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Kaga Electronics Co., Ltd. (JP:8154)
:8154
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Kaga Electronics Co., Ltd. (8154) Price & Analysis

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8154 Stock Chart & Stats

¥3915.00
-¥19.00(-0.68%)
At close: 4:00 PM EST
¥3915.00
-¥19.00(-0.68%)

Bulls Say, Bears Say

Bulls Say
Strong Balance SheetKaga Electronics reports a solid equity base and prudent leverage use, giving it financial resilience. This durable balance-sheet strength supports funding working capital for distribution cycles, cushions semiconductor demand swings, and enables strategic investments without compromising liquidity.
Robust Free Cash FlowConsistent free cash flow provides lasting flexibility to fund capex, support EMS capacity, pay dividends, and invest in supply-chain capabilities. Strong cash conversion underpins capital allocation optionality and reduces reliance on external financing over the medium term.
Sustained Revenue GrowthA double-digit revenue growth trend reflects expanding distributor scale and service adoption across customers. Durable top-line growth supports bargaining power with suppliers, incremental distributor margins, and the ability to amortize fixed EMS costs across larger volumes.
Bears Say
Margin PressureReported declines in operating and net margins suggest rising cost or mix pressures that can persist absent structural fixes. Sustained margin compression would reduce free cash flow growth, limit reinvestment capacity, and erode returns despite top-line expansion.
Cyclicality ExposureHeavy exposure to components and semiconductors makes revenues sensitive to industry cycles and end-market demand swings. Structural cyclicality can amplify working-capital needs and revenue volatility, challenging forecasting and long-term margin stability for a distributor/EMS operator.
Profitability Linked To Utilization & Program MixEMS and contract-manufacturing margins depend on plant utilization and program mix; lower utilization or shift to lower-margin programs quickly pressures earnings. Reliance on distributor margins and program economics creates structural earnings variability.

8154 FAQ

What was Kaga Electronics Co., Ltd.’s price range in the past 12 months?
Kaga Electronics Co., Ltd. lowest stock price was ¥2513.00 and its highest was ¥4410.00 in the past 12 months.
    What is Kaga Electronics Co., Ltd.’s market cap?
    Kaga Electronics Co., Ltd.’s market cap is ¥209.35B.
      When is Kaga Electronics Co., Ltd.’s upcoming earnings report date?
      Kaga Electronics Co., Ltd.’s upcoming earnings report date is May 14, 2026 which is in 13 days.
        How were Kaga Electronics Co., Ltd.’s earnings last quarter?
        Kaga Electronics Co., Ltd. released its earnings results on Feb 12, 2026. The company reported ¥191.25 earnings per share for the quarter, beating the consensus estimate of N/A by ¥191.25.
          Is Kaga Electronics Co., Ltd. overvalued?
          According to Wall Street analysts Kaga Electronics Co., Ltd.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Kaga Electronics Co., Ltd. pay dividends?
            Kaga Electronics Co., Ltd. pays a Notavailable dividend of ¥60 which represents an annual dividend yield of 2.94%. See more information on Kaga Electronics Co., Ltd. dividends here
              What is Kaga Electronics Co., Ltd.’s EPS estimate?
              Kaga Electronics Co., Ltd.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Kaga Electronics Co., Ltd. have?
              Kaga Electronics Co., Ltd. has 52,486,835 shares outstanding.
                What happened to Kaga Electronics Co., Ltd.’s price movement after its last earnings report?
                Kaga Electronics Co., Ltd. reported an EPS of ¥191.25 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 0.124%.
                  Which hedge fund is a major shareholder of Kaga Electronics Co., Ltd.?
                  Currently, no hedge funds are holding shares in JP:8154
                  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

                    Kaga Electronics Co., Ltd.

                    Kaga Electronics Co., Ltd. sells electronics parts, semiconductors, PCs, and peripherals in Japan, North America, Europe, and Asia. It operates through Electronic Components, Software, Information Equipment, and Others segments. The company offers semiconductors, generic electronic parts, LEDs, sensors, and liquid crystal panels; amusement related equipment, such as arcade amusement machines; and PCs and PC peripherals to electronics mass retailers, schools, and educational institutions, as well as electronics design manufacturing services. It also provides communication, information processing and industrial equipment, and application integrated circuits. In addition, the company offers PC reuse and recycling services; and retails and wholesales golf supplies; and produces commercials, movies, and animations, as well as various original content using computer graphics technology. Further, it constructs and maintains local area network, security, and energy systems for corporations and government agencies; develops and manufactures IoT devices, such as security sensors and AI cameras for home and town security; sells home electric appliances, sports goods, and other activities; photograph and imaging products, and other products; IT-related products for schools and other educational institutions; develops medical devices for diagnosis and treatment; and repairs electronics equipment. The company was incorporated in 1968 and is headquartered in Tokyo, Japan.

                    Kaga Electronics Co., Ltd. (8154) Earnings & Revenues

                    8154 Stock 12 Month Forecast

                    Average Price Target

                    ¥4,625.00
                    ▲(18.14% Upside)
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