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MRMRAAY

Murata Manufacturing Co., Ltd.

$MRAAY·$99B·Hardware, Equipment & Parts·Technology
$34.13+0.6%YTD+234.3%1Y+382.0%
Mentions · last 7 days
2026-06-17: 2 posts2026-06-18: 17 posts2026-06-19: 0 posts2026-06-20: 0 posts2026-06-21: 2 posts2026-06-22: 2 posts2026-06-23: 0 posts23+11%
Price updated 12m ago·X counts updated 20h ago
MRMRAAY
$MRAAYMurata Manufacturing Co., Ltd.
$34.13+0.59%23 posts+11%
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 $MRAAY, 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 2026-06-23

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

Murata Manufacturing is +277% YTD (Japan ADR) — Synopsys+Ansys simulation tools collab plus Q1 EPS beat 30% reflect the structural ceramic-passives cycle.

Murata Manufacturing is the Japanese ceramic-passive-component giant — MLCCs, inductors, filters, modules for smartphones, automotive, industrial, data-center. The setup is a real-business accelerator with massive YTD performance.

What's driving the move:

  • Stock acceleration is the dominant signal: +277% YTD and +444% TTM (ADR ratio reflects underlying Japanese-listing performance plus FX), with the ceramic-passives cycle driven by automotive electrification and data-center demand — the June 18 +9.6% move flagged institutional repositioning, Q1 EPS of $0.13 vs $0.10 beat by +30%.
  • Synopsys + Ansys simulation collaboration is the technical anchor: the June 15 collaboration with Synopsys providing simulation models through Ansys Electromagnetic and Thermal Analysis Tools is design-ecosystem integration that locks in Murata's component placement in semiconductor and PCB designs — tooling-side moat building.
  • Operating economics reflect ceramic-passives scale: Q4 revenue of $469B Yen (~$3B USD) with EPS of $20.77 against the sequence ($416B → $495B → $475B → $469B) shows cyclical-business volatility — gross margin at 41-43%. Lack of US SEC filings and insider events is normal for a foreign-private-issuer ADR.

+277% YTD, +444% TTM. July 29 Q1 FY27 earnings is the test — ceramic-passives demand plus automotive-electrification commentary extends; smartphone-cycle deceleration, automotive softening, or yen-strengthening cools. ADR trading is thin vs Japanese-listing volumes.

What to watch: July 29 Q1 FY27 earnings — ceramic-passives revenue trajectory, automotive-electrification segment growth, smartphone-cycle commentary, gross-margin stability above 41%, MLCC pricing detail, Synopsys / Ansys design-tooling adoption traction, and any yen-FX translation commentary on USD ADR. Demand plus tooling adoption extends; smartphone deceleration cools.

On the calendar: 2026-07-29 — Q1 FY27 earnings

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What it does

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

Japanese leader in ceramic passive components (MLCCs, inductors) powering smartphones, EVs, and 5G devices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $MRAAY.

Hardware, Equipment & Parts · Technology

AI infrastructure supply chain bottleneck has shifted from chip silicon to rack assembly, power delivery, and optical connectivity — FN's precision optical assembly growth and CLS's hyperscaler server contract wins confirm the value-add layer is moving up the stack. This is a multi-quarter structural shift as rack power density requirements outpace existing supply chain capacity.

What this means for $MRAAY

Direct beneficiary — Murata's ceramic MLCCs and inductors are essential passive components in every AI server, 5G device, and EV power system; AI server builds are directly driving MLCC order books.

Top industry ETF

$SOXXiShares Semiconductor ETF
+95.6%YTD
+166.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
75.6How 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
8.4%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
17.5%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
1.1%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
9.6Same 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
9.0%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
42.3%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
0.0Total 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
Q1 2026Apr 30, 2026$0.13$0.10+30.0%
Q4 2025Feb 2, 2026$0.05——
Q3 2025Oct 31, 2025$0.15——
Q2 2025Jul 30, 2025$0.09——
Next earningsWed, Jul 29·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$469.1B+13.9%43.2%15.8%$20.77$34.6B
Q3 FY26$475.9B+6.2%41.7%17.5%$7.00$72.7B
Q2 FY26$495.3B+7.3%42.8%20.9%$0.15$625.8M
Q1 FY26$416.2B-1.3%41.5%14.8%$13.42$-10.5B

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.78T$1.62T – $1.93T$57.92$50.99 – $64.239
FY27$1.99T$1.81T – $2.16T$88.18$77.62 – $97.789
FY28$2.35T$2.14T – $2.55T$142.69$125.60 – $158.239

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.1.1×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.85%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.+49.7%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.+150.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 3.6B 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.β1.265-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.

+ 2 other (2 F-6EFs) in window

Recent news

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

Murata Manufacturing (MRAAY) Moves 9.6% Higher: Will This Strength Last?zacks.com·7d agoMurata Collaborates with Synopsys to Provide Simulation Models Through Ansys Electromagnetic and Thermal Analysis Toolsbusinesswire.com·9d ago

In themes

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Voices on X · last 7 days

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