Macquarie keeps JPY 3,200 target for Terumo stock
Published on 10/20/2026 at 21:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and earnings
- Macquarie maintained a JPY 3,200 target for Terumo on October 9, 2026.
- Terumo reported JPY 311.81 billion in first-quarter revenue and JPY 70.43 billion in net profit for the period ended June 30, 2026.
- Terumo stock costs EUR 13.59 at Lang & Schwarz on October 20, 2026 at 9:30 p.m. CEST.
- Terumo's fiscal 2027 operating profit forecast was revised to JPY 160.00 billion on October 8, 2026.
Terumo stock (ISIN JP3546800008) has a JPY 3,200 price target from Macquarie, which maintained its Buy rating on October 9, 2026. According to Markets Insider, the target is 32.97 percent above Terumo's JPY 2,406.50 price on the Japan Exchange on October 20, 2026 at 3:30 p.m. JST. At Lang & Schwarz, Terumo was trading at EUR 13.59 on October 20, 2026 at 9:30 p.m. CEST.
Revenue reached JPY 311.81 billion
Terumo's first-quarter revenue for the period ended June 30, 2026, was JPY 311.81 billion, while net profit reached JPY 70.43 billion. The Globe and Mail reported that the comparable prior-year figures were JPY 259.97 billion in revenue and JPY 41.84 billion in net profit. Revenue therefore increased by 19.94 percent year over year, while net profit rose by 68.34 percent.
Japan price remains below the yearly high
Terumo's Japan Exchange price of JPY 2,406.50 on October 20, 2026 stood between its JPY 1,900.00 52-week low and JPY 2,689.00 52-week high. The level was 10.50 percent below the high and 26.66 percent above the low. Trading volume reached 5,945,300 shares on the same date.
What does the target imply?
Macquarie's JPY 3,200 target leaves a 32.97 percent gap above the Japan Exchange price of JPY 2,406.50 on October 20, 2026. Terumo carried a P/E ratio of 21.58 and a market capitalization of JPY 3.5 trillion on that date.
The main counter-factor is the company's revised fiscal 2027 outlook. On October 8, 2026, Terumo revised its operating profit forecast from JPY 257.50 billion to JPY 160.00 billion and projected a USD 610 million loss linked to the termination of its CSL Plasma supply agreement, according to JapanIR. Adjusted operating profit guidance remained JPY 274.50 billion.
Terumo stock price and outlook
Terumo combines strong first-quarter revenue growth with a sharply lower fiscal-year operating profit forecast. The analyst target reflects the former, while the revised forecast keeps earnings execution central to the stock's valuation.
The further course of trading is shown by the continuously updated real-time quote of Terumo stock.
Terumo stock at a glance
- Company: Terumo Corporation
- ISIN: JP3546800008
- Ticker: 4543
- Primary exchange: Japan Exchange
- Price Lang & Schwarz (as of October 20, 2026, 9:30 p.m. CEST): EUR 13.59
- Market capitalization: JPY 3.5 trillion (as of October 20, 2026)
- 52-week range: JPY 1,900.00-2,689.00 (as of October 20, 2026)
- P/E: 21.58 (as of October 20, 2026)
- Sector / Industry: Healthcare / Medical Devices
- Volume: 5,945,300 shares (October 20, 2026)
Market context: Market report Nikkei 225.
