Nomura upgrades Canon stock to Buy on undervaluation and capital efficiency

Published 20/08/2025, 11:02

Investing.com - Nomura/Instinet has upgraded Canon Inc. (TYO:7751:JP) (NYSE:CAJ) from Neutral to Buy while raising its price target to JPY6,400.00 from JPY5,100.00.

The upgrade comes as Canon’s stock has underperformed the TOPIX by nearly 30% over the past six months despite solid earnings performance, particularly in the printer and camera segments.

Nomura/Instinet noted that while investors appear to have factored in uncertain market conditions, including potential U.S. tariffs, this market reaction has made Canon’s stock increasingly undervalued.

The research firm also highlighted management’s growing attention to capital efficiency, pointing to JPY300 billion in share buybacks in December 2025, and suggested the company’s next five-year medium-term business plan starting in December 2026 could trigger a positive market reassessment.

Nomura/Instinet derived its new target price by applying a 15-16x price-to-earnings multiple to its forecast 2026 EPS of JPY415, while maintaining a P/E discount of approximately 10% versus the benchmark to reflect rising equity market valuations.

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