Computer Hardware and Storage

IBIDEN CO., LTD.

Ibiden to invest 500 billion yen over three years to expand AI server IC substrate capacity

4062

Ibiden Ltd (TSE:4062) reported an 89% year-on-year earnings increase for FY 2026, with Q4 revenue at ¥117.6b and basic EPS at ¥117.15. The trailing net margin improved to 15.3% from 9.1% a year prior. However, a ¥30.3b one-off gain raises questions about the sustainability of this profitability. The stock trades at ¥16,550, significantly above its DCF fair value of ¥3,562.46, leading to concerns about valuation amidst high volatility and inconsistent quarterly earnings. Investors are advised to consider long-term trends over short-term fluctuations.

Simplywall

Ibiden (TSE:4062) One Off Driven 89% Earnings Jump Tests Bullish Growth Narratives

Ibiden Ltd (TSE:4062) has experienced a 5% decline in stock price recently, despite a 58% increase over the past month. Currently trading at ¥15,515, the company's P/E ratio stands at 108.6x, significantly above the estimated fair P/E of 52.7x and the industry average of 17.1x. This suggests the stock may be overvalued, with risks including trading above analyst targets and potential earnings not supporting the high P/E. A discounted cash flow model values the stock at ¥6,841.7 per share, indicating a heavy premium being paid by investors.

Assessing Ibiden (TSE:4062) Valuation After A Sharp Run And Premium P/E Multiple

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1369

1329

1365

1570

2525

1346

Japan's Nikkei 225 index surpassed 62,000 for the first time, driven by a 5% rally in tech, materials, and electronics sectors. Ibiden led with a 22.43% increase, followed by SoftBank Group and Mitsui Kinzoku with gains of 16.45% and 17.05%, respectively. The rally follows Tokyo's Golden Week holidays and is fueled by strong US tech earnings, with Wall Street's Nasdaq and S&P 500 also reaching record highs.

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S&P 500

Nikkei 225 Surpasses 62,000 Amid Broad Rally

In a report released today, from UBS maintained a Buy rating on IBIDEN CO, with a price target of Yen15,800.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In addition to UBS, IBIDEN CO also received a Buy from Nomura’s Mikihiko Yamato in a report issued today. However, on April 22, Nomura maintained a Hold rating on IBIDEN CO (Other OTC: IBIDF).

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UBS Group AG

Nomura

New Buy Rating for IBIDEN CO (IBIDF), the Technology Giant

9983

6920

FTXL

Japanese equities rose in the morning session on the 24th, with the Nikkei 225 up 203 points (0.3%) at 59,343, supported by gains in US semiconductor stocks and easing Middle East tensions. Ibiden (4062.JP) surged 12.3%, while other semiconductor stocks like Raytheon Optoelectronic (6920.JP) rose 3.8%. Fast Retailing (9983.JP) gained 1.2%, but Nintendo (7974.JP) and Sanrio (8136.JP) fell 3.3% and 3.5%, respectively. The USD/JPY was quoted at 159.76.

IBIDEN CO., LTD.(4062.JP)

Ibiden (TSE:4062) One Off Driven 89% Earnings Jump Tests Bullish Growth Narratives

Assessing Ibiden (TSE:4062) Valuation After A Sharp Run And Premium P/E Multiple

Nikkei 225 Surpasses 62,000 Amid Broad Rally

New Buy Rating for IBIDEN CO (IBIDF), the Technology Giant

Nikkei Rises 203 pts or 0.3% at Half-day; Ibiden (4062.JP) Surges 12%