Ibiden stock gets a JPY 15,000 Morgan Stanley target

Published on 10/08/2026 at 05:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Ibiden stock posted JPY 123.22 billion in Q1 revenue on June 30, 2026. Morgan Stanley kept its Buy rating while the next results date is October 29.

Ibiden, JP3148800000, Illustration mit AI erstellt.

Ibiden stock (ISIN JP3148800000) was last at JPY 12,275 on the Tokyo Stock Exchange on October 7, 2026, down 1.01 percent from JPY 12,400. The immediate catalyst is a new analyst target of JPY 15,000 from Morgan Stanley, reported by Markets Insider on October 6, 2026.

Target rises above the current price

Morgan Stanley maintained a Buy rating and set the JPY 15,000 target, according to Markets Insider. That target stands 22.2 percent above the October 7 price, giving the analyst action a clear numerical reference for investors tracking the valuation gap.

A separate Moomoo overview dated October 5, 2026, covered 18 analysts. It reported an average target of JPY 12,426.47, a high target of JPY 15,000 and a low target of JPY 5,250, while 61.11 percent of the ratings were bullish, according to Moomoo. The average target was 1.2 percent above the October 7 price.

Q1 revenue reached JPY 123.22 billion

For the quarter ended June 30, 2026, Ibiden reported revenue of JPY 123.22 billion and net profit of JPY 17.92 billion. Revenue compared with JPY 97.46 billion a year earlier, while net profit compared with JPY 12.73 billion, according to Markets Insider.

The figures place the analyst target alongside a recent operating comparison rather than a purely technical argument. Ibiden develops electronic materials including IC package substrates and printed circuit boards, while its ceramics business adds exposure beyond semiconductor packaging, as Simply Wall St described on October 1, 2026.

October 29 is the next checkpoint

Simply Wall St lists October 29, 2026, as Ibiden's next earnings date. That report will give investors a fresh test of whether the JPY 15,000 target is supported by the company's earnings trajectory and guidance.

Ibiden stock stays below its analyst target

Ibiden stock was last at JPY 12,275 on the Tokyo Stock Exchange on October 7, 2026, with an intraday high of JPY 12,490 and an intraday low of JPY 12,020. The stock's market capitalization was JPY 6.96 trillion on that date.