UBS sets JPY 4,000 target for Sumco stock

Published on 10/20/2026 at 21:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sumco's next results are expected November 11, 2026. Sumco stock costs EUR 14.23 on October 20, 2026 at 9:41 p.m. CEST after Tokyo's close.

Analyst target and reporting date

UBS set a JPY 4,000.00 target for Sumco on September 30, 2026.
Second-quarter EBITDA margin reached 26.90 percent versus a 26.00 percent forecast.
Sumco stock was trading at EUR 14.23 at Lang & Schwarz on October 20, 2026 at 9:41 p.m. CEST.
Sumco is expected to report third-quarter 2026 results on November 11, 2026.

Sumco, JP3322930003, Illustration mit AI erstellt.

Sumco (JP3322930003) is heading toward a JPY 4,000.00 analyst target cited by Simply Wall St in its September 30, 2026 update. The target came from a recent UBS upgrade to Buy and stands 60.51 percent above the Tokyo last price of JPY 2,492.00 on October 20, 2026. Sumco stock was trading at EUR 14.23 at Lang & Schwarz on October 20, 2026 at 9:41 p.m. CEST.

Margin improves in the second quarter

Sumco's second-quarter 2026 EBITDA margin reached 26.90 percent, exceeding the company's 26.00 percent forecast by 0.90 percentage points. Yahoo Finance reported that second-quarter sales were JPY 113.60 billion, JPY 1.60 billion above the company's forecast. The period covered the three months ended June 30, 2026.

Tokyo valuation stays volatile

The TSE share price finished its October 20 session at JPY 2,492.00, while the 52-week range stood at JPY 1,131.00 to JPY 5,939.00 in the latest market update. The latest Tokyo price was 58.04 percent below the 52-week high. Sumco's market capitalization was JPY 871.5 billion, and trading volume reached 12,393,700 shares on October 20, 2026.

The valuation picture is shaped by current losses. Sumco's second-quarter net loss was JPY 4.43 billion, compared with net income of JPY 34.00 million in the second quarter of 2025, while revenue rose 10.00 percent year over year to JPY 113.60 billion. The figures combine stronger sales with continued earnings pressure.

November 11 is the next date

Sumco is expected to report its third-quarter 2026 results on November 11, 2026, after the market close, according to MarketBeat. The page lists consensus revenue of USD 756.48 million and a consensus loss of USD 0.0088 per share, but labels the date as an estimate. Sumco's investor-relations page reports fiscal 2025 sales of JPY 409.6 billion and a net loss of JPY 11.7 billion for the year ended December 31, 2025, according to Sumco.

Price and analyst target

For investors, the key contrast is clear: the JPY 4,000.00 UBS target points to a substantial valuation gap, while the second-quarter loss keeps profitability central to the November update. Sumco makes silicon wafers for semiconductor manufacturers across Japan, the United States, China, Taiwan, South Korea and Europe. The further course of trading is shown by the continuously updated real-time quote of Sumco stock.