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AGC Inc. (JP:5201)
:5201

AGC (5201) Price & Analysis

3 Followers

5201 Stock Chart & Stats

¥5598.00
-¥21.00(-0.45%)
At close: 4:00 PM EST
¥5598.00
-¥21.00(-0.45%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationConsistently positive operating cash flow and a rebound to positive free cash flow in FY2025 provide durable internal funding. This strengthens financial flexibility, supports dividends and deleveraging, and cushions the business against cyclical earnings swings over the medium term.
CapEx Cycle CompletionMajor expansion capex largely complete and a material cut to FY2026 CapEx reduces near-term cash demand. Management can focus on harvesting returns from recent investments, improving free cash flow conversion and supporting longer-term ROE improvement without heavy new spending.
Diversified Portfolio & Automotive StrengthA broad mix across glass, chemicals, electronics and life science reduces reliance on any single cycle. The automotive business is demonstrably improving thanks to better mix and pricing, offering a stable, higher-volume revenue base that supports group margins and resilience over time.
Bears Say
Life Science ProfitabilityLarge, persistent losses in the mammalian/biopharma business materially depress consolidated profitability and ROE. Divestiture talks and a delayed recovery to 2027 create structural uncertainty about future cash returns and require management to allocate capital or absorb continued operating deficits.
Electronics Transition & CyclicalityElectronics products are higher margin but face structural transition to new optoelectronics and weak EUV demand. Prolonged product-mix shifts and pricing pressure can depress segment profitability and delay strategic business targets, exposing AGC to semiconductor cycle volatility.
Essential Chemicals Margin PressureCommodity chemicals face structural competition and regional price arbitrage, forcing margins lower. Persistent low-cost exports can keep returns subdued, weighing on segment cash flow and limiting the company's ability to offset weakness elsewhere without structural cost or portfolio changes.

AGC News

5201 FAQ

What was AGC Inc.’s price range in the past 12 months?
AGC Inc. lowest stock price was ¥3870.00 and its highest was ¥6959.00 in the past 12 months.
    What is AGC Inc.’s market cap?
    AGC Inc.’s market cap is ¥1.19T.
      When is AGC Inc.’s upcoming earnings report date?
      AGC Inc.’s upcoming earnings report date is May 12, 2026 which is in 37 days.
        How were AGC Inc.’s earnings last quarter?
        AGC Inc. released its earnings results on Feb 06, 2026. The company reported ¥139.95 earnings per share for the quarter, beating the consensus estimate of N/A by ¥139.95.
          Is AGC Inc. overvalued?
          According to Wall Street analysts AGC Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does AGC Inc. pay dividends?
            AGC Inc. pays a Semiannually dividend of ¥105 which represents an annual dividend yield of 3.98%. See more information on AGC Inc. dividends here
              What is AGC Inc.’s EPS estimate?
              AGC Inc.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does AGC Inc. have?
              AGC Inc. has 217,434,680 shares outstanding.
                What happened to AGC Inc.’s price movement after its last earnings report?
                AGC Inc. reported an EPS of ¥139.95 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 0.362%.
                  Which hedge fund is a major shareholder of AGC Inc.?
                  Currently, no hedge funds are holding shares in JP:5201
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    AGC Inc.

                    AGC Inc. manufactures and sells glass, electronics, chemicals, and ceramics worldwide. The company offers architectural glass products, including laminated, insulating, wired, solar control, toughened, decorative, sound insulation, float and patterned, and industrial glasses; structural glazing systems; and automotive glass, such as laminated, tempered, and privacy glasses, as well as integrated glass antennas, patterned glazing products, and module assembly windows. It also provides glass substrates used for thin-film-transistor liquid crystal displays and OLEDs; synthetic fused silica glass, synthetic quartz crystal, silicon carbide, CMP slurry, through glass Vias, high refractive index glass, DOE diffuser, glass ceramics substrate, optical planar device, IR cut filter, aspherical glass and molded lens, micro lens array, and fly eye and condenser lens products; polycarbonate and optical sheets, thin sheets, and films; and glass frits and paste, as well as glass substrate for semiconductor packaging, and other electronic materials. In addition, the company offers cover glass for smartphones and tablet devices; glass substrates for photovoltaic devices and touch panels; specialty glass; extra clear float glass; transparent conductive oxide glass for a-Si type solar module; and ultra-thin glass for electronics devices. Further, it provides chlor-alkali, polyurethanes, fluoro, and specialty chemical products; high thermal insulation ceramics wall for furnaces; and ceramic beads, sputtering targets, abrasion resistant ceramics, alumina cement, engineering fine ceramics, and ceramics molding agent for 3D printers. Additionally, the company engages in the digital signage on glass, copper clad laminate, and plastic optical fiber businesses; and gas and solvents, and life Science business. The company was formerly known as Asahi Glass Co., Ltd. and changed its name to AGC Inc. in July 2018. AGC Inc. was founded in 1907 and is headquartered in Tokyo, Japan.

                    AGC (5201) Earnings & Revenues

                    5201 Company Deck

                    5201 Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mixed picture: material progress on profitability stabilization (notably a strong improvement in profit before tax, better ROE, strong automotive performance, solid operating cash flow and completion of major CapEx) alongside persistent and material challenges (electronics transition pressures, significant Life Science losses and Southeast Asia chemicals price weakness). Management provided a constructive FY2026 outlook (sales and OP upgrades) and clear plans to improve ROCE/ROE, but some risks remain (timing of Life Science recovery, market pricing pressures, and execution on turnaround measures). Overall the positives and negatives were roughly balanced.View all JP:5201 earnings summaries

                    5201 Stock 12 Month Forecast

                    Average Price Target

                    ¥5,880.76
                    ▲(5.05% Upside)
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1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4572.212,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4679.044,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n 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