Murata Manufacturing Co Ltd

6981: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Murata Manufacturing Earnings: Data Center AI Boom Signals Conservative Guidance; Fair Value Up 22%

Kazunori Ito

May 4, 2026

Murata Manufacturing guided for a 34.8% increase in operating income for fiscal 2026 (ending March 2027) and, during the earnings briefing, explained that the company expects to benefit from massive investment in data centers driven by the widespread adoption of generative artificial intelligence.

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United States

Murata Manufacturing Co Ltd

Murata Manufacturing Earnings: Data Center AI Boom Signals Conservative Guidance; Fair Value Up 22%

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