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Renesas Electronics Corporation (MX:RNECN)
:RNECN

Renesas Electronics (RNECN) Price & Analysis

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RNECN Stock Chart & Stats

$305.03
$0.00(0.00%)
At close: 4:00 PM EDT
$305.03
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
High Operating MarginsSustained high gross and operating margins reflect a favorable product mix (MCUs/SoCs, analog/power) and pricing power in automotive and industrial end markets. These margins provide durable internal funding for R&D and reinvestment, cushioning cyclical downturns and supporting long-term competitiveness.
Robust Free Cash Flow GenerationConsistent, growing free cash flow strengthens financial flexibility, funding capex, R&D, and working capital without reliance on new debt. Over 2–6 months this supports execution on design wins, deleveraging, and the ability to preserve investments through industry cycles.
Strong Demand In Core End-markets And Clear GuidanceBroad-based demand across automotive, IoT and data-center markets implies durable revenue streams tied to long product lifecycles and design wins. The sizeable guidance uplift signals multi-quarter order momentum, aiding production planning and supporting repeatable, long-term revenue conversion.
Bears Say
Earnings Volatility And Weak Net MarginInconsistent net profitability undermines return-on-equity and makes cash-flow-to-earnings conversion less predictable. Persistent volatility complicates long-term capital allocation, weakens stakeholder confidence, and raises the bar for sustaining investment programs during downturns.
Material Absolute Debt Despite Improving LeverageAlthough leverage has improved, a sizable absolute debt load limits strategic flexibility and raises refinancing and interest-rate exposure. Combined with earnings volatility, this constrains the speed of deleveraging and could force trade-offs between R&D, capex, and shareholder returns over the medium term.
Operational And Supply Risks; Margin PressureLow fab utilization limits fixed-cost absorption, while plant closures and earthquake-related customer supply impacts add structural execution risk. Rising energy, labor and maintenance costs are a recurring headwind that can erode margins unless offset by higher utilization or product mix shifts.

Renesas Electronics News

RNECN FAQ

What was Renesas Electronics Corporation’s price range in the past 12 months?
Renesas Electronics Corporation lowest stock price was $230.00 and its highest was $305.03 in the past 12 months.
    What is Renesas Electronics Corporation’s market cap?
    Renesas Electronics Corporation’s market cap is $677.17B.
      When is Renesas Electronics Corporation’s upcoming earnings report date?
      Renesas Electronics Corporation’s upcoming earnings report date is Oct 22, 2026 which is in 76 days.
        How were Renesas Electronics Corporation’s earnings last quarter?
        Renesas Electronics Corporation released its earnings results on Jul 31, 2026. The company reported $8.994 earnings per share for the quarter, beating the consensus estimate of $6.305 by $2.688.
          Is Renesas Electronics Corporation overvalued?
          According to Wall Street analysts Renesas Electronics Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Renesas Electronics Corporation pay dividends?
            Renesas Electronics Corporation does not currently pay dividends.
            What is Renesas Electronics Corporation’s EPS estimate?
            Renesas Electronics Corporation’s EPS estimate is 7.45.
              How many shares outstanding does Renesas Electronics Corporation have?
              Renesas Electronics Corporation has 1,870,614,900 shares outstanding.
                What happened to Renesas Electronics Corporation’s price movement after its last earnings report?
                Renesas Electronics Corporation reported an EPS of $8.994 in its last earnings report, beating expectations of $6.305. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Renesas Electronics Corporation?
                  Currently, no hedge funds are holding shares in MX:RNECN
                  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

                    Renesas Electronics Corporation

                    Renesas Electronics Corporation, headquartered in Tokyo, Japan, is a global technology firm specializing in semiconductors. Its comprehensive activities span the entire product lifecycle, from initial research, development, and design through manufacturing, sales, and post-sales servicing. The company operates extensively across key international markets, including Japan, China, North America, Europe, and the broader Asian continent. Its business structure is organized into two primary segments: Automotive Business, and Industrial, Infrastructure, and Internet of Things (IoT) Business. Renesas offers a vast and diverse portfolio of products. This includes advanced microcontrollers (MCUs) and microprocessors, alongside sophisticated system-on-chips (SoCs). Their extensive range also features analog and mixed-signal integrated circuits, such as amplifiers, data converters, and various radio frequency (RF) components like mixers and synthesizers. Power management solutions are a significant focus, encompassing battery management units, DC converters, linear regulators, MOSFETs, motor drivers, and wireless power technologies. For connectivity, they provide wireless modules, industrial Ethernet components, USB switches and hubs, and numerous interface ICs. Additionally, the company supplies precision timing and clocking devices, a wide selection of memory and logic products, and a comprehensive suite of sensors for environmental, flow, light, position, bio, and temperature applications, along with their crucial signal conditioning units. These semiconductor solutions are vital across a multitude of industries, including automotive, communication and computing infrastructure, consumer electronics, industrial sectors, the Internet of Things, medical and healthcare, and power and energy. Renesas Electronics Corporation was incorporated in 2002.

                    Renesas Electronics (RNECN) Earnings & Revenues

                    RNECN Company Deck

                    RNECN Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented strong commercial performance and profitability beats: healthy YoY and QoQ revenue growth, high gross and operating margins, notable GAAP net profit benefit, and continued demand in automotive, IoT and data center. Offsetting risks include margin pressure from higher manufacturing costs, earthquake-related supply-chain uncertainty for customers, the planned closure of a 6-inch factory (Takasaki), memory shortages in parts of IoT, and postponed ERP/investment execution. On balance, operational execution and demand strength dominate the narrative despite near-term cost and structural challenges.View all MX:RNECN earnings summaries

                    RNECN Stock 12 Month Forecast

                    Average Price Target

                    $638.79
                    ▲(109.42% Upside)
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