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

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TOELY Stock Chart & Stats

$130.24
$2.04(2.43%)
At close: 4:00 PM EST
$130.24
$2.04(2.43%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetTokyo Electron's near-zero debt and a conservatively structured balance sheet provide durable financial flexibility. This reduces insolvency risk through semiconductor cycles, enables sustained R&D/CapEx funding, supports dividends/repurchases, and allows opportunistic investments without reliance on external financing.
Strong Cash Generation And ReturnsConsistent, record-level free cash flow underpins long-term capital allocation optionality: funds for high R&D and targeted CapEx, elevated dividend policy and buybacks, and resilience during downturns. Robust cash conversion supports strategic investments and ongoing service expansion.
Diverse Product & Growing Services BaseA broad portfolio across etch, deposition, coating/track and probers plus a large aftermarket (Field Solutions) creates multiple revenue streams. Recurring service and parts revenues reduce cyclicality of new tool sales and deepen customer relationships, supporting durable margins and higher lifetime value.
Bears Say
Margin Pressure From Rising CostsRising parts/material costs, higher labor and logistics, plus elevated R&D raise the structural cost base. Depreciation and fixed-cost expansion magnify margin sensitivity; management's >50% gross margin goal faces execution risk unless product mix, pricing power, or cost efficiencies materially improve.
Cyclical Demand And Limited VisibilityRevenue and order timing remain tied to volatile WFE investment cycles and large customer projects. Limited forward visibility and geopolitical concentration risks (supply routes, customer geography) make multi-quarter planning and capacity utilization uncertain, raising execution and cash-flow timing risk.
Elevated Inventories And Rising LiabilitiesHigh inventories and a jump in liabilities tie up working capital and increase balance-sheet leverage in practice. Rising depreciation and fixed costs from capacity build-outs raise the breakeven requirement for margins, making profits and FCF more sensitive if tool demand softens.

Tokyo Electron News

TOELY FAQ

What was Tokyo Electron’s price range in the past 12 months?
Tokyo Electron lowest stock price was $67.30 and its highest was $167.97 in the past 12 months.
    What is Tokyo Electron’s market cap?
    Tokyo Electron’s market cap is $152.64B.
      When is Tokyo Electron’s upcoming earnings report date?
      Tokyo Electron’s upcoming earnings report date is Aug 06, 2026 which is in 64 days.
        How were Tokyo Electron’s earnings last quarter?
        Tokyo Electron released its earnings results on Apr 30, 2026. The company reported $1.496 earnings per share for the quarter, beating the consensus estimate of $1.313 by $0.183.
          Is Tokyo Electron overvalued?
          According to Wall Street analysts Tokyo Electron’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Tokyo Electron pay dividends?
            Tokyo Electron pays a Semiannually dividend of $0.754 which represents an annual dividend yield of 1.78%. See more information on Tokyo Electron dividends here
              What is Tokyo Electron’s EPS estimate?
              Tokyo Electron’s EPS estimate is 1.14.
                How many shares outstanding does Tokyo Electron have?
                Tokyo Electron has 936,065,500 shares outstanding.
                  What happened to Tokyo Electron’s price movement after its last earnings report?
                  Tokyo Electron reported an EPS of $1.496 in its last earnings report, beating expectations of $1.313. Following the earnings report the stock price went up 0.457%.
                    Which hedge fund is a major shareholder of Tokyo Electron?
                    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

                      Tokyo Electron Limited, together with its subsidiaries, develops, manufactures, and sells semiconductor and flat panel display (FPD) production equipment in Japan, Europe, North America, Taiwan, China, South Korea, and internationally. The company's Semiconductor Production Equipment segment offers coaters/developers, etch systems, deposition systems, and cleaning systems used in wafer processing; wafer probers used in wafer testing process; and wafer bonders/debonders. Its Flat Panel Display Production Equipment segment provides coaters/developers and etch/ash systems for use in the manufacture of FPDs, as well as inkjet printing systems for manufacturing OLED panels. The company also offers logistic, facility maintenance, and insurance services. Tokyo Electron Limited was incorporated in 1951 and is headquartered in Tokyo, Japan.

                      Tokyo Electron (TOELY) Earnings & Revenues

                      TOELY Company Deck

                      TOELY Earnings Call

                      Q4 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%99.99%
                      Insiders
                      <0.01% Other Institutional Investors
                      99.99% Public Companies and
                      Individual Investors

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