Denso stock gets a JPY 2,050 target as analysts stay neutral

Published on 10/08/2026 at 02:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Denso stock posted JPY 1.91 trillion in Q1 revenue, up 9.1 percent year over year. The October 7 quote was JPY 1,840.50 as profit fell 14 percent.

Denso, JP3551500006, Illustration mit AI erstellt.

Denso (ISIN JP3551500006) was last at JPY 1,840.50 on the Tokyo Stock Exchange on October 7, 2026, down 0.67 percent from the prior close. On October 7, Yahoo Finance reported that a Japanese brokerage kept a Neutral rating and cut its price target to JPY 2,050.

Target cut keeps valuation in view

The revised target remains above the Tokyo quotation, but the gap is narrower than the broader analyst range. At JPY 2,050, the target lies 11.4 percent above the October 7 price, giving the rating decision a more cautious tone than a bullish upgrade.

The wider consensus remains more constructive. Investing.com lists a Buy consensus from 18 analysts, with an average 12-month target of JPY 2,117.8, a high of JPY 2,700 and a low of JPY 1,670. The average target lies 15.07 percent above the stock price.

Revenue rises as profit declines

For the quarter ended June 30, 2026, Simply Wall St reported Denso revenue of JPY 1.91 trillion, up 9.1 percent from the year-earlier quarter. Net income fell 14 percent to JPY 67.9 billion, while EPS declined to JPY 25.51 from JPY 28.50.

The earnings mix explains the cautious market reading. Revenue exceeded analyst estimates by 4.0 percent, but higher expenses reduced profit margin to 3.5 percent from 4.5 percent in the comparable quarter.

Next results arrive October 29

Denso's full-year FY2027 guidance calls for revenue of JPY 7.75 trillion, up from JPY 7.67 trillion previously, while operating profit remains at JPY 500.0 billion. The company's investor calendar schedules FY2027 second-quarter results for October 29, 2026, at 11:10 a.m. JST, according to DENSO.

Stock stays below yearly high

Denso was last at JPY 1,840.50 on October 7, 2026, with a 52-week range of JPY 1,801 to JPY 2,373, market capitalization of JPY 4.6 trillion and volume of 7,615,000 shares.