CyberAgent (TSE:4751) Could Be 32% Undervalued After Raised 2026 Outlook
CyberAgent (TSE:4751) is back in focus after the company raised its fiscal 2026 earnings outlook and lifted its year end dividend forecast to ¥20 per share, subject to shareholder approval in December 2026.
See our latest analysis for CyberAgent.
The raised guidance and dividend outlook come after a sharp 7 day share price return decline of 15.54% and a 30 day share price return decline of 15.29%. Over 3 years the total shareholder return is up 50.39%, while the 1 year total shareholder return is down 24.62%. This suggests longer term holders have seen gains yet recent momentum has weakened around ¥1,266.
If CyberAgent's latest guidance has you rethinking where growth could come from next, this can be a good moment to scan the broader market using the 11 top founder-led companies
After that guidance upgrade and dividend bump, CyberAgent is trading around ¥1,266 with sentiment still under pressure. Has the recent slide created meaningful upside, or has most of the rerating already played out in the stock price?
Most Popular Narrative: 32% Undervalued
CyberAgent's most followed valuation narrative points to a fair value of ¥1,863 compared with the last close at ¥1,266. That gap is built on specific assumptions about earnings, margins and the price investors might pay for those earnings in a few years.
CyberAgent is leveraging group synergies to expand its IP business, launching Cygames Pictures and CA Soa to produce anime content. This strategic expansion into anime production is expected to drive increased profitability, impacting revenue growth and operating profit margins in the future.
Want to see what sits behind that anime and IP push? The narrative leans on steady revenue gains, improving margins and a richer future earnings multiple. Curious which assumptions really drive that ¥1,863 figure.
Result: Fair Value of ¥1,863 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, CyberAgent still faces real execution risks if ABEMA remains loss making or if upcoming game releases underperform and fail to support earnings as expected.
Find out about the key risks to this CyberAgent narrative.
Next Steps
With sentiment clearly mixed around CyberAgent, this is a good moment to move quickly, check the full picture for yourself, and weigh both sides using the 4 key rewards and 1 important warning sign
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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