TSE · Japan
6981.T Murata Manufacturing
Largest MLCC maker; high-cap parts for AI servers
Tight but sold off
Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree.
(automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥6,201.0
−1.18% today
1W
−8.8%1M
−20.4%3M
−25.1%YTD
+93.7%1Y
+121.2%Off 52w high
−49.2%Next earnings (est.): 2026-10-30
Market cap—
P/E (trailing)—Forward —
EV / sales—EV/EBITDA —
Revenue (TTM)—Growth — y/y
Margins—gross · op —
Free cash flow—Cash — · debt —
Analyst target—0 analysts
Riskβ Short — of float
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
6981.T · price with what management and the data said
Supply tighteningBeat / raiseMiss / cutData releaseEasing
Hover a numbered marker for details · dashed lines = 50- and 200-day averages
Timeline: management commentary, data & earnings
0 eventsNo dated commentary yet for this stock.
Latest headlines
Auto-updated daily- Is Murata Manufacturing (TSE:6981) Reasonable After A 177% Run On Cash Flow?2026-10-17
- Advanced Functional Materials Market Forecasts Growth from $161.26B (2026) to $270.06B by 2032, Profiling KYOCERA, Murata Manufacturing, Henkel & Hexcel2026-09-24
- Murata Manufacturing (TSE:6981) Stock Looks Pricey After A 250% Run2026-08-15
- Murata Manufacturing (TSE:6981), What Is Behind The Latest Attention?2026-08-15
- Is Murata Manufacturing (MRAAY) Stock Outpacing Its Industrial Products Peers This Year?2026-07-27
- Murata Develops World’s Smallest 008004-inch Size (0.25mm × 0.125mm) NTC Thermistor for Space-Constrained Temperature Sensing2026-10-20
An AI server board uses many times the capacitors of a normal server, and the high-capacitance, high-temperature parts come mainly from Murata and Samsung Electro-Mechanics.
Ceramic powder→MLCC→Board→Server
What would prove us wrong. Weakens if lead times stay flat while AI server builds keep rising.
Peers at the same bottleneck
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 009150.KS Samsung Electro-Mechanics | MLCCs and FC-BGA substrates | ₩1,118,000 | −0.36% | −21.8% | +338.4% | |
| 6976.T Taiyo Yuden | MLCCs and inductors | ¥8,572.0 | +2.49% | −3.6% | +146.0% | |
| 6762.T TDK | Passive components, MLCCs and power supplies | ¥2,585.5 | −1.49% | −11.9% | +18.9% | |
| 2327.TW Yageo | Capacitors and resistors (incl. KEMET) | NT$507.0 | 0.00% | −9.0% | +121.1% | |
| 2492.TW Walsin Technology | MLCCs and passives | NT$368.0 | 0.00% | +19.3% | +216.2% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.