Toto's New Bull Touts Benefits From AI Infrastructure Demand -- Market Talk

Dow Jones
01/22

1107 GMT - Japanese toilet maker Toto is among the latest stocks to pop on AI-fueled optimism. Shares notch their best day in nearly five years after gaining a new bull in Goldman Sachs. The investment bank sees the company's business of making electrostatic chucks, used in NAND chip-making, benefiting from the global AI infrastructure buildout that is spurring memory demand. Analysts Sachiko Okada and Sayako Tominaga upgrade Toto to buy from neutral, expecting "significant profit growth" in the new domain business segment that accounts for 55% of operating profit. The industry's "tight supply/demand environment" is another driver, they add in a note. Goldman raises the target price to Y6,100 from Y4,800. Toto shares end at Y5,157, rising 9.7% for their biggest one-day percentage gain since February 2021. (farah.elias@wsj.com)

 

(END) Dow Jones Newswires

January 22, 2026 06:07 ET (11:07 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10