Renesas Electronics Corp (6723)

Currency in JPY
2,860.0
-5.0(-0.17%)
Closed·
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Fair Value
Day's Range
2,804.52,926.5
52 wk Range
1,761.55,284.0
Key Statistics
Bid/Ask
2,859.50 / 2,869.50
Prev. Close
2,865
Open
2,818
Day's Range
2,804.5-2,926.5
52 wk Range
1,761.5-5,284
Volume
11.37M
Average Volume (3m)
12.77M
1-Year Change
49.6599%
Fair Value
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Fair Value Upside
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Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
4,980.8
Upside
+74.15%
Members' Sentiments
Bearish
Bullish
ProTips
Valuation implies a strong free cash flow yield

Renesas Electronics Corp News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Sell
Moving Averages
Strong Sell

Analyst Ratings

10 Buy
3 Hold
0 Sell
Ratings:
13 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 4,980.8
(+74.15% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Macquarie
Buy6,800.00+137.76%6,200.00MaintainAug 04, 2026
Nomura/Instinet
Buy6,000.00+109.79%5,300.00MaintainJul 17, 2026
Macquarie
Buy6,200.00+116.78%4,500.00MaintainJul 03, 2026
BofA Securities
Buy5,700.00+99.30%4,900.00MaintainJun 28, 2026
Nomura/Instinet
Buy5,300.00+85.31%4,100.00MaintainJun 26, 2026

Renesas Electronics Corp Earnings Call Summary for Q3/2026

  • Q3 revenue rose 30.2% YoY to JPY 435.2B, beating plan by 1.2%; gross margin reached 59.4%, up 1.9pp vs. forecast
  • Shares plunged 6.97% to $2,884 despite beat, as investors focused on Q4 margin decline to 58% and elevated CapEx spending
  • Data center products now represent 21% of sales with strong backlog; digital power capacity to increase 2-2.5x from FY2027
  • Q4 revenue guidance of JPY 454B implies 29.4% YoY growth; full-year growth reaffirmed at 26.4% reported, 20% ex-FX
  • Automotive gains driven by 28nm MCU adoption and R-Car Gen 4 ramp; CapEx prioritized over shareholder returns near-term
Last Updated: 2026/10/29, 04:20
Read Full Transcript

Earnings

Latest Release
Oct 29, 2026
EPS / Forecast
204,02 / 68,24
Revenue / Forecast
435,92B / 430,73B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 333,45
Dividend Yield
0.98%
Industry Median 1.20%
Annualised payout
28.00
Paid unevenly
5-Years Growth
-
Growth Streak

6723 Income Statement

Compare 6723 to Peers and Sector

Metrics to compare
6723
Peers
Sector
Relationship
P/E Ratio
8.8x26.1x11.3x
PEG Ratio
0.010.080.01
Price/Book
1.8x1.6x2.4x
Price / LTM Sales
3.4x1.9x2.1x
Upside (Analyst Target)
74.2%30.8%49.2%
Fair Value Upside
Unlock−0.1%10.2%Unlock

Renesas Electronics Corporation engages in the design, research, development, manufacturing, sale, and service of semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally. The company operates through Automotive Business and Industrial/Infrastructure/IoT Business segments. It offers microcontrollers and microprocessors; amplifiers, audio and video, data converters, power line communication, and switches and multiplexer products; custom ASICS and processor IP solutions; automotive products; and specific clocks, clock distribution and generation, jitter attenuators with frequency translation, and crystal oscillators. The company also provides buffers, AS interface, data communication ICs, haptic drivers, logic level signal translators, memory interface products, optical interconnect, photocouplers, physical layer products, power line communications, transceivers, telecom interface products, USB products, and VME; and bus switches, embedded host bridges, FIFO products, memory interface products, multi-port memory, non-volatile memory, SRAMs, and standard logic. In addition, it offers power discrete products, converters, battery management ICs, power modules, FET drivers, LED drivers, linear regulators, motor drivers, PMICs, multi-phase power, power supply support, power devices, solid state lightning, and USB-C power; programmable logic products; and inductive position sensors, optical sensors, sensor signal conditioners, and automotive sensors. Further, the company provides space and harsh environment products, including Hi-Rel analog, data converters, digital, interface, power discrete, power management, and RF; and wireless connectivity products comprising Bluetooth Low Energy, DECT, NFC, sub-GHz/Wi-SUN transceivers, Wi-Fi MCUs, Wi-Fi networking, and wireless audio. Renesas Electronics Corporation was incorporated in 2002 and is headquartered in Tokyo, Japan.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
753,01M41,20%2,16T
Other Institutional Investors
345,70M18,92%990,42B
Public Companies & Retail Investors
728,78M39,88%2,09T
Total
1,83B100,00%5,24T

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.7,98%145 765 849417 619 157
FMR LLC5,18%94 678 328271 253 410

FAQ

What Is the Renesas Electronics Corp (6723) Stock Price Today?

The Renesas Electronics Corp stock price today is 2 860,0 JPY.

What Stock Exchange Does Renesas Electronics Corp Trade On?

Renesas Electronics Corp is listed and trades on the Tokyo Stock Exchange.

What Is the Stock Symbol for Renesas Electronics Corp?

The stock symbol for Renesas Electronics Corp is "6723."

Does Renesas Electronics Corp Pay Dividends? What’s The Current Dividend Yield?

The Renesas Electronics Corp dividend yield is 1,0%%.

What Is the Renesas Electronics Corp Market Cap?

As of today, Renesas Electronics Corp market cap is 5,23T JPY.

What Is Renesas Electronics Corp's Earnings Per Share (TTM)?

The Renesas Electronics Corp EPS (TTM) is 333,45.

When Is the Next Renesas Electronics Corp Earnings Date?

Renesas Electronics Corp will release its next earnings report on Feb 11, 2027.

From a Technical Analysis Perspective, Is 6723 a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has Renesas Electronics Corp Stock Split?

Renesas Electronics Corp has split 0 times.

How Many Employees Does Renesas Electronics Corp Have?

Renesas Electronics Corp has 21490 employees.

What is the current trading status of Renesas Electronics Corp (6723)?

As of Nov 02, 2026, Renesas Electronics Corp (6723) is trading at a price of 2 860,0 JPY, with a previous close of 2 865,0 JPY. The stock has fluctuated within a day range of 2 804,5 JPY to 2 926,5 JPY, while its 52-week range spans from 1 761,5 JPY to 5 284,0 JPY.

What Is Renesas Electronics Corp (6723) Price Target According to Analysts?

The average 12-month price target for Renesas Electronics Corp is 4 980,8 JPY, with a high estimate of 7000 JPY and a low estimate of 2350 JPY. 10 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +74,15% Upside potential.
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