4704N Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Debt-free Balance Sheet And Strong ProfitabilityA debt-free balance sheet limits financial risk and preserves flexibility for investment, while strong ROE and consistently high gross margins indicate a profitable, scalable business model with durable financial capacity.
Vision One Adoption And Customer ExpansionRapid Vision One growth, expansion within existing accounts and improving retention support recurring revenue durability. Broader platform adoption can deepen customer relationships and help offset declines in legacy SaaS products.
Growing Services And Recurring Security DemandServices growth strengthens customer integration and can increase product attachment and retention. Rising demand for digital protection also reinforces Trend Micro’s recurring subscription model across enterprise and consumer security markets.
Bears Say
Cloud And AI Investment Is Compressing ProfitabilityHeavy cloud, AI and transition spending is reducing near-term operating leverage and earnings visibility. Although management expects costs to moderate, the timing and scale of margin recovery remain uncertain as the business transforms.
Legacy Product Decline And Regional Growth HeadwindsWeakness in legacy offerings and key regions raises execution risk because Vision One must grow quickly enough to replace declining products. Prolonged regional softness could constrain consolidated growth and increase reliance on one platform.
Modest Revenue Growth And Softer Cash-flow MomentumLow top-line growth limits operating leverage and leaves less room to absorb rising investment costs. Falling free cash flow momentum, together with historical earnings volatility, indicates that financial performance may remain uneven during the transition.
Trend Micro News
4704N FAQ
What was Trend Micro Incorporated’s price range in the past 12 months?
Currently, no data Available
What is Trend Micro Incorporated’s market cap?
Trend Micro Incorporated’s market cap is $82.96B.
When is Trend Micro Incorporated’s upcoming earnings report date?
Trend Micro Incorporated’s upcoming earnings report date is Nov 05, 2026 which is in 54 days.
How were Trend Micro Incorporated’s earnings last quarter?
Trend Micro Incorporated released its earnings results on Aug 13, 2026. The company reported $2.859 earnings per share for the quarter, missing the consensus estimate of $6.716 by -$3.857.
Is Trend Micro Incorporated overvalued?
According to Wall Street analysts Trend Micro Incorporated’s price is currently Undervalued.
Does Trend Micro Incorporated pay dividends?
Trend Micro Incorporated does not currently pay dividends.
What is Trend Micro Incorporated’s EPS estimate?
Trend Micro Incorporated’s EPS estimate is 7.41.
How many shares outstanding does Trend Micro Incorporated have?
Trend Micro Incorporated has 140,901,610 shares outstanding.
What happened to Trend Micro Incorporated’s price movement after its last earnings report?
Trend Micro Incorporated reported an EPS of $2.859 in its last earnings report, missing expectations of $6.716. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Trend Micro Incorporated?
Currently, no hedge funds are holding shares in MX:4704N
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
Trend Micro Incorporated
Trend Micro Incorporated, established in 1965 and headquartered in Tokyo, Japan, is a leading provider of computer and internet security software, primarily serving the Japanese market. The company offers a comprehensive suite of hybrid cloud security solutions, encompassing areas like conformity, workload, container, file storage, application, network, and open-source protection. Their offerings extend to intrusion prevention, threat defense, and securing both industrial and mobile networks, alongside robust endpoint security for email, mobile, web, and industrial systems. Trend Micro also facilitates cloud adoption with solutions for migration, cloud-native application development, cloud operational security, data center protection, and SaaS applications. Furthermore, the company addresses specialized security needs for ICS/OT, connected cars, and 5G infrastructure, while providing critical solutions for ransomware mitigation, end-of-support systems, regulatory compliance, and advanced detection and response. Their diverse client base includes industries such as oil and gas, healthcare, manufacturing, and electric utilities.
4704N Company Deck
4704N Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
Balanced: The call presented strong product and ARR momentum (notably Vision One’s 49% ARR growth, 122% NRR, improved retention and clear AI-driven productivity gains) and a defined multi-year strategy toward AI-native cybersecurity leadership. Offsetting this, the company is absorbing sizable near-term investments — particularly cloud/AI consumption, internal AI ramp-up and one-time infrastructure/transition costs — which materially pressured operating income and led to downward revisions to income guidance. Management positioned the cost increases as deliberate, temporary, and targeted to unlock future growth and improved unit economics, with expectations of improvement in the second half, but timing and magnitude of margin recovery remain key uncertainties.View all MX:4704N earnings summaries