SCREEN Holdings (7735) Earnings: Q1 Operating Income Falls Short, Year 2026 Projections Revised

SCREEN Holdings on Smartkarma

Analysts Scott Foster and Nicolas Baratte on Smartkarma have provided insightful coverage of SCREEN Holdings. Scott Foster, with a bullish outlook, highlights a 25%+ upside potential for the company. He notes that the FY Mar-25 guidance has been raised, citing growth prospects in FY Mar-26 driven by increased spending at TSMC and strong sales in China. Foster emphasizes the growing demand for semiconductor cleaning equipment due to die shrinks, with sales to Chinese customers surpassing expectations. He anticipates sustained profitability in FPD, PCB, and printing equipment, supported by enhanced production efficiency and a stable operating margin.

Nicolas Baratte, also leaning bullish, offers a perspective on SCREEN Holdings, acknowledging a moderate ~teens growth outlook while emphasizing the stock’s undervaluation. Baratte mentions challenges from China in Dec-24 and anticipates a weaker performance in Mar-25, with growth in FY26 primarily expected from TSMC and HBM. He highlights the resolution of accounting concerns and the stock’s appreciating trend since early 2025. With low valuations at around 11x FY26 EPS, Baratte suggests potential short-term limitations post a muted Mar-25 performance.

A look at SCREEN Holdings Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

SCREEN Holdings Co Ltd., a company that manufactures and sells semiconductors, FPD devices, commercial printing, and PCBs, is poised for a promising long-term outlook based on the Smartkarma Smart Scores analysis. With a strong emphasis on growth, resilience, and momentum, SCREEN Holdings is positioned favorably in the market. A high growth score reflects the company’s potential for expanding its operations and increasing market share. Additionally, solid scores in resilience and momentum indicate the company’s ability to withstand market fluctuations and continue to perform well over time.

Furthermore, SCREEN Holdings‘ average scores for value and dividend suggest a balanced approach to financial performance, indicating stability and potential returns for investors. With an overall positive outlook, SCREEN Holdings appears to be on a path towards sustainable growth and future success in the industries it operates in.

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