The share price has risen since early November, with strong results including revenue of ¥81.96 billion in the third-quarter earnings announced on 12 November 2026 serving as a catalyst.
From 11/10 to 11/13, the share price of 日本マイクロニクス rose from ¥8,922 to ¥10,670, closing ¥570, or 5.64%, higher than the previous day on 11/13. The stock is reportedly in a rebound phase triggered by the upward revision to its earnings forecast announced on 11/12.
According to the earnings release, revenue for the nine months of the fiscal year ending December 2026 was ¥81.96 billion, up 62.6% year on year; operating profit was ¥26.99 billion, up 138.9%; ordinary profit was ¥28.88 billion, up 156.2%; and quarterly net profit attributable to owners of the parent was ¥19.5 billion, up 175.3%. Demand for probe cards for DRAM, particularly HBM, was strong, while selling, general and administrative expenses increased, mainly because of higher research and development costs, and the TE segment loss widened.
As checkpoints for future performance, the overall assessment points to expansion in HBM demand and a higher mix of high-value-added products supporting growth, while noting risks from fluctuations in semiconductor market conditions and changes to major customers' investment plans. Five positive factors and six risk factors have been identified.