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Tokyo Electron

8035
JPN Tokyo JPY

Tokyo Electron Limited manufactures semiconductor production equipment critical for AI chip fabrication.

Share Price
9,028.00JPY
Market Cap
128.34BUSD
Revenue
18.41BUSD
Net Income
4.46BUSD
P/E (trailing)
47.8x
Sentiment
72.0%
  • 3M -17.6%
  • 6M -6.5%
  • 1Y +41.7%
  • 2Y +113.5%

Financial data: Yahoo Finance, as of 11-Nov-2026

Price History
Price & Size
Price 9,028.00 JPY
Market Cap 20.44T JPY
Shares Outstanding 2.26B
Shares Float 2.19B
52w Low 6,012.00 JPY
52w High 16,252.00 JPY
Avg Volume 15.82M
Valuation
P/E (trailing) 47.8x
P/E (forward) 7.0x
P/B 9.31x
Enterprise Value 19.81T JPY
Book Value / Share 969.57 JPY
PEG Ratio 1.38x
P/S 6.97x
EV / Revenue 6.76x
EV / EBITDA 21.52x
Income
Revenue 2.93T JPY
Revenue / Share 1,286.61 JPY
EBITDA 920.51B JPY
Net Income 709.76B JPY
EPS (trailing) 188.95 JPY
EPS (forward) 1,280.20 JPY
Margins & Profitability
Gross Margin 46.4%
Operating Margin 31.6%
Profit Margin 24.2%
EBITDA Margin 31.4%
Return on Equity 33.8%
Return on Assets 17.7%
Growth
Revenue Growth 48.4%
Earnings Growth 73.9%
Cash & Debt
Total Cash 579.76B JPY
Total Debt 0 JPY
Free Cash Flow 500.63B JPY
Operating Cash Flow 758.82B JPY
Current Ratio 2.37x
Quick Ratio 1.39x
Dividend
Rate 155.80 JPY
Yield 1.8%
Payout Ratio 46.4%
Ex-Date 30-Mar-2027
Risk
Beta 1.44
Analyst Consensus
Target (Mean) 15,278.26 JPY
Target (Median) 15,800.00 JPY
Target (High) 20,400.00 JPY
Target (Low) 9,600.00 JPY
Analysts' Rating Buy
# Analysts 23
Identifiers
ISINJP3571400005
CUSIPJ86957115
FIGIBBG000BB59S7
SEDOL6895675
Sentiment 72.0%

Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.

Positive drivers

Tokyo Electron benefited from sustained global demand for advanced semiconductor manufacturing equipment driven by AI chip production ramps at major foundries. The company's strong order backlog and technological leadership in etch and deposition tools supported positive analyst revisions. Recent earnings highlighted robust growth in the logic and memory segments tied to AI infrastructure investments.

Neutral / mixed

Currency fluctuations between the yen and major export currencies introduced some volatility in reported results without altering underlying demand trends. Broader semiconductor cycle indicators remained mixed amid varying regional capex plans. Regulatory scrutiny on export controls to certain markets created ongoing but manageable uncertainty.

Negative drivers

Geopolitical tensions and potential tightening of export restrictions to China posed risks to a portion of Tokyo Electron's revenue base. Rising competition from domestic and international equipment suppliers pressured margins in select product lines. Macroeconomic concerns over slower consumer electronics demand weighed on near-term visibility.

Bottom line

Overall sentiment for Tokyo Electron remains moderately positive, anchored by AI-driven secular growth despite geopolitical and cyclical headwinds. The 30-day window reflects continued investor confidence in the company's positioning within the semiconductor value chain.