Konami Group Corporation (TSE:9766) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Simply Wall St

It's been a pretty great week for Konami Group Corporation (TSE:9766) shareholders, with its shares surging 12% to JP¥22,580 in the week since its latest quarterly results. Revenues of JP¥97b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at JP¥146, missing estimates by 4.4%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

TSE:9766 Earnings and Revenue Growth August 3rd 2025

Following the latest results, Konami Group's 16 analysts are now forecasting revenues of JP¥473.1b in 2026. This would be a solid 10% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to leap 22% to JP¥680. In the lead-up to this report, the analysts had been modelling revenues of JP¥471.3b and earnings per share (EPS) of JP¥673 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

Check out our latest analysis for Konami Group

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥22,124. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Konami Group analyst has a price target of JP¥25,500 per share, while the most pessimistic values it at JP¥17,000. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that Konami Group's rate of growth is expected to accelerate meaningfully, with the forecast 14% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 10% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 10% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Konami Group is expected to grow much faster than its industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at JP¥22,124, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Konami Group analysts - going out to 2028, and you can see them free on our platform here.

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 1 warning sign with Konami Group , and understanding it should be part of your investment process.

Valuation is complex, but we're here to simplify it.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.