Want to see JP:6835 full AI Analyst Report?
Top Page
Allied Telesis Holdings KK
(6835)
Select Model
Select Model
Rating:68Neutral
Price Target:
¥265.00
▼(-5.69% Downside)
Action:Reiterated
Date:03/11/26
The score is driven primarily by improving financial performance (strong growth and healthier leverage, but with notable margin and cash-flow volatility). Valuation is supportive with a low P/E and a moderate dividend yield, while technical indicators are currently mixed and slightly weak in the near term.
Positive Factors
Accelerating Revenue Growth
The sharp revenue acceleration in 2025 indicates strengthening demand and better market penetration in enterprise/public networks. Sustained top-line growth supports scale benefits, improved product adoption and recurring service upsell potential, aiding durable operating leverage over coming quarters.
Negative Factors
Profitability Volatility
Large year-to-year swings in net margin signal that earnings are sensitive to one-offs, accounting items or volatile cost/revenue mix. This variability complicates forecasting, weakens return-on-equity consistency, and raises execution risk during slower demand periods.
Read all positive and negative factors
Positive Factors
Negative Factors
Accelerating Revenue Growth
The sharp revenue acceleration in 2025 indicates strengthening demand and better market penetration in enterprise/public networks. Sustained top-line growth supports scale benefits, improved product adoption and recurring service upsell potential, aiding durable operating leverage over coming quarters.
Read all positive factors
Allied Telesis Holdings KK (6835) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥25.52B
Dividend Yield0.77%
Average Volume (3M)435.20K
Price to Earnings (P/E)7.7
Beta (1Y)0.59
Revenue Growth1.57%
EPS Growth-2.93%
CountryJP
Employees1,879
SectorTechnology
Sector Strength88
IndustryCommunication Equipment
Share Statistics
EPS (TTM)32.45
Shares Outstanding105,012,180
10 Day Avg. Volume524,630
30 Day Avg. Volume435,196
Financial Highlights & Ratios
PEG Ratio-0.57
Price to Book (P/B)1.28
Price to Sales (P/S)0.55
P/FCF Ratio4.37
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Allied Telesis Holdings KK Business Overview & Revenue Model
Company Description
Allied Telesis Holdings K.K. operates as a global holding company, specializing in the conceptualization, engineering, production, and international sale of network hardware and comprehensive technology solutions. Its product lineup includes diver...
How the Company Makes Money
Allied Telesis primarily makes money by selling networking infrastructure products and related services. Key revenue streams include: (1) Hardware product sales: revenue from sales of network equipment (e.g., Ethernet switches and other network de...
Allied Telesis Holdings KK Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
66
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 50.24B | 49.95B | 48.46B | 44.39B | 41.50B | 33.27B |
| Gross Profit | 29.89B | 29.28B | 27.90B | 25.04B | 24.21B | 20.63B |
| EBITDA | 5.59B | 5.34B | 4.61B | 3.31B | 2.86B | 2.17B |
| Net Income | 3.41B | 2.92B | 3.60B | 1.09B | 8.61B | 1.37B |
Balance Sheet | ||||||
| Total Assets | 50.89B | 48.73B | 46.49B | 45.50B | 41.64B | 28.88B |
| Cash, Cash Equivalents and Short-Term Investments | 17.29B | 17.03B | 14.26B | 10.70B | 9.05B | 4.72B |
| Total Debt | 2.71B | 6.33B | 7.68B | 9.76B | 6.76B | 8.81B |
| Total Liabilities | 29.42B | 27.40B | 27.03B | 28.03B | 25.87B | 22.68B |
| Stockholders Equity | 21.46B | 21.33B | 19.45B | 17.47B | 15.77B | 6.20B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 6.23B | 5.13B | -818.52M | 7.21B | 2.25B |
| Operating Cash Flow | 0.00 | 6.75B | 5.74B | -74.37M | 8.41B | 2.54B |
| Investing Cash Flow | 0.00 | -537.32M | 2.88B | -967.43M | -1.45B | -423.31M |
| Financing Cash Flow | 0.00 | -3.34B | -5.44B | 2.58B | -4.25B | -1.62B |
Allied Telesis Holdings KK Technical Analysis
Positive
281.00
Price Trends
257.76
Negative
265.94
Negative
251.10
Negative
Market Momentum
-4.10
Negative
50.60
Neutral
60.00
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6835, the sentiment is Positive. The current price of 281 is above the 20-day moving average (MA) of 239.52, above the 50-day MA of 257.76, and above the 200-day MA of 251.10, indicating a neutral trend. The MACD of -4.10 indicates Negative momentum. The RSI at 50.60 is Neutral, neither overbought nor oversold. The STOCH value of 60.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6835.
Allied Telesis Holdings KK Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | ¥303.53B | 14.42 | 12.24% | 2.31% | -6.81% | 72.29% | |
68 Neutral | ¥25.52B | 7.67 | 14.95% | 0.77% | 1.57% | -2.93% | |
68 Neutral | ¥43.59B | 18.46 | ― | 4.43% | -0.53% | -31.86% | |
67 Neutral | ¥45.64B | 17.58 | ― | 2.93% | -1.36% | -9.69% | |
63 Neutral | ¥6.66B | 27.95 | ― | 3.54% | -11.02% | 8.86% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
56 Neutral | ¥4.03B | 10.91 | ― | 2.01% | 2.87% | 60.10% |
* Technology Sector Average
JP:6835
Allied Telesis Holdings KK
253.00
91.12
56.29%
JP:6703
OKI Electric Industry Company
3,375.00
1,824.55
117.68%
JP:6718
Aiphone Co., Ltd.
2,790.00
159.12
6.05%
JP:6771
Ikegami Tsushinki Co., Ltd.
647.00
40.58
6.69%
JP:6778
Artiza Networks, Inc.
696.00
48.15
7.43%
JP:6820
Icom Incorporated
3,320.00
469.40
16.47%
Allied Telesis Holdings KK Corporate Events
Allied Telesis Advances Share Buyback Under Board-Approved Program
Jul 1, 2026
Allied Telesis Holdings has repurchased 273,500 of its own common shares for a total of ¥67.77 million through market purchases on the Tokyo Stock Exchange between June 17 and June 30, 2026. The buyback forms part of a broader Board-approved ...
Allied Telesis Approves Modest Share Buyback to Support Capital Flexibility
Jun 16, 2026
Allied Telesis Holdings K.K. has approved a share buyback of up to 1 million common shares, equivalent to about 0.96% of its outstanding stock, with a maximum total purchase value of ¥250 million. The repurchase will be conducted via market p...
Allied Telesis to Shift to IFRS Reporting from FY 2028
May 15, 2026
Allied Telesis Holdings K.K. will voluntarily adopt International Financial Reporting Standards for its consolidated financial statements starting with the fiscal year ending December 31, 2028. The company aims to improve international comparabili...
Allied Telesis Delivers Strong Q1 Profit but Keeps Cautious 2026 Outlook
May 15, 2026
Allied Telesis Holdings reported a modest 2.3% rise in net sales to ¥13.12 billion for the quarter ended March 31, 2026, but delivered sharply improved profitability, with operating profit up 19.9% and profit attributable to owners of parent ...
Allied Telesis Completes ¥273.7 Million Share Buyback on TSE
Apr 13, 2026
Allied Telesis Holdings K.K., a Japan-based networking and communications equipment provider listed on the TSE Standard, focuses on infrastructure solutions for enterprise and carrier clients in Japan and abroad. The company leverages capital mark...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.