Analysts cut target for Sumco stock from JPY 6,500 to JPY 5,500

Published on 10/25/2026 at 01:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached JPY 113.6 billion, while net income was a JPY 4.43 billion loss. The next date for Sumco stock is November 11, 2026.

Analyst revision and results date

Simply Wall St reported a target revision from JPY 6,500.00 to JPY 5,500.00 on September 26, 2026.
Sumco recorded JPY 113.6 billion in second-quarter revenue and a JPY 4.43 billion net loss.
Sumco is scheduled to report third-quarter results on November 11, 2026.
Sumco stock stood at JPY 2,347.50 on the Tokyo Stock Exchange on October 23, 2026.

Sumco, JP3322930003, Illustration mit AI erstellt.

Sumco (ISIN JP3322930003) had its analyst price target cut from JPY 6,500.00 to JPY 5,500.00 on September 26, 2026, a 15.38 percent reduction, according to Simply Wall St. The revision puts earnings recovery and wafer demand at the center of the Sumco stock debate.

Target cut changes the frame

The target reduction lowered the valuation reference by JPY 1,000.00 per share, or 15.38 percent from the earlier JPY 6,500.00 level. Simply Wall St attributed the change to revised assumptions for discount rates, revenue growth, profit margins and future price-to-earnings levels.

That shift matters because the operating picture is mixed. In the second quarter of fiscal 2026, Sumco generated JPY 113.6 billion in revenue, compared with JPY 102.9 billion in the second quarter of fiscal 2025, while net income moved to a JPY 4.43 billion loss from JPY 34.0 million of net income, according to Simply Wall St.

Q2 sales beat the forecast

In the Q2 results briefing, Sumco said sales exceeded its JPY 112.0 billion forecast by JPY 1.6 billion, reaching JPY 113.6 billion. The EBITDA margin was 26.9 percent, 0.9 percentage points above the company forecast, while third-quarter sales guidance was JPY 118.0 billion, according to Yahoo Finance.

What does the target cut imply?

The 15.38 percent reduction leaves investors weighing stronger wafer volumes against continued losses. Sumco said 300-millimeter shipments exceeded 8 million wafers per month in the second quarter, while 200-millimeter demand showed a gradual recovery in the same briefing.

Three dates define the debate

On September 26, 2026, Simply Wall St reported the JPY 6,500.00 to JPY 5,500.00 target revision. On October 16, 2026, its updated analysis highlighted current losses and margin pressure. On October 23, 2026, Sumco stood at JPY 2,347.50 on the Tokyo Stock Exchange, down JPY 39.00, or 1.63 percent, from JPY 2,386.50.

Next results date

Sumco is scheduled to report third-quarter fiscal 2026 results on November 11, 2026, at 3:30 p.m. Tokyo time, according to Simply Wall St.

Stock context and valuation

Sumco operates in the semiconductor industry and manufactures silicon wafers for customers across Japan, the United States, China, Taiwan, South Korea and Europe. Its reported fiscal 2025 sales were JPY 409.6 billion, with a JPY 11.7 billion loss and an EBITDA margin of 27.4 percent, according to SUMCO Corporation.

Sumco stood at JPY 2,347.50 on the Tokyo Stock Exchange on October 23, 2026. Its 52-week range was JPY 1,131.00 to JPY 5,939.00 on that date, leaving the stock below the upper end of its annual range. The further course of trading is shown by the continuously updated real-time quote of Sumco stock.