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MRMRAAY

Murata Manufacturing Co., Ltd.

$MRAAY·$85B·Hardware, Equipment & Parts·Technology
$25.81-2.6%YTD+132.5%1Y+219.8%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts2026-08-12: 4 posts2026-08-13: 7 posts2026-08-14: 1 posts12
Price updated 1d ago·X counts updated 22h ago
MRMRAAY
$MRAAYMurata Manufacturing Co., Ltd.
$25.81-2.64%12 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 $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 2026-08-14

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

Murata Manufacturing (Japanese MLCC / passives major) up +223% t12m on AI/EV demand — 75x TTM P/E is stretched.

Murata Manufacturing is the Japanese-listed passive-components major (multilayer ceramic capacitors, RF modules, batteries). $84.7B mcap, ADR $26.51, YTD +132.5%, t12m +223.2%, sitting at 60% of the 52-week range (has pulled back from peak).

What's driving:

  • Q1 2026 revenue ¥469B (+13.9% YoY), EPS ¥20.77. Q4-25 ¥476B (+6.2%), Q3-25 ¥495B (+7.3%), Q2-25 ¥416B (-1.3%) — growth turning positive and re-accelerating.
  • Q1 FY27 (7/31) ADR EPS $0.14 vs $0.12 est (+16.7% surprise), Q4 FY26 was $0.13 vs $0.10 (+30%).
  • Analyst estimates FY26 rev ¥1.78T growing to ¥2.35T by FY28, EPS ¥58 → ¥143 (yen) — genuine growth-inflection trajectory driven by AI compute + EV powertrain demand.
  • 75.6x TTM P/E is genuinely stretched, though the acceleration curve is real.
  • D/E 0.02 (essentially unlevered), ROE 9.0%, FCF yield 1.1%.
  • 8/13 news: Impax International Sustainable Economy Fund Q2 Review — MRAAY featured as contributor.
  • 6/24 news: 'Earnings Estimates Moving Higher for Murata Manufacturing' — sell-side confirms trajectory.
  • 6/26 news: MRAAY momentum stock framing.
  • No X sentiment sample.
  • No filings or insider data in the bundle.

What you're watching: Q2 FY27 print 10/30 (continued MLCC-demand acceleration, AI/EV mix commentary), continued sell-side estimate revisions, and any BOJ policy commentary that would affect the yen and translate to ADR performance.

What to watch: Q2 FY27 print 10/30 (MLCC demand, AI/EV mix), sell-side estimate revisions, and BOJ policy / yen commentary.

On the calendar: 2026-10-30 — Q2 FY27 earnings

no sentiment

Read the AI verdict + X sentiment for $MRAAY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

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.

What this means for $MRAAY

Neutral — Japanese leader in ceramic passive components (MLCCs, inductors) powering smartphones, EVs, and 5G devices; limited read-through from hardware, equipment & parts macro dynamics to this specific revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+116.6%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
Q2 2026Jul 31, 2026$0.14$0.12+16.7%
Q1 2026Apr 30, 2026$0.13$0.10+30.0%
Q4 2025Feb 2, 2026$0.05——
Q3 2025Oct 31, 2025$0.15——
Next earningsFri, Oct 30·consensus EPS $0.14

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$1.65T – $1.90T$57.92$52.23 – $63.079
FY27$1.99T$1.84T – $2.13T$88.18$79.51 – $96.019
FY28$2.35T$2.18T – $2.51T$142.69$128.66 – $155.379

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.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.-8.6%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.+53.5%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.β1.255-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.

Impax International Sustainable Economy Fund Q2 2026 Contributors And Detractorsseekingalpha.com·2d agoAre Industrial Products Stocks Lagging Murata Manufacturing (MRAAY) This Year?zacks.com·3d agoIs Murata Manufacturing (MRAAY) Stock Outpacing Its Industrial Products Peers This Year?zacks.com·19d agoMurata Manufacturing Inc. (MRAAY) is a Great Momentum Stock: Should You Buy?zacks.com·50d agoEarnings Estimates Moving Higher for Murata Manufacturing (MRAAY): Time to Buy?zacks.com·52d ago

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 $MRAAY on X in the last 7 days.

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