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Tokyo Electron Ltd (TOELY)
OTHER OTC:TOELY
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Tokyo Electron (TOELY) Price & Analysis

194 Followers

TOELY Stock Chart & Stats

$174.09
-$3.59(-1.91%)
At close: 4:00 PM EDT
$174.09
-$3.59(-1.91%)

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

TOELY FAQ

What was Tokyo Electron Ltd’s price range in the past 12 months?
Tokyo Electron Ltd lowest stock price was $67.51 and its highest was $242.60 in the past 12 months.
    What is Tokyo Electron Ltd’s market cap?
    Tokyo Electron Ltd’s market cap is $154.82B.
      When is Tokyo Electron Ltd’s upcoming earnings report date?
      Tokyo Electron Ltd’s upcoming earnings report date is Nov 06, 2026 which is in 63 days.
        How were Tokyo Electron Ltd’s earnings last quarter?
        Tokyo Electron Ltd released its earnings results on Jul 30, 2026. The company reported $1.135 earnings per share for the quarter, beating the consensus estimate of $1.09 by $0.045.
          Is Tokyo Electron Ltd overvalued?
          According to Wall Street analysts Tokyo Electron Ltd’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Tokyo Electron Ltd pay dividends?
            Tokyo Electron Ltd pays a Semiannually dividend of $1.209 which represents an annual dividend yield of 0.93%. See more information on Tokyo Electron Ltd dividends here
              What is Tokyo Electron Ltd’s EPS estimate?
              Tokyo Electron Ltd’s EPS estimate is 1.36.
                How many shares outstanding does Tokyo Electron Ltd have?
                Tokyo Electron Ltd has 936,065,500 shares outstanding.
                  What happened to Tokyo Electron Ltd’s price movement after its last earnings report?
                  Tokyo Electron Ltd reported an EPS of $1.135 in its last earnings report, beating expectations of $1.09. Following the earnings report the stock price went up 7.471%.
                    Which hedge fund is a major shareholder of Tokyo Electron Ltd?
                    Currently, no hedge funds are holding shares in TOELY
                    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

                      Tokyo Electron Ltd

                      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 (TOELY) Earnings & Revenues

                      TOELY Company Deck

                      TOELY 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 TOELY earnings summaries
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                      Ownership Overview

                      <0.01%<0.01%99.98%
                      Insiders
                      <0.01% Other Institutional Investors
                      99.98% Public Companies and
                      Individual Investors
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