● The company plans by fiscal 2033to expand the scale of domestic data centers more than threefold compared to fiscal 2024.They are developing foundational AI technologies such as domestically produced large language models, optoelectronic converged communication, and quantum computing, aiming to transition into a high-tech stock.
● In the earnings forecast for the fiscal year ending March 2027, to be announced during the earnings release,the operating profit forecast for NTT Data Group, which runs data center operations and AI support services, may reach a level comparable to the profit forecast of NTT Docomo, which operates mobile phone services.exists.
●The stock price has been trading within a box range of 150 yen to 160 yen over the past six months.Many investors view this telecommunications company, with its stable performance and progressive dividend policy, as a defensive stock. The forecast for the annual dividend in the fiscal year ending March 2026 is expected to increase by 0.1 yen from the previous year to 5.3 yen, and there is a high possibility that the company will announce a forecast for a 16th consecutive year of dividend increases for the fiscal year ending March 2027.
● The overall assessment by 13 analysts is ‘moderately bullish,’ but in reality, opinions are almost evenly split between ‘bullish’ and ‘neutral.’ Analysts on the bullish side seem to regard NTT as a high-tech ‘growth’ stock centered around AI-related businesses such as data centers, which shows a gap with the movement of the stock price.