IHI stock sits 11.70 percent below its 2,800 yen target

Published on 10/20/2026 at 21:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Results are due November 4, 2026. IHI stock costs EUR 14.10 at Lang & Schwarz on October 20, 2026 beside the JPY 2,472.50 Tokyo quote.

Analyst target and reporting date

A US brokerage cut IHI's target from JPY 3,100 to JPY 2,800 on October 12, 2026.
IHI will publish second-quarter results on November 4, 2026.
IHI stock was at EUR 14.10 at Lang & Schwarz on October 20, 2026 at 9:31 p.m. CEST.
Fiscal 2027 guidance calls for JPY 1.84 trillion in revenue and JPY 250.00 billion in operating profit.

IHI, JP3134800006, Illustration mit AI erstellt.

IHI Corporation (ISIN JP3134800006) faces a lower analyst valuation after a US brokerage cut its target from JPY 3,100 to JPY 2,800 on October 12, 2026, while keeping a neutral rating, as reported by Yahoo Finance. The JPY 2,472.50 Tokyo quote puts the stock 11.70 percent below that target. At Lang & Schwarz, IHI was at EUR 14.10 on October 20, 2026 at 9:31 p.m. CEST.

Target cut resets the valuation debate

The target reduction was measured rather than an outright bearish call. The brokerage kept its neutral rating, but lowered the target by JPY 300, or 9.68 percent from JPY 3,100. The JPY 2,800 target remains 13.24 percent above the Tokyo quote of JPY 2,472.50.

That gap matters because the wider analyst view remained more positive on October 9, 2026. Yahoo Finance reported a consensus target of JPY 3,477 from 10 analysts, with a consensus rating of 4.3 on its published scale. The spread between the JPY 2,800 target and the JPY 3,477 consensus shows how sharply views differ around IHI's earnings path.

Results arrive on November 4

IHI will disclose its consolidated results for the three months ended September 30, 2026, at 1:00 p.m. Japan Standard Time on November 4, 2026. The company also plans an investor, analyst and media briefing on the same date, according to IHI Corporation.

The scheduled release follows first-quarter results for the fiscal year ending March 31, 2027. IHI's current guidance calls for JPY 1.84 trillion in revenue, JPY 250.00 billion in operating profit and JPY 172.00 billion in profit attributable to owners of the parent. These figures were reported for the fiscal year ending March 31, 2027 by Simply Wall St.

Industrial scale meets a wide price frame

IHI operates across industrial machinery, energy and environmental systems, infrastructure, and aerospace, space and defense. Its Tokyo-listed shares had a 52-week range of JPY 2,245.00 to JPY 4,698.00 on October 20, 2026, with a market capitalization of JPY 2.6 trillion and a price-to-earnings ratio of 12.92.

For comparison, Kawasaki Heavy Industries stood at JPY 2,226.50 with a price-to-earnings ratio of 15.56 and a market capitalization of JPY 1.9 trillion on October 20, 2026. Mitsubishi Heavy Industries stood at JPY 3,685.00 with a price-to-earnings ratio of 31.07 and a market capitalization of JPY 12.4 trillion on the same date.

What the November release can clarify

The November report will provide the next quantified test of the JPY 1.84 trillion revenue and JPY 250.00 billion operating-profit plan. For investors, the key comparison is progress through the first half of fiscal 2027 against that full-year guidance, rather than the target cut alone.

Stock position in euros

The euro quote from Lang & Schwarz stood at EUR 14.10 on October 20, 2026 at 9:31 p.m. CEST. The Tokyo quote was JPY 2,472.50 at the end of the Japanese session on October 20, 2026.

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