NGK's share price recently fell 4.6% from ¥5,244 to ¥5,001 through early September. The company was featured on 3 September in a special report on CO2-capture-related stocks. The earnings report showed that revenue and profit increased against a backdrop of demand for semiconductors for AI applications.
From 4 to 11 September, NGK's share price fell 4.6% from ¥5,244 to ¥5,001. On 8 September, it fell as low as ¥5,025, down ¥291 from the previous day, while gains and pullbacks alternated over the most recent 5 trading days.
On 3 September, NGK was featured in a special report on CO2-capture-related stocks. Although the report highlighted activity surrounding the decarbonization theme, the share price has recently remained without a clear direction.
According to the summary of the earnings report, in the first quarter announced on 30 July 2026, revenue rose 10.6% year on year to ¥184.1 billion, operating profit increased 37.2% to ¥32.6 billion and net income rose 64.1% to ¥29.4 billion. The Digital Society business drove performance against a backdrop of demand for semiconductors for AI applications.
Key points for monitoring future performance include the expansion of demand for semiconductors for AI applications and resilient automotive demand, which are expected to support earnings growth. Semiconductor investment trends, changes in export controls and foreign-exchange movements have also been cited as risk factors.