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 | 2/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
6723 Community Fair Values
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Analyst Price Targets
Renesas Electronics Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | JP¥3,205.00 |
| 52 veckors högsta | JP¥3,365.00 |
| 52 veckors lägsta | JP¥1,656.50 |
| Beta | 0.97 |
| 1 månads förändring | 37.94% |
| 3 månaders förändring | 24.42% |
| 1 års förändring | 84.94% |
| 3 års förändring | 73.43% |
| 5 års förändring | 158.47% |
| Förändring sedan börsintroduktionen | -40.98% |
Senaste nyheter och uppdateringar
Recent updates
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).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).
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.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.
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).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.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.Renesas Electronics Corporation's (TSE:6723) Popularity With Investors Is Under Threat From Overpricing
Jan 18
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).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.Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
Dec 176723 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.Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
Dec 036723: 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).Renesas Electronics (TSE:6723) Is Paying Out A Dividend Of ¥28.00
Nov 16Renesas Electronics Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Nov 03Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
Nov 026723: 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.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.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).Is Renesas Electronics Corporation (TSE:6723) Trading At A 42% Discount?
Sep 18Automotive 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.Returns On Capital At Renesas Electronics (TSE:6723) Have Stalled
Aug 18Renesas Electronics Corporation (TSE:6723) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year
Jul 28What You Can Learn From Renesas Electronics Corporation's (TSE:6723) P/E
Jul 18Renesas Electronics Corporation (TSE:6723) Shares Could Be 43% Below Their Intrinsic Value Estimate
Jun 19Aktieägarnas avkastning
| 6723 | JP Semiconductor | JP Marknad | |
|---|---|---|---|
| 7D | 2.0% | 0.6% | 0.3% |
| 1Y | 84.9% | 227.5% | 37.5% |
Avkastning vs industri: 6723 presterade sämre än JP Semiconductor branschen som gav 227.5 % under det senaste året.
Avkastning vs Marknaden: 6723 översteg JP marknaden som gav 37.5 % under det senaste året.
Prisvolatilitet
| 6723 volatility | |
|---|---|
| 6723 Average Weekly Movement | 10.2% |
| Semiconductor Industry Average Movement | 9.0% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in JP Market | 9.4% |
| 10% least volatile stocks in JP Market | 2.4% |
Stabil aktiekurs: 6723 s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för JP.
Volatilitet över tid: 6723 s veckovolatilitet ( 10% ) 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 | 21,907 | 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¥5.81t |
| Vinst(TTM) | -JP¥9.62b |
| Intäkter(TTM) | JP¥1.39t |
4.2x
P/S-förhållande-604.5x
P/E-förhållandeÄr 6723 övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| 6723 resultaträkning (TTM) | |
|---|---|
| Intäkter | JP¥1.39t |
| Kostnad för intäkter | JP¥583.10b |
| Bruttovinst | JP¥809.63b |
| Övriga kostnader | JP¥819.25b |
| Intäkter | -JP¥9.62b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -5.30 |
| Bruttomarginal | 58.13% |
| Nettovinstmarginal | -0.69% |
| Skuld/egenkapitalförhållande | 46.4% |
Hur har 6723 utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.9%
Aktuell utdelningsavkastning-527%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/01 17:25 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2026/03/31 |
| 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 |
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* 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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass 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 |
| Stacy Rasgon | Bernstein |
| Hao Dai | Bernstein |