Analysts set a JPY 2,587 target for Zeon stock

Published on 10/13/2026 at 02:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Net income rose 69.40 percent to JPY 12.71 billion on July 29, 2026. For Zeon stock, revenue reached JPY 109.47 billion in the first quarter.

Key points in brief

Analysts set a JPY 2,587 average target for Zeon stock on September 25, 2026.
Zeon's first-quarter revenue reached JPY 109.47 billion, up 6.20 percent year on year.
First-quarter operating profit rose 34.40 percent to JPY 16.30 billion, while net income rose 69.40 percent to JPY 12.71 billion.
The company forecast JPY 405.00 billion in fiscal 2027 revenue and JPY 36.00 billion in net income.

Zeon, JP3725400000, Illustration mit AI erstellt.

Zeon Corporation (ISIN JP3725400000) was assigned an average analyst target of JPY 2,587 on September 25, 2026, according to Minkabu. The consensus listed five Buy or Strong Buy ratings, three Neutral ratings and one Sell rating, giving investors a numerical benchmark after Zeon's latest operating update.

Three dated milestones and figures

On May 21, 2026, Zeon set fiscal 2027 guidance at JPY 405.00 billion in revenue, JPY 38.00 billion in operating profit and JPY 36.00 billion in net income, according to JPX Market Explorer. On July 29, 2026, first-quarter revenue reached JPY 109.47 billion, up 6.20 percent year on year, while operating profit rose 34.40 percent to JPY 16.30 billion.

On September 25, 2026, the analyst consensus target stood at JPY 2,587, with the latest estimate up from JPY 2,213 three months earlier, according to Minkabu. The change indicates that the target moved higher over the period, although the consensus still included three Neutral and one Sell rating.

What does the first quarter mean?

First-quarter net income attributable to owners of the parent rose 69.40 percent year on year to JPY 12.71 billion, while ordinary profit increased 57.40 percent to JPY 18.80 billion, according to Note. Specialty Materials generated JPY 33.80 billion in revenue and JPY 10.10 billion in operating profit, compared with JPY 58.20 billion in revenue and JPY 5.50 billion in operating profit for Elastomer Materials.

The result gives Zeon a stronger profit contribution from high-performance materials than from its larger elastomer revenue base. The same analysis said the company maintained its full-year forecast because the outlook remained uncertain, leaving the JPY 36.00 billion net income target as the key comparison for later quarters.

Zeon stock and the company plan

Zeon's business combines synthetic rubber with specialty materials used in semiconductor, optical and battery applications. For fiscal 2027, the company forecast JPY 405.00 billion in revenue and JPY 36.00 billion in net income, while the analyst consensus projected JPY 422.97 billion in revenue and JPY 37.03 billion in net income for the same fiscal year, according to Minkabu. That gap places the JPY 2,587 target alongside a more cautious company forecast.

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