And Data Center Security Will Drive Robust Momentum

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
·
Fair Value JP¥8.99k 29.0% undervalued intrinsic discount

Unified Cybersecurity Platform Adoption Will Drive Strong Long Term Upside Potential

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value JP¥5.3k 20.5% overvalued intrinsic discount

AI Cybersecurity Adoption Will Drive Stable Long-Term Prospects Despite Near-Term Margin Pressure

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
JP¥8.99k
29.0% undervalued intrinsic discount
Revenue
8.18% p.a.
Profit Margin
15.41%
Future PE
24.33x
Price in 2029
JP¥10.83k
JP¥5.3k
20.5% overvalued intrinsic discount
Revenue
5.72% p.a.
Profit Margin
11.99%
Future PE
19.71x
Price in 2029
JP¥6.37k
JP¥6.51k
1.9% undervalued intrinsic discount
Revenue
6.11% p.a.
Profit Margin
14.21%
Future PE
20.23x
Price in 2029
JP¥7.84k

Trending Discussion

No trending discussion available.

Updated Narratives

4704 logo

4704: AI Security Partnerships Will Support Long-Term Earnings Potential

Fair Value: JP¥8.99k 29.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
4704 logo

4704: AI Security Partnerships Will Shape Future Profitability Outlook

Fair Value: JP¥5.3k 20.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
4704 logo

4704: AI Security Partnerships And Share Buybacks Will Shape A Measured Outlook

Fair Value: JP¥6.51k 1.9% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with proven track record.

1 Risk
2 Rewards

Trend Micro Incorporated Key Details

JP¥282.3b

Revenue

JP¥64.0b

Cost of Revenue

JP¥218.3b

Gross Profit

JP¥180.9b

Other Expenses

JP¥37.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 13, 2026
288.52
77.34%
13.26%
0%
View Full Analysis

About 4704

Founded
1965
Employees
6717
CEO
Eva Chen
WebsiteView website
www.trendmicro.com

Trend Micro Incorporated develops and sells security-related software for computers and the internet in Japan, the Americas, Europe, and the Asia Pacific. It offers platforms, such as vision one platform, cyber risk exposure management, security operations, cloud security, endpoint security, network security, email and collaboration security, threat intelligence, identity, AI, data security. The company also provides managed XDR, incident response, and support services. It also provides security suits, maximum security, and internet security; scam check, deepfake inspector, and Ad blocker; ID protection and micro VPN; cleaner one pro and unzip one; antivirus+ security, mobile security, and houseCall; and services bundle support services. The company was incorporated in 1965 and is headquartered in Shinjuku, Japan.

Recent 4704 News & Updates

Narrative Update Jul 11

4704: AI Security Partnerships Will Support Long-Term Earnings Potential

Analysts have reduced their fair value estimate and related price target for Trend Micro from approximately ¥10,000 to about ¥8,994, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News for Trend Micro TrendAI, Trend Micro's enterprise AI security business, joined the OpenAI Daybreak Cyber Partner Program, gaining access to OpenAI's frontier AI capabilities for cybersecurity and integrating them into the TrendAI Vision One platform for managed security teams.
Narrative Update Jun 27

4704: AI Security Partnerships Will Shape Future Profitability Outlook

Analysts have reduced their fair value estimate for Trend Micro from ¥6,200 to ¥5,300, citing updated assumptions that combine slightly higher projected revenue growth and a marginally higher discount rate with lower expected profit margins and a modestly higher future P/E. What’s in the News for Trend Micro TrendAI, from Trend Micro, joined the OpenAI Daybreak Cyber Partner Program, gaining access to OpenAI frontier AI tools tailored to cybersecurity, with capabilities integrated into the TrendAI Vision One platform for faster, AI powered threat analysis and vulnerability research (source: OpenAI Daybreak Cyber Partner Program announcement).

Recent updates

No updates