JPMorgan upgrades Rohm stock rating to Overweight on amusement sales

Published 10/10/2025, 16:02
JPMorgan upgrades Rohm stock rating to Overweight on amusement sales

Investing.com - JPMorgan has upgraded Rohm Co Ltd. (6963:JP) (OTC:ROHCY) from Neutral to Overweight while significantly raising its price target to JPY2,700.00 from JPY1,900.00.

The upgrade comes as JPMorgan forecasts that Rohm’s FY2025 earnings will exceed the company’s guidance, primarily due to stronger-than-expected sales in the amusement-related segment.

JPMorgan notes that while analog discrete semiconductors are experiencing a slower cyclical bottom than electronic components, signs of recovery in this segment are gradually beginning to emerge.

The firm also cited Rohm’s production network consolidation efforts as a positive factor that could boost the company’s profitability in the coming periods.

JPMorgan expects that measures to improve profitability outlined in Rohm’s new medium-term plan will contribute to stronger profit performance for the semiconductor manufacturer.

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