tiprankstipranks
Tokyo Electron (DE:TKY0)
OTHER OTC:TKY0

Tokyo Electron (TKY0) Price & Analysis

1 Followers

TKY0 Stock Chart & Stats

€167.00
-€8.00(-4.57%)
At close: 4:00 PM EDT
€167.00
-€8.00(-4.57%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthNear-zero debt and a conservative balance sheet provide durable financial resilience across semiconductor cycles. This grants long-term flexibility to fund R&D, capex, buybacks and dividends, absorb downturns without forced deleveraging, and maintain strategic optionality.
Persistent Cash GenerationConsistently strong free cash flow and large shareholder returns signal robust cash conversion from both equipment sales and services. Durable FCF supports reinvestment in capacity and R&D, funds dividends/repurchases, and cushions cyclicality without reliance on external financing.
Structural Product Demand & H1 Growth DriversBroad product-level strength (coater/developer, etch, advanced packaging) reflects secular trends in node migration and packaging complexity. Diversified end-market drivers reduce single-product risk and underpin medium-term revenue growth and higher utilization as customers invest in new tech nodes.
Bears Say
Margin PressureRising parts/materials, labor and logistics costs and higher fixed spending have compressed margins. Sustaining target gross and operating margins will require either durable price pass-through or sizeable revenue scale, both of which are uncertain given competitive dynamics and FX exposure.
Elevated Inventories And LiabilitiesHigh inventories and a jump in liabilities tie up cash and increase working-capital sensitivity to demand shifts. This elevates the risk of slower cash conversion or inventory write-downs in a downturn, making free cash flow more volatile despite strong headline cash balances.
Cyclicality & Limited VisibilityRevenue and margin outlook depend on large, lumpy customer orders and industry capex cycles. Combined with geopolitical supply risks, this creates persistent forecasting uncertainty and potential revenue volatility over multi-quarter horizons, challenging long-term planning and margin consistency.

Tokyo Electron News

TKY0 FAQ

What was Tokyo Electron’s price range in the past 12 months?
Tokyo Electron lowest stock price was €56.50 and its highest was €216.00 in the past 12 months.
    What is Tokyo Electron’s market cap?
    Tokyo Electron’s market cap is €138.90B.
      When is Tokyo Electron’s upcoming earnings report date?
      Tokyo Electron’s upcoming earnings report date is Nov 06, 2026 which is in 95 days.
        How were Tokyo Electron’s earnings last quarter?
        Tokyo Electron released its earnings results on Jul 30, 2026. The company reported €0.984 earnings per share for the quarter, beating the consensus estimate of €0.945 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 1.1.
              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 €0.984 in its last earnings report, beating expectations of €0.945. 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

                    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
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Advanced Micro Devices
                    Applied Materials
                    ASML Holding
                    Lam Research
                    Micron
                    Popular Stocks