TDK sees stronger AI demand: what it means for TDK stock

Published on 10/07/2026 at 04:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TDK sees AI revenue growth above 25.00 percent for fiscal 2026/27. TDK stock had a EUR 20.57 prior close on October 5, 2026.

TDK, JP3538800008, Illustration mit AI erstellt.

TDK (ISIN JP3538800008) is targeting AI-related revenue growth above 25.00 percent for fiscal 2026/27 as demand for data-center components strengthens. According to TTV on October 5, 2026, TDK's chief financial officer said the company hopes to exceed that growth target, with a possible guidance update at its October 30, 2026 half-year results.

AI demand points to guidance revision

The report links the potential update to strong demand for capacitors used in data centers and hard-disk-drive heads. TDK's first-quarter fiscal 2027 passive-components revenue rose 28.00 percent year over year to JPY 176.8 billion, while operating profit increased 172.20 percent to JPY 17.4 billion, according to TTV.

The same report said TDK's full-year operating-profit target is JPY 295.0 billion, with first-quarter operating profit reaching 29.00 percent of that goal. That ratio gives the October 30 results a clear test: the company must show that AI demand is broadening beyond the initial quarter.

Quarterly growth sets the baseline

TDK reported JPY 741.0 billion in revenue and JPY 80.6 billion in net income for the first quarter of fiscal 2027. Yahoo Finance lists actual earnings per share at JPY 42.45 against an estimate of JPY 28.68 for the same period, a difference of JPY 13.77, while the reported profit margin was 10.87 percent.

That earnings comparison matters because the growth story is not limited to sales. Revenue rose from JPY 646.3 billion in the preceding quarter to JPY 741.0 billion, while net income increased from JPY 14.5 billion to JPY 80.6 billion, according to Yahoo Finance.

Market value and euro reference

Finance data put TDK's market capitalization at JPY 6.7 trillion as of October 7, 2026. The Tokyo Stock Exchange share price was JPY 3,532.00 at 2:30 a.m. UTC on October 7, 2026, with a 52-week range of JPY 1,893.00 to JPY 4,315.00; the exchange session was closed at that timestamp.

At Lang & Schwarz, the prior close was EUR 20.57 on October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of TDK stock.