--- title: "Trend Micro Stock And 2 Japanese AI Shares Backed By Real Business Demand" type: "News" locale: "en" url: "https://longbridge.com/en/news/291046769.md" description: "The article analyzes three Japanese stocks benefiting from AI demand: Trend Micro, Datasection, and WingArc1st. Trend Micro leverages AI for cybersecurity with strong margins but faces governance risks. Datasection offers direct AI infrastructure exposure but carries high valuation and execution risks. WingArc1st presents a potential value opportunity with healthy margins and low P/E, though market caution persists. The piece highlights the intersection of corporate spending and investor interest in these specific AI-driven business models." datetime: "2026-06-28T04:06:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291046769.md) - [en](https://longbridge.com/en/news/291046769.md) - [zh-HK](https://longbridge.com/zh-HK/news/291046769.md) generator: "portal-rs" --- # Trend Micro Stock And 2 Japanese AI Shares Backed By Real Business Demand Artificial intelligence is quickly becoming a core driver of global capital spending, from chips and data centers to software and cloud tools that support ChatGPT style applications. While economic data across regions is mixed and inflation keeps central banks in focus, AI related investment is one area where policy support, corporate spending and investor interest clearly intersect. This AI Stocks screener filters for companies directly tied to that trend, including semiconductors, software, LLMs, cloud and transformation plays. Below, the article highlights 3 of the most closely followed stocks from this screener and explains why each is firmly on AI investors’ radar. ## Trend Micro (TSE:4704) **Overview:** Trend Micro is a Japan headquartered cybersecurity company that sells software and services to protect computers, cloud workloads, networks and email, and is increasingly focused on AI powered threat detection and security operations for enterprises and consumers worldwide. **Operations:** Trend Micro generates revenue across Japan (¥87,873m), Asia Pacific (¥77,088m), Europe (¥65,128m) and the Americas (¥55,822m), with a small segment adjustment of ¥3,574m. **Market Cap:** ¥725.4b Trend Micro sits at the intersection of AI and cybersecurity, with its TrendAI and Vision One platforms partnering with OpenAI and Anthropic to use large language models for threat detection, code review and AI usage governance, while still being backed by double digit net margins and high return on equity. Analysts expect steady revenue and earnings growth, and the stock trades below one DCF based estimate of its future cash flows. However, recent issues in consumer payments, renewal softness and governance concerns show the story is not risk free. For investors who want exposure to AI driven security with both upside potential and clear pressure points to monitor, Trend Micro is worth a closer look. Trend Micro’s AI driven security story appears stronger than many investors might assume. The real question is whether the current price reflects that mix of margins, global reach and governance risk. Get the 2 key rewards and 2 important warning signs 4704 Discounted Cash Flow as at Jun 2026 ## Datasection (TSE:3905) **Overview:** Datasection is a Tokyo based AI company that runs AI data center and cloud services, and builds tools that analyze social media, web content and in store behavior so businesses can understand customer sentiment and monitor risks across Japan, Asia and Latin America. **Operations:** Datasection generates most of its revenue from Domestic Business at approximately ¥32,471.8m, with around ¥1,199.6m from its Overseas Segment and a small unallocated adjustment of roughly ¥66.4m. **Market Cap:** ¥133.5b Datasection gives you direct exposure to real world AI use cases, from social media monitoring and web crawling to image analysis and AI cloud infrastructure. The company only recently moved into profit and carries a relatively high P/E ratio and low 14.5% return on equity, while also using higher risk external borrowing and having a young, fast changing board. As a result, execution and governance are important questions. At the same time, its collaboration with Compal on AI infrastructure and its role in marketing analytics show how central Datasection can be as AI tools become embedded in everyday business decisions. This is why the details behind its risk profile and growth potential matter. Datasection’s AI story is accelerating, but that high P/E and early profitability raise real questions about how durable the shift is. Get the full picture in the 1 key reward and 3 important warning signs (3 are major!) TSE:3905 P/E Ratio as at Jun 2026 ## WingArc1st (TSE:4432) **Overview:** WingArc1st is a Tokyo based software company that helps businesses turn raw data and documents into usable insight through tools for form creation, document management, optical character recognition, data aggregation, and visual dashboards that support everyday decision making. **Operations:** WingArc1st generates all of its ¥30,945m revenue from its Data Empowerment Business segment in Japan. **Market Cap:** ¥78.2b WingArc1st catches attention as an AI data and analytics play that still prices in a lot of caution. Earnings have grown around 12% a year over 5 years with net margins near 21%, yet the stock trades at a P/E below the wider software industry and has declined sharply against the JP market, even as revenue is forecast to grow faster than the broader economy. A clean funding structure focused on external borrowings, seasoned leadership and clear dividend guidance add appeal. However, the share price slide and only moderate forecast growth keep risk firmly on the table. The key question is whether that gap between quality metrics, earnings outlook and valuation has opened a genuine opportunity or a value trap. WingArc1st’s earnings growth, healthy margins and lower P/E hint at a story the market may be underpricing. See how the analyst forecasts for WingArc1st fits with that valuation gap and what could close it next. TSE:4432 P/E Ratio as at Jun 2026 The three AI stocks in this article are only a starting point, with the full Artificial Intelligence/ AI Stocks screener surfacing 61 more companies whose AI linked stories could be just as compelling. Use Simply Wall St to identify, filter and analyze the exact catalysts and narratives that matter to you so you can focus on the AI opportunities that best match your own views across chips, software, LLMs and cloud. ## Take Control of Your Investment Journey If WingArc1st or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market. ## Seeking Alternatives Before Everyone Else? Fresh ideas move first, and the stocks with real breakout potential rarely stay under the radar for long. Scan these hand picked lists before the momentum is caught, act now. - Spot companies where strong balance sheets back the story by reviewing the curated list of solid balance sheet and fundamentals (39 results) before the market fully prices in their financial resilience. - Consider income-focused strategies by checking out the carefully filtered 50 dividend fortresses while yields remain high and prices have not yet moved significantly. - Track powerful secular themes by scanning the curated 35 power grid technology and infrastructure stocks before investment flows concentrate in the same infrastructure opportunities you could have found earlier. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### Valuation is complex, but we're here to simplify it. Discover if Trend Micro might be undervalued or overvalued with our detailed analysis, featuring **fair value estimates, potential risks, dividends, insider trades, and its financial condition.** Access Free Analysis ### Related Stocks - [3905.JP](https://longbridge.com/en/quote/3905.JP.md) - [4704.JP](https://longbridge.com/en/quote/4704.JP.md) - [4432.JP](https://longbridge.com/en/quote/4432.JP.md) - [YCS.US](https://longbridge.com/en/quote/YCS.US.md) - [TMICY.US](https://longbridge.com/en/quote/TMICY.US.md) ## Related News & Research - [3 AI Stocks Tied To Japan’s Data Center Build Out](https://longbridge.com/en/news/296708683.md) - [08:03 ETTrendLife Announces Kaleida: The World's First Safe AI Built for Every Member of the Family](https://longbridge.com/en/news/296225192.md) - [Fei-Fei Li says she runs her AI startup like a 'tiger mom'](https://longbridge.com/en/news/296437111.md) - [What does Europe’s AI lag mean for the region?](https://longbridge.com/en/news/296510589.md) - [Consulting's race to become AI native](https://longbridge.com/en/news/296676838.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**