Hitachi stock gains 1.14 percent as targets stay above JPY 6,600

Published on 09/30/2026 at 11:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Hitachi stock enters the next earnings checkpoint after Q1 revenue reached JPY 2.7095 trillion, up 20.00 percent. Full-year guidance stands at JPY 11.7 trillion.

Hitachi, JP3788600009, Illustration mit AI erstellt.

Hitachi stock (ISIN JP3788600009) was trading at EUR 31.08 at Lang & Schwarz on September 30, 2026, up 1.14 percent from the prior close of EUR 30.73. The latest operating checkpoint is a first quarter that delivered record revenue and a higher full-year plan.

First quarter sets a higher base

According to KabuGraph, Hitachi reported fiscal 2027 first-quarter revenue of JPY 2.7095 trillion for the three months ended June 30, 2026, up 20.00 percent from the prior-year quarter. Adjusted EBITA reached JPY 323.5 billion, with an 11.90 percent margin, while all four sectors posted revenue and profit growth.

The comparison matters because the revenue figure represents 23.20 percent of the revised full-year plan. Energy led the expansion, with quarterly revenue of JPY 911.9 billion, up 37.00 percent, and orders of JPY 1.9063 trillion, up 87.00 percent, according to the same company analysis.

Guidance points to energy

Hitachi raised fiscal 2027 revenue guidance from JPY 11.1 trillion to JPY 11.7 trillion and lifted adjusted EBITA guidance from JPY 1.42 trillion to JPY 1.52 trillion, according to KabuGraph. The revised adjusted EBITA margin is 13.00 percent, while net income guidance increased from JPY 850.0 billion to JPY 900.0 billion.

Energy is the main numerical driver behind that revision. The segment is forecast to generate JPY 4.060 trillion in fiscal 2027 revenue, up 26.00 percent, while Lumada revenue guidance rose from JPY 4.790 trillion to JPY 5.060 trillion.

Targets remain above the market

Investing.com lists an average 12-month analyst target of JPY 6,600.00 from 14 analysts, with targets ranging from JPY 5,500.00 to JPY 7,500.00. The next earnings date listed on the page is October 23, 2026, giving the market a defined checkpoint for testing the raised plan.

The counterweight is valuation and execution. Hitachi must convert its energy backlog and Lumada growth into sustained margins while managing project delivery, geopolitical exposure and weaker demand in parts of its connective industries business.

Hitachi stock gains in trading

Hitachi stock was trading at EUR 31.08 at Lang & Schwarz on September 30, 2026 at 10:59 a.m. CEST, up 1.14 percent versus the Lang & Schwarz prior close of EUR 30.73 on September 29, 2026. The Tokyo-listed share was last at JPY 5,489.00 on the Tokyo Stock Exchange on September 30, 2026 at 3:30 p.m. JST.