NEXON Co., Ltd.

TSE:3659 Stok Raporu

Piyasa değeri: JP¥2.4t

NEXON Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

NEXON yıllık ortalama 5.3% oranında kazançlarını artırırken, Entertainment sektöründe kazançlar growing at 4.8% annual. Gelirler growing yılda ortalama 11.9% oranında artmaktadır. NEXON'in özkaynak karlılığı 12.3% ve net marjı 26.4%'dir.

Anahtar bilgiler

5.26%

Kazanç büyüme oranı

7.84%

EPS büyüme oranı

Entertainment Sektör Büyümesi17.91%
Gelir büyüme oranı11.92%
Özkaynak getirisi12.33%
Net Marj26.35%
Sonraki Kazanç Güncellemesi10 Nov 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi Feb 19

We Think You Can Look Beyond NEXON's (TSE:3659) Lackluster Earnings

The most recent earnings report from NEXON Co., Ltd. ( TSE:3659 ) was disappointing for shareholders. Despite the soft...

Recent updates

Anlatı Güncellemesi Aug 18

3659: Special Dividend And Buybacks Will Support Balanced Future Rerating

Analysts have trimmed their price target on NEXON to ¥3,300 from about ¥3,834 as they now apply slightly higher discount rates and slightly lower assumptions for long term revenue growth, profit margins and future P/E multiples. What’s in the News for NEXON NEXON reported Q2 2026 revenue and operating income above its outlook, supported by the MapleStory franchise and ARC Raiders, according to recent earnings coverage.
Analiz Makalesi Aug 16

NEXON Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Shareholders will be ecstatic, with their stake up 24% over the past week following NEXON Co., Ltd. 's ( TSE:3659...
Anlatı Güncellemesi Aug 04

3659: Renewed Publishing Deals And Buybacks Will Support Future Re Rating

Analysts have adjusted their price target for NEXON from ¥4,500 to about ¥3,834. This reflects updated views on the company’s fair value, discount rate, expected revenue growth, profit margin, and future P/E assumptions.
Anlatı Güncellemesi Jul 21

3659: Buybacks And Renewed China Publishing Agreement Will Support Future Upside

Analysts have trimmed their fair value estimate for NEXON from approximately ¥3,077 to about ¥2,973, citing adjusted assumptions for long term profit margins and future P/E, partly offset by updated expectations for revenue growth and the discount rate. What’s in the News for NEXON NEXON completed a share repurchase tranche from May 14, 2026 to June 30, 2026, buying 7,957,400 shares, equal to 1.01% of shares, for ¥17,750.27 million under its previously announced buyback program.
Anlatı Güncellemesi Jul 07

3659: Future Returns Will Rely On Capital Return And Digital Asset Execution

Analysts have reduced their price target on NEXON from ¥2,477.76 to ¥2,270.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E multiple. What’s in the News for NEXON NEXON is highlighted among Japanese public companies holding significant Bitcoin on their balance sheets, as part of a group of at least 14 firms collectively holding more than 46,000 BTC, according to recent reporting on Japan’s growing digital asset treasuries.
Anlatı Güncellemesi Jun 23

3659: Long-Term China Publishing Renewal And Buybacks Will Support Future Upside

NEXON's analyst price target has been adjusted slightly, with fair value moving from ¥3,105.11 to ¥3,077.33 as analysts fine tune assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What’s in the News for NEXON NEXON renewed its long-standing publishing partnership with Tencent for the flagship PC action RPG Dungeon&Fighter in China under a new ten-year agreement, with terms undisclosed.
Anlatı Güncellemesi Jun 07

3659: Renewed China Partnerships And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on NEXON to ¥3,105 from ¥3,333, citing updated assumptions that include slightly lower revenue growth, a reduced profit margin outlook, and a modestly lower future P/E multiple. What's in the News NEXON renewed its long standing publishing partnership with Tencent for the PC action RPG Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed.
Anlatı Güncellemesi May 22

3659: Renewed China Partnership Will Shape Shooter Engagement And Future Upside

Analysts have trimmed their fair value estimate for NEXON from about ¥3,798.53 to roughly ¥3,332.89, reflecting updated assumptions for slower revenue growth, a slightly lower future P/E multiple, and a modestly higher profit margin outlook. What's in the News NEXON renewed its long standing publishing partnership with Tencent for Dungeon&Fighter in China under a new ten year agreement, with terms not disclosed (Key Developments).
Analiz Makalesi May 18

NEXON Co., Ltd. Just Recorded A 36% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a mediocre week for NEXON Co., Ltd. ( TSE:3659 ) shareholders, with the stock dropping 16% to JP¥2,243 in the...
Anlatı Güncellemesi May 03

3659: Share Price Reset And Higher Dividends Will Support Future Re Rating

Analysts maintained their fair value estimate for Nexon at ¥4,500. A recent rating change from Sell to Neutral, along with a reduction in a major price target from ¥3,100 to ¥3,000, reflects a reassessment driven mainly by valuation following the post-results share price pullback.
Anlatı Güncellemesi Apr 18

3659: Share Price Reset And Capital Returns Will Support Re Rating

Narrative Update on NEXON The analyst price target for NEXON has been revised from ¥4,850 to ¥4,500, as analysts factor in updated assumptions around revenue growth, profit margins, future P/E expectations, and recent valuation-driven rating changes on the stock. Analyst Commentary Recent Street research highlights a shift in tone toward NEXON, with valuation now a key focus after the share price reacted to the Q4 results.
Anlatı Güncellemesi Apr 04

3659: Post Correction Rebound Will Depend On Execution And Capital Return Delivery

Analysts have trimmed NEXON's fair value estimate while keeping a ¥3,000 price target in focus, pointing to a slightly lower assumed P/E multiple and discount rate, along with steady revenue growth and margin expectations following recent upgrades to Neutral and Outperform. Analyst Commentary Recent Street research on NEXON has centered on where the current share price sits versus updated fair value estimates, especially after the Q4 results and the share price moves that followed.
Anlatı Güncellemesi Mar 20

3659: Sector Tailwinds And Shooter Engagement Will Shape Future Upside

Narrative Update on NEXON The updated analyst price target for NEXON moves to ¥3,798 from ¥3,544. Analysts highlight recent rating upgrades and views that sector fundamentals in Japan's gaming sector remain solid as key supports for their revised fair value and profitability assumptions.
Anlatı Güncellemesi Mar 05

3659: Cautious Outlook As Execution Concerns Will Restrain Post Correction Rebound

Narrative Update on NEXON The latest analyst work trims the fair value estimate slightly to ¥2,560 from ¥2,567. Recent rating upgrades highlight analysts' focus on the post Q4 share price correction and a still solid sector backdrop for Japan's gaming names.
Analiz Makalesi Feb 19

We Think You Can Look Beyond NEXON's (TSE:3659) Lackluster Earnings

The most recent earnings report from NEXON Co., Ltd. ( TSE:3659 ) was disappointing for shareholders. Despite the soft...
Anlatı Güncellemesi Feb 19

3659: Cautious Outlook As Single Shooter Success Faces Execution Risk

Analysts have modestly lifted their fair value estimate for NEXON to about ¥2,567, supported by recent rating upgrades that cite a more balanced view on valuation and a still solid sector backdrop for Japan's gaming companies. Analyst Commentary Recent research points to a more balanced stance on NEXON, with some upgrades framed largely around valuation following the share price move after Q4 results.
Analiz Makalesi Feb 15

Earnings Miss: NEXON Co., Ltd. Missed EPS By 17% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on NEXON Co., Ltd. ( TSE:3659 ), given that the company fell short of...
Anlatı Güncellemesi Feb 05

3659: Heavy Reliance On Single Shooter Success Will Drive Future Downside Risk

Analysts have nudged their fair value estimate for Nexon higher to ¥2,460.62 from ¥2,394.72, citing a slightly lower discount rate, marginally higher revenue growth assumptions, a modestly higher future P/E, and recent research pointing to supportive sector trends and interest in key game titles. Analyst Commentary Recent Street research on Nexon has leaned constructive, with upgrades pointing to a solid sector backdrop for Japan gaming and interest in key titles such as ARC Raiders and FC Online.
Anlatı Güncellemesi Jan 22

3659: Rising Dependence On Single Shooter Title Will Drive Future Downside Risk

Narrative update on NEXON NEXON's updated analyst price target has moved from about ¥2,015 to roughly ¥2,395. Analysts attribute this change to a sturdier outlook for Japan's gaming sector into 2026, potential blockbuster upside from ARC Raiders, and expected support for FC Online around the 2026 FIFA World Cup.
Anlatı Güncellemesi Jan 07

3659: Player Engagement Momentum And World Cup Tailwinds Will Support Re Rating

Analysts have raised their fair value estimate for NEXON from ¥4,000 to ¥4,850, citing stronger expectations around ARC Raiders as a potential blockbuster, growing traction among players, and additional support from the 2026 FIFA World Cup for FC Online. Analyst Commentary Bullish analysts are pointing to a more constructive setup for NEXON, with recent upgrades highlighting both product momentum and supportive industry conditions as key pillars behind higher fair value estimates.
Anlatı Güncellemesi Dec 23

3659: World Cup Tailwind And New Shooter Franchise Will Shape Future Upside

Analysts have raised their price target for NEXON from ¥3,600 to ¥4,000, citing stronger growth and profitability expectations driven by momentum in ARC Raiders, viewed as a potential fourth blockbuster title, along with longer term tailwinds for FC Online heading into the 2026 FIFA World Cup. Analyst Commentary Recent research updates reflect a generally constructive view on NEXON, centered on the potential of ARC Raiders and cyclical upside for FC Online ahead of the 2026 FIFA World Cup.
Anlatı Güncellemesi Dec 09

3659: World Cup Gaming Tailwind Will Expose Downside Risk Ahead

Analysts have raised their price target on Nexon to ¥4,000 from ¥3,600, citing growing conviction that ARC Raiders could become a fourth blockbuster franchise and that the 2026 FIFA World Cup will provide a meaningful tailwind for FC Online. Analyst Commentary Bullish analysts view the upgraded price target as evidence that Nexon is entering a new growth phase, supported by both its emerging and established franchises.
Analiz Makalesi Dec 03

NEXON (TSE:3659) Is Increasing Its Dividend To ¥30.00

NEXON Co., Ltd. ( TSE:3659 ) has announced that it will be increasing its dividend from last year's comparable payment...
Analiz Makalesi Nov 28

NEXON Co., Ltd.'s (TSE:3659) 25% Share Price Surge Not Quite Adding Up

NEXON Co., Ltd. ( TSE:3659 ) shareholders would be excited to see that the share price has had a great month, posting a...
Anlatı Güncellemesi Nov 25

3659: Revenue Momentum And Shareholder Returns Will Drive Measured Performance Ahead

Narrative Update on NEXON: Price Target Rises Amid Positive Analyst Outlook Analysts have raised NEXON’s fair value price target from ¥3,247 to ¥3,461, citing strong expectations for ARC Raiders to become a major blockbuster as well as improved growth metrics across revenue and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts highlight ARC Raiders as a potential fourth blockbuster for NEXON.
Analiz Makalesi Nov 14

NEXON's (TSE:3659) Upcoming Dividend Will Be Larger Than Last Year's

The board of NEXON Co., Ltd. ( TSE:3659 ) has announced that it will be paying its dividend of ¥30.00 on the 27th of...
Analiz Makalesi Nov 13

NEXON Co., Ltd. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

Shareholders of NEXON Co., Ltd. ( TSE:3659 ) will be pleased this week, given that the stock price is up 15% to...
Anlatı Güncellemesi Nov 07

3659: Revenue Stability And Share Buybacks Will Support Measured Performance Ahead

Analysts have made a slight upward revision to NEXON's price target, increasing it marginally to ¥3,246.78. They cite stable revenue growth and profitability metrics as reasons for their maintained optimism.
Anlatı Güncellemesi Oct 24

Repurchase Activity And Dividend Growth Will Sustain Shareholder Value Amid Industry Shifts

NEXON Analyst Price Target Revised Slightly Downward Analysts have adjusted NEXON’s fair value estimate modestly downward from ¥3,247.76 to ¥3,246.78. This change reflects updated projections for revenue growth and a slightly lower discount rate.
Anlatı Güncellemesi Oct 10

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

Narrative Update: NEXON Price Target Revision Analysts have raised NEXON's fair value estimate from ¥3,177 to ¥3,248. This change reflects improved revenue growth and profit margin expectations.
Anlatı Güncellemesi Sep 26

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

The increase in NEXON’s analyst price target reflects a higher expected future P/E ratio despite a rising discount rate, resulting in a modest upward revision of fair value from ¥3067 to ¥3177. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–359,898 million, operating profit of ¥112,039–120,463 million, and profit of ¥68,293–74,678 million (EPS: ¥85.96–93.86).
Anlatı Güncellemesi Aug 31

Global Gaming Expansion Will Face Saturation And Foster Renewed Engagement

The consensus price target for NEXON has increased to ¥3067, as analysts have marginally raised their future P/E and revenue growth forecasts. What's in the News NEXON issued earnings guidance for the nine months ending September 30, 2025, projecting revenue of ¥349,351–¥359,898 million, operating profit of ¥112,039–¥120,463 million, and profit of ¥68,293–¥74,678 million.
Anlatı Güncellemesi Aug 17

New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets

NEXON's fair value has been revised upward, primarily driven by improved revenue growth forecasts, while future P/E has edged lower, resulting in a higher consensus price target of ¥2916. What's in the News Dividend per share increased to JPY 15.00 from JPY 7.50 year-over-year.

Gelir ve Gider Dağılımı

NEXON nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

TSE:3659 Gelir, gider ve kazançlar (JPY Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
30 Jun 26515,628135,886145,77726,429
31 Mar 26513,402123,005171,7520
31 Dec 25475,10292,052131,50226,429
30 Sep 25431,229113,224147,0090
30 Jun 25448,103102,082115,93824,944
31 Mar 25451,727125,202142,6180
31 Dec 24446,211134,848112,74524,944
30 Sep 24451,06260,932121,04724,618
30 Jun 24435,72569,076122,38324,618
31 Mar 24407,68753,736124,24424,618
31 Dec 23423,35670,609124,40424,618
30 Sep 23419,874104,564113,18125,930
30 Jun 23397,081112,700111,98925,930
31 Mar 23386,767112,869112,02825,930
31 Dec 22353,714100,339109,62025,930
30 Sep 22326,869130,266105,64320,996
30 Jun 22305,296124,86596,58220,996
31 Mar 22277,183109,11586,20820,996
31 Dec 21274,462114,88882,05020,996
30 Sep 21286,59663,10986,45116,545
30 Jun 21290,11841,53788,64316,545
31 Mar 21298,57552,34387,61716,545
31 Dec 20293,02456,22081,91416,545
30 Sep 20275,88389,27976,02714,895
30 Jun 20248,828112,79365,55714,895
31 Mar 20238,227112,17564,81314,895
31 Dec 19248,542115,66466,25414,895
30 Sep 19245,380118,89373,61010,462
30 Jun 19262,355101,35478,14610,462
31 Mar 19256,284114,45776,53010,462
31 Dec 18253,721107,67275,94910,462
30 Sep 18260,31598,95875,8648,071
30 Jun 18251,38196,25971,9738,071
31 Mar 18250,65183,45968,0598,071
31 Dec 17234,92956,75063,8838,071
30 Sep 17225,50770,16662,1007,351
30 Jun 17209,36458,19558,6287,351
31 Mar 17200,42346,31156,1827,351
31 Dec 16183,12820,13355,2967,351
30 Sep 16185,69113,32649,8987,233
30 Jun 16191,24724,87551,8057,233
31 Mar 16195,78830,32157,1887,233
31 Dec 15190,26355,13257,5527,233
30 Sep 15187,37946,23556,8895,831

Kaliteli Kazançlar: 3659 yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: 3659 'nin mevcut net kar marjları (26.4%) geçen yılın (22.8%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: 3659 şirketinin kazancı son 5 yılda yılda 5.3% oranında arttı.

Büyüme Hızlandırma: 3659 'un son bir yıldaki kazanç büyümesi ( 33.1% ) 5 yıllık ortalamasını (yıllık 5.3% ) aşıyor.

Kazançlar vs. Sektör: 3659 geçen yılki kazanç büyümesi ( 33.1% ) Entertainment sektörünün 24.8% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: 3659 'nin Özsermaye Getirisi ( 12.3% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/22 13:51
Gün Sonu Hisse Fiyatı2026/08/21 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

NEXON Co., Ltd. 29 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Haruka MoriBarclays
Keiichi YoneshimaBarclays
Robin ZhuBernstein