Analysts cut target for Trend Micro stock to JPY 5,000.00

Published on 10/13/2026 at 03:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue rose 13.00 percent to JPY 74.74 billion. Trend Micro stock is valued at JPY 971.70 billion on October 13, 2026.

Key points in brief

Analysts cut Trend Micro's target from JPY 5,300.00 to JPY 5,000.00 on September 11, 2026.
Second-quarter 2026 revenue rose 13.00 percent to JPY 74.74 billion, while net income fell 37.00 percent.
Trend Micro's operating income guidance fell to JPY 44.40 billion from JPY 56.40 billion for fiscal 2026.
Trend Micro was valued at JPY 971.7 billion on October 13, 2026, with shares at JPY 7,488.00 on the Tokyo Stock Exchange.

Trend Micro, JP3637300009, Illustration mit AI erstellt.

Analysts cut the target for Trend Micro stock from JPY 5,300.00 to JPY 5,000.00 on September 11, 2026, according to Simply Wall St. The cut put valuation pressure beside a business still expanding its AI security offering.

Three milestones shape the stock

On August 13, 2026, Trend Micro reported second-quarter revenue of JPY 74.74 billion, up 13.00 percent from the prior-year quarter, while net income fell 37.00 percent to JPY 3.46 billion, Simply Wall St reported. On September 11, the same source recorded the target reduction from JPY 5,300.00 to JPY 5,000.00.

On October 1, 2026, Trend Micro's TrendAI announced a private preview of an autonomous vulnerability discovery tool using Amazon Bedrock, according to Simply Wall St. The tool links automated vulnerability detection with validation from Trend Micro's Zero Day Initiative research.

What does the guidance cut mean?

Trend Micro revised fiscal 2026 operating income guidance to JPY 44.40 billion from JPY 56.40 billion, while keeping projected sales at JPY 301.50 billion, Simply Wall St reported. The company attributed the pressure to higher cloud-related expenses, including AI token costs, making operating leverage the key counterweight to revenue growth.

Trend Micro's annual recurring revenue exceeded USD 1.70 billion in the second quarter of 2026, up 5.00 percent year over year, while ARR from TrendAI Vision One rose 49.00 percent, according to Simply Wall St. That combination gives the stock a clear tension between recurring-demand growth and the cost of scaling cloud infrastructure.

Upcoming dates carry the next test

Trend Micro lists November 2026 investor activity, while Barron's lists November 5, 2026 for third-quarter results and February 18, 2027 for fiscal-year results. Those dates place the next earnings test after a quarter in which revenue grew but net income and operating income guidance weakened.

Tokyo valuation stays measurable

Trend Micro was trading at JPY 7,488.00 on the Tokyo Stock Exchange on October 13, 2026 at 9:46 a.m. JST. Its market capitalization was JPY 971.7 billion, while the 52-week range stood at JPY 4,789.00 to JPY 8,073.00 on the same date. The further course of trading is shown by the continuously updated real-time quote of Trend Micro stock.