Murata, JP3932000007

Goldman Sachs cuts target for Yaskawa stock to JPY 5,000

Published on 10/20/2026 at 20:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue rose 9.80 percent to JPY 285.60 billion. Yaskawa stock costs EUR 23.80 on October 20, 2026, down 2.46 percent versus Frankfurt.

Target cut and interim figures

Goldman Sachs lowered its Yaskawa target to JPY 5,000 on October 20, 2026.
First-half revenue increased 9.80 percent to JPY 285.60 billion on October 9, 2026.
Yaskawa stock costs EUR 23.80 at Lang & Schwarz on October 20, 2026 at 8:23 p.m. CEST, down 2.46 percent versus the Frankfurt close of October 19, 2026.

Murata, JP3932000007, Illustration mit AI erstellt.

Yaskawa Electric (ISIN JP3932000007) faces a lower analyst target after Investing.com reported on October 20, 2026 that Goldman Sachs downgraded the stock to Neutral from Buy and cut its target from JPY 5,500 to JPY 5,000. Against the Tokyo price of JPY 4,277.00 on October 20, 2026, the new target stands 16.90 percent above the share price. Yaskawa stock was trading at EUR 23.80 at Lang & Schwarz on October 20, 2026 at 8:23 p.m. CEST, down 2.46 percent versus the Frankfurt close of October 19, 2026 at EUR 24.40.

Revenue rises as profit margins narrow

The analyst revision follows Yaskawa's interim results. FilingReader reported on October 9, 2026 that first-half fiscal 2027 revenue rose 9.80 percent year over year to JPY 285.60 billion. Operating profit fell 5.50 percent to JPY 22.06 billion, while profit attributable to owners rose 4.10 percent to JPY 18.99 billion.

The contrast matters for the valuation discussion. Yaskawa raised its full-year revenue forecast to JPY 600.00 billion but projected operating profit of JPY 57.50 billion, with production affected by a new enterprise resource planning system and European structural reform expenses, according to FilingReader.

Price position after the target cut

The Frankfurt quotation gives the euro perspective for investors in Germany. A price of EUR 23.80 sits 43.33 percent below the EUR 42.00 52-week high and 21.82 percent above the EUR 19.52 low, with both levels reported by comdirect for October 19, 2026. The same page lists market capitalization at EUR 6.61 billion.

Tokyo listing keeps the comparison in yen

Yaskawa is listed on the Tokyo Stock Exchange under ticker 6506. The Tokyo quotation closed at JPY 4,277.00 on October 20, 2026, while the Goldman Sachs target uses the same currency, keeping the 16.90 percent calculation on a like-for-like basis. The annual dividend forecast remained JPY 72.00 per share for the fiscal year ending February 28, 2027, according to FilingReader.

Goldman target resets the valuation debate

The immediate issue is not revenue momentum but the conversion of that growth into operating profit. The 5.50 percent first-half operating-profit decline and the lower JPY 57.50 billion full-year forecast provide the numerical basis for Goldman Sachs' more cautious view.

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