SBI Securities raises target for Shift stock to JPY 2,700

Published on 10/25/2026 at 00:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SHIFT's adjusted operating profit reached JPY 20.259 billion in fiscal year 2026. Shift stock stood at JPY 1,156.00 in Tokyo on October 23, 2026.

Targets and operating outlook

SBI Securities raised its target for Shift from JPY 2,400 to JPY 2,700 on October 21, 2026.
Shift guided for JPY 190.0 billion in fiscal year 2027 revenue and JPY 25.0 billion in adjusted operating profit.
Shift stock stood at JPY 1,156.00 at 3:30 p.m. JST on Tokyo Stock Exchange on October 23, 2026.

Shift, JP3355400007, Illustration mit AI erstellt.

Shift stock (ISIN JP3355400007) drew a higher target from SBI Securities, which lifted its view from JPY 2,400 to JPY 2,700 on October 21, 2026, according to Kabutan. The move followed stronger profitability in the company's latest reporting period.

Results set the operating base

Quartr reported that fiscal year 2026 net sales reached JPY 161.6 billion, up 24.5 percent from the prior year. Adjusted operating profit rose 14.8 percent to JPY 20.259 billion, while reported operating profit increased 11.6 percent to JPY 17.445 billion.

The company set fiscal year 2027 base targets of JPY 190.0 billion in revenue, up 17.6 percent, and JPY 25.0 billion in adjusted operating profit, up 23.4 percent. The planned adjusted operating margin is 13.2 percent, giving the new analyst target a clear earnings backdrop.

What does the target change mean?

SBI Securities' revision points to a sharper focus on execution after the fourth quarter. Kabutan said fourth-quarter consolidated operating profit reached JPY 6.06 billion, 63 percent above the same period a year earlier. That comparison matters because the full-year adjusted profit increase was 14.8 percent.

Three dated steps explain the move

On October 15, 2026, SHIFT published full-year results and fiscal year 2027 targets through its SHIFT investor-relations page. On October 16, 2026, the company was reported to have agreed with Tokyo Gas to establish a JPY 15.0 billion jointly funded investment fund, according to Minkabu. On October 21, 2026, SBI Securities raised its target to JPY 2,700 from JPY 2,400, as reported by Kabutan.

The next dated company event

The next substantiated date is November 26, 2026, when a dividend for the fiscal year ended August 31, 2026, was scheduled for payment, according to Zonebourse.

Tokyo valuation stays measurable

MarketScreener identifies SHIFT Inc. as ticker 3697 on the Japan Exchange and confirms the JP3355400007 ISIN. The stock stood at JPY 1,156.00 at 3:30 p.m. JST on October 23, 2026, while its 52-week range was JPY 590.00 to JPY 1,274.50 and market capitalization was JPY 295.5 billion.

The further course of trading is shown by the continuously updated real-time quote of Shift stock.