Assessing NTT (TSE:9432) Valuation As Long Term Returns Contrast With Softer Recent Momentum

Simply Wall St

Tue, February 17, 2026 at 5:08 AM GMT+9 2 min read

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Why NTT (TSE:9432) Is Drawing Investor Attention Now

NTT (TSE:9432) is back on investors’ radar after recent share price moves, with the stock showing mixed returns over the past month and the past 3 months, while longer term performance remains positive.

See our latest analysis for NTT.

At a share price of ¥154.2, NTT’s short term share price returns have been softer this year, but its 1 year and 5 year total shareholder returns of 8.12% and 60.92% respectively show that longer term holders have still seen meaningful value.

If NTT’s mixed momentum has you thinking about where else to put capital to work, this could be a good moment to check out 12 top founder-led companies as potential next ideas.

With NTT trading at ¥154.2, some metrics point to a potential discount, including an indicated intrinsic discount of 35% and a 15% gap to analyst targets. This raises the question of whether there is a buying opportunity here or whether markets are already pricing in future growth.

Most Popular Narrative: 13% Undervalued

NTT’s most followed valuation narrative sees a fair value of ¥177.29 per share, compared with the last close at ¥154.2, and ties that gap to long term shifts in its business mix and technology investments.

The integration and centralization of decision making within NTT DATA and related subsidiaries accelerates execution on global ICT and cloud opportunities, enhances operational agility, and supports faster cross selling and synergy realization, which should drive improvements in scale, efficiency, and group operating margins.

Read the complete narrative.

Curious what sits behind that margin story and fair value gap? The narrative builds on measured revenue growth, firmer profitability and a future earnings multiple that does not stretch telecom norms. The exact mix of those assumptions is where it gets interesting.

Result: Fair Value of ¥177.29 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, that story could shift quickly if legacy fixed line services shrink faster than expected, or if overseas operations keep feeling pressure from weak orders and currency moves.

Find out about the key risks to this NTT narrative.

Build Your Own NTT Narrative

If you look at the numbers and reach a different conclusion, or simply want to base everything on your own work, you can build a custom view in a few minutes, starting with Do it your way.

Story continues  

A great starting point for your NTT research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include 9432.T.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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