Renesas Electronics (6723) Aktievy
Renesas Electronics Corporation bedriver forskning, utveckling, konstruktion, tillverkning, försäljning och service av halvledare i Japan, Kina, övriga Asien, Europa, Nordamerika och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 1/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
6723 Community Fair Values
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Analyst Price Targets
Renesas Electronics Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | JP¥3,309.00 |
| 52 veckors högsta | JP¥5,284.00 |
| 52 veckors lägsta | JP¥1,676.00 |
| Beta | 1.26 |
| 1 månads förändring | -4.42% |
| 3 månaders förändring | -30.10% |
| 1 års förändring | 87.43% |
| 3 års förändring | 46.77% |
| 5 års förändring | 128.84% |
| Förändring sedan börsintroduktionen | -39.06% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Sep 17
6723: Edge AI And Robotics Expansion Will Support Future Upside Potential
Analysts have raised their price target on Renesas Electronics from ¥6,300 to ¥6,800, citing updated fair value work that pairs a slightly higher discount rate with tempered revenue growth and profit margin assumptions, along with a higher future P/E multiple. What’s in the News for Renesas Electronics Renesas Electronics introduced new 64-bit RZ/G3L and RZ/G3SE MPUs for Human Machine Interface and IoT edge systems.
Uppdatering av berättelse • Sep 03
6723: Legal And Operational Setbacks From AI Expansion Will Depress Future Multiple
Analysts have raised their price target for Renesas Electronics to ¥2,270 from about ¥2,000, citing updated assumptions for slightly higher revenue growth, a modestly higher discount rate, and a higher future P/E multiple, while keeping profit margin expectations broadly unchanged. What’s in the News for Renesas Electronics Renesas Electronics joined the Autoware Foundation as a highest tier member, integrating Autoware’s open source end to end AI driving software with Renesas R Car SoC and RoX platforms to support ADAS and autonomous driving systems from entry level L2 up to L4 robotaxis.Recent updates
Uppdatering av berättelse • Sep 17
6723: Edge AI And Robotics Expansion Will Support Future Upside Potential
Analysts have raised their price target on Renesas Electronics from ¥6,300 to ¥6,800, citing updated fair value work that pairs a slightly higher discount rate with tempered revenue growth and profit margin assumptions, along with a higher future P/E multiple. What’s in the News for Renesas Electronics Renesas Electronics introduced new 64-bit RZ/G3L and RZ/G3SE MPUs for Human Machine Interface and IoT edge systems.Uppdatering av berättelse • Sep 03
6723: Legal And Operational Setbacks From AI Expansion Will Depress Future Multiple
Analysts have raised their price target for Renesas Electronics to ¥2,270 from about ¥2,000, citing updated assumptions for slightly higher revenue growth, a modestly higher discount rate, and a higher future P/E multiple, while keeping profit margin expectations broadly unchanged. What’s in the News for Renesas Electronics Renesas Electronics joined the Autoware Foundation as a highest tier member, integrating Autoware’s open source end to end AI driving software with Renesas R Car SoC and RoX platforms to support ADAS and autonomous driving systems from entry level L2 up to L4 robotaxis.Uppdatering av berättelse • Aug 14
6723: Legal And Operational Disruptions Will Pressure Earnings And Future Multiple
Analysts have raised their fair value estimate for Renesas Electronics from ¥1,950 to ¥2,000, reflecting updated assumptions for a higher discount rate, a lower revenue growth outlook, a higher profit margin, and a slightly lower future P/E multiple. What’s in the News for Renesas Electronics Renesas Electronics is recovering operations after the July 28 earthquake, with investors watching progress at the Kawashiri factory and comparing the current disruption with the 2016 quake impact.Analysartikel • Aug 07
Renesas Electronics' (TSE:6723) Earnings May Just Be The Starting Point
Renesas Electronics Corporation's ( TSE:6723 ) strong earnings report was rewarded with a positive stock price move. We...
Uppdatering av berättelse • Jul 31
6723: AI Memory And India OSAT Expansion Will Support Future Earnings
Analysts have lifted their price target on Renesas Electronics to about ¥4,858 from roughly ¥4,688, citing updated assumptions on revenue, profit margins and future P/E levels. What's in the News for Renesas Electronics Renesas Electronics announced its third generation DDR5 Multiplexed Rank Dual In-Line Memory Module chipset solutions for server class MRDIMMs, with speeds up to 16,000 mega transfers per second, aimed at AI data centers, cloud infrastructure and accelerated compute workloads.Uppdatering av berättelse • Jul 16
6723: Asset Sale And AI Focus Will Support Future Earnings Power
Analysts have raised their price target on Renesas Electronics to ¥4,688 from ¥3,612, citing updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple. What’s in the News for Renesas Electronics SiTime completed the acquisition of selected assets from Renesas Electronics’ timing business on July 1, 2026, with Renesas expecting to record an estimated ¥443.3b gain in its consolidated results for the nine months ending September 30, 2026.Uppdatering av berättelse • Jul 02
6723: Timing Exit And Software Acquisition Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Renesas Electronics from ¥4,500 to ¥6,300, reflecting updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What’s in the News for Renesas Electronics SiTime Corporation has completed the acquisition of certain assets from Renesas Electronics' timing business as of 1 July 2026, with Renesas expecting to record a significant gain on the transfer in its consolidated financial statements for the nine months ending 30 September 2026.Uppdatering av berättelse • Jun 18
6723: Digitalization And GaN Expansion Will Face Overstretch Versus Earnings Power
Renesas Electronics' analyst fair value estimate has been revised from approximately ¥3,489 to about ¥3,612 as analysts reflect updated assumptions for the discount rate, revenue growth, profit margin, and future P/E in their models. What’s in the News for Renesas Electronics Renesas Electronics completed the acquisition of software developer Pictorus, adding a cloud-based behavioral modeling platform to its Renesas 365 ecosystem to support embedded application software development and its broader Digitalization Vision.Uppdatering av berättelse • Jun 04
6723: Auto And Industrial MCUs Will Face Rich Pricing Despite Solid Pipeline
Analysts have raised their fair value estimate for Renesas Electronics from about ¥2,993 to roughly ¥3,489, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E levels. What's in the News MathWorks launched new MATLAB and Simulink Hardware Support Packages for Renesas’ RH850/U2A automotive microcontroller and RA6T2 industrial microcontroller, linking model-based design directly to Renesas hardware to speed embedded system prototyping and reduce manual integration steps.Uppdatering av berättelse • May 21
6723: Space And GaN Power Opportunities Will Support Future Upside Potential
Analysts have kept their ¥4,500 price target for Renesas Electronics unchanged, citing updated assumptions that include a slightly higher discount rate, marginally adjusted revenue growth and profit margin expectations, and a small tweak to the future P/E outlook. What's in the News Renesas is holding an Analyst/Investor Day, giving the market fresh detail on its medium term priorities and capital allocation plans (Analyst/Investor Day).Uppdatering av berättelse • May 02
6723: Artemis II Space Wins Will Support Future Upside Potential
Analysts have lifted their price target on Renesas Electronics from ¥3,800 to ¥4,500, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers of the change. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System.Uppdatering av berättelse • Apr 18
6723: Artemis Mission Wins And Potential Timing Unit Sale Will Support Upside
Analysts have kept their ¥3,800 price target for Renesas Electronics unchanged, citing only modest adjustments to the discount rate, revenue growth and profit margin assumptions, along with a steady future P/E outlook. What's in the News Renesas radiation hardened ICs are being used across core systems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System, supporting power, signal integrity and onboard computing in high radiation and extreme temperature conditions (Client Announcements).Uppdatering av berättelse • Apr 03
6723: NASA Design Wins And Timing Unit Sale Talks Will Support Upside
Analysts have maintained their Renesas Electronics fair value estimate at ¥3,800, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the main factors behind the unchanged price target. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including avionics and safety launch systems, supporting power regulation, signal integrity and onboard computing in high-radiation, extreme temperature conditions (Client announcement).Uppdatering av berättelse • Mar 20
6723: Auto MCUs And ADAS SoCs Will Support Higher Margin Future
Analysts now set their Renesas Electronics price target at roughly ¥3,000 per share, up from about ¥2,400. They point to updated assumptions that include a higher profit margin outlook and a slightly lower discount rate, while keeping revenue growth and future P/E expectations broadly similar.Uppdatering av berättelse • Mar 05
6723: Future Timing Unit Sale Will Support Automotive And SDV Computing Focus
Analysts have lifted their Renesas Electronics fair value estimate from ¥3,300 to ¥3,800, citing updated assumptions for revenue growth, profit margins and a slightly higher discount rate, along with a revised future P/E of 23.94x. What's in the News Renesas launched the RH850/U2C 32 bit automotive MCU on a 28 nm process, aimed at chassis and safety systems, BMS, and other ASIL D applications.Uppdatering av berättelse • Feb 19
6723: Future Auto SoC Investments And M&A Uncertainty Will Pressure Margins
Analysts are keeping their ¥1,950 price target for Renesas Electronics unchanged, citing a combination of slightly lower assumed revenue growth, a higher profit margin, and a somewhat reduced future P/E multiple that together balance out under a modestly lower discount rate. What's in the News Renesas introduced three automotive SoC technologies for multi-domain ECUs, targeting software defined vehicles with advanced AI processing, chiplet based scalability and functional safety features, presented at ISSCC 2026 in San Francisco (Product related announcement).Uppdatering av berättelse • Feb 05
6723: Future Timing Unit Sale Will Support Growing Automotive And Data Center Focus
Analysts have adjusted their fair value estimate for Renesas Electronics to ¥3,300 from ¥3,150, citing updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News SiTime Corporation is reported to be nearing an agreement to acquire Renesas Electronics' timing unit in a deal that could be worth about US$3b, with a potential announcement as soon as February 5, 2026, alongside Renesas' full year earnings.Uppdatering av berättelse • Jan 21
6723: Future Margin Pressure From New Auto And IoT Platforms Will Persist
Analysts have trimmed their fair value estimate for Renesas Electronics from ¥2,000 to ¥1,950, reflecting updated assumptions for higher revenue growth, a lower profit margin, a slightly higher discount rate, and a higher future P/E multiple. What's in the News Renesas is expanding its software defined vehicle offering around the fifth generation R Car family, introducing the R Car X5H automotive SoC manufactured on a 3nm process and designed to run ADAS, in vehicle infotainment and gateway functions on a single chip, with reported power consumption up to 35% lower than previous 5nm solutions.Analysartikel • Jan 18
Renesas Electronics Corporation's (TSE:6723) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in the Semiconductor industry in Japan have price-to-sales ratios (or "P/S") below...Uppdatering av berättelse • Jan 07
6723: Timing Unit Sale And Auto AI Chips Will Shape Stable Outlook
Analysts have trimmed their fair value estimate for Renesas Electronics slightly to ¥2,410.77 from ¥2,417.14, linking the adjustment to modest tweaks in the modeled discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Renesas is working with JPMorgan to explore a potential sale of its timing division, with reported interest from Texas Instruments and Infineon and an indicated valuation near US$2b for the business (Reuters).Uppdatering av berättelse • Dec 17
6723: Timing Unit Sale Will Unlock Upside Amid Stable Earnings Outlook
Analysts have nudged their price target on Renesas Electronics slightly higher, now implying fair value broadly in line with prior estimates but supported by a marginally lower discount rate and sustained expectations for high single digit revenue growth and resilient profit margins, which together indicate a premium future P/E in the low 20s. What's in the News Renesas is exploring a sale of its timing division, with potential bidders including Texas Instruments and Infineon, in a deal that could value the unit near $2 billion (Reuters) SiTime is in talks to acquire Renesas timing unit in a transaction that could reach up to $2 billion including debt, though negotiations remain uncertain and non binding (Key Developments) Renesas launched its first Wi Fi 6 MCUs, the RA6W1 and RA6W2, targeting ultra low power connected IoT devices with integrated security and long term product support (Key Developments) The company introduced a sixth generation DDR5 Registered Clock Driver that pushes data rates to 9600 MT per second to support next generation AI and data center servers (Key Developments) Renesas unveiled new RA8M2 and RA8D2 microcontrollers based on 1 GHz Arm Cortex M85 cores, aimed at compute intensive, graphics rich and ML enabled embedded applications (Key Developments) Valuation Changes Fair Value remained unchanged at approximately ¥2,417 per share, indicating no material revision to the intrinsic value estimate.Analysartikel • Dec 17
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
Renesas Electronics Corporation's ( TSE:6723 ) investors are due to receive a payment of ¥28.00 per share on 31st of...Uppdatering av berättelse • Dec 03
6723 Timing Unit Sale Exploration Will Drive Undervalued Upside Potential
Analysts have modestly raised their price target on Renesas Electronics to reflect slightly faster expected revenue growth and a richer future earnings multiple, even though they are forecasting a small compression in profit margins and a marginally lower discount rate. What's in the News Renesas is working with JPMorgan to explore a sale of its timing division in a transaction that could value the business at close to $2 billion, with Texas Instruments and Infineon cited among potential suitors (Reuters) SiTime is reported to be in advanced talks to acquire Renesas timing unit, with negotiations valuing the business at up to $2 billion including debt and leaving room for rival bidders to emerge (Key Developments, citing Reuters) Renesas unveiled the industry first sixth generation DDR5 Registered Clock Driver for RDIMMs, reaching 9600 MT/s and targeting next generation AI and high performance computing server platforms (Key Developments) The company introduced new RA8M2 and RA8D2 microcontroller families based on a 1 GHz Arm Cortex M85, aimed at compute intensive industrial, graphics and AI edge applications with advanced ML and DSP capabilities (Key Developments) Renesas announced GaN based power solutions to support NVIDIA 800 volt direct current data center power architecture, enabling highly efficient, scalable power conversion for large AI workloads (Key Developments) Valuation Changes Fair Value Estimate remained unchanged at approximately ¥2,417 per share, indicating no revision to the intrinsic value assessment in this update cycle.Analysartikel • Dec 03
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
The board of Renesas Electronics Corporation ( TSE:6723 ) has announced that it will pay a dividend of ¥28.00 per share...Uppdatering av berättelse • Nov 19
6723: Timing Unit Sale Exploration Will Drive Significant Upside Ahead
Analysts have maintained their price target for Renesas Electronics at ¥2,417, citing only minor adjustments in the discount rate, revenue growth, and profit margin forecasts. What's in the News Renesas Electronics is exploring the potential sale of its timing division in a deal that could value the business close to $2 billion, with Texas Instruments and Infineon named as potential buyers (Reuters).Analysartikel • Nov 16
Renesas Electronics (TSE:6723) Is Paying Out A Dividend Of ¥28.00
Renesas Electronics Corporation's ( TSE:6723 ) investors are due to receive a payment of ¥28.00 per share on 31st of...Analysartikel • Nov 03
Renesas Electronics Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Investors in Renesas Electronics Corporation ( TSE:6723 ) had a good week, as its shares rose 3.7% to close at JP¥1,911...Analysartikel • Nov 02
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
The board of Renesas Electronics Corporation ( TSE:6723 ) has announced that it will pay a dividend on the 31st of...Uppdatering av berättelse • Nov 01
6723: Divestment Of Timing Unit Will Unlock Value For Shareholders
Narrative Update on Renesas Electronics Price Target Analysts have raised their price target for Renesas Electronics from ¥2,381 to ¥2,417, citing improved outlooks on revenue growth and profit margins as key factors behind the upgrade. What's in the News Renesas Electronics is exploring the sale of its timing division and is working with bankers at JPMorgan.Uppdatering av berättelse • Oct 18
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have modestly revised their price target for Renesas Electronics, maintaining an estimated fair value near ¥2,381 as underlying fundamentals such as revenue growth and profit margin expectations saw only slight improvements. What's in the News Renesas Electronics is exploring the potential sale of its timing division, which could be valued at nearly $2 billion.Uppdatering av berättelse • Oct 04
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have revised their price target for Renesas Electronics downward from ¥2,499 to ¥2,381, citing slightly lower revenue growth expectations and a modest adjustment in their discount rate assumptions. What's in the News Mouser Electronics now offers over 28,000 Renesas products, including the new AI-enabled RA8P1 microcontrollers and GaN FETs for advanced edge, AI, and power applications (Client Announcements).Uppdatering av berättelse • Sep 04
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
With both the discount rate and future P/E ratio for Renesas Electronics remaining effectively unchanged, analysts have left their price target steady at ¥2499. What's in the News Renesas introduced multiple new MCUs and MPUs (RA8P1, RA2T1, RA4C1, RL78/L23, RA2L2) targeting AI, motor control, IoT, metering, and portable devices, emphasizing ultra-low power, advanced security, and integrated edge AI capabilities.Aktieägarnas avkastning
| 6723 | JP Semiconductor | JP Marknad | |
|---|---|---|---|
| 7D | 3.7% | 2.5% | 1.5% |
| 1Y | 87.4% | 147.5% | 29.1% |
Avkastning vs industri: 6723 presterade sämre än JP Semiconductor branschen som gav 147.5 % under det senaste året.
Avkastning vs Marknaden: 6723 översteg JP marknaden som gav 29.1 % under det senaste året.
Prisvolatilitet
| 6723 volatility | |
|---|---|
| 6723 Average Weekly Movement | 9.3% |
| Semiconductor Industry Average Movement | 9.9% |
| Market Average Movement | 3.8% |
| 10% most volatile stocks in JP Market | 8.5% |
| 10% least volatile stocks in JP Market | 1.9% |
Stabil aktiekurs: 6723 s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för JP.
Volatilitet över tid: 6723 s veckovolatilitet ( 9% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av JP aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2002 | 21,490 | Hidetoshi Shibata | www.renesas.com |
Renesas Electronics Corporation bedriver forskning, utveckling, design, tillverkning, försäljning och service av halvledare i Japan, Kina, övriga Asien, Europa, Nordamerika och internationellt. Företaget är verksamt inom segmenten Automotive Business och Industrial/Infrastructure/IoT Business. Företaget erbjuder mikrokontroller (MCU) och mikroprocessorer, förstärkare, audio och video, datakonverterare, kraftledningskommunikation, switchar och multiplexerprodukter samt specifika klockor, klockdistribution och klockgenerering, jitterdämpare med frekvensomvandling, kristalloscillatorer och programmerbara VersaClock-klockor.
Renesas Electronics Corporation Sammanfattning av grunderna
| 6723 grundläggande statistik | |
|---|---|
| Börsvärde | JP¥6.05t |
| Vinst(TTM) | JP¥340.91b |
| Intäkter(TTM) | JP¥1.49t |
17.7x
P/E-förhållande4.1x
P/S-förhållandeÄr 6723 övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| 6723 resultaträkning (TTM) | |
|---|---|
| Intäkter | JP¥1.49t |
| Kostnad för intäkter | JP¥612.24b |
| Bruttovinst | JP¥873.40b |
| Övriga kostnader | JP¥532.49b |
| Intäkter | JP¥340.91b |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 186.55 |
| Bruttomarginal | 58.79% |
| Nettovinstmarginal | 22.95% |
| Skuld/egenkapitalförhållande | 40.6% |
Hur har 6723 utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.8%
Aktuell utdelningsavkastning15%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/18 08:38 |
| Aktiekurs vid dagens slut | 2026/09/18 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Renesas Electronics Corporation bevakas av 22 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |