Japanese broker sets JPY 12,500 target for Zensho stock

Published on 10/07/2026 at 05:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q1 revenue reached JPY 324.81 billion, up 16.80 percent year over year. Five analysts rate Zensho stock mildly bullish after September 29.

Zensho, JP3429300001, Illustration mit AI erstellt.

Zensho stock (ISIN JP3429300001) was last at JPY 11,390 on the Tokyo Stock Exchange on October 7, 2026 at 11:30 a.m. JST, 5.63 percent below its JPY 12,070 52-week high. According to Monex on September 29, 2026, a Japanese mid-sized securities firm rated Zensho bullish and set a JPY 12,500 price target.

Target points to further upside

The JPY 12,500 target stands 9.75 percent above the Tokyo Stock Exchange price of JPY 11,390. Monex also reported a consensus rating of 4 from five analysts on September 28, 2026, described as mildly bullish, with a consensus target of JPY 12,860.

The target revision gives investors a clear benchmark, but it does not erase the valuation gap between the stock and its recent earnings base. The company needs continued profit growth to justify the higher level implied by the broker view.

First-quarter profit grows faster

LIMO reported that Zensho's first quarter of fiscal 2027, covering April through June 2026, produced revenue of JPY 324.81 billion, up 16.80 percent from the prior-year quarter. Operating profit reached JPY 24.82 billion, up 57.50 percent, while net income rose to JPY 15.17 billion, up 89.20 percent.

The mix matters. LIMO reported first-quarter Hama Sushi revenue of JPY 93.52 billion, up 32.20 percent, compared with JPY 81.08 billion for Sukiya, up 22.70 percent. Hama Sushi operating profit was JPY 8.81 billion, while Sukiya generated JPY 2.37 billion, showing that the sushi chain remains the larger profit contributor despite its smaller store network.

Stock remains below its yearly high

Zensho's market capitalization was JPY 1.8 trillion on October 7, 2026, while the Tokyo Stock Exchange 52-week range stood at JPY 7,169 to JPY 12,070. The current quote therefore sits 5.63 percent below the upper end of that range, leaving the analyst target above both the latest price and the recent high.

Lang & Schwarz showed a prior close of EUR 62.25 for October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Zensho stock.