J.P. Morgan keeps JPY 17,000 target for Tokyo Electron stock

Published on 10/27/2026 at 09:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

J.P. Morgan kept a JPY 17,000 target on October 20, 2026. Tokyo Electron stock costs EUR 53.58 on October 27, 2026 before JPY 900.60 billion estimated revenue.

Targets and reporting dates

J.P. Morgan maintained its JPY 17,000 target on October 20, 2026.
First-quarter revenue reached JPY 732.39 billion, up 33.27 percent from the prior-year quarter.
Tokyo Electron stock traded at EUR 53.58 at 9:37 a.m. CEST at Lang & Schwarz on October 27, 2026.

Tokyo Electron, JP3571400005, Illustration mit AI erstellt.

Tokyo Electron (ISIN JP3571400005) was trading at EUR 53.58 at Lang & Schwarz on October 27, 2026 at 9:37 a.m. CEST. J.P. Morgan maintained a Buy rating and a JPY 17,000 price target in a report dated October 20, 2026, according to Markets Insider.

AI demand meets an earnings date

The immediate market story was tied to semiconductor demand rather than a new Tokyo Electron contract. Minkabu reported on October 27, 2026 that higher expectations for artificial intelligence investment supported buying in semiconductor stocks, with Tokyo Electron quoted at JPY 9,361.00, up 2.75 percent at 11:30 a.m. JST.

The company enters that event with a strong first-quarter comparison. Tokyo Electron posted JPY 732.39 billion in revenue and JPY 164.34 billion in net profit for the quarter ended June 30, 2026, versus JPY 549.59 billion and JPY 117.80 billion a year earlier, according to Markets Insider. Revenue therefore rose 33.27 percent, while net profit increased 39.54 percent.

What does October 30 mean for margins?

The next report will test whether that growth is carrying into the second quarter. Moomoo lists consensus estimates from 10 analyst forecasts of JPY 900.60 billion in revenue and JPY 195.70 billion in net income for the second quarter of fiscal 2027. The revenue estimate is 22.97 percent above the first-quarter actual result.

Three dates frame the setup

Tokyo Electron reported JPY 732.39 billion in first-quarter revenue on July 30, 2026, J.P. Morgan maintained its JPY 17,000 target on October 20, 2026, and Tokyo Electron traded at JPY 9,361.00 on October 27, 2026 during the AI-related semiconductor rally. The three events connect operating growth, valuation and the market's near-term expectations.

Reporting dates to watch

Tokyo Electron's next scheduled event is the fiscal 2027 second-quarter earnings release on October 30, 2026, at 4:00 p.m. Tokyo time, according to Tokyo Electron. The fiscal 2027 third-quarter release is scheduled for February 5, 2027, according to Moomoo.

Stock valuation stays event driven

Tokyo Electron's market capitalization was JPY 21.3 trillion on October 27, 2026, while its 52-week range was JPY 6,012.00 to JPY 16,252.00. The current setup gives investors two measurable tests: whether second-quarter revenue approaches the JPY 900.60 billion estimate and whether earnings growth supports the JPY 17,000 target.

Tokyo Electron price in Germany

Tokyo Electron was trading at EUR 53.58 at Lang & Schwarz on October 27, 2026 at 9:37 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Tokyo Electron stock.