Ibiden Co.,Ltd.
$98.400.0%YTD+143.0%1Y+357.7%
Mentions · last 7 days
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Price updated 13m ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $IBIDF, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $IBIDF.
Hardware, Equipment & Parts
No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.
Top industry ETF
$SOXXiShares Semiconductor ETF
+75.7%YTD
+122.3%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
71.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
5.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
14.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
11.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
12.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
30.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.39$0.33+18.8%
Q1 2026May 11, 2026$0.74$0.29+152.6%
Q4 2025Feb 3, 2026$0.20$0.24-13.5%
Q2 2025Jul 31, 2025$0.30$0.23+29.9%
Next earningsThu, Oct 29·consensus EPS $0.47
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$118.3B+19.4%29.5%14.1%$118.24$7.8B
Q3 FY26$103.2B+16.3%26.3%10.7%$32.01$15.5B
Q2 FY26$99.4B+6.5%32.5%14.3%$34.51$-9.3B
Q1 FY26$97.5B+10.5%36.0%18.1%$45.58$-95.1M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY27$536.6B$512.2B – $578.9B$264.71$243.73 – $290.6117
FY28$676.1B$626.7B – $725.2B$416.21$383.23 – $456.9416
FY29$826.1B$775.8B – $888.3B$578.95$533.08 – $635.6111
FY30$916.3B$860.5B – $985.3B$676.17$622.59 – $742.3411
FY31$1.01T$943.8B – $1.08T$797.83$734.61 – $875.9110
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.58%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-19.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+42.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 227.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
In themes
Explore the broader themes this ticker is being talked about under.
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Voices on X · last 7 days
No standout posts about $IBIDF on X in the last 7 days.