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IBIDEN CO LTD (DE:IBI)
FRANKFURT:IBI

IBIDEN CO (IBI) Price & Analysis

9 Followers

IBI Stock Chart & Stats

€95.00
-€9.50(-10.86%)
At close: 4:00 PM EDT
€95.00
-€9.50(-10.86%)

Bulls Say, Bears Say

Bulls Say
Improving Profitability And Margin ExpansionSustained margin improvement and steady gross margins (~30%) indicate stronger underlying product economics and pricing power in core lines. Higher net margins enhance long-term ability to fund R&D, sustain capital intensity and absorb cyclical downturns, supporting durable earnings quality.
Stronger Balance Sheet With Meaningfully Lower LeverageA materially reduced debt-to-equity ratio and larger equity base lower refinancing and solvency risk, improving financial flexibility for capex, customer qualification investments, or cyclical stress. This structural improvement supports multi-quarter stability and strategic optionality.
Specialized B2B Exposure In Advanced Semiconductor ComponentsFocus on high-value IC package substrates and industrial ceramics places the company in structurally growing, high-barrier segments of the semiconductor supply chain. Long qualification cycles and B2B relationships support sticky revenue and higher margins versus commodity manufacturing over time.
Bears Say
Weak And Volatile Free Cash Flow ConversionVery inconsistent free cash flow despite positive operating cash inflows signals heavy capital intensity and working-capital volatility. This reduces financial flexibility, constrains shareholder returns and reinvestment choices, and raises structural funding risk across semiconductor cycles.
Choppy, Cyclical Top-line TrajectoryIntermittent revenue declines and flat periods reflect end-market cyclicality in semiconductors and electronics. Persistent top-line volatility leads to underused capacity, uneven operating leverage and forecasting difficulty, which can pressure margins and investment timing long term.
Historical Higher Leverage And Asset Swings Increase SensitivityPrior periods of higher leverage combined with recent asset build-and-decline patterns suggest exposure to large capex cycles and demand-driven inventory swings. Even with improved leverage today, recurrence of such swings could stress cash flow and capital allocation in downturns.

IBIDEN CO News

IBI FAQ

What was IBIDEN CO LTD’s price range in the past 12 months?
IBIDEN CO LTD lowest stock price was €19.20 and its highest was €153.00 in the past 12 months.
    What is IBIDEN CO LTD’s market cap?
    IBIDEN CO LTD’s market cap is €30.38B.
      When is IBIDEN CO LTD’s upcoming earnings report date?
      IBIDEN CO LTD’s upcoming earnings report date is Oct 29, 2026 which is in 77 days.
        How were IBIDEN CO LTD’s earnings last quarter?
        IBIDEN CO LTD released its earnings results on Aug 04, 2026. The company reported €0.349 earnings per share for the quarter, beating the consensus estimate of €0.294 by €0.055.
          Is IBIDEN CO LTD overvalued?
          According to Wall Street analysts IBIDEN CO LTD’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does IBIDEN CO LTD pay dividends?
            IBIDEN CO LTD does not currently pay dividends.
            What is IBIDEN CO LTD’s EPS estimate?
            IBIDEN CO LTD’s EPS estimate is 0.41.
              How many shares outstanding does IBIDEN CO LTD have?
              IBIDEN CO LTD has 281,944,030 shares outstanding.
                What happened to IBIDEN CO LTD’s price movement after its last earnings report?
                IBIDEN CO LTD reported an EPS of €0.349 in its last earnings report, beating expectations of €0.294. Following the earnings report the stock price went up 25.749%.
                  Which hedge fund is a major shareholder of IBIDEN CO LTD?
                  Currently, no hedge funds are holding shares in DE:IBI
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    IBIDEN CO LTD

                    Ibiden Co., Ltd. is a global enterprise based in Japan, specializing in a diverse range of electronic and ceramic solutions for markets across Japan, Asia, North America, and Europe. The company segments its operations into Electronics, Ceramics, and Construction. Within its Electronics segment, Ibiden manufactures essential components such as IC package substrates, which are vital for data centers, personal computers, automotive electronics, and entertainment systems. It also produces printed circuit boards, crucial for smartphones, data centers, and various automotive electronic applications. The Ceramics segment is responsible for products like diesel particulate filters and specialized automobile exhaust system parts, catering to a wide array of vehicles including passenger cars, buses, trucks, construction equipment, and agricultural machinery. Furthermore, they provide SCR Catalyst Substrates, widely utilized in diesel vehicles, power generation facilities, marine engines, locomotives, and industrial applications such as glass and cement production. Additional ceramic offerings encompass honeycomb substrates for heat storage media and casting filters, high-temperature insulating wool, and specialized graphite products. Beyond its core product lines, Ibiden's activities extend to the production and sale of decorative interior laminates, facility design and construction services, environmental engineering solutions, development of medical software packages, distribution of information and communication terminals, and the sale of specialized welfare vehicles. Established in Ogaki, Japan, in 1912, the company was originally named Ibigawa Electric Power Co., Ltd. before rebranding as Ibiden Co., Ltd. in November 1982.

                    IBIDEN CO (IBI) Earnings & Revenues

                    IBI Company Deck

                    IBI Earnings Call

                    Q1 2026
                    0:00 / 0:00

                    IBI Stock 12 Month Forecast

                    Average Price Target

                    €134.17
                    ▲(41.24% Upside)
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8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":36.131,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":43.118,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n    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