Company Profile

8035

8035 · TSE
Industry
AI Semiconductor Equipment
Exchange
TSE
Current Price
¥60,840
Jun 3, 2026 close
Fair Buy
≤ ¥40,000
Margin-of-safety entry
Baillie Growth Score
52/100
Medium
Intrinsic Value · Three-Tier Range Current price ¥60,840 · Within the fair intrinsic-value range

Composite valuation range · conservative ¥40,000–¥50,000 / fair ¥53,000–¥71,000 / optimistic ¥82,000–¥90,000. At ¥60,840, Within the fair intrinsic-value range.

Research on this stock
Tokyo Electron
8035 · TSE
Hold
Tokyo Electron Deep Dive

A high-quality equipment leader at a rich price. A near-monopoly in coat/develop and an installed base of 96,000 tools underpin its service cash flow; but FY2026 operating margin slipped to 25.6%, the record net profit was flattered by selling strategic holdings, and at the current 60,840 yen the static PE is near 50x with an owner-earnings yield of only 1.2%-1.7%. Rating Hold: ideal buy below 40,000 yen.

AI Semiconductor Equipment Baillie 52 Jun 3, 2026
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