Itochu stock: Analysts keep 2027 forecasts steady
Published on 11/13/2026 at 15:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalysts hold forecasts steady
- Simply Wall St said analysts kept their 2027 revenue and earnings forecasts broadly unchanged after the half-year result.
- The analyst consensus retained a price target of 2,532 Japanese yen, while expected growth trails the wider industry.
- ITOCHU's strong first half leaves energy and chemicals as key areas to watch in the second half.
ITOCHU Corporation's strong first-half result has not prompted a material change in analyst expectations. In an analysis published on November 7, Simply Wall St said the company's statutory earnings per share beat analyst forecasts by 10 percent, while the consensus outlook for 2027 remained broadly unchanged.
Forecasts remain broadly unchanged
Analysts continue to forecast 2027 revenue of 16 trillion Japanese yen and statutory earnings per share of 142 Japanese yen. Simply Wall St said both figures were in line with the forecasts published before the half-year results.
The consensus price target also remained at 2,532 Japanese yen. The target range ran from 2,100 to 3,200 Japanese yen, indicating differing views on valuation while leaving the central estimate unchanged. The analysis is based on forecasts from ten analysts.
Simply Wall St expects revenue growth of 0.1 percent through 2027, below ITOCHU's historical five-year growth rate of 4.6 percent and the 3.3 percent forecast for covered industry peers. That combination points to a strong recent earnings performance but a more restrained medium-term growth outlook.
First-half strength meets second-half risk
ITOCHU reported record profit for the six months ended September 30, 2026. Net profit rose 16 percent to 580.5 billion Japanese yen, while core profit increased 33 percent to 504.5 billion Japanese yen. Management kept its full-year net profit target at 950 billion Japanese yen and its core profit target at 900 billion Japanese yen.
Energy and chemicals earnings are expected to weaken in the second half as disruptions in chemical raw-material supply ease. Investors will therefore focus on whether machinery, non-resource operations and investment-related earnings can sustain the momentum from the first half.
Current trading and company details
Itochu stock traded at 13.63 euros on Lang & Schwarz at 15:31 CET on Friday, November 13, 2026. The latest analyst assessment and the company's unchanged targets leave execution in the second half as the main variable for the investment case.
Itochu Corporation
- ISIN: JP3143600009
- WKN: 855471
- Symbol: IOC
- Trading venue: Lang & Schwarz
- Price: 13.63 euros at 15:31 CET on November 13, 2026
- Company: ITOCHU Corporation
Japan's market backdrop is covered in Current market reports.
Simply Wall St published the analyst assessment on November 7, 2026. More news and analyses on Itochu stock.
