WallStSmart
TM

Toyota Motor Corporation ADR

NYSE: TM · CONSUMER CYCLICAL · AUTO MANUFACTURERS

$192.62
+0.71% today

Updated 2026-04-30

Market cap
$250.66B
P/E ratio
10.80
P/S ratio
0.01x
EPS (TTM)
$17.81
Dividend yield
2.98%
52W range
$165 – $249
Volume
0.3M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Toyota Motor Corporation ADR (TM) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$192.62
Consensus
$261.68
+35.85%
2030 Target
$38.46
-80.03%
DCF
—
—
1 analysts:
1 Buy1 Hold0 Sell

Management guidance

No specific CEO revenue targets found in provided materials. Most recent guidance (April 2026) indicates Toyota achieved record global sales of 10.47-10.48 million units in FY2025 (+2.0% YoY), driven by hybrid vehicle strength in North America. Management is investing $1B in U.S. manufacturing for electrification and capacity expansion, with hydrogen fuel cell truck production targeted for FY2027. However, near-term FY2026 guidance projects reduced operating income and net margins due to supply chain disruptions, helium shortages, and Middle East conflict impacts.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$76.93
$58.5B Rev × 1.6x P/S
Base case (2030)
$38.46
$58.5B Rev × 1x P/S
Bear case (2030)
$19.23
$58.5B Rev × 0.6x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$37154.3B$45095.3B$48036.7B$51.2B$53.1B$54.8B$56.6B$58.5B
Revenue growth—21.4%6.5%6.5%3.7%3.3%3.4%3.4%
EPS—$24.57$15.19$2,910.00$3,347.00$3,650.00$3,900.00$4,180.00
P/S ratio———1.0x1.0x1.0x1.0x1.0x
Implied price———$38.46$38.46$38.46$38.46$38.46

Catalysts & risks

Growth catalysts
+ Record global vehicle sales momentum (10.48M units FY2025) driven by hybrid demand in North America
+ Hydrogen fuel cell joint ventures with Isuzu (light truck production FY2027), Daimler Truck, and Volvo Group acceleration
+ U.S. manufacturing investments ($1B+) for electrified vehicle production and capacity expansion
+ Multi-pathway electrification strategy gaining market share (electrified models >50% of monthly U.S. sales)
+ New CEO Kenta Kon appointment focused on financial discipline and profit optimization
+ EV and hybrid portfolio expansion with U.S.-made Tundra/Highlander/Camry exports to Japan
Key risks
- China sales declining sharply due to EV competition and gasoline vehicle weakness; represents ~15-20% of global revenue at risk
- U.S. tariff headwinds impacting margin expansion; supply chain cost pressures from aluminum price increases (+13%)
- Global helium shortage disrupting semiconductor production and manufacturing capacity
- Middle East conflict reducing regional exports by ~50%; freight and material cost inflation
- Analyst downgrades citing limited near-term revenue growth despite profitability (Erste Group Hold downgrade April 2026)
- EV market saturation and price wars in China pressuring ASPs and market share for Japanese OEMs
- Heavy capital expenditure requirements for electrification and hydrogen infrastructure offsetting near-term earnings

Methodology

Toyota Motor Corporation ADR's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 1 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 28, 2026.