TDK may raise guidance while TDK stock gains 5.55 percent

Published on 10/05/2026 at 12:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2027 first-quarter sales rose 38.30 percent to JPY 741.01 billion. TDK stock costs EUR 19.39, up 5.55 percent from EUR 18.37 on October 5, 2026.

TDK, JP3538800008, Illustration mit AI erstellt.

TDK (JP3538800008) was trading at EUR 19.39 at Lang & Schwarz on October 5, 2026 at 12:03 p.m. CEST, up 5.55 percent versus the prior close of EUR 18.37. As TechNews reported on October 5, 2026, stronger artificial intelligence demand may prompt TDK to raise its fiscal 2027 outlook.

AI demand tests the outlook

TechNews said TDK expects demand for capacitors used in data centers and hard disk drive heads to support AI-related revenue growth above the company's 25.00 percent fiscal 2027 target. The company is due to report its first-half results for the April to September period on October 30, 2026, when a guidance update is possible.

The report also cited TDK Chief Financial Officer Satoshi Yamanishi, who said the company aims to exceed the 25.00 percent growth goal for AI-related revenue. That signal matters because the current full-year operating profit target is JPY 295.00 billion, leaving the October results as the next major test of demand and profitability.

First-quarter growth reaches 38.30 percent

TDK reported fiscal 2027 first-quarter revenue of JPY 741.01 billion, up 38.30 percent from the prior-year quarter, while operating profit increased 53.00 percent to JPY 86.30 billion, according to TechNews. Passive Components revenue rose 28.00 percent to JPY 176.80 billion in the same period, with capacitor revenue increasing 35.10 percent to JPY 80.80 billion.

An October 5 analysis by Kessan Yomijun said JPY 11.30 billion of the JPY 29.90 billion increase in first-quarter operating profit came from foreign-exchange effects. The comparison leaves investors with two separate drivers to track: AI-linked demand and the yen's impact on reported earnings.

October 30 sets the next test

InvestPane lists October 30, 2026 as TDK's next earnings date. On the Tokyo Stock Exchange, 6762.T was last at JPY 3,447 at 3:30 p.m. JST on October 5, 2026, while its 52-week range was JPY 1,893 to JPY 4,315 and market capitalization was JPY 6.5 trillion.

TDK stock gains 5.55 percent

TDK stock was trading at EUR 19.39 at Lang & Schwarz on October 5, 2026 at 12:03 p.m. CEST, up 5.55 percent versus the Lang & Schwarz prior close of EUR 18.37. The euro quotation is the reference price for German investors; the Tokyo quotation remains separate in JPY.