Analysts cut target for TDK stock from JPY 4,900 to JPY 4,000

Published on 10/13/2026 at 00:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TDK stock target fell from JPY 4,900 to JPY 4,000. Fiscal 2027 first-quarter revenue rose 38.30 percent to JPY 741.01 billion.

Key points in brief

Analysts cut the TDK price target from JPY 4,900 to JPY 4,000 while retaining an Overweight rating on October 5, 2026.
Fiscal 2027 first-quarter revenue rose 38.30 percent to JPY 741.01 billion, while operating profit increased 53.00 percent to JPY 86.31 billion.
TDK is scheduled to present its second-quarter fiscal 2027 results and performance briefing on October 30, 2026.
The last Lang & Schwarz indication was EUR 18.28 on October 12, 2026 at 10:57 p.m. CEST.

TDK, JP3538800008, Illustration mit AI erstellt.

TDK stock target fell from JPY 4,900 to JPY 4,000 after a US brokerage retained an Overweight rating on October 5, 2026, as Yahoo Finance reported. The lower target adds a valuation counterpoint to TDK's strong fiscal 2027 first-quarter operating figures.

Three events shaped the stock

On June 10, 2026, TDK was reported to be acquiring Metal 3D-printing company Fabric8Labs for up to USD 400 million, according to MarketScreener. On July 31, 2026, TDK reported fiscal 2027 first-quarter revenue of JPY 741.01 billion, up 38.30 percent year over year, while operating profit reached JPY 86.31 billion, up 53.00 percent, according to Tasty. The October 5 target cut is the latest dated development in this sequence.

What does AI demand mean for margins

TDK's first-quarter net profit rose 94.40 percent year over year to JPY 80.58 billion, while the operating margin reached 11.60 percent. The company also maintained a fiscal 2027 operating-profit target of JPY 295.00 billion, giving the first-quarter result a 29.26 percent share of that annual plan.

AI-related demand is central to the next assessment. TechNews reported on October 5, 2026, that TDK's AI-related revenue target was annual growth of 25.00 percent and that management expected to update its full-year forecast with the first-half results. That creates a clear test for the next report: whether demand growth converts into a higher profit outlook rather than only higher sales.

Dates investors can track

TDK's official investor-relations calendar schedules the second-quarter fiscal 2027 performance briefing for October 30, 2026, at 5:30 p.m. Japan time, according to TDK. The same date is listed for the second-quarter earnings release by MarketScreener.

TDK price stays dated

The last Lang & Schwarz indication was EUR 18.28 on October 12, 2026 at 10:57 p.m. CEST. TDK's Tokyo Stock Exchange quote was JPY 3,268 on October 9, 2026, with a 52-week range of JPY 1,893 to JPY 4,315 and market capitalization of JPY 6.2 trillion.

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