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Tokyo Electron Ltd (TOELY)
OTHER OTC:TOELY
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Tokyo Electron (TOELY) Price & Analysis

190 Followers

TOELY Stock Chart & Stats

$191.33
-$3.59(-1.91%)
At close: 4:00 PM EDT
$191.33
-$3.59(-1.91%)

Bulls Say, Bears Say

Bulls Say
High ProfitabilitySustained high TTM margins indicate a structurally profitable capital-equipment franchise. Elevated margins provide durable capacity to fund R&D, capex and shareholder returns, cushioning earnings through cyclical revenue swings and reinforcing competitive pricing flexibility.
Conservative Balance SheetVery low leverage and steadily growing equity deliver financial flexibility to invest through down cycles. Minimal debt reduces refinancing and interest risk, enabling capital allocation to R&D, capacity and buybacks while supporting resilience against semiconductor capex cyclicality.
Strong Cash GenerationRobust operating cash flow and sizable free cash flow demonstrate solid conversion of earnings into spendable cash. Persistent FCF supports sustained R&D and capex funding, service growth and returns to shareholders independent of near-term tool-sale volatility.
Bears Say
Margin Pressure From CostsStructural cost inflation (parts, labor, logistics) and unfavorable sales mix have compressed margins. Unless offset by pricing or productivity gains, sustained input-cost pressure and FX volatility can erode long-term profitability targets and require higher scale to restore prior margins.
Rising Fixed Cost BaseHigher depreciation and expanded field-engineer headcount increase operating leverage. With a larger fixed-cost base, revenue timing or order volatility more directly impacts margins, making profit recovery dependent on sustained top-line growth rather than short-term swings.
Limited Visibility & Geopolitical RiskManagement's H1-only guidance reflects persistent uncertainty from large customer order swings and geopolitical supply risks. Chronic order variability and geopolitical disruptions can impede capacity planning, elongate sales cycles and weaken multi-quarter revenue visibility.

Tokyo Electron News

TOELY FAQ

What was Tokyo Electron Ltd’s price range in the past 12 months?
Tokyo Electron Ltd lowest stock price was $67.30 and its highest was $242.60 in the past 12 months.
    What is Tokyo Electron Ltd’s market cap?
    Tokyo Electron Ltd’s market cap is $161.84B.
      When is Tokyo Electron Ltd’s upcoming earnings report date?
      Tokyo Electron Ltd’s upcoming earnings report date is Nov 06, 2026 which is in 85 days.
        How were Tokyo Electron Ltd’s earnings last quarter?
        Tokyo Electron Ltd released its earnings results on Jul 30, 2026. The company reported $1.135 earnings per share for the quarter, beating the consensus estimate of $1.09 by $0.045.
          Is Tokyo Electron Ltd overvalued?
          According to Wall Street analysts Tokyo Electron Ltd’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Tokyo Electron Ltd pay dividends?
            Tokyo Electron Ltd pays a Semiannually dividend of $1.041 which represents an annual dividend yield of 0.88%. See more information on Tokyo Electron Ltd dividends here
              What is Tokyo Electron Ltd’s EPS estimate?
              Tokyo Electron Ltd’s EPS estimate is 1.32.
                How many shares outstanding does Tokyo Electron Ltd have?
                Tokyo Electron Ltd has 936,065,500 shares outstanding.
                  What happened to Tokyo Electron Ltd’s price movement after its last earnings report?
                  Tokyo Electron Ltd reported an EPS of $1.135 in its last earnings report, beating expectations of $1.09. Following the earnings report the stock price went up 7.471%.
                    Which hedge fund is a major shareholder of Tokyo Electron Ltd?
                    Currently, no hedge funds are holding shares in TOELY
                    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

                      Tokyo Electron Ltd

                      Tokyo Electron Limited, together with its global subsidiaries, is a leading provider specializing in the development, manufacturing, and sale of advanced equipment for semiconductor fabrication and flat panel display (FPD) production. Its extensive market reach spans Japan, Europe, North America, Taiwan, China, South Korea, and other international territories. Within its Semiconductor Production Equipment division, the company offers a diverse array of systems crucial for wafer processing, including coaters/developers, etch systems, deposition equipment, and cleaning solutions. This segment also provides wafer probers for testing and wafer bonders/debonders. In its Flat Panel Display Production Equipment division, Tokyo Electron supplies coaters/developers and etch/ash systems specifically designed for FPD manufacturing. Furthermore, it offers inkjet printing systems tailored for the production of organic light-emitting diode (OLED) panels. Additionally, the company extends its services to include logistics, facility maintenance, and insurance. Tokyo Electron Limited was founded in 1951 and is headquartered in Tokyo, Japan.

                      Tokyo Electron (TOELY) Earnings & Revenues

                      TOELY Company Deck

                      TOELY Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a predominantly positive operational and financial picture: record revenue, record net income, record free cash flow, strong shareholder returns, completed capacity expansion and robust near-term demand with aggressive first-half FY2027 guidance and multiple product-level growth drivers (coater/developer, etch, advanced packaging). However, there are meaningful headwinds around rising parts/materials costs, higher labor and logistics expenses, foreign-exchange-driven fixed-cost increases, some sales mix/timing issues (etch sales conversion and China proportion shifts), and limited visibility for the second half due to large customer order variability and geopolitical risk. On balance, the strong demand, record cash generation and confident H1 guidance outweigh the margin and visibility concerns.View all TOELY earnings summaries
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                      Ownership Overview

                      <0.01%<0.01%99.98%
                      Insiders
                      <0.01% Other Institutional Investors
                      99.98% Public Companies and
                      Individual Investors
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