SCREEN Holdings (7735) Stock Overview
Develops, manufactures, and markets semiconductor production equipment in Japan, Taiwan, South Korea, China, the United States, Europe, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
7735 Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
SCREEN Holdings Co., Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥12,805.00 |
| 52 Week High | JP¥19,770.00 |
| 52 Week Low | JP¥5,825.00 |
| Beta | 1.54 |
| 1 Month Change | -2.85% |
| 3 Month Change | -23.53% |
| 1 Year Change | 85.92% |
| 3 Year Change | 258.06% |
| 5 Year Change | 393.45% |
| Change since IPO | 831.27% |
Recent News & Updates
Narrative Update • Sep 17
7735: Higher Dividends And Earnings Volatility Will Shape Future Returns
Analysts have nudged their price target for SCREEN Holdings up by ¥300 to ¥12,800, reflecting updated estimates that incorporate slightly higher revenue expectations, a modestly improved profit margin and a small adjustment to the future P/E assumption. What’s in the News for SCREEN Holdings SCREEN Holdings issued revised earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, and profit attributable to owners of parent of ¥37,500 million, with basic earnings per share of ¥198.28.
Narrative Update • Sep 03
7735: Rising Margins And Dividend Payout Policy Will Support Long Term Upside
The latest Narrative Update on SCREEN Holdings reflects a revised analyst price target that now indicates a fair value of ¥25,729.60, with analysts citing adjusted assumptions on the discount rate, revenue growth, profit margin, and future P/E as the basis for this change. What’s in the News for SCREEN Holdings SCREEN Holdings issued revised earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million, and basic earnings per share of ¥198.28.Narrative Update • Aug 18
7735: Higher Dividend Payouts And Earnings Volatility Will Shape Future Returns
Analysts have raised their price target for SCREEN Holdings from ¥11,500 to ¥12,500, citing updated assumptions for revenue growth, profit margins and a slightly revised P/E outlook in their valuation models. What’s in the News for SCREEN Holdings SCREEN Holdings updated its full year dividend guidance in July 2026 and linked the higher planned shareholder payout to its revised earnings outlook.Narrative Update • Aug 03
7735: Higher Margins And Rising Dividends Will Support Long Term Upside
Analysts have lifted their price target on SCREEN Holdings to about ¥26,800 from ¥18,200, citing updated assumptions for higher revenue growth, stronger profit margins and a richer future P/E multiple. What’s in the News for SCREEN Holdings SCREEN Holdings scheduled a board meeting on July 28, 2026 to review the reason for revising its cash dividend forecast and to consider a revised dividend forecast.Analysis Article • Jul 30
SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
It's shaping up to be a tough period for SCREEN Holdings Co., Ltd. ( TSE:7735 ), which a week ago released some...Recent updates
Narrative Update • Sep 17
7735: Higher Dividends And Earnings Volatility Will Shape Future Returns
Analysts have nudged their price target for SCREEN Holdings up by ¥300 to ¥12,800, reflecting updated estimates that incorporate slightly higher revenue expectations, a modestly improved profit margin and a small adjustment to the future P/E assumption. What’s in the News for SCREEN Holdings SCREEN Holdings issued revised earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, and profit attributable to owners of parent of ¥37,500 million, with basic earnings per share of ¥198.28.Narrative Update • Sep 03
7735: Rising Margins And Dividend Payout Policy Will Support Long Term Upside
The latest Narrative Update on SCREEN Holdings reflects a revised analyst price target that now indicates a fair value of ¥25,729.60, with analysts citing adjusted assumptions on the discount rate, revenue growth, profit margin, and future P/E as the basis for this change. What’s in the News for SCREEN Holdings SCREEN Holdings issued revised earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million, and basic earnings per share of ¥198.28.Narrative Update • Aug 18
7735: Higher Dividend Payouts And Earnings Volatility Will Shape Future Returns
Analysts have raised their price target for SCREEN Holdings from ¥11,500 to ¥12,500, citing updated assumptions for revenue growth, profit margins and a slightly revised P/E outlook in their valuation models. What’s in the News for SCREEN Holdings SCREEN Holdings updated its full year dividend guidance in July 2026 and linked the higher planned shareholder payout to its revised earnings outlook.Narrative Update • Aug 03
7735: Higher Margins And Rising Dividends Will Support Long Term Upside
Analysts have lifted their price target on SCREEN Holdings to about ¥26,800 from ¥18,200, citing updated assumptions for higher revenue growth, stronger profit margins and a richer future P/E multiple. What’s in the News for SCREEN Holdings SCREEN Holdings scheduled a board meeting on July 28, 2026 to review the reason for revising its cash dividend forecast and to consider a revised dividend forecast.Analysis Article • Jul 30
SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
It's shaping up to be a tough period for SCREEN Holdings Co., Ltd. ( TSE:7735 ), which a week ago released some...
Narrative Update • Jul 20
7735: Dividend Policy And 2027 Earnings Outlook Will Support Fair Valuation
Analysts have raised their price target for SCREEN Holdings to ¥17,968.75 from ¥11,680, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that together indicate a higher estimated fair value for the stock. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million, and basic earnings per share of ¥198.32 (source: company guidance).Narrative Update • Jul 06
7735: Lower Payout Guidance Will Continue To Limit Future Upside
Analysts have raised their price target on SCREEN Holdings from ¥9,500 to ¥11,500, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they view as better reflecting the company’s current outlook. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million and basic earnings per share of ¥198.32.Narrative Update • Jun 22
7735: AI Equipment Orders And Higher Margins Will Support Balanced Long Term Upside
Analysts have raised their price target on SCREEN Holdings from ¥16,250 to ¥18,200, citing updated assumptions that reflect the latest views on discount rates, revenue growth, profit margins, and future P/E levels. What's in the News for SCREEN Holdings SCREEN Holdings reported a recovery in Q4 fiscal 2026, with quarter over quarter gains in sales and operating income, along with record semiconductor production equipment order intake driven by AI related demand from China and North America.Analysis Article • Jun 19
SCREEN Holdings (TSE:7735) Stock Could Be 41% Overvalued After Strong Earnings Update
SCREEN Holdings (TSE:7735) drew fresh attention after reporting a strong fourth quarter recovery in sales and operating income, along with record order intake, an upbeat fiscal 2027 outlook, and a higher year end dividend. See our latest analysis for SCREEN Holdings. The recent earnings news has coincided with very strong momentum in SCREEN Holdings' share price, with a 30 day share price return of 56.23% and a year to date share price return of 105.44%. The five year total shareholder return...Narrative Update • Jun 05
7735: Lower Dividends And Refreshed Assumptions Will Continue To Limit Upside
Analysts have trimmed their price target on SCREEN Holdings from ¥12,000 to ¥9,500 as they refresh assumptions around discount rates, revenue growth, profit margins and the stock’s future P/E profile. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, expecting net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million and basic earnings per share of ¥198.32.Analysis Article • May 15
JP¥12,597 - That's What Analysts Think SCREEN Holdings Co., Ltd. (TSE:7735) Is Worth After These Results
SCREEN Holdings Co., Ltd. ( TSE:7735 ) last week reported its latest yearly results, which makes it a good time for...Narrative Update • May 04
7735: Higher Margins And Modest Assumption Tweaks Will Support Stronger Upside Potential
Analysts have kept their price target for SCREEN Holdings unchanged at ¥16,250, noting small adjustments in the discount rate, revenue growth assumptions and profit margin forecasts, while maintaining a similar future P/E view. Valuation Changes Fair Value: unchanged at ¥16,250, with no revision to the overall target level.Narrative Update • Apr 20
7735: Fiscal 2026 Earnings Strength And Stock Split Will Support Share Price
Analysts have reduced their price target on SCREEN Holdings from ¥15,040 to ¥11,680 as they update models to reflect revised assumptions around revenue growth, profit margins, a higher future P/E, and a slightly higher discount rate. What's in the News The board approved a 2-for-1 stock split of SCREEN Holdings shares, scheduled for March 30, 2026 (Key Developments).Narrative Update • Apr 05
7735: Stock Split And Higher Margins Will Support Stronger Upside Potential
Analysts have lowered their price target for SCREEN Holdings from ¥32,500 to ¥16,250. This revision reflects updated assumptions that incorporate a slightly higher discount rate, more moderate revenue growth expectations, a modestly higher profit margin, and a higher future P/E multiple.Narrative Update • Mar 22
7735: Earnings Guidance And Stock Split Will Continue To Limit Upside
Analysts have maintained their price target for SCREEN Holdings at ¥12,000, citing updated assumptions on revenue growth, profit margins, and a slightly higher future P/E multiple as key factors supporting this unchanged view. What's in the News SCREEN Holdings reaffirmed consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net sales of ¥621,000 million, operating income of ¥117,000 million, profit attributable to owners of parent of ¥88,000 million, and basic earnings per share of ¥930.90 (company guidance).Narrative Update • Mar 08
7735: Stock Split And Higher Margins Will Support Stronger Upside Potential
Analysts have lifted their price target on SCREEN Holdings from ¥31,009.86 to ¥32,500, citing updated assumptions that reflect slightly higher revenue growth, profit margins, and future P/E expectations. What's in the News The Board of Directors approved a stock split and related amendments to the Articles of Incorporation, with changes scheduled to take effect on April 1, 2026 (Company announcement).Narrative Update • Feb 21
7735: Stock Split And Higher Margins Will Support Stronger Future Upside
Analysts have lifted their price target on SCREEN Holdings to approximately ¥31,000 from around ¥17,400, citing updated assumptions for faster revenue growth, higher profit margins, and a richer future P/E multiple. What's in the News The board has approved a stock split for SCREEN Holdings, along with related changes to the Articles of Incorporation to adjust the share structure.Narrative Update • Feb 07
7735: Earnings Guidance And Stock Split Will Continue To Limit Upside
Analysts have maintained their ¥12,000 price target for SCREEN Holdings, citing updated assumptions of higher revenue growth, a slightly stronger profit margin, a lower future P/E multiple, and a modestly reduced discount rate. What's in the News The Board of Directors approved a stock split, along with related changes to the Articles of Incorporation, scheduled to take effect on April 1, 2026 (Key Developments).Analysis Article • Feb 02
SCREEN Holdings Co., Ltd. (TSE:7735) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥18,973
SCREEN Holdings Co., Ltd. ( TSE:7735 ) just released its latest third-quarter report and things are not looking great...Analysis Article • Jan 26
Is Now An Opportune Moment To Examine SCREEN Holdings Co., Ltd. (TSE:7735)?
Today we're going to take a look at the well-established SCREEN Holdings Co., Ltd. ( TSE:7735 ). The company's stock...Narrative Update • Jan 24
7735: Earnings Guidance And Dividend Policy Will Continue To Limit Share Upside
Analysts have nudged their price target for SCREEN Holdings to ¥12,000, with small tweaks to long term assumptions on discount rate, revenue growth, profit margin, and a future P/E now at 13.19x supporting this updated view. What's in the News Issued consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net sales of ¥621.0b, operating income of ¥117.0b, profit attributable to owners of parent of ¥88.0b, and basic earnings per share of ¥930.91 (company guidance).Analysis Article • Jan 14
What SCREEN Holdings Co., Ltd.'s (TSE:7735) 28% Share Price Gain Is Not Telling You
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shares have had a really impressive month, gaining 28% after a shaky period...Narrative Update • Jan 10
7735: Modest Earnings Outlook And Dividend Policy Will Restrain Future Upside Potential
Analysts have held their fair value estimate for SCREEN Holdings steady at ¥12,000. Modest adjustments to the discount rate, revenue growth expectations of 3.16%, profit margin of 14.70%, and a slightly lower future P/E of 13.25 reflect updated views on the company’s risk profile and earnings potential.Analysis Article • Dec 18
We Like SCREEN Holdings' (TSE:7735) Returns And Here's How They're Trending
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Narrative Update • Dec 15
7735: Earnings Outlook And Dividend Policy Will Support Measured Return Potential
Analysts have raised their price target on SCREEN Holdings from ¥11,500 to ¥12,000, citing sharply higher expected revenue growth, modestly improved profit margins, and a slightly richer future valuation multiple. What's in the News Issued new consolidated earnings guidance for the fiscal year ending March 31, 2026, forecasting net sales of JPY 621,000 million, operating income of JPY 117,000 million and profit attributable to owners of parent of JPY 88,000 million, implying basic EPS of JPY 930.91 (company guidance) Announced a second quarter dividend for the fiscal year ending March 31, 2026 of JPY 123 per share, slightly higher than the JPY 120 per share paid a year earlier, with payment scheduled for December 1, 2025 (company announcement) Held a board meeting on October 31, 2025, confirming no change to the cash dividend forecast for the full fiscal year ending March 31, 2026 (board meeting disclosure) Valuation Changes Consensus Analyst Price Target has risen slightly from ¥11,500 to ¥12,000, reflecting a modestly higher assessed fair value.Narrative Update • Dec 01
7735: Fiscal 2026 Profit Outlook And Dividend Hike Will Boost Share Price
Analysts have raised their price target for SCREEN Holdings from ¥14,873 to ¥15,040. This change reflects updates to company forecasts and valuation inputs, even though growth and margin expectations are now slightly lower.Analysis Article • Nov 20
SCREEN Holdings (TSE:7735) Strong Profits May Be Masking Some Underlying Issues
The stock price didn't jump after SCREEN Holdings Co., Ltd. ( TSE:7735 ) posted decent earnings last week. Our analysis...Narrative Update • Nov 17
7735: Future Earnings Guidance And Rising Profit Margins Will Drive Share Performance
Analyst Price Target Raised for SCREEN Holdings Analysts have increased their price target for SCREEN Holdings from ¥14,286.67 to ¥14,873.33. The change reflects improved revenue growth estimates as well as stronger profit margin projections.Analysis Article • Nov 04
SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shareholders are probably feeling a little disappointed, since its shares fell...Narrative Update • Nov 01
7735: Long-Term Demand And Stable Margins Will Support Future Performance
Narrative Update: Analyst Price Target Revision for SCREEN Holdings Analysts have increased their price target for SCREEN Holdings from ¥14,120 to ¥14,286.67, citing slight adjustments in model assumptions and expectations for stable long-term growth. What's in the News SCREEN Holdings provided consolidated earnings guidance for the fiscal year ending March 31, 2026.Narrative Update • Oct 18
AI And Digital Trends Will Drive Semiconductor Evolution
Analysts have raised their price target for SCREEN Holdings by approximately ¥270 to ¥14,120, citing slightly improved revenue growth and profit margin forecasts in their updated outlook. What's in the News A board meeting is scheduled for July 25, 2025, to discuss and approve a plan to cancel treasury shares in accordance with Article 178 of the Companies Act (Key Developments).Narrative Update • Oct 03
AI And Digital Trends Will Drive Semiconductor Evolution
Analysts have modestly raised their price target for SCREEN Holdings from ¥13,533 to ¥13,847. They cite slight adjustments in discount rate assumptions and ongoing stability in the company's financial outlook as reasons for the change.Analysis Article • Oct 02
There's Reason For Concern Over SCREEN Holdings Co., Ltd.'s (TSE:7735) Massive 33% Price Jump
SCREEN Holdings Co., Ltd. ( TSE:7735 ) shareholders would be excited to see that the share price has had a great month...Analysis Article • Sep 19
SCREEN Holdings (TSE:7735) Has Announced A Dividend Of ¥123.00
SCREEN Holdings Co., Ltd. ( TSE:7735 ) has announced that it will pay a dividend of ¥123.00 per share on the 2nd of...Narrative Update • Sep 05
AI And Digital Trends Will Drive Semiconductor Evolution
SCREEN Holdings’ consensus analyst price target remains unchanged at ¥13,533, as both the discount rate and future P/E ratio saw only negligible adjustments, indicating stable valuation expectations. What's in the News Board meeting held to approve cancellation of treasury shares pursuant to Article 178 of the Companies Act.Shareholder Returns
| 7735 | JP Semiconductor | JP Market | |
|---|---|---|---|
| 7D | 4.5% | -8.6% | 0.6% |
| 1Y | 85.9% | 137.2% | 28.6% |
Return vs Industry: 7735 underperformed the JP Semiconductor industry which returned 137.2% over the past year.
Return vs Market: 7735 exceeded the JP Market which returned 28.6% over the past year.
Price Volatility
| 7735 volatility | |
|---|---|
| 7735 Average Weekly Movement | 10.5% |
| Semiconductor Industry Average Movement | 9.8% |
| Market Average Movement | 3.8% |
| 10% most volatile stocks in JP Market | 8.6% |
| 10% least volatile stocks in JP Market | 1.9% |
Stable Share Price: 7735's share price has been volatile over the past 3 months compared to the JP market.
Volatility Over Time: 7735's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of JP stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1943 | 7,170 | Masato Goto | www.screen.co.jp |
SCREEN Holdings Co., Ltd. develops, manufactures, and markets semiconductor production equipment in Japan, Taiwan, South Korea, China, the United States, Europe, and internationally. It operates through Semiconductor Production Equipment, Graphic Arts Equipment, Display Production Equipment and Coater, and Printed Circuit Board (PCB)-Related Equipment segments. The company offers wafer cleaning systems, such as wet stations, spin processors, and spin scrubbers; coat/develop trackers, and spray coaters; flash lamp annealers; measurement systems, such as ellipsometric and spectroscopic film thickness measurement systems; inspection systems, including wafer pattern inspection systems; and packaging lithography equipment comprising direct imaging system for panel level packages and patterning, as well as display production equipment.
SCREEN Holdings Co., Ltd. Fundamentals Summary
| 7735 fundamental statistics | |
|---|---|
| Market cap | JP¥2.42t |
| Earnings (TTM) | JP¥85.81b |
| Revenue (TTM) | JP¥591.74b |
28.2x
P/E Ratio4.1x
P/S RatioIs 7735 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 7735 income statement (TTM) | |
|---|---|
| Revenue | JP¥591.74b |
| Cost of Revenue | JP¥366.40b |
| Gross Profit | JP¥225.34b |
| Other Expenses | JP¥139.53b |
| Earnings | JP¥85.81b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 453.68 |
| Gross Margin | 38.08% |
| Net Profit Margin | 14.50% |
| Debt/Equity Ratio | 0.7% |
How did 7735 perform over the long term?
See historical performance and comparisonDividends
1.4%
Current Dividend Yield32%
Payout RatioDoes 7735 pay a reliable dividends?
See 7735 dividend history and benchmarks| SCREEN Holdings dividend dates | |
|---|---|
| Ex Dividend Date | Sep 29 2026 |
| Dividend Pay Date | Dec 01 2026 |
| Days until Ex dividend | 10 days |
| Days until Dividend pay date | 73 days |
Does 7735 pay a reliable dividends?
See 7735 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/18 17:26 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
SCREEN Holdings Co., Ltd. is covered by 32 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Masahiro Nakanomyo | Barclays |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |