Aerospace and Defense Manufacturing

IHI Corporation

IHI holds investor day, unveils long-term strategy focusing on nuclear energy and five other sectors

Goldman Sachs Analyst Maintains Hold Rating on IHI with Price Target

X-energy and IHI Sign MOU to Advance High-Temperature Gas-Cooled Reactor Technology

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X-energy reported Q1 2026 results, showing revenues and grant income of $43 million. The company recently completed its IPO, raising $1.1 billion on Nasdaq under ticker 'XE'. Key operational highlights include receiving an NRC Environmental Assessment for a Texas project, obtaining a Part 70 fuel fabrication license, and signing supply agreements with SGL Carbon and IHI Corporation. X-energy is also exploring SMR deployments with LG&E/KU in Kentucky and Talen Energy in Pennsylvania.

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Talen Energy

X-Energy

SGL Carbon SE

Amazon

PPL Corporation Pref Shares PPLC 7.0  02/15/2029

X-energy Reports First Quarter 2026 Results | XE Stock News

IHI Corporation held an Investor Day to detail its long-term strategy, focusing on growth in nuclear energy, infrastructure, mobility, civil aero engines, and defense. Senior management outlined business, technology, and financial strategies to align stakeholders with the company's medium- to longer-term roadmap announced in May. The event aimed to deepen dialogue with institutional investors and analysts regarding strategic priorities and value creation. Currently, IHI stock has a 'Hold' rating with a Yen4200 price target.

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IHI Uses Investor Day to Detail Long-Term Strategy and Engage Markets

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Dynamic Aerospace Systems (OTCQB:BRQL) to Host Delegation from Mitsubishi Heavy Industries, Kawasaki Heavy Industries, Subaru, NEC, IHI and Other Japanese Defense Leaders Following DPS Drone Expo | BRQL Stock News

Kawasaki Heavy Industries Ltd.

Mitsubishi Heavy Industries, Ltd.

NEC Corp.

SUBARU CORP

Subaru

Kawasaki Heavy Industries, Ltd.

Dynamic Aerospace Systems (OTCQB:BRQL) to Host Delegation from Mitsubishi Heavy Industries, Kawasaki Heavy Industries, Subaru, NEC, IHI and Other Japanese Defense Leaders Following DPS Drone Expo | BRQL Stock News

IHI Corporation has partnered with Babcock Power Services and Riley Power to retrofit power plant boilers for low-carbon fuels, particularly ammonia. This collaboration positions IHI as a key player in decarbonizing thermal power assets. While the deal may enhance IHI's investment narrative, concerns remain about its high debt and share price volatility. Analysts project varying revenue growth rates, with some forecasting a significant upside in stock value. The partnership could influence investor perceptions of IHI's growth potential amid tightening environmental regulations.

Simplywall

Babcock & Wilcox

NVIDIA

Microsoft

Babcock & Wilcox Pref Share BWSN 8.125 02/28/26

Babcock & Wilcox Ent Pref Share BWNB 6.5 12/31/26

BABCOCK & WILCOX ENTERPRISES INC 7.75% CUM PERPETUAL PFD STOCK SER A

NVIDIA Corporation

Does IHI’s Global Ammonia Boiler Retrofit Deal Shift The Bull Case For IHI (TSE:7013)?

Goldman Sachs analyst Yuichiro Isayama has maintained a Hold rating on IHI (IHICF), setting a price target of Yen4,200.00. Isayama, a 4-star analyst with a 12.3% average return and 57.85% success rate, covers the Industrials sector. The analyst consensus for IHI is a Moderate Buy, with a higher price target consensus of Yen4,640.11.

Goldman Sachs

Yaskawa Electric Corporation

YASKAWA Electric Corporation

CKD Corporation

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IHI (IHICF) Receives a Hold from Goldman Sachs

Babcock Power Services Inc., Riley Power Inc., and IHI Corporation have formed a strategic collaboration to enhance low-carbon fuel conversions for power plant boilers globally. This partnership aims to leverage their combined expertise, focusing on ammonia as a decarbonized fuel. The collaboration seeks to provide scalable solutions for reducing carbon emissions while maintaining operational efficiency. BPS and RPI bring extensive experience in boiler retrofitting, while IHI contributes advanced ammonia combustion technology. Together, they aim to support power plants in achieving their decarbonization goals.

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09:57 ETBabcock Power Services, Riley Power, and IHI Corporation Announce Strategic Collaboration to Accelerate Low-Carbon Boiler Fuel Conversions

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IHI to Sell U.S. Power Services Unit to Kyushu Electric Subsidiary

Kyushu Electric Power Company,Incorporated

IHI to Sell U.S. Power Services Unit to Kyushu Electric Subsidiary

IHI (TSE:7013) has recently experienced a 10.02% decline in share price over the past month, despite a strong 27.42% return over the last three months. Analysts suggest the fair value is ¥4,345, indicating a 14.1% undervaluation, while a DCF model estimates a value of ¥3,541.2, suggesting mild overvaluation. This mixed analysis raises questions about IHI's future earnings potential and market pricing. Investors are encouraged to explore other opportunities in the nuclear energy sector and assess their own investment strategies based on these insights.

Assessing IHI (TSE:7013) Valuation After Recent Share Price Pullback And Long Term Rerating

IHI (TSE:7013) has experienced mixed short-term price movements but strong long-term gains, prompting a reassessment of its fundamentals. Currently priced at ¥3,921, it is slightly below the analyst target of ¥4,345, indicating potential undervaluation. Analysts have varying price targets, with a consensus suggesting future earnings growth. However, the high P/E ratio of 34.4x raises concerns about market expectations. Investors are encouraged to explore related opportunities in the industrial sector and consider the risks associated with IHI's performance.

Assessing IHI (TSE:7013) Valuation After Strong Multi‑Year Returns And Elevated P/E Multiple

IHI Corporation(7013.JP)

X-energy Reports First Quarter 2026 Results | XE Stock News

IHI Uses Investor Day to Detail Long-Term Strategy and Engage Markets

Dynamic Aerospace Systems (OTCQB:BRQL) to Host Delegation from Mitsubishi Heavy Industries, Kawasaki Heavy Industries, Subaru, NEC, IHI and Other Japanese Defense Leaders Following DPS Drone Expo | BRQL Stock News

Does IHI’s Global Ammonia Boiler Retrofit Deal Shift The Bull Case For IHI (TSE:7013)?

IHI (IHICF) Receives a Hold from Goldman Sachs