Nitori Holdings stock received a higher JPY 3,700.00 target

Published on 10/01/2026 at 07:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nitori Holdings stock drew a bullish rating after a 19.35 percent target increase on September 25, 2026. June-quarter revenue fell 2.30 percent year over year.

Nitori, JP3756100008, Illustration mit AI erstellt.

Nitori Holdings stock (ISIN JP3756100008) received a higher analyst target after a Japanese securities firm raised its forecast from JPY 3,100.00 to JPY 3,700.00 on September 25, 2026. The 19.35 percent increase puts profitability and consumer demand at the center of the investment case.

Target rises while rating stays bullish

According to Yahoo Finance on September 25, 2026, the Japanese securities firm kept its bullish rating and lifted the target by JPY 600.00. The consensus target stood at JPY 3,160.00 on September 24, 2026, based on nine analysts, leaving the revised target JPY 540.00 above that reference.

The revision contrasts with Nitori's latest operating trend. According to Note, consolidated revenue in the first quarter of fiscal 2027, covering April through June 2026, fell 2.30 percent year over year to JPY 226.259 billion, while operating profit declined 1.10 percent to JPY 36.545 billion.

Profit growth offsets lower revenue

The full-year figures show why analysts can still argue for a higher valuation. Fiscal 2026 revenue fell 1.80 percent from JPY 928.8 billion to JPY 912.2 billion, while operating profit increased 6.70 percent from JPY 117.6 billion to JPY 125.5 billion, according to From Financials. The operating margin improved from 12.70 percent to 13.80 percent, showing that profit growth outpaced sales.

The store network remains a material operating variable. Nitori had 1,069 stores at March 31, 2026, including 860 in Japan and 209 overseas, while its plan for March 31, 2027 calls for 1,212 stores. Expansion therefore adds a measurable growth path, but the quarterly revenue decline makes execution and customer traffic important indicators.

Market value reaches JPY 1.7 trillion

Nitori Holdings had a market capitalization of JPY 1.7 trillion as of October 1, 2026. The company is listed on the Tokyo Stock Exchange under ticker 9843, and its next earnings report is scheduled for November 13, 2026, according to Investing.com.