US securities firm raises target for Bandai Namco stock to JPY 5,840

Published on 10/07/2026 at 03:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-quarter revenue reached JPY 328.49 billion, up 9.30 percent year over year. The consensus covers 14 analysts for Bandai Namco stock as of September 30, 2026.

Bandai Namco, JP3778630008, Illustration mit AI erstellt.

Bandai Namco stock (ISIN JP3778630008) has a new JPY 5,840.00 analyst target after a JPY 3,610.00 target, as a US securities firm moved its rating from Underperform to Neutral on October 1, 2026, according to Yahoo Finance. The 61.77 percent target increase contrasts with a more mixed operating picture across the entertainment group.

Target reset follows a strong quarter

The rating change came after the company reported first-quarter results for the fiscal year ending March 2027. The target rose by JPY 2,230.00, while the rating moved one step from Underperform to Neutral, giving the market a fresh valuation reference for the Tokyo-listed group.

According to a September 15, 2026 review of the August 6, 2026 results by Cyoppiri, first-quarter revenue reached JPY 328.49 billion, up 9.30 percent from the prior-year period. Operating profit rose 33.30 percent to JPY 69.20 billion, and net income increased 33.40 percent to JPY 51.14 billion.

Digital weakness offsets toy momentum

The segment mix matters more than the headline revenue growth. Toy and Hobby revenue increased 31.20 percent to JPY 192.76 billion, while segment profit jumped 88.80 percent to JPY 53.94 billion, according to the same August 6 results review by Cyoppiri.

Digital revenue declined 15.70 percent to JPY 90.91 billion and segment profit fell 30.80 percent to JPY 15.01 billion. That divergence leaves the upgraded target dependent on whether new game releases can offset the comparison with a stronger prior-year release schedule.

Stock stays below the latest peak

Bandai Namco traded at JPY 5,668.00 on the Tokyo Stock Exchange at 10:17 a.m. JST on October 7, 2026, down JPY 46.00 or 0.81 percent from JPY 5,714.00. Its 52-week range was JPY 3,530.00 to JPY 5,850.00, while market capitalization stood at JPY 3.6 trillion.

The last close at Lang & Schwarz was EUR 32.15 on October 6, 2026, with the prior close at EUR 32.15 on October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Bandai Namco stock.