TDK stock analysis 2026 | Price, valuation & outlook

TDK

TSE:6762

¥ 2.110,50

+ ¥14,00 (0,67%)

2.110,50 ¥

+¥14,00 (0,67%)

End-of-day quote: 03/27/2026

TDK Stock Value

Analysts currently rate TDK as Outperform.

Outperform

TDK Company Info

EPS Growth 5Y

23,63%

Market Cap

¥4.006,03 B

Long-Term Debt

¥346,00 B

Quarterly earnings

N/A

Dividend

¥36,30

Dividend Yield

1,72%

Founded

1935

Industry

Information Technology

Country

Japan

Website

TDK

ISIN Number

JP3538800008

Website

http://www.jp.tdk.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

¥2.700,00

27.93%

Last Update: 03/28/2026

Analysts: 17

Highest Price Target ¥3.300,00

Average Price Target ¥2.700,00

Lowest Price Target ¥1.600,00

In the last five quarters, TDK’s Price Target has risen from ¥1.928,22 to ¥2.254,67 - a 16,93% increase. Sixteen analysts predict that TDK’s share price will increase in the coming year, reaching ¥2.700,00. This would represent an increase of 27,93%.

Top growth stocks in the information technology sector (5Y.)

What does TDK do?

TDK Corporation, engages in the manufacturing and sale the electronic components. Business Segments The company is focused on several pivotal business segments, remarkably the intersection of AI and sensor fusion at the edge, also recognized as "sensor edge intelligence." This segment aims to address the intricate needs of the modern industrial landscape, where maintaining operational efficiency and functionality is paramount for manufacturers. The company plans to create state-of-the-art edg...

TDK Corporation, engages in the manufacturing and sale the electronic components.

Business Segments

The company is focused on several pivotal business segments, remarkably the intersection of AI and sensor fusion at the edge, also recognized as "sensor edge intelligence." This segment aims to address the intricate needs of the modern industrial landscape, where maintaining operational efficiency and functionality is paramount for manufacturers.

The company plans to create state-of-the-art edge AI platforms that enhance real-time data processing capabilities from various machines, enabling companies to better optimize their production capacities. The focus is on merging existing.such as sensors and passive components, with cutting-edge AI technologies, to develop integrated solutions that improve operational uptime.

The company revolutionize data-streaming capabilities, reducing reliance on centralized cloud services. Instead, operations will increasingly take place on-site or at localized edge locations. This strategic shift intends to ensure that time-sensitive and pertinent data analyses can occur swiftly, enabling manufacturers to respond immediately to operational challenges.

Business Strategy

The company centers around the creation of holistic Industry 4.0 solutions that leverage the company’s historical expertise in materials sciences, technology development, and AI integration. By combining internal assets with innovative technologies, the company aims to establish a powerful, cohesive platform that promotes enhanced data interpretation and machine health monitoring.

The company is heavily invested in research and development and partnerships with other industry leaders focused on AI and sensor technologies. The aim is to foster a culture of innovation where multi-class machine learning anomaly detection becomes a foundational aspect of product offerings. This not only enhances the product portfolio but positions The company as a leader in industrial AI solutions.

The company plans to establish a robust infrastructure that supports the ongoing evolution of manufacturing standards and practices, creating integrated solutions that forge connections between various machine components and enhance industrial efficiency.

Products and Services

The company offers a comprehensive range of products and services that integrate the company’s extensive expertise in sensors, AI technologies, and electronic materials. The company offerings are advanced sensor platforms, including motion sensors, magnetic sensors, temperature sensors, and energy-harvesting technologies. These products are designed to operate seamlessly within industrial environments, delivering real-time data that can optimize machine health and performance.

The company focuses on developing AI-driven software solutions that analyze collected machine data, employing machine learning algorithms for anomaly detection and operational efficiencies. This software can help manufacturing companies gain deeper insights into machine performance, enabling proactive maintenance and reducing downtime.

The company emphasizes creating bespoke solutions tailored to the needs of specific industries, including heavy industry and renewable energy sectors. This tailored approach ensures that businesses can leverage the most relevant technologies for their operational demands, ultimately enhancing their productivity and operational uptime.

Geographical Markets

The company operates on a global scale, leveraging its parent company's established network in Asia, Europe, North America, and South America. This international footprint allows the company to serve a diverse customer base while identifying burgeoning markets for its innovative technology solutions.

The company is functioning as a wholly owned subsidiary of Corporation with no recent acquisitions or sales of segments or divisions to report. The focus remains firmly on internal development and market exploration, strengthening the corporation’s overall position in the industry.

Seasonality

The company operates in a sector marked by predominantly stable demand, driven by ongoing industrial automation trends. However, certain segments may exhibit fluctuations related to cyclical economic factors or shifts in manufacturing activity. Thus, the company remains agile in its operations, prepared to adapt its service offerings in response to varying seasonal market conditions.

In summary, while seasonal variations can influence product demand and project timelines, The company commitment to providing cutting-edge solutions equips it to navigate such challenges effectively, ensuring consistent value for its clients throughout the year.

Customers

The company serves a diverse range of clients, primarily within the manufacturing, industrial, and renewable energy sectors. The company's customer base comprises numerous recognizable names closely associated with innovation and operational excellence. Although specific customer counts are not disclosed, The company is committed to providing high-quality products and services that align with industry leading standards, promoting ongoing partnerships with its clients.

Trade Names

The company boasts a robust portfolio of intellectual property, which includes several trade names and patents that underpin its technological offerings. The full extent of trade names, their expiry dates, and related intellectual property can be substantial but remain proprietary to the organization. As the company expands its R&D initiatives, maintaining a comprehensive understanding of its intellectual property framework will play a crucial role in safeguarding competitive advantages and stimulating future innovations.

Sales and Marketing

The company marketing strategy focuses on establishing a strong brand presence in the market while promoting its unique value propositions through targeted channels. With its emphasis on digital marketing, content-driven campaigns, and strategic partnerships, the company aims to engage potential clients effectively. The company distribution channels will primarily consist of direct sales teams and collaborative partnerships within the industry, ensuring a seamless engagement process with customers.

History

The company was founded in 1935. The company was incorporated in 1935. The company was formerly known as Tokyo Denki Kagaku Kogyo K.K. and changed its name to TDK Corporation in 1983.

TDK Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industries:** - Electronic components: approx. 40% - Magnetic products: approx. 30% - Energy storage: approx. 20% - Other (e.g. sensors, actuators): approx. 10% **TOP 3 markets and their percentage shares:** - Japan: approx. 25% - China: approx. 30% - USA: approx. 20% TDK...

At which locations are the company’s products manufactured?

**Production sites:** Japan, China, Germany, USA, Malaysia, Mexico, Thailand, Vietnam TDK Corporation is a globally operating company with a variety of production sites worldwide. The main production facilities are located in Japan, where the company also has its headquarters. In addition, TDK has...

What strategy does TDK pursue for future growth?

**Revenue growth:** 8.5% (2024) **Research & Development Investments:** 7.2% of revenue (2024) TDK Corporation pursues a growth strategy that strongly focuses on innovation and technological development. The company continuously invests in research and development to expand its product range in...

Which raw materials are imported and from which countries?

**Main raw materials:** Rare earths, ferrites, copper, aluminum **Countries of origin:** China, Australia, Chile, USA TDK Corporation is a leading manufacturer of electronic components and materials. The company imports a variety of raw materials that are essential for the production of electroni...

How strong is the company’s competitive advantage?

**Market share in the field of electronic components:** 10% (2024, estimate) **Research & Development (R&D) expenses:** 7.5% of revenue (2024) **EBITDA margin:** 14.2% (2024) TDK Corporation has a solid competitive advantage in the field of electronic components, particularly due to its str...

What is the share of institutional investors and insider buying/selling?

**Institutional investor share:** Approx. 60% (estimated for 2025 based on historical data) **Insider purchases/sales:** No significant transactions in the last year (estimated) The institutional investor share at TDK Corporation traditionally stands at around 60%, indicating the trust of large in...

What percentage market share does TDK have?

**Market share of TDK Corporation:** 8% (estimated for 2025) **Main competitors and their market shares:** 1. **Murata Manufacturing Co., Ltd.:** 12% 2. **Samsung Electro-Mechanics Co., Ltd.:** 10% 3. **Taiyo Yuden Co., Ltd.:** 9% 4. **TDK Corporation:** 8% 5. **AVX Corporation:** 7% 6. **Kemet Cor...

Is TDK stock currently a good investment?

**Revenue growth:** 8.5% (2024) **R&D expenses:** 6.2% of revenue (2024) **Market share in the electronics industry:** 10% (2024) TDK Corporation achieved a revenue growth of 8.5% in 2024, attributed to strong demand for their electronic components and innovative technologies. The company conti...

Does TDK pay a dividend – and how reliable is the payout?

**Dividend yield:** 2.5% (estimated for 2025) **Dividend history:** Continuous distribution over the last 5 years TDK Corporation has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 2.5%, which can be consid...

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TDK Stock Value

TDK Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does TDK do?

TDK Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

TDK Stock Value

TDK Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does TDK do?

TDK Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.