---
title: "Atul Goyal Reiterates Buy on Bandai Namco, Citing Record FY3/26 Results, Conservative FY3/27 Guidance, and Strength in IP-Driven Growth"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286294480.md"
description: "Analyst Atul Goyal from Jefferies has reiterated a Buy rating on Bandai Namco Holdings, setting a price target of Yen6,390.00. He cites the company's record FY3/26 results, driven by strong sales in the Toys & Hobby segment and digital games, as well as conservative FY3/27 guidance. Goyal believes there is potential for upside if execution remains strong, supported by Bandai Namco's robust intellectual property portfolio and solid financial position, making the stock an attractive investment opportunity."
datetime: "2026-05-13T16:45:17.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286294480.md)
  - [en](https://longbridge.com/en/news/286294480.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286294480.md)
---

# Atul Goyal Reiterates Buy on Bandai Namco, Citing Record FY3/26 Results, Conservative FY3/27 Guidance, and Strength in IP-Driven Growth

BANDAI NAMCO Holdings, the Consumer Cyclical sector company, was revisited by a Wall Street analyst today. Analyst Atul Goyal from Jefferies maintained a Buy rating on the stock and has a Yen6,390.00 price target.

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Atul Goyal has given his Buy rating due to a combination of factors tied to Bandai Namco’s strong recent performance and conservative guidance. The company delivered record FY3/26 results with solid growth in sales, operating profit, and net profit, driven primarily by the Toys & Hobby segment and resilient digital game operations, including robust console unit sales across major titles.

He views the FY3/27 operating profit outlook as intentionally cautious, suggesting room for upside if execution remains strong. The breadth and durability of Bandai Namco’s intellectual property portfolio, spanning Gundam, Dragon Ball, and One Piece, along with diversified revenue streams and a solid balance sheet that supports investment and shareholder returns, reinforce his conviction that the stock offers attractive risk‑reward at current levels.

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