Renesas Electronics Corp

6723: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Renesas Disappoints With Major Cut in Financial Targets; Fair Value Estimate Cut by 6%

Phelix Lee

Jun 26, 2025

Renesas lowered long-term growth expectations at its capital markets day on June 26. The company now aims to double its revenue to USD 20 billion by 2035 instead of 2030, and its target midterm operating margin is now 25%-30%, down from 30%. Shares tanked 12% following the announcement.

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Renesas Electronics Corp

Renesas Disappoints With Major Cut in Financial Targets; Fair Value Estimate Cut by 6%

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