9360.T(9360.T)

$2802.00—

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9360.T(9360.T)

JPX

$2802.00—

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9360.T(9360.T)

9360.T

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8/14/26

SUZUYO SHINWART (9360.T)

Friday

1:38 AM

Thesis: The company's strategic pivot towards AI and cybersecurity solutions is expected to enhance growth prospects, particularly in the face of rising demand in these sectors.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$19.1B	$20.7B
Rev. Growth	+11.4%	+8.1%
EPS	$391.89	$379.27
EPS Growth	+47.8%	-3.2%
P/E	7.1×	7.4×

What’s Driving the Stock

1Recent partnerships with major manufacturers to integrate AI solutions into their operations could drive a 15% increase in cloud service adoption.
2Expansion into Southeast Asian markets is expected to contribute an additional $200M in revenue over the next two years.
3Increased demand for cybersecurity solutions in response to recent data breaches could enhance service offerings and margins.
4Potential cost-cutting measures could improve operating margins by 2% in the next fiscal year.
5Digital transformation in traditional industries
6Increased focus on cybersecurity and data privacy
7Adoption rates of cloud services among Japanese enterprises
8Changes in IT spending by major clients in manufacturing

FY2025 Snapshot

Revenue: $20.7B
Rev. Growth: +8.1%
Gross Margin: 27.0%
Op. Margin: 8.4%
Net Margin: 5.2%
Net Income: $1.1B
NI Growth: -2.4%
EPS: $379.27
1Y Return: -10.3%

9360.T Chart

My Notes

"We are committed to leveraging our technology to meet the evolving needs of our clients."
Moat: The company's established relationships and reputation in the Japanese market provide a significant competitive advantage.
growth - The company is positioned for growth in cloud services and IT consulting, appealing to investors looking for capital appreciation.
Interest rates affect the company's financing costs for technology investments, which could impact margins if rates rise significantly.
Watch on earnings: Cloud services revenue growth rate, Client acquisition costs, Operating cash flow trends.

One Sentence Summary:

Suzuyo Shinwart: the setup is constructive — recent partnerships with major manufacturers to integrate ai solutions into their operations could drive a 15% increase in cloud service.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2024

FY2025

P/E

7.1×

7.4×

What’s Driving the Stock

1Recent partnerships with major manufacturers to integrate AI solutions into their operations could drive a 15% increase in cloud service adoption.

2Expansion into Southeast Asian markets is expected to contribute an additional $200M in revenue over the next two years.

3Increased demand for cybersecurity solutions in response to recent data breaches could enhance service offerings and margins.

4Potential cost-cutting measures could improve operating margins by 2% in the next fiscal year.

5Digital transformation in traditional industries

6Increased focus on cybersecurity and data privacy

7Adoption rates of cloud services among Japanese enterprises

8Changes in IT spending by major clients in manufacturing

My Notes

"We are committed to leveraging our technology to meet the evolving needs of our clients."

Moat: The company's established relationships and reputation in the Japanese market provide a significant competitive advantage.

growth - The company is positioned for growth in cloud services and IT consulting, appealing to investors looking for capital appreciation.

Interest rates affect the company's financing costs for technology investments, which could impact margins if rates rise significantly.

Watch on earnings: Cloud services revenue growth rate, Client acquisition costs, Operating cash flow trends.