Goldman Sachs lifts Panasonic stock rating to Buy, raises target

Published 11/02/2025, 15:12
Goldman Sachs lifts Panasonic stock rating to Buy, raises target

On Tuesday, Goldman Sachs upgraded Panasonic (OTC:PCRFY) Corp (6752:JP) (OTC: PCRFY) stock from Neutral to Buy and increased the price target to JPY 2,500 from the previous JPY 1,770. The revision comes after a thorough analysis of the company’s recent performance and strategic developments.

The upgrade was influenced by Panasonic’s latest management reform plan, unveiled during its third-quarter earnings briefing on February 5. This new plan is seen as a step towards addressing the factors Goldman Sachs highlighted in their January 23 report as crucial for the market to reassess the value of Panasonic Holdings shares.

Goldman Sachs analysts believe that while it’s uncertain if Panasonic will follow in the footsteps of its peers, Hitachi (OTC:HTHIY) and Sony (NYSE:SONY) Group, in becoming a growth stock, the new policy enhances the visibility of Panasonic’s path to restructuring. They argue that the company’s current low valuation, at 0.8 times price-to-book (P/B) ratio, presents an attractive investment opportunity for those looking at value stocks.

The investment firm’s stance is that the proposed management reforms could potentially lead to a reevaluation of the company’s stock by the market. The analysts emphasized the importance of the new group management reform plan in contributing to this potential shift in market perception.

The report from Goldman Sachs suggests that Panasonic may be on the cusp of a transformation that could improve its market position and financial performance. With the updated price target and stock rating, investors may take a fresh look at Panasonic as it embarks on its strategic reforms.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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