Goldman Sachs cuts target for Kubota stock to JPY 2,500

Published on 10/07/2026 at 03:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue reached JPY 1.6903 trillion, up 16.20 percent year over year. For Kubota stock, results are due November 9, 2026.

Daikin, JP3266400005, Illustration mit AI erstellt.

Kubota Corporation (JP3266400005) faces a lower analyst valuation after Goldman Sachs cut its target from JPY 3,400 to JPY 2,500 on October 5, 2026. According to Finvaulta, the research house also downgraded Kubota to Sell in its Japan machinery coverage.

Results strengthen the operating case

The target reduction contrasts with Kubota's latest reported operating performance. In the first half of 2026, revenue reached JPY 1.6903 trillion, up 16.20 percent from the same period of 2025, while operating profit rose 64.70 percent to JPY 235.60 billion, according to OmniTrattore.it on September 17, 2026.

The comparison is material for investors: operating profit grew nearly four times faster than revenue. Kubota attributed the improvement to higher volumes, price revisions, favorable currency effects and US tariff reimbursements, while North American tractor demand in the 0 to 40 horsepower and 40 to 100 horsepower categories weakened.

Raised guidance meets a results date

Kubota lifted its full-year 2026 revenue outlook to JPY 3.280 trillion, JPY 130.00 billion above the previous forecast, and raised operating-profit guidance to JPY 400.00 billion, JPY 100.00 billion higher than before, according to OmniTrattore.it.

The next scheduled reporting point is November 9, 2026, when Kubota plans to publish financial results for the nine months ended September 30, 2026, according to Kubota. That release will test whether the first-half acceleration is carrying into the second half and whether the higher annual targets remain supported by demand and currency trends.

Prior close sets the euro reference

Kubota's last Lang & Schwarz close was EUR 15.27 on October 6, 2026. The quote timestamp was 11:00 p.m. CEST on October 6, 2026, while the Tokyo listing was quoted at JPY 2,789.50 at 10:26 a.m. JST on October 7, 2026.

The further course of trading is shown by the continuously updated real-time quote of Kubota stock.