Disco stock reports 27.1 percent first quarter sales growth

Published on 09/30/2026 at 06:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Disco stock carries a JPY 68,000 target after a rating upgrade on September 28, 2026. Fiscal first quarter revenue rose 27.1 percent.

Disco, JP3548600000, Illustration mit AI erstellt.

Disco stock delivered fiscal 2027 first quarter revenue of JPY 114.3 billion, up 27.1 percent from the year-earlier period ended June 30, 2026. Operating profit reached JPY 48.8 billion, an increase of 42.2 percent, according to Beikabumap.

Profit growth outpaces sales

The quarterly operating margin was 42.7 percent, compared with 38.4 percent in the year-earlier quarter. Net income came to JPY 34.2 billion, up 44.0 percent, while quarterly earnings per share reached JPY 315.50.

Disco also expects fiscal first-half revenue of JPY 242.8 billion and operating profit of JPY 104.9 billion, representing year-over-year growth of 24.8 percent and 33.0 percent. The company provides a one-quarter-forward outlook rather than a full-year forecast, reflecting the volatility of customer investment decisions.

Rating rises as target falls

On September 28, 2026, SMBC Nikko Securities raised its investment rating from 2 to 1 while reducing its price target from JPY 81,000 to JPY 68,000, as Yahoo Finance reported. The target cut signals that the broker is balancing stronger profit assumptions against a lower valuation framework.

A separate September 25, 2026 rating action kept an Overweight view but reduced the target from JPY 78,000 to JPY 67,000, according to Yahoo Finance. The two actions point to a common tension: earnings growth remains strong, while target valuations have moved lower.

Next report arrives October 6

DISCO CORPORATION's investor calendar lists the financial report for the second quarter ended September 30, 2026, for October 6, 2026, followed by an earnings-results telephone conference on October 22, 2026, according to DISCO CORPORATION. The upcoming report will test whether the first-half outlook of JPY 242.8 billion in revenue and JPY 104.9 billion in operating profit remains intact.

Japanese listing stays above JPY 57,000

On the Tokyo Stock Exchange, Disco was trading at JPY 57,010 at 1:00 p.m. JST on September 30, 2026, up 0.58 percent from JPY 56,680. Market capitalization was JPY 6.2 trillion, and the 52-week range was JPY 42,370 to JPY 91,680. The Lang & Schwarz prior close was EUR 320.00 on September 28, 2026.