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

158 Followers

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
Fortress Balance SheetTokyo Electron’s near-zero debt and an exceptionally conservative balance sheet give durable financial resilience. That balance sheet supports multi-year R&D and capital investments, cushions cyclical downturns, and preserves strategic optionality for M&A or customer financing without stressing cash flow.
Strong Profitability And Revenue RecoveryA sharp revenue rebound and sustained high profitability indicate durable operational strength. Robust margins provide capacity to invest in process R&D and service infrastructure, supporting long-term competitiveness across etch, deposition, cleaning and track equipment product lines.
Installed Base And Recurring ServicesA significant installed base and aftermarket (service, spares, upgrades) generate recurring, higher-margin revenue that smooths capital-sale cyclicality. Long service lifecycles and applications engineering deepen customer relationships and create pull-through for future tool sales and upgrades.
Bears Say
Semiconductor-cycle SensitivityTokyo Electron’s top-line and order flows remain tightly linked to semiconductor capex cycles. Large swings in customer factory spending compress visibility and can cause multi-quarter revenue and margin volatility, complicating capacity planning, staffing and long-term free cash flow predictability.
Volatile Free Cash FlowAlthough operating cash generation is solid, FCF volatility driven by working-capital swings and investment timing reduces steady cash available for buybacks, dividends or rapid capacity expansion. This variability can constrain capital allocation during downturns despite strong headline profitability.
Lumpy, Project-based RevenueDependence on large, project-based equipment orders makes revenue lumpy and concentrated by customer programs. Timing or deferral of a few major orders materially affects annual results, increasing execution risk and giving large customers bargaining leverage over delivery schedules and pricing.

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 $167.43 in the past 12 months.
    What is Tokyo Electron Ltd’s market cap?
    Tokyo Electron Ltd’s market cap is $152.18B.
      When is Tokyo Electron Ltd’s upcoming earnings report date?
      Tokyo Electron Ltd’s upcoming earnings report date is Aug 06, 2026 which is in 88 days.
        How were Tokyo Electron Ltd’s earnings last quarter?
        Tokyo Electron Ltd 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 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 $0.754 which represents an annual dividend yield of 1.78%. See more information on Tokyo Electron Ltd dividends here
              What is Tokyo Electron Ltd’s EPS estimate?
              Tokyo Electron Ltd’s EPS estimate is 1.14.
                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 $1.496 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 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 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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