Disco is trading at €332.00, up +5.73%, amid continued momentum around a recent analyst reassessment.
- On September 28, SMBC Nikko upgraded Disco from neutral to its top rating, raised operating-profit estimates and lowered its price target to ¥68,000 from ¥81,000.
- The upgrade cited first-quarter results and recent market conditions, and suggested Disco could be favored if investment in AI and semiconductors returns.
- No separate September 30 company announcement was identified; the rise appears to reflect the analyst reassessment.