Japan Stock of the Day | Kabutaro & Friends

On August 7, 2026, the most talked-about Japanese stock online was Fujikura <5803>.
Background: During the afternoon session on August 7, at 2:00 PM, the company simultaneously released its Q1 FY2027 (April-June) earnings and announced its second upward revision to full-year guidance. Q1 consolidated ordinary profit surged 2.7 times year-on-year to 111.4 billion yen, with revenue up 50.1% to 402.0 billion yen. Full-year ordinary profit guidance was raised 43.4% from 316.0 billion yen to 453.0 billion yen, and net profit was lifted by 97.0 billion yen to 326.0 billion yen (2.1 times the prior year), driven by surging orders and higher selling prices for optical component products for data centers. The revision exceeded market estimates by a wide margin, sending the share price up more than 10% at one point in the afternoon session.
The Nikkei 225 came under heavy selling pressure during the morning, falling more than 1,000 points at one point (intraday low: 64,651.49) as SoftBank Group <9984>'s year-on-year earnings decline and Lasertec <6920>'s profit outlook miss weighed on sentiment. Fujikura's strong results helped the market pare losses significantly, with the Nikkei closing down just 76.55 points at 65,606.71. Fujikura's outsized positive surprise drew the most attention on social media that day.