This article first appeared on GuruFocus.

Nippon Steel Corp (TSE:5401) is set to release its Q2 2026 earnings on Nov 5, 2025. The consensus estimate for Q2 2026 revenue is $2.47 billion, and the earnings are expected to come in at $15.79 per share. The full year 2026's revenue is expected to be $9.93 billion and the earnings are expected to be $24.70 per share. More detailed estimate data can be found on the Forecast page.

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Over the past 90 days, revenue estimates for Nippon Steel Corp (TSE:5401) have increased from $9.59 billion to $9.93 billion for the full year 2026 and from $10.35 billion to $10.87 billion for 2027. However, earnings estimates have declined from $36.94 per share to $24.70 per share for the full year 2026 and from $79.93 per share to $75.05 per share for 2027.

In the previous quarter of 2025-06-30, Nippon Steel Corp's (TSE:5401) actual revenue was $2.01 billion, which beat analysts' revenue expectations of $1.97 billion by 1.73%. Nippon Steel Corp's (TSE:5401) actual earnings were $-37.47 per share, which missed analysts' earnings expectations of $17.74 per share by -311.18%. After releasing the results, Nippon Steel Corp (TSE:5401) was up by 0.46% in one day.

Based on the one-year price targets offered by 14 analysts, the average target price for Nippon Steel Corp (TSE:5401) is $695.60 with a high estimate of $900.00 and a low estimate of $480.00. The average target implies an upside of 9.32% from the current price of $636.30.

Based on GuruFocus estimates, the estimated GF Value for Nippon Steel Corp (TSE:5401) in one year is $770.83, suggesting an upside of 21.14% from the current price of $636.30.

Based on the consensus recommendation from 14 brokerage firms, Nippon Steel Corp's (TSE:5401) average brokerage recommendation is currently 2.5, indicating an \\"Outperform\\" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.