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IBIBIDF

Ibiden Co.,Ltd.

$IBIDF·$27B·Hardware, Equipment & Parts·Technology
$124.39+9.3%YTD+143.0%1Y+478.6%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 0 posts0
Price updated 2d ago·X counts updated 6d ago
IBIBIDF
$IBIDFIbiden Co.,Ltd.
$124.39+9.29%0 posts
AI analysisFundamentalsVoices on X
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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.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Ibiden Japanese IC-substrate maker up 543% year-on-year on the AI-server packaging demand — Q2 EPS beat 152%.

Ibiden Co Ltd is a Japanese-listed leader in IC substrates — the specialty packaging boards used in advanced CPUs, GPUs, and AI accelerators. The stock is up 543% over the last year on the AI-server-chip packaging demand that has made Ibiden a critical Tier-1 supplier for Nvidia, Intel, and AMD advanced-node processors.

The setup that's compounding:

  • Revenue growth is genuinely strong: Q4 fiscal-2026 revenue grew 19% year-on-year to ¥118B after 16.3% in Q3 and 6.5% earlier — the AI-server IC-substrate demand is flowing through with material acceleration.
  • The Q1 fiscal-2027 EPS beat was extraordinary: EPS of $0.74 beat consensus by 152% (Q1 2026 EPS $0.738 vs $0.29 est) — this is one of the biggest material EPS beats in the Japanese-tech space this year, and the sell-side model was materially undercalling.
  • The valuation is stretched but supported by the growth: 72x trailing earnings and 28x EV-to-EBITDA is expensive on backward-looking metrics, but the FY27 consensus should be rising materially post-print, and the AI-server IC-substrate cycle has multi-year runway.

Trajectory is accelerating at 88% of the 52-week range on the material EPS beats; the Oct 29 Q2 fiscal-2027 print needs continued IC-substrate volume growth plus commentary on AI-accelerator customer share — a soft AI-server demand commentary or a competitive-share loss disclosure breaks the setup back toward $90.

What to watch: Oct 29 Q2 fiscal-2027 earnings — continued IC-substrate volume growth plus commentary on AI-accelerator customer share sustains the setup; a soft AI-server demand commentary or a competitive-share loss disclosure breaks the setup back toward $90.

On the calendar: 2026-10-29 — Q2 fiscal-2027 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese manufacturer of IC package substrates and printed circuit boards for leading-edge semiconductors, alongside automotive ceramic components.

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 · Technology

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $IBIDF

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Ibiden Co.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+101.4%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%
Q3 2025Oct 30, 2025$0.23$0.23-1.9%
Next earningsThu, Oct 29·consensus EPS $0.50

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

5-year forecast · up to 17 analysts
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.0.4×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.78%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.+3.9%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.+62.3%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.β2.355-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.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 1 other (1 F-6EF) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ibiden: A 'Buy' After The Beat And Raiseseekingalpha.com·104d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAdvanced Packaging & AI Interconnect

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Voices on X · last 7 days

No standout posts about $IBIDF on X in the last 7 days.

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