Goldman Sachs Reiterates JPY 105,000 Target for Disco stock

Published on 10/20/2026 at 19:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Results due October 22, 2026; sales rose 39.00 percent. Disco stock costs EUR 302.00 on October 20, 2026, 2.72 percent above the Frankfurt close.

Analyst target and reporting date

Goldman Sachs reiterated a JPY 105,000 target on October 18, 2026.
Disco scheduled second-quarter results for October 22, 2026.
Disco stock costs EUR 302.00 at Lang & Schwarz on October 20, 2026, 2.72 percent above the Frankfurt close.

Disco, JP3548600000, Illustration mit AI erstellt.

Goldman Sachs reiterated a JPY 105,000 target for Disco on October 18, 2026, while the company prepares to publish its second-quarter results on October 22. The target stands 99.50 percent above the Tokyo closing price of JPY 52,630 on October 20, calculated in the same currency. Disco stock was trading at EUR 302.00 at Lang & Schwarz on October 20, 2026 at 7:53 p.m. CEST, up 2.72 percent versus the Frankfurt close of October 16, 2026 at EUR 294.00.

Goldman keeps JPY 105,000 target

According to Futunn, Goldman Sachs reiterated its Buy rating for Disco and kept the target at JPY 105,000 in a note dated October 18, 2026. The research cited expansion in advanced packaging as a reason for the view and placed the target 99.50 percent above the October 20 Tokyo price of JPY 52,630.

Sales set the October 22 test

Disco's preliminary second-quarter parent sales reached JPY 118.50 billion for the period ended September 30, 2026, up 38.90 percent from JPY 85.30 billion a year earlier. Shipments reached JPY 123.90 billion, an increase of 60.00 percent year over year, according to Filingreader on October 6, 2026.

Price position and valuation

On the Tokyo Stock Exchange, Disco was last at JPY 52,630 on October 20, 2026 at 3:30 p.m. JST. Its 52-week range was JPY 42,370 to JPY 91,680, placing the price 24.22 percent above the low and 42.59 percent below the high. Trading volume reached 1,778,300 shares.

Disco's price-to-earnings ratio was 39.22 and its market capitalization was JPY 5.7 trillion on October 20, 2026. Tokyo Electron traded at a price-to-earnings ratio of 37.21 with a market capitalization of JPY 22.9 trillion, while Advantest traded at 53.73 with a market capitalization of JPY 24.5 trillion on the same date.

Comparison with peers

Disco Corporation: down 1.37 percent, price-to-earnings ratio 39.22, market capitalization JPY 5.7 trillion.

Tokyo Electron (Tokyo Stock Exchange, JPY): down 2.56 percent, price-to-earnings ratio 37.21, market capitalization JPY 22.9 trillion.

Advantest (Tokyo Stock Exchange, JPY): down 1.68 percent, price-to-earnings ratio 53.73, market capitalization JPY 24.5 trillion.

What comes next for Disco

The October 22 report will show whether the preliminary sales acceleration translated into consolidated earnings and whether the company updated its outlook. The immediate comparison is the JPY 105,000 Goldman Sachs target against the JPY 52,630 Tokyo price.

Disco stock was trading at EUR 302.00 at Lang & Schwarz on October 20, 2026 at 7:53 p.m. CEST, 2.72 percent above the Frankfurt close of October 16, 2026 at EUR 294.00. The further course of trading is shown by the continuously updated real-time quote of Disco stock.