Disco Corporation stock falls 7.05 percent as sales surge continues

Published on 10/07/2026 at 04:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Disco Corporation stock traded at JPY 60,880 on October 7, 2026, after preliminary Q2 revenue rose 38.9 percent year over year. Shipments increased 60.0 percent.

Disco, JP3548600000, Illustration mit AI erstellt.

Disco Corporation (ISIN JP3548600000) was trading at JPY 60,880 on the Tokyo Stock Exchange at 11:00 a.m. JST on October 7, 2026, down 7.05 percent from the previous close. The semiconductor equipment maker had just delivered preliminary fiscal second-quarter figures that showed parent revenue of JPY 118.5 billion, up 38.9 percent from the same quarter a year earlier.

Sales accelerate on chip demand

According to Investing.com on October 6, 2026, parent shipments reached JPY 123.9 billion in fiscal Q2, an increase of 60.0 percent year over year and 6.4 percent from the prior quarter. Revenue also rose 24.7 percent sequentially, giving the preliminary update a stronger operating signal than the quarterly revenue figure alone.

The same report said implied consolidated revenue of JPY 143.9 billion stood 12.0 percent above company guidance and 3.4 percent above analyst consensus. Implied consolidated shipments of JPY 149.1 billion were 5.8 percent above guidance and 2.7 percent above consensus, although these consolidated values were derived from the parent figures rather than reported as final consolidated results.

October results date sets the test

Disco Corporation lists its financial report for the second quarter ended September 30, 2026, for October 22, 2026. The company also scheduled a results telephone conference for analysts on that date and a management results meeting for October 23, 2026. Those disclosures make the preliminary sales figures a checkpoint rather than the final earnings statement.

The figures also sharpen the valuation debate. A September 30 US brokerage view kept a Buy rating but reduced its price target from JPY 80,000 to JPY 76,000, according to Yahoo Finance. The target cut contrasts with the latest sales growth and shows that stronger demand does not automatically lift every valuation assumption.

The published consensus as of September 29, 2026, covered 15 analysts, carried a 4.53 rating score and set the average target at JPY 80,720, the same Yahoo Finance report said. That consensus target lies 32.6 percent above the JPY 60,880 market price, leaving the October 22 results as the next concrete test of whether the sales momentum can support the premium.

Disco stock drops during Tokyo trading

Disco Corporation stock was last at JPY 60,880 on October 7, 2026, with a session range of JPY 60,870 to JPY 64,240 and volume of 1,703,000 shares. Its 52-week range was JPY 42,370 to JPY 91,680, while market capitalization stood at JPY 6.6 trillion on the same date.