Disco stock gets a JPY 105,000 Goldman Sachs target

Published on 10/08/2026 at 09:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Disco stock carries a JPY 105,000 Goldman Sachs target dated October 7, 2026. September-quarter revenue rose 39 percent year over year, while shipments advanced 60 percent.

Disco, JP3548600000, Illustration mit AI erstellt.

Disco stock (ISIN JP3548600000) was last at JPY 61,140 on the Tokyo Stock Exchange on October 8, 2026, at 3:30 p.m. JST, down JPY 240 or 0.39 percent from the prior close. The immediate catalyst is analyst support: Goldman Sachs reiterated Buy and set a JPY 105,000 price target on October 7, 2026, according to Markets Insider.

Goldman target towers over trading price

The target stands 71.9 percent above the October 8 last price, calculated from JPY 105,000 and JPY 61,140. The same Markets Insider report cited a Strong Buy consensus and a USD 589.30 consensus price target, while Jefferies maintained Buy with a JPY 76,000 target in a September 30 report.

The consensus figures use USD, whereas the Tokyo quotation is in JPY, so the two target currencies are not combined into a percentage comparison. That distinction matters because the reference quote is the companys primary Japanese listing, not a US depositary receipt.

September demand remained strong

Discos preliminary unconsolidated September-quarter revenue reached JPY 119 billion, up 39 percent year over year, while shipments reached JPY 124 billion, up 60 percent, Morningstar reported on October 6, 2026. The figures point to continued demand for Discos precision cutting, grinding and polishing equipment used in semiconductor production.

The companys first-half unconsolidated revenue was JPY 213.6 billion, up 32.8 percent year over year, according to Minkabu on October 7, 2026. First-half revenue also exceeded the latest forecast of JPY 201.1 billion, giving the October 22 earnings release a clear test: whether the strong shipment trend converts into consolidated profit and updated guidance.

Stock remains below its yearly peak

Disco stock has a JPY 42,370 to JPY 91,680 52-week range, with the October 8 last price 33.3 percent below the high. The market capitalization was JPY 6.6 trillion and trading volume reached 1,871,900 shares on October 8, 2026.

DISCO Corporation has scheduled its financial report for the quarter ended September 30, 2026, for October 22, 2026, followed by a management results meeting on October 23, 2026. For investors, the key comparison is now between the JPY 119 billion preliminary quarterly revenue figure and the profit, margin and outlook details due with the full report.