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Renesas Electronics Corporation (MX:RNECN)
OTHER OTC:RNECN

Renesas Electronics (RNECN) Price & Analysis

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RNECN Stock Chart & Stats

$305.03
$0.00(0.00%)
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Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationConsistently large operating and free cash flows provide durable internal funding for R&D, backlog fulfillment and the JPY94B capacity program. Strong FCF cushions cyclical semiconductor demand swings and supports multi‑year investments without relying heavily on external financing.
Healthy Operating MarginsSustained high gross and EBITDA margins reflect a product mix weighted to higher‑value MCUs/SoCs and analog/power IP. Margin breadth gives pricing and reinvestment flexibility, helping the company absorb cost inflation and maintain funding for development and capacity over coming quarters.
Demand-led Capacity ExpansionManagement approved a sizable, decision‑based JPY94B CapEx program targeted at Kofu/Naka/Saijo to meet AI, data‑center and automotive ramps. That strategic expansion, coupled with improving utilization, supports long‑term revenue conversion as product ramps scale and wafer supply normalizes.
Bears Say
Earnings Volatility / Net LossA recent swing to net losses after prior profitable years signals weakened earnings quality and higher volatility. Persistent negative returns can limit retained earnings, constrain discretionary spending, and complicate multi‑period planning for capacity and R&D investments.
Supply Chain BottlenecksExternal wafer and tester shortages have restricted the firm's ability to convert strong orders into shipments. These supply constraints can persist for months, delay channel inventory builds, and blunt near‑term revenue gains even as demand and internal capacity investments progress.
Margin Pressure From Rising CostsManagement expects notable margin compression from FX, product mix and higher manufacturing and operating expenses. Sustained cost and OpEx headwinds across several quarters could reduce cash flow margins and delay return‑to‑prior profitability levels despite healthy revenue trends.

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 $744.84B.
      When is Renesas Electronics Corporation’s upcoming earnings report date?
      Renesas Electronics Corporation’s upcoming earnings report date is Jul 31, 2026 which is in 5 days.
        How were Renesas Electronics Corporation’s earnings last quarter?
        Renesas Electronics Corporation released its earnings results on Apr 24, 2026. The company reported $4.018 earnings per share for the quarter, missing the consensus estimate of $6.301 by -$2.283.
          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 6.14.
              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 $4.018 in its last earnings report, missing expectations of $6.301. 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

                    Q1 2026
                    0:00 / 0:00
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