Murata weighs AI capacity expansion: 19 analysts rate Murata Manufacturing stock
Published on 10/14/2026 at 12:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSCapacity and earnings milestones
- Bloomberg reported on October 13, 2026 that Murata is considering additional MLCC capacity investment.
- First-quarter revenue reached JPY 502.26 billion, up 20.70 percent year over year.
- Murata Manufacturing stock was at EUR 42.58 at 12:00 p.m. CEST at Lang & Schwarz on October 14, 2026.
- Murata is scheduled to report second-quarter fiscal 2027 results on October 30, 2026.
Murata Manufacturing (ISIN JP3914400001) was considering additional production capacity for multilayer ceramic capacitors as AI-server demand accelerated, Bloomberg reported on October 13, 2026. The same day, MarketWatch listed 19 ratings with a Buy average for Murata's ADR.
AI demand drives capacity debate
Murata President Norio Nakajima told Bloomberg that the company was securing materials and discussing expansion with suppliers. He aimed to provide a precise spending figure with the earnings announcement scheduled for October 30, 2026.
The investment question follows a strong first quarter. According to End0u2626 on September 21, 2026, revenue in the first quarter of fiscal 2027 reached JPY 502.26 billion, up 20.70 percent year over year, while operating profit rose 59.80 percent to JPY 98.45 billion.
What does the growth mean?
The mix matters more than revenue alone. Capacitor revenue reached JPY 282.51 billion in the first quarter of fiscal 2027, up 30.00 percent year over year, while computer-related revenue grew 47.00 percent to JPY 102.87 billion, according to End0u2626.
Three dated company milestones
On September 30, 2026, Business Wire reported that Murata began mass production of three-terminal low-ESL MLCCs in the 0201 format. On October 7, 2026, Murata's investor-relations page listed a notice on the status of its treasury-share acquisition. On October 13, 2026, Bloomberg reported the possible capacity expansion linked to AI-server demand.
Upcoming reporting and industry dates
MarketWatch lists October 30, 2026 as Murata's second-quarter fiscal 2027 reporting date. AZoSensors reported that Murata plans to present sensor and power products at Electronica 2026 from November 10 through November 13, 2026.
Stock price in euros
Murata Manufacturing was trading at EUR 42.58 at Lang & Schwarz on October 14, 2026 at 12:00 p.m. CEST. The Tokyo Stock Exchange quote was JPY 7,501 at 3:30 p.m. JST on October 14, 2026, with a JPY 2,751.50 to JPY 12,895.00 52-week range and market capitalization of JPY 13.7 trillion.
The further course of trading is shown by the continuously updated real-time quote of Murata Manufacturing stock.
Murata Manufacturing key facts
- Company: Murata Manufacturing Co., Ltd.
- ISIN: JP3914400001
- Ticker: 6981
- Primary exchange: Tokyo Stock Exchange
- Price Lang & Schwarz (as of October 14, 2026, 12:00 p.m. CEST): EUR 42.58
- Market capitalization: JPY 13.7 trillion (as of October 14, 2026)
- 52-week range: JPY 2,751.50-12,895.00 (as of October 14, 2026)
- Sector / Industry: Technology / Hardware, Equipment and Parts
- Next earnings date: October 30, 2026
Market context: Market report Nikkei 225.
