Bandai Namco stock reports 9.3 percent first quarter sales growth

Published on 10/07/2026 at 03:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bandai Namco stock posted JPY 69.2 billion in operating profit in Q1 fiscal 2027, up 33.3 percent year over year. The analyst target was JPY 5,791 on September 30.

Bandai Namco, JP3778630008, Illustration mit AI erstellt.

Bandai Namco stock (ISIN JP3778630008) reached JPY 328.4 billion in revenue in the first quarter of fiscal 2027, up 9.3 percent from the prior-year period. EBC Financial Group reported the figures on September 29, 2026, highlighting the strongest first-quarter performance in the company record.

Operating profit grows 33.3 percent

Operating profit rose to JPY 69.2 billion in the three months ended June 30, 2026, a 33.3 percent year-over-year increase. Net income reached JPY 51.1 billion, up 33.4 percent, with the Toys and Hobby segment providing the main earnings support.

The company also raised its first-half operating profit forecast to JPY 124.0 billion, an increase of JPY 40.0 billion from the initial plan, while maintaining full-year revenue guidance of JPY 1.35 trillion and operating profit guidance of JPY 185.0 billion, according to EBC Financial Group.

Digital segment remains the counterweight

The earnings mix is less uniform than the group total suggests. Digital revenue was JPY 90.9 billion and operating profit was JPY 15.0 billion in the first quarter, both below the prior-year period, making new game releases and repeat sales important variables for the rest of fiscal 2027.

The analyst picture is constructive but measured. On October 1, 2026, a US investment bank raised its rating from Underperform to Neutral and lifted its target from JPY 3,610 to JPY 5,840, as Yahoo Finance reported. The September 30 consensus was slightly bullish at 4.07 from 14 analysts, while 13 analysts had an average target of JPY 5,791.

Stock stays below the yearly high

Bandai Namco shares were trading at JPY 5,677 on the Tokyo Stock Exchange on October 7, 2026, at 10:20 a.m. JST, down 0.65 percent from the prior close. Volume stood at 378,400 shares, and the JPY 3,530 to JPY 5,850 52-week range places the price 2.96 percent below its yearly high.

For investors, the key tension is clear: Toys and Hobby is expanding quickly enough to lift group guidance, while the digital business still needs a stronger release schedule to support the full-year plan. The September 30 consensus target of JPY 5,791 stands 2.01 percent above the October 7 trading price, leaving only a modest numerical gap between market price and analyst expectations.

Bandai Namco stock holds JPY 5,677

Bandai Namco stock was trading at JPY 5,677 on the Tokyo Stock Exchange on October 7, 2026 at 10:20 a.m. JST, with a market capitalization of JPY 3.6 trillion.