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MRMRAAY

Murata Manufacturing Co., Ltd.

$MRAAY·$85B·Hardware, Equipment & Parts·Technology
$23.24+4.3%YTD+132.5%1Y+171.0%
Price updated 25d ago·X counts updated 26d ago
MRMRAAY
$MRAAYMurata Manufacturing Co., Ltd.
$23.24+4.26%1 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MRAAY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1X posts · last 7 days
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MRAAY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Japanese passive-component leader up 185% year-on-year on the AI/EV component demand cycle — earnings estimates keep moving higher.

Murata Manufacturing is the dominant global supplier of MLCC (multi-layer ceramic capacitors) and other passive electronic components — Tier-1 to Apple, the auto industry (EV inverters), and increasingly AI-server manufacturers. The stock is up 185% year-on-year on the multi-engine tailwind of iPhone, EV adoption, and AI-server component demand.

  • Revenue growth is genuinely accelerating: Q1 fiscal-2027 revenue grew 13.9% year-on-year with prior quarters running 6-7% — the AI-server component pull is now showing up in the reported numbers on top of the base iPhone-and-EV demand.
  • The margin recovery is meaningful: gross margin at 43% (up from 32% at trough) and operating margin at 17-21% across the last four quarters — Murata's scale plus specialty-passive-component pricing power supports through-cycle margin expansion as capacity utilization normalizes.
  • The valuation reflects the run but not stretched: 76x trailing earnings on FY27 consensus of ¥88 EPS puts the forward multiple at 26x — high on a P/E basis but supported by the estimate-revision cadence (FY28 at ¥142) that keeps the multiple defensible.

Trajectory is coiling at 50% of the 52-week range as the tape digests the 185% run; the Oct 30 Q2 fiscal-2027 print needs continued double-digit revenue growth plus margin expansion — a soft Chinese-EV or Apple-iPhone commentary breaks the setup and gives back some of the year-to-date gains.

What to watch: Oct 30 Q2 fiscal-2027 earnings — continued double-digit revenue growth plus operating-margin expansion sustains the multiple; a soft Chinese-EV, Apple-iPhone, or AI-server component commentary breaks the setup back toward the historical trailing multiple.

On the calendar: 2026-10-30 — Q2 fiscal-2027 earnings

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Read the AI verdict on $MRAAY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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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 — AI data-center optical interconnect demand sustains order momentum.

What this means for $MRAAY

Partial — upstream oil & gas exposure ties to commodity price cycle; Murata Manufacturing Co.

Top industry ETF

$SOXXiShares Semiconductor ETF
+81.7%YTD
+108.5%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.1.2×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.46%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.-13.3%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.+26.0%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·47d agoAre Industrial Products Stocks Lagging Murata Manufacturing (MRAAY) This Year?zacks.com·48d agoIs Murata Manufacturing (MRAAY) Stock Outpacing Its Industrial Products Peers This Year?zacks.com·64d agoMurata Manufacturing Inc. (MRAAY) is a Great Momentum Stock: Should You Buy?zacks.com·95d agoEarnings Estimates Moving Higher for Murata Manufacturing (MRAAY): Time to Buy?zacks.com·97d ago

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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