Leisure Goods Products

BANDAI NAMCO Holdings Inc.

7832

BANDAI NAMCO Holdings Inc. reported strong full-year results, with revenues of JP¥1.3t, exceeding forecasts by 3.1%. EPS was JP¥217, 6.1% above estimates. Analysts maintain 2027 revenue forecasts at JP¥1.36t and EPS at JP¥218, with a consensus price target of JP¥5,056. Despite a slowdown in revenue growth, the estimates remain stable, indicating no major changes in business prospects. However, BANDAI NAMCO's growth is expected to lag behind the industry average.

Simplywall

Earnings Beat: BANDAI NAMCO Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Analyst Atul Goyal from Jefferies has reiterated a Buy rating on Bandai Namco Holdings, setting a price target of Yen6,390.00. He cites the company's record FY3/26 results, driven by strong sales in the Toys & Hobby segment and digital games, as well as conservative FY3/27 guidance. Goyal believes there is potential for upside if execution remains strong, supported by Bandai Namco's robust intellectual property portfolio and solid financial position, making the stock an attractive investment opportunity.

- Bandai NAMCO Holdings, a consumer cyclical company, has been reassessed by Wall Street analysts.  
- Jefferies analyst Atul Goyal maintained a buy rating for the stock with a target price of 6,390 yen, citing strong recent performance and conservative guidance.  
- Goyal highlighted the company's record fiscal 2026 results and solid prospects for fiscal 2027, supported by its diverse IP portfolio and robust balance sheet, enhancing confidence in the stock's attractive risk-return profile.

Tip Ranks

Jefferies Financial

Atul Goyal Reiterates Buy on Bandai Namco, Citing Record FY3/26 Results, Conservative FY3/27 Guidance, and Strength in IP-Driven Growth

Bandai Namco Holdings Inc. reported higher profit and net sales for fiscal 2026, with profit attributable to stockholders at 140.65 billion yen, up 8.6% year-over-year. However, the company anticipates lower earnings for the first half and full fiscal 2027, projecting a 24% drop in profit to 60 billion yen and a 5.3% decrease in net sales to 610 billion yen. Despite this, shares rose 4.6% to 3,815.00 yen in Tokyo.

rttnews

Bandai Namco Stock Gains On Higher FY26 Results; Sees Weak Earnings In H1, FY27

Katsuhiro Harada, renowned for his work on the 'Tekken' franchise, has launched a new game development studio, VS Studio, in collaboration with rival SNK. Established on May 1, 2026, in Tokyo, the studio aims to innovate in game development, combining technology and creativity. Harada emphasized the studio's philosophy of challenging tradition and fostering a collaborative environment. SNK plans to support VS Studio as a consolidated subsidiary, marking a significant partnership in the gaming industry.

Variety

Former ‘Tekken’ Boss Katsuhiro Harada Launches New Gaming Studio With Rival SNK Following Bandai Namco Exit

Bandai Namco has announced that the live-action Elden Ring movie will be released in theaters on March 3, 2028. Production is set to begin this spring. The film, based on the popular 2022 RPG by FromSoftware, is being produced by A24, with Alex Garland as both writer and director. The main cast has also been introduced, although further details about the movie are still pending.

The Verge

The Elden Ring movie hits theaters in March 2028

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BANDAI NAMCO Holdings Inc. (TSE:7832) is approaching its ex-dividend date, allowing investors to buy shares before March 30 to qualify for a JP¥50.00 dividend payment on June 24. The company has a modest payout ratio of 47% and a comfortable cash flow coverage of 39%. With earnings per share growing at 16% annually and a 15% average dividend growth over the past decade, the dividend appears sustainable despite a past cut. Investors should remain cautious of potential risks while considering this stock for dividends.

AKIBA Holdings Co. Ltd.

BANDAI NAMCO Holdings Inc. (TSE:7832) Looks Like A Good Stock, And It's Going Ex-Dividend Soon

Bandai Namco Holdings Inc. (OTCMKTS:NCBDY) experienced a significant increase in short interest, rising 109.1% to 66,179 shares as of February 27th. The short-interest ratio is currently 0.5 days based on an average daily volume of 146,645 shares. The stock opened at C$13.28, with a 52-week range of C$12.41 to C$19.67. Bandai Namco specializes in entertainment products and services, formed from the merger of Bandai Co, Ltd. and Namco Ltd. in 2005.

BANDAI NAMCO Holdings Inc.(7832.JP)