8035 Share Price Performance
JP¥0
-19665.00 (-100.00%)
Price JP¥0
Fair ValueJP¥47,433.33
Share Pricen/a
Tokyo Electron Limited Stock Price
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8035 Community Narratives
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Fair Value JP¥47.43k 7.2% undervalued intrinsic discount
Recent Legal Risks Will Curb Forward Momentum and Weigh on Sentiment
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Fair Value JP¥29.08k 51.4% overvalued intrinsic discount
Cautious Capex Cuts And Rising Costs Will Hurt Semiconductor Outlook
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Fair Value JP¥62k 29.0% undervalued intrinsic discount
Rising Reshoring And AI Build-Outs Will Accelerate Semiconductor Demand
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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
32
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AN
JP¥62k
29.0% undervalued intrinsic discount
Fair Value
Revenue
17.78% p.a.
Profit Margin
24.21%
Future PE
38.93x
Price in 2029
JP¥80.02k
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
225
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AN
JP¥47.43k
7.2% undervalued intrinsic discount
Fair Value
Revenue
14.89% p.a.
Profit Margin
23.89%
Future PE
32.49x
Price in 2029
JP¥61.17k
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
40
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AN
JP¥29.08k
51.4% overvalued intrinsic discount
Fair Value
Revenue
9.39% p.a.
Profit Margin
22.68%
Future PE
24.32x
Price in 2029
JP¥37.52k
Trending Discussion
Recently Updated Narratives
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8035: Future Buybacks And Dividend Policy Will Support A Higher Share Price
Fair Value: JP¥62k 29.0% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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AN
8035: Higher Guidance And Shareholder Returns Will Support A Constructive Outlook
Fair Value: JP¥47.43k 7.2% undervalued intrinsic discount
21 fair values setusers have set this as their fair value
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8035: Rich Dividends And Buybacks Will Still Leave Shares Overpriced
Fair Value: JP¥29.08k 51.4% 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
Dec 31, 2025
Next Reporting Earnings
Apr 30, 2026
- 1.11k
- 45.46%
- 21.08%
- 0%
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.