--- title: "Analysts Are Updating Their Tokyo Electron Limited (TSE:8035) Estimates After Its First-Quarter Results" type: "News" locale: "en" url: "https://longbridge.com/en/news/294746282.md" description: "Following Tokyo Electron's Q1 results, analysts have upgraded their 2027 revenue and EPS estimates, reflecting increased optimism. Despite a 12% stock drop and a missed revenue target, statutory EPS beat expectations. While consensus price targets remain unchanged at JP¥73,341, forecasts predict significant growth outpacing industry peers." datetime: "2026-08-03T23:13:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294746282.md) - [en](https://longbridge.com/en/news/294746282.md) - [zh-HK](https://longbridge.com/zh-HK/news/294746282.md) generator: "portal-rs" --- # Analysts Are Updating Their Tokyo Electron Limited (TSE:8035) Estimates After Its First-Quarter Results It's been a mediocre week for **Tokyo Electron Limited** (TSE:8035) shareholders, with the stock dropping 12% to JP¥54,990 in the week since its latest quarterly results. Tokyo Electron missed revenue estimates by 2.9%, coming in atJP¥732b, although statutory earnings per share (EPS) of JP¥361 beat expectations, coming in 3.2% ahead of analyst estimates. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. TSE:8035 Earnings and Revenue Growth August 3rd 2026 Taking into account the latest results, the consensus forecast from Tokyo Electron's 22 analysts is for revenues of JP¥3.35t in 2027. This reflects a sizeable 28% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to jump 21% to JP¥1,651. In the lead-up to this report, the analysts had been modelling revenues of JP¥3.26t and earnings per share (EPS) of JP¥1,594 in 2027. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings. Check out our latest analysis for Tokyo Electron Althoughthe analysts have upgraded their earnings estimates, there was no change to the consensus price target of JP¥73,341, suggesting that the forecast performance does not have a long term impact on the company's valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Tokyo Electron, with the most bullish analyst valuing it at JP¥99,000 and the most bearish at JP¥42,300 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business. These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Tokyo Electron's past performance and to peers in the same industry. The analysts are definitely expecting Tokyo Electron's growth to accelerate, with the forecast 38% annualised growth to the end of 2027 ranking favourably alongside historical growth of 7.0% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 18% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Tokyo Electron to grow faster than the wider industry. ## The Bottom Line The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Tokyo Electron following these results. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Tokyo Electron going out to 2029, and you can see them free on our platform here.. Don't forget that there may still be risks. For instance, we've identified **1 warning sign for Tokyo Electron** that you should be aware of. ### Valuation is complex, but we're here to simplify it. Discover if Tokyo Electron 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 - [8035.JP](https://longbridge.com/en/quote/8035.JP.md) - [TOELY.US](https://longbridge.com/en/quote/TOELY.US.md) ## Related News & Research - [TEL publishes transcript of Q1 FY2027 financial announcement](https://longbridge.com/en/news/294377728.md) - [Tokyo Electron Limited GAAP EPS of ¥360.15, revenue of ¥732.39B; updates FY outlook](https://longbridge.com/en/news/294326704.md) - [Posti Group Oyj Just Missed Earnings - But Analysts Have Updated Their Models](https://longbridge.com/en/news/296297798.md) - [New Buy Rating for Tokyo Electron (TOELF), the Technology Giant](https://longbridge.com/en/news/291307051.md) - [Tokyo Electron FY27 Q1 net income rises 39.5% to JPY 164.34 billion; net sales climb 33.3% to JPY 732.39 billion](https://longbridge.com/en/news/294320353.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**