Allied Telesis Holdings KK (JP:6835)
:6835
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Allied Telesis Holdings KK
(6835)
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Rating:68Neutral
Price Target:
¥311.00
▲(10.68% Upside)
Action:ReiteratedDate: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
A 2025 revenue acceleration to ~46% from ~9% in 2024 indicates durable demand and successful product-market fit in enterprise/public-sector networking. Sustained top-line momentum supports scale, recurring services growth, and the ability to invest in R&D and channel expansion over multiple quarters.
Negative Factors
Profitability and Cash-Flow Volatility
Material year-to-year swings in profits and cash (including 2023 outflows and uneven margins) reduce predictability of free cash flow and capital allocation. Persistent volatility can force larger liquidity buffers, complicate multi-year planning, and raise execution risk for long-term projects and dividend sustainability.
Read all positive and negative factors
Positive Factors
Negative Factors
Accelerating Revenue Growth
A 2025 revenue acceleration to ~46% from ~9% in 2024 indicates durable demand and successful product-market fit in enterprise/public-sector networking. Sustained top-line momentum supports scale, recurring services growth, and the ability to invest in R&D and channel expansion over multiple quarters.
Read all positive factors
Allied Telesis Holdings KK (6835) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥27.51B
Dividend Yield0.77%
Average Volume (3M)435.20K
Price to Earnings (P/E)9.3
Beta (1Y)0.58
Revenue Growth6.43%
EPS Growth368.06%
CountryJP
Employees1,879
SectorTechnology
Sector Strength88
IndustryCommunication Equipment
Share Statistics
EPS (TTM)11.89
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., a holding company, engages in the planning, development, manufacture, and sale of network devices and solutions worldwide. The company manufactures network products, including network equipment; AlliedWare Plus, a net...
How the Company Makes Money
Allied Telesis primarily makes money by selling networking hardware and associated solutions to customers building or upgrading network infrastructure. Key revenue streams include (1) product sales of network equipment—such as Ethernet switches, r...
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 | 49.72B | 49.95B | 48.46B | 44.39B | 41.50B | 33.27B |
| Gross Profit | 28.35B | 29.28B | 27.90B | 25.04B | 24.21B | 20.63B |
| EBITDA | 5.21B | 5.34B | 4.61B | 3.31B | 2.86B | 2.17B |
| Net Income | 3.74B | 2.92B | 3.60B | 1.09B | 8.61B | 1.37B |
Balance Sheet | ||||||
| Total Assets | 44.01B | 48.73B | 46.49B | 45.50B | 41.64B | 28.88B |
| Cash, Cash Equivalents and Short-Term Investments | 15.62B | 17.03B | 14.26B | 10.70B | 9.05B | 4.72B |
| Total Debt | 3.61B | 6.33B | 7.68B | 9.76B | 6.76B | 8.81B |
| Total Liabilities | 25.56B | 27.40B | 27.03B | 28.03B | 25.87B | 22.68B |
| Stockholders Equity | 18.45B | 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
Negative
281.00
Price Trends
303.10
Negative
268.36
Negative
225.73
Positive
Market Momentum
-8.42
Positive
40.34
Neutral
21.18
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6835, the sentiment is Negative. The current price of 281 is below the 20-day moving average (MA) of 282.45, below the 50-day MA of 303.10, and above the 200-day MA of 225.73, indicating a neutral trend. The MACD of -8.42 indicates Positive momentum. The RSI at 40.34 is Neutral, neither overbought nor oversold. The STOCH value of 21.18 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥42.93B | 71.35 | ― | 4.43% | 0.63% | -24.87% | |
70 Outperform | ¥41.62B | 14.45 | ― | 2.93% | -0.90% | -13.24% | |
70 Outperform | ¥219.53B | 6.34 | 12.24% | 2.31% | -2.36% | -61.50% | |
68 Neutral | ¥27.51B | 9.33 | 14.95% | 0.77% | 6.43% | 368.06% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
50 Neutral | ¥5.79B | 5.26 | ― | 3.54% | 19.28% | ― | |
47 Neutral | ¥4.65B | 44.10 | ― | 2.01% | 13.56% | ― |
* Technology Sector Average
JP:6835
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Allied Telesis Holdings KK Corporate Events
Allied Telesis Announces Share Buyback to Strengthen Capital Policy
Mar 9, 2026
Allied Telesis Holdings K.K. has approved a share buyback of up to 1,000,000 shares, representing about 0.95% of its outstanding stock, with a maximum acquisition cost of ¥300 million. The repurchase will be conducted via market purchases on ...
Allied Telesis Aligns Stock Option Exercise Window With Medium-Term Plan
Mar 6, 2026
Allied Telesis Holdings has issued a supplementary notice clarifying the exercise conditions for stock options previously resolved on February 12, 2026. The company is adjusting the practical start date for exercising these stock acquisition right...
Allied Telesis to Expand Group-Wide Stock Option Plan to Align Incentives With Shareholders
Feb 20, 2026
Allied Telesis Holdings will ask shareholders at its March 27, 2026 annual meeting to approve a delegation of authority to its board to determine subscription requirements for up to 50,000 stock acquisition rights, representing a maximum of 5 mill...
Allied Telesis Sets Three-Year Plan as AI Reshapes Network Equipment Market
Feb 13, 2026
Allied Telesis Holdings K.K. has unveiled a new medium-term management plan covering fiscal years 2026 to 2028, responding to the rapid and irreversible impact of AI on the information and communications equipment sector. The plan is intended to c...
Allied Telesis Raises Year-End Dividend to JPY 8 Per Share for FY2025
Feb 13, 2026
Allied Telesis Holdings K.K. has approved a year-end dividend of JPY 8 per share for the fiscal year ended December 31, 2025, up from JPY 6 per share in the previous year. The total dividend payout will be JPY 840 million, sourced from retained ea...
Allied Telesis Profits Beat Forecast Despite Lower U.S. Federal Sales and Stronger Yen
Feb 13, 2026
Allied Telesis Holdings reported that net sales for the fiscal year ended December 31, 2025 came in below its earlier forecast, mainly due to weaker-than-expected revenue from the U.S. federal government amid policy uncertainty, spending restraint...
Allied Telesis Lifts Sales and Dividend but Warns of Weaker Profits in 2026
Feb 13, 2026
Allied Telesis Holdings reported a 3.1% year-on-year increase in net sales to ¥49.95 billion for the fiscal year ended December 31, 2025, with operating profit up 23.5% to ¥4.23 billion and ordinary profit edging higher, while profit att...
Allied Telesis Sets 2026–2028 Medium‑Term Plan With Revenue Growth and Higher Dividends
Feb 13, 2026
Allied Telesis Holdings K.K. has unveiled a new medium‑term management plan covering fiscal years 2026 to 2028, aiming to clarify its management philosophy and strategic direction amid rapid AI‑driven changes in the communications equi...
Allied Telesis Raises Year-End Dividend and Confirms Progressive Payout Policy
Feb 13, 2026
Allied Telesis Holdings K.K. has approved a year-end dividend of JPY 8 per share for the fiscal year ended December 31, 2025, up from the previous year’s regular dividend of JPY 2 per share, with a total payout of JPY 840 million funded from...
Allied Telesis Profits Beat Forecast Despite Revenue Shortfall on U.S. Weakness
Feb 13, 2026
Allied Telesis Holdings K.K. reported that its fiscal year ended December 31, 2025, came in below its earlier net sales forecast but above projections for profitability. The company’s revenue was hit mainly by weaker-than-expected orders fro...
Allied Telesis lifts sales and dividend but warns of weaker profits in 2026
Feb 13, 2026
Allied Telesis Holdings reported a 3.1% rise in net sales to ¥49.95 billion for the year to December 31, 2025, with operating profit up 23.5% and an improved operating margin, but profit attributable to owners of parent fell 18.9% to ¥2....
Allied Telesis Issues New Stock Options to Align Management and Employee Incentives
Feb 12, 2026
Allied Telesis Holdings K.K. has approved the issuance of the 25th series of stock acquisition rights as stock options under especially favorable conditions to directors and employees of the parent company and its group firms. The program is desig...
Allied Telesis to Divest U.S. IP Triple-Play Services Business to Warrior Communications
Jan 19, 2026
Allied Telesis Holdings K.K. has approved the transfer of the IP Triple-Play Services Business of its wholly owned U.S. subsidiary, Allied Telesis Capital Corp., to Warrior Communications, Inc. The divested business provides cable TV, internet and...
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.