Japan Stock of the Day | Kabutaro & Friends

On August 10, 2026, the most talked-about Japanese stock online was Recruit Holdings <6098>.
Background: After the close of trading on August 7, the company released its Q1 FY2027 (April-June) earnings. Revenue rose 18.9% year-on-year to 1.0450 trillion yen, operating profit jumped 66.1% to 255.4 billion yen — far exceeding market expectations of just under 200 billion yen — and net profit surged 67.5% to 202.6 billion yen. Alongside the results, the company raised its full-year guidance: operating profit was lifted from 787.0 billion yen to 945.0 billion yen (up 49.9% year-on-year), and net profit from 623.0 billion yen to 755.0 billion yen (up 51.9%). The main driver was the HR Technology segment, where Indeed's Premium Sponsored Jobs product fueled strong growth in U.S. revenues, significantly exceeding initial expectations.
The revision beat market consensus by more than 100 billion yen, triggering a daily-limit gain on August 10, with the stock hitting its price limit up at 16,165 yen (+3,000 yen, +22.78%). The Nikkei 225 rebounded sharply, rising 1,363.51 points to 66,970.22, with Recruit among the top contributors to the index gain, making it the day's most closely watched stock on social media.