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AGC Inc. (JP:5201)
:5201
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AGC (5201) Price & Analysis

3 Followers

5201 Stock Chart & Stats

¥5717.00
-¥21.00(-0.45%)
At close: 4:00 PM EST
¥5717.00
-¥21.00(-0.45%)

Bulls Say, Bears Say

Bulls Say
Business DiversificationAGC’s multi‑segment model spreads revenue across glass, electronics, chemicals and CDMO services, reducing single‑market cyclicality. This structural diversification helps smooth earnings, enables internal capital reallocation toward higher‑return units, and supports resilience across business cycles.
Automotive Segment StrengthSustained automotive growth and margin expansion reflect durable demand for higher‑value auto glass and better product mix. A stronger automotive franchise provides stable, higher‑margin cash flows and offsets cyclicality elsewhere, supporting mid‑term earnings stability and return targets as electrification and safety glass trends persist.
CapEx Cycle Near CompletionWith large expansion investments complete and lower forecast CapEx, AGC can focus on harvesting returns. Reduced reinvestment needs should improve free cash flow conversion, enable debt reduction or strategic shareholder returns, and raise ROCE over the medium term assuming stable operations and execution.
Bears Say
Life Science LossesThe mammalian CDMO operations are a persistent drag, producing material losses and delaying segment breakeven into 2027. Ongoing divestiture talks and large site‑level losses create execution and cash demands, weakening consolidated profitability and raising uncertainty around strategic returns from life‑science investments.
Electronics Segment Transition WeaknessA product‑mix transition in electronics and weak EUV mask blank demand is structurally pressuring margins. Shifting to higher‑function optoelectronics requires R&D, repricing and time; persistent softness can reduce strategic business profitability and necessitate continued investment before volume and margin recovery materialize.
Weak Cash Conversion & Declining FCF GrowthDespite positive operating cash flow, weak free‑cash‑flow growth and low conversion versus reported earnings constrain financial flexibility. Limited cash conversion reduces capacity for debt paydown, buybacks or opportunistic M&A, and implies returns will depend on operational improvement rather than easy cash redeployment in the near term.

AGC News

5201 FAQ

What was AGC Inc.’s price range in the past 12 months?
AGC Inc. lowest stock price was ¥4178.00 and its highest was ¥6959.00 in the past 12 months.
    What is AGC Inc.’s market cap?
    AGC Inc.’s market cap is ¥1.28T.
      When is AGC Inc.’s upcoming earnings report date?
      AGC Inc.’s upcoming earnings report date is Aug 04, 2026 which is in 75 days.
        How were AGC Inc.’s earnings last quarter?
        AGC Inc. released its earnings results on May 12, 2026. The company reported ¥107.73 earnings per share for the quarter, beating the consensus estimate of N/A by ¥107.73.
          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 ¥107.73 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 6.707%.
                  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

                    Q1 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

                    ¥5,803.33
                    ▲(1.51% Upside)
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<span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 0,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":4062.869,"date":1748736000000,"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 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4109.6,"date":1751328000000,"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":4418.335,"date":1754006400000,"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 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              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4724.129,"date":1761955200000,"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 3, \t&nbsp;</span>\n 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