Renesas Electronics Stock Forecast

Stock Price Forecast

According to 13 analysts polled by S&P Global, Renesas Electronics stock has a consensus rating of "Buy" and an average price target of ¥4,635. The average 1-year stock price forecast is 3.94% higher than the current stock price, while the lowest is ¥2,000 (-55.15%) and the highest is ¥6,300 (+41.29%).

Price Target: ¥4,635 (+3.94%)

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	¥2,000	¥4,635	¥5,300	¥6,300
Change	-55.15%	+3.94%	+18.86%	+41.29%

Analyst Ratings

The average analyst rating for Renesas Electronics stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Rating	Feb '26	Mar '26	Apr '26	May '26	Jun '26	Jul '26
Strong Buy	6	6	6	6	6	6
Buy	3	4	3	3	3	3
Hold	4	3	4	4	3	3
Sell	0	0	0	0	1	1
Strong Sell	0	0	0	0	0	0
Total	13	13	13	13	13	13

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Stacy Rasgon Bernstein	Bernstein	Buy Maintains ¥4,200 → ¥6,300	Buy	Maintains	¥4,200 → ¥6,300	+41.29%	Jul 6, 2026
Unknown Analyst Macquarie No rating	Macquarie	Buy Maintains ¥4,500 → ¥6,200	Buy	Maintains	¥4,500 → ¥6,200	+39.04%	Jul 2, 2026
Unknown Analyst Citi No rating	Citi	Hold Maintains ¥2,800 → ¥5,200	Hold	Maintains	¥2,800 → ¥5,200	+16.62%	Jun 26, 2026
Unknown Analyst Bank of America Securities No rating	Bank of America Securities	Buy Maintains ¥3,800 → ¥5,700	Buy	Maintains	¥3,800 → ¥5,700	+27.83%	Jun 26, 2026
Unknown Analyst Nomura No rating	Nomura	Buy Maintains ¥4,100 → ¥5,300	Buy	Maintains	¥4,100 → ¥5,300	+18.86%	Jun 26, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

1.57T

from 1.32T

18.49%

from 1.32T

Revenue Next Year

1.72T

from 1.57T

9.66%

from 1.57T

EPS This Year

231.93

from 182.26

27.25%

from 182.26

EPS Next Year

271.49

from 231.93

17.06%

from 231.93

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026
Revenue	993.91B	1.50T	1.47T	1.35T	1.32T	1.57T
Revenue Growth	38.88%	51.01%	-2.10%	-8.23%	-2.02%	18.49%
Gross Profit	544.34B	859.63B	834.63B	752.40B	759.19B	910.28B
Gross Margin	54.77%	57.28%	56.80%	55.80%	57.46%	58.14%
Operating Income	229.69B	426.73B	371.30B	243.96B	236.09B	515.67B
Net Income	119.54B	256.63B	337.09B	219.08B	-51.76B	287.29B
EPS	-	-	-	-	182.26	231.93
EPS Growth	-	-	-	-	-8.32%	27.25%
Forward PE	16.80	8.71	15.04	21.64	18.90	19.23
Dividend / Share	-	-	28.00	28.00	28.00	31.88
Dividend Growth	-	-	-	-	-	13.84%
Free Cash Flow	262.71B	382.36B	316.77B	148.07B	244.62B	372.30B
No. Analysts	-	-	-	-	-	12

EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is JPY.

Revenue Forecast

Revenue	2026	2027	2028
High	1.6T
Avg	1.6T
Low	1.4T

Revenue Growth

Revenue Growth	2026	2027	2028
High	22.6%
Avg	18.5%
Low	9.0%

EPS Forecast

EPS	2026	2027	2028
High	265.82
Avg	231.93
Low	189.00

EPS Growth

EPS Growth	2026	2027	2028
High	45.8%
Avg	27.3%
Low	3.7%