Ibiden stock gained 1.10 percent as Q1 profit accelerates

Published on 10/07/2026 at 06:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Ibiden stock posted JPY 122.3 billion in Q1 FY2027 revenue, up 26.4 percent year over year. Operating profit rose 52.4 percent to JPY 25.9 billion.

Ibiden, JP3148800000, Illustration mit AI erstellt.

Ibiden stock (ISIN JP3148800000) was last at JPY 12,400 on the Tokyo Stock Exchange on October 6, 2026, up 1.10 percent from the previous session. The move follows a quarter in which the electronics and substrate supplier continued to benefit from demand linked to AI servers.

Q1 profit climbs to JPY 25.9 billion

Ibiden reported JPY 122.3 billion in revenue for Q1 FY2027, the quarter ended June 30, 2026, according to Ibiden. Operating profit reached JPY 25.9 billion, while net income came to JPY 17.8 billion in the same period.

The comparison with the preceding quarter is also positive: revenue increased from JPY 118.3 billion in Q4 FY2026 to JPY 122.3 billion in Q1 FY2027, while operating profit advanced from JPY 16.6 billion to JPY 25.9 billion. The figures point to stronger operating leverage as high-value electronic products gain weight in the mix.

Forecast reset raises the bar

Ibiden's investor-relations page lists the August 4, 2026 revision of its consolidated forecast alongside the Q1 report. The company lifted its fiscal-year revenue forecast from JPY 500.0 billion to JPY 550.0 billion and its operating-profit forecast from JPY 90.0 billion to JPY 127.0 billion, according to Company Research.

The October 1, 2026 two-for-one stock split changed the per-share reference but did not alter the company's operating target. For the market, the next test is whether the second quarter can support the forecast's implied acceleration in the second half.

Analysts keep a high target range

Ibiden's target price was revised from JPY 28,500 to JPY 14,250 after the split, with a Buy recommendation, as reported by FUTU on October 6, 2026.

A consensus published by Moomoo on September 30, 2026 covered 18 analysts. The average target was JPY 12,352.94, with a high of JPY 15,000 and a low of JPY 5,250; at JPY 12,400, the stock was 17.3 percent below the highest target.

Stock stays below the yearly high

Ibiden's October 6 price stood JPY 1,340 below its 52-week high of JPY 13,740 and JPY 10,013.75 above its 52-week low of JPY 2,386.25. Volume was 10,130,000 shares, and market capitalization was JPY 6.9 trillion on the same date.

The next scheduled results are October 29, 2026. That report will show whether the JPY 127.0 billion operating-profit forecast is progressing after the strong first quarter.