Lasertec, JP3979200007

Goldman Sachs sets JPY 70,000 target for Lasertec stock

Published on 10/07/2026 at 02:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Orders reached JPY 237.50 billion in fiscal 2026, up 125.88 percent year over year. Lasertec stock's prior close was EUR 260.00 on October 6, 2026.

Lasertec, JP3979200007, Illustration mit AI erstellt.

Lasertec Corporation (ISIN JP3979200007) lifted fiscal 2026 orders to JPY 237.50 billion, up 125.88 percent from JPY 105.23 billion a year earlier. According to Business Insider on September 25, 2026, Goldman Sachs analyst Shuhei Nakamura reiterated a Buy rating and set a JPY 70,000 target for Lasertec stock.

Orders recover while sales reset

Lasertec Corporation reported the fiscal year ended June 30, 2026, with consolidated net sales of JPY 230.49 billion, down 8.30 percent year over year. Operating income was JPY 105.26 billion, down 14.30 percent, while net income attributable to owners of the parent reached JPY 77.49 billion, down 8.50 percent.

The order recovery was not evenly distributed across the business. Semiconductor-related products generated JPY 168.09 billion in fiscal 2026, down 17.20 percent, while services increased 36.50 percent to JPY 58.65 billion.

Analyst target meets execution risk

The contrast between orders and recognized sales is central to the Lasertec investment case: orders recovered before the revenue line did. The fiscal 2026 report says customer investment linked to AI data centers supported demand for advanced semiconductor inspection, but sales still reflected the weaker order intake of the prior fiscal year.

Lasertec also decided on a fiscal 2026 year-end dividend of JPY 197 per share, bringing the annual dividend to JPY 329 per share, unchanged from the prior fiscal year. The reported payout ratio was 38.10 percent, giving shareholders a defined cash return while equipment deliveries and customer acceptance timing remain important to revenue recognition.

Stock remains below its yearly high

On the Tokyo Stock Exchange, Lasertec was trading at JPY 46,290.00 on October 7, 2026 at 9:38 a.m. JST, down JPY 260.00 from the prior close in the finance quote. The same quote showed a JPY 19,585.00 to JPY 58,580.00 52-week range, placing the price 20.98 percent below the high, and a market capitalization of JPY 4.1 trillion.

The prior close at Lang & Schwarz was EUR 260.00 on October 6, 2026. The further course of trading is shown by the continuously updated real-time quote of Lasertec stock.