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Fujitsu

Fujitsu Announces Shutdown of Mainframe Business by 2035, Shifts Focus to AI and Quantum Computing

Fujitsu Reports Improved Net Profit Margin but Slower Revenue Growth in Q4

Fujitsu released FY2026 earnings on April 28 After-Market EST, actual revenue USD 23.08 B (forecast USD 22.34 B), actual EPS USD 1.6741

Fujitsu released FY2026 Q4 earnings on April 28 After-Market (EST), actual revenue USD 6.586 B (forecast USD 7.029 B), actual EPS USD 0.3783

Fujitsu's Stock Price Falls, Analyst Ratings Vary

Fujitsu Reports Doubled Net Profit in FY2025, Optimistic FY2026 Earnings Forecast

Fujitsu to Release FY2026 Earnings on April 28 After-Market EST, Forecast Revenue USD 22.47 B

Fujitsu to Double its European Defense Business Staff to 2,000

Fujitsu Plans to Double European Defense Staff to 2000

Arrcus Collaborates with Fujitsu and 1Finity to Develop Secure Sovereign AI Infrastructure Based on FUJITSU-MONAKA

Fujitsu 1Finity Launches Ultra Optical System L1000/L2000

Fujitsu Launches AI-Based Software Development Platform

Fujitsu Launches AI-based Software Development Platform and Plans to Revise Medical and Government Software

Fujitsu Participates in India's AI Impact Summit to Showcase Latest Technologies

Fujitsu to Begin Production of Japanese Sovereign AI Servers

Fujitsu released FY2026 Q3 earnings on January 29 (EST), actual revenue USD 5.654 B (forecast USD 5.525 B), actual EPS USD 0.2957

Fujitsu released FY2026 9 Months Earnings on January 29 Post-Market (EST), actual revenue USD 10.67 B, actual EPS USD 1.0078

UBS Raises Fujitsu's Stock Rating to Hold

Fujitsu Launches Enterprise AI Management Platform

Fujitsu to Release FY2026 Q3 Earnings on January 28, 2026 (EST), Forecast Revenue USD 5.433 B

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

FJTSY

6702

Ashikaga Bank has launched Fujitsu's 'FinSnaviCloud', a cloud service designed to streamline inheritance procedures, effective May 18, 2026. This service aims to enhance customer convenience and improve operational efficiency by centralizing inheritance tasks at the bank's headquarters. It allows for web-based acceptance of procedures, reducing the need for in-person visits. The initiative supports Ashikaga Bank's digitalization efforts in response to the growing elderly population and increasing inheritance cases in Tochigi Prefecture.

Japan Corporate News

Fujitsu Limited

Mebuki Financial Group, Inc.

Ashikaga Bank launches Fujitsu's service supporting digitalization of Inheritance Procedure

Fujitsu and IBM Japan have formalized a collaboration in the healthcare sector to develop a sovereign cloud platform for medical use and enhance data integration through AI solutions. This partnership aims to address challenges in Japan's healthcare system, such as increasing medical demand and operational inefficiencies. The initiative will enable healthcare institutions to utilize cloud-based solutions while ensuring data sovereignty and security, ultimately improving the quality and efficiency of medical care.

Fujitsu and IBM Japan formalize collaboration in healthcare sector

Fujitsu has announced that its mainframe business will cease operations by 2035, coinciding with the rise of AI supercomputers and quantum computing. CEO Takahito Tokita emphasized the company's focus on AI-driven management and a shift towards a value-based earnings structure. Fujitsu plans to enhance decision-making through its standardized data platform and will continue its Uvance brand while moving away from traditional systems integration. The company also reported a 1.3% decline in revenue to $22.3 billion, but profits increased by 31% to $2.2 billion.

The Register

Broadcom

Super Micro Computer

Fujitsu confirms mainframe biz to die in 2035, in time for quantum AI supercomputers to take over

Fujitsu's shares fell over 15% after the company reported weaker-than-expected earnings forecasts, with a projected 31% drop in net profit for the current fiscal year. The stock, which is down 26% year-to-date, faced significant losses amid concerns over AI's impact on the software sector. Fujitsu announced a share buyback plan of up to 150 billion yen to enhance shareholder returns. The company's revenue and operating profit guidance were below analyst estimates, contributing to the stock's decline.

MorningStar

Fujitsu Shares Tumble After Weaker-Than-Expected Earnings Forecast

Fujitsu (TSE:6702) reported Q4 FY 2026 revenue of ¥1.1 trillion and basic EPS of ¥60.75, with a trailing twelve-month EPS of ¥171.85. The net margin improved to 8.7% from 5.6% year-on-year, reflecting a 53.6% increase in earnings. Despite this, revenue growth is forecasted at 3.3% annually, below the JP market average. The stock trades at a P/E of 21.1x, above the industry average, raising concerns about future growth sustainability. Investors are divided on whether the current optimism is justified given the slower revenue forecasts and competitive pressures.

Simplywall

Fujitsu (TSE:6702) Net Margin Improvement Challenges Bearish Profitability Narratives

Fujitsu (OTCMKTS:FJTSY) shares fell 8.5% to $21.80, with trading volume down 90% from average levels. Analysts have mixed ratings, with UBS upgrading to "hold" and Jefferies downgrading from "strong-buy" to "hold." The company has a market cap of $38.86 billion and a PE ratio of 49.18. Despite a hold rating, analysts suggest there are better investment options available.

Market Beat

UBS Group AG

Jefferies Financial

Fujitsu (OTCMKTS:FJTSY) Stock Price Down 8.5%  - Time to Sell?

Fujitsu Ltd. (OTCMKTS:FJTSY) experienced a significant decline in short interest, dropping 81.6% in April to 12,422 shares. Currently, 0.0% of its shares are sold short, with a short-interest ratio of 0.0 days based on an average trading volume of 1,312,632 shares. The stock traded at $23.16, with a 1-year low of $19.10 and a high of $30.05. Analysts have mixed ratings, with Jefferies downgrading it to 'hold' and UBS upgrading it to 'hold'. Overall, the stock holds an average rating of 'Hold' among analysts.

Fujitsu Ltd. (OTCMKTS:FJTSY) Sees Large Decline in Short Interest

Fujitsu Ltd has developed the first silicon aluminium nitride (SiAlN) metal-insulator-semiconductor high-electron-mobility transistor (MIS HEMT) achieving over 70% power-added efficiency and 10W/mm output power in the 8–12GHz X-band. This innovation is significant for 6G mobile communications and applications in defense and meteorology. The SiAlN structure enhances performance by reducing gate leakage and improving transconductance. The device shows promising characteristics, including a higher turn-on voltage and lower gate leakage compared to traditional Schottky structures, indicating potential for high-efficiency microwave power amplifiers.

SemiConductor

Silicon aluminium nitride on GaN MISHEMTs for 6G and X-band

SOXL

SOXX

The Japanese government has approved an additional HKD 31.2 billion subsidy for chip manufacturer Rapidus to support its research and development in the AI chip field, with the goal of achieving mass production of 2-nanometer chips by 2027. This funding will primarily be used for collaboration with Fujitsu, and by 2027, the government's total investment in Rapidus will reach HKD 128 billion. Rapidus was established in 2022 with the aim of reducing Japan's dependence on TSMC and plans to conduct an IPO in the fiscal year 2031

Stheadline

VanEck Semiconductor ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Invesco Semiconductors ETF

Japan adds 31.2 billion yen in subsidies to the startup Rapidus, betting on breakthroughs in 2-nanometer chips, with a goal of mass production by 2027

Fujitsu(FJTSY.US)