10:30 AM EDT, 06/19/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We cut our 12-month target price to USD180 from USD200, a 10.5x P/E on FY 26 EPS. We also lower our FY 26 EPS estimate to JPY257 (from JPY213), reflecting near-term pressures from U.S. tariffs (-JPY180 billion), materials inflation (-JPY350 billion), and elevated R&D spend on electrification and SDVs, which are expected to dampen net income (-JPY1.67 trillion Y/Y). Our new FY 27 EPS estimate of JPY295 assumes gradual margin recovery as cost-saving initiatives (+JPY260 billion in FY 26) and hybrid-led volume growth offset structural headwinds, while BEV scale-up (forecasted up 114% to 310,000 units in FY 26) begins contributing incrementally. Our Hold rating balances Toyota's ( TM ) operational stability and liquidity buffer against execution risks in its mobility transition and persistent macroeconomic uncertainties.