Machinery Manufacturing

Komatsu Ltd.

UBS Maintains Buy Rating on Komatsu (ADR) with a Target Price of 8,520 JPY

KOMATSU Limited Announces Consolidated Financial Highlights for Fiscal Year 2026

Komatsu Parent Company Announces Annual Financial Highlights

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In a report released today, from UBS maintained a Buy rating on Komatsu Ltd., with a price target of Yen8,520.00.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 Komatsu Ltd. has an analyst consensus of Hold, with a price target consensus of Yen7,065.00.

Tip Ranks

Komatsu

UBS Group AG

Komatsu Ltd. (6301) Receives a Buy from UBS

Komatsu reports FY results; introduces FY26 outlook

businessinsider

Komatsu reports FY results; introduces FY26 outlook

The global graders market is projected to grow from USD 4.2 billion in 2025 to USD 6.8 billion by 2035, with a CAGR of 5.0%. Key drivers include infrastructure development, mining, and agriculture demand, alongside technological advancements. The market will see growth from USD 5.1 billion by 2030, driven by road construction. Challenges include high capital costs and operational complexity. Opportunities lie in automation, rental models, and sustainable equipment. The Asia-Pacific region is expected to lead growth, with significant contributions from North America and Europe. Major players include Caterpillar and Komatsu.

prnewswire

Caterpillar

Spdr Select Indu

10:16 ETGlobal Graders Market Outlook 2025-2035: Infrastructure Expansion and Smart Equipment Integration to Drive USD 6.8 Billion Opportunity

Komatsu has launched the PC9000-12, its largest electric-drive hydraulic excavator, capable of moving 80 tons of material per pass and over 8,000 tons per hour. Following its successful deployment at Suncor’s Fort Hills mine, the excavator is now available globally. Designed for tough mining environments, it offers configurations for electric and diesel drive, aiming to enhance productivity and reduce emissions. Komatsu's Vice President, Peter Buhles, emphasizes its versatility and integration with autonomous systems, setting a new benchmark for surface mining operations.

Electrek

Biggest ever Komatsu PC9000-12 electric excavator goes global

In a report released today, from Goldman Sachs maintained a Hold rating on Komatsu Ltd., with a price target of Yen6,900.00.Claim 30% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential In addition to Goldman Sachs, Komatsu Ltd. also received a Hold from Jefferies’s Sho Fukuhara in a report issued yesterday. However, on March 24, TipRanks – xAI reiterated a Buy rating on Komatsu Ltd. (TSE/TYO: 6301).

Goldman Sachs Reaffirms Their Hold Rating on Komatsu Ltd. (6301)

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Jefferies has upgraded Kubota to Buy, citing a recent share price pullback as a buying opportunity. Analysts believe Kubota's valuation is now more attractive, with expected U.S. sales growth in 2026 driven by new compact track loader products and tractor restocking demand. Jefferies also raised price targets for Kubota to JPY3,000 from JPY2,000, while maintaining Hold ratings on Komatsu, Hitachi Construction Machinery, and Sumitomo Heavy Industries, noting geopolitical risks may affect investor sentiment.

Investing

Sumitomo Heavy Industries, Ltd.

Hitachi Construction Machinery Co., Ltd.

Kubota Corporation

Meiji Machine Co., Ltd.

Share price pullback in this Japan stock is a buying opportunity: Jefferies

Engineering startups Astroport Space Technologies and Astrolab have demonstrated their UTIPA Excavator, an all-electric machine aimed at lunar construction. This initiative is part of a broader effort to harvest helium-3 from the Moon, a critical resource for modern technology. Established firms like Komatsu and Vermeer are also developing lunar mining equipment due to the increasing demand for helium, which is scarce on Earth. The collaboration between Astroport and Astrolab aims to create a sustainable lunar economy by combining their technologies for efficient resource extraction.

Ignore WW3 – these electric excavators are going TO THE MOON [video]

Komatsu (TSE:6301) has experienced significant share price momentum, with a 30-day return of 33.40% and a 90-day gain of 47.07%. Currently trading at ¥7,533, analysts estimate its fair value at ¥5,973, indicating it may be overvalued. However, a DCF analysis suggests an intrinsic value of ¥8,350, presenting conflicting views on its valuation. Key risks include demand weakness in Japan and Indonesia, and high inventories potentially squeezing margins. Investors are encouraged to explore other stocks for opportunities amid this mixed valuation outlook.

Simplywall

Komatsu (TSE:6301) Valuation In Focus After Strong Share Price Momentum

Komatsu Ltd.(6301.JP)

Komatsu Ltd. (6301) Receives a Buy from UBS

Komatsu reports FY results; introduces FY26 outlook

10:16 ETGlobal Graders Market Outlook 2025-2035: Infrastructure Expansion and Smart Equipment Integration to Drive USD 6.8 Billion Opportunity

Biggest ever Komatsu PC9000-12 electric excavator goes global

Goldman Sachs Reaffirms Their Hold Rating on Komatsu Ltd. (6301)