Renesas Electronics Corp

6723: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Renesas Earnings: Double Boost From AI and Inventory Restocking; Fair Valued Estimate Increased 24%

Phelix Lee

Feb 5, 2026

Renesas' December-quarter revenue was JPY 351 billion, up 5% sequentially. Gross margin was up 165 basis points from the prior quarter at 59%. Renesas' stock price jumped 8% amid upbeat comments on both automotive and artificial intelligence markets.

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Renesas Electronics Corp

Renesas Earnings: Double Boost From AI and Inventory Restocking; Fair Valued Estimate Increased 24%

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