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Tokyo Electron (DE:TKY0)
FRANKFURT:TKY0

Tokyo Electron (TKY0) Price & Analysis

1 Followers

TKY0 Stock Chart & Stats

€147.00
-€8.00(-4.57%)
At close: 4:00 PM EDT
€147.00
-€8.00(-4.57%)

Bulls Say, Bears Say

Bulls Say
High And Resilient ProfitabilityStrong margins indicate differentiated process technology, pricing power, and efficient execution. Combined with renewed revenue growth, this provides a durable earnings base, although results remain exposed to semiconductor investment cycles.
Very Conservative Balance SheetMinimal leverage and a growing equity base give Tokyo Electron substantial financial flexibility through downturns. Strong returns also suggest effective capital deployment, while the low debt burden limits interest and refinancing risk.
Recurring Installed-base Service RevenueService, parts, and upgrade activity tied to an installed base can provide recurring revenue beyond new-tool sales. This supports customer retention and helps moderate the earnings impact of periodic weakness in semiconductor equipment demand.
Bears Say
Semiconductor Capex CyclicalityDependence on fab construction, capacity additions, and technology upgrades makes revenue and margins sensitive to customer spending cycles. Past declines show that strong structural demand does not eliminate periodic earnings volatility.
Inconsistent Cash ConversionSolid absolute cash generation is offset by uneven conversion from earnings, likely reflecting working-capital and investment timing. Volatile annual free cash flow can reduce predictability and complicate capital allocation during cyclical demand shifts.
High Exposure To Capital Equipment DemandThe business remains materially dependent on customers making large, discretionary equipment investments. Service revenue provides support, but it is smaller than tool sales, leaving overall growth vulnerable when customers defer or resize fab programs.

Tokyo Electron News

TKY0 FAQ

What was Tokyo Electron’s price range in the past 12 months?
Tokyo Electron lowest stock price was €73.00 and its highest was €216.00 in the past 12 months.
    What is Tokyo Electron’s market cap?
    Tokyo Electron’s market cap is €133.70B.
      When is Tokyo Electron’s upcoming earnings report date?
      Tokyo Electron’s upcoming earnings report date is Nov 06, 2026 which is in 44 days.
        How were Tokyo Electron’s earnings last quarter?
        Tokyo Electron released its earnings results on Jul 30, 2026. The company reported €0.988 earnings per share for the quarter, beating the consensus estimate of €0.949 by €0.039.
          Is Tokyo Electron overvalued?
          According to Wall Street analysts Tokyo Electron’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Tokyo Electron pay dividends?
            Tokyo Electron does not currently pay dividends.
            What is Tokyo Electron’s EPS estimate?
            Tokyo Electron’s EPS estimate is 1.18.
              How many shares outstanding does Tokyo Electron have?
              Tokyo Electron has 936,065,500 shares outstanding.
                What happened to Tokyo Electron’s price movement after its last earnings report?
                Tokyo Electron reported an EPS of €0.988 in its last earnings report, beating expectations of €0.949. Following the earnings report the stock price went down -1.439%.
                  Which hedge fund is a major shareholder of Tokyo Electron?
                  Currently, no hedge funds are holding shares in DE:TKY0
                  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

                    Tokyo Electron Stock Smart Score

                    7
                    Neutral
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                    Learn more about TipRanks Smart Score

                    Company Description

                    Tokyo Electron

                    Tokyo Electron Limited, together with its global subsidiaries, is a leading provider specializing in the development, manufacturing, and sale of advanced equipment for semiconductor fabrication and flat panel display (FPD) production. Its extensive market reach spans Japan, Europe, North America, Taiwan, China, South Korea, and other international territories. Within its Semiconductor Production Equipment division, the company offers a diverse array of systems crucial for wafer processing, including coaters/developers, etch systems, deposition equipment, and cleaning solutions. This segment also provides wafer probers for testing and wafer bonders/debonders. In its Flat Panel Display Production Equipment division, Tokyo Electron supplies coaters/developers and etch/ash systems specifically designed for FPD manufacturing. Furthermore, it offers inkjet printing systems tailored for the production of organic light-emitting diode (OLED) panels. Additionally, the company extends its services to include logistics, facility maintenance, and insurance. Tokyo Electron Limited was founded in 1951 and is headquartered in Tokyo, Japan.

                    Tokyo Electron (TKY0) Earnings & Revenues

                    TKY0 Company Deck

                    TKY0 Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a predominantly positive operational and financial picture: record revenue, record net income, record free cash flow, strong shareholder returns, completed capacity expansion and robust near-term demand with aggressive first-half FY2027 guidance and multiple product-level growth drivers (coater/developer, etch, advanced packaging). However, there are meaningful headwinds around rising parts/materials costs, higher labor and logistics expenses, foreign-exchange-driven fixed-cost increases, some sales mix/timing issues (etch sales conversion and China proportion shifts), and limited visibility for the second half due to large customer order variability and geopolitical risk. On balance, the strong demand, record cash generation and confident H1 guidance outweigh the margin and visibility concerns.View all DE:TKY0 earnings summaries
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