Murata stock rises 2.54 percent to JPY 8,022 in Tokyo
Published on 09/25/2026 at 15:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Murata stock stood at JPY 8,022 on the Tokyo Stock Exchange on September 25, 2026, up JPY 199, or 2.54 percent, from JPY 7,823. The move puts the Japanese component maker close to its JPY 8,167 session high and well below its 52-week high of JPY 12,895.
Q1 revenue climbs 20.7 percent
Murata's latest operating picture is based on the quarter ended June 30, 2026. According to Note on September 15, 2026, net sales reached JPY 502.3 billion, up 20.7 percent year over year.
The earnings mix was even stronger at the operating level. Operating profit rose 59.8 percent to JPY 98.5 billion, while the operating profit margin increased to 19.6 percent from 14.8 percent in the prior-year quarter, according to Note.
AI demand meets a lower target
Data center-related sales reached JPY 69.7 billion in the quarter, an 81.1 percent year-over-year increase. Computer-application sales totaled JPY 102.9 billion, up 47.0 percent, giving investors a measurable link between AI infrastructure demand and Murata's results.
The analyst signal is more cautious on valuation. Morgan Stanley MUFG Securities reiterated an Overweight rating on September 17, 2026, but cut its Murata price target to JPY 11,000 from JPY 12,500. The revised target sits 37.15 percent above the September 25 price.
Tokyo price and valuation markers
Murata's market capitalization was JPY 14,602,360,588,116 as of September 25, 2026, with 22,514,600 shares traded. Its 52-week range was JPY 2,694 to JPY 12,895, leaving the current price 37.79 percent below the yearly high.
For investors, the contrast is clear: quarterly operating profit growth accelerated faster than sales, while the analyst target was reduced despite the strong AI-linked demand figures. The next market test is whether that demand can translate into sustained earnings growth beyond the June quarter.
Murata stock key facts
- Company: Murata Manufacturing Co., Ltd.
- Ticker: 6981.T
- Trading venue: Tokyo Stock Exchange
- Price (as of September 25, 2026): JPY 8,022
- Market capitalization: JPY 14,602,360,588,116 (as of September 25, 2026)
- 52-week range: JPY 2,694-JPY 12,895 (as of September 25, 2026)
- Sector / Industry: Technology / Hardware, Equipment and Parts
