Japan Stock of the Day | Kabutaro & Friends

On August 14, 2026, the most talked-about Japanese stock online was Trend Micro <4704>.
Background: The company released its H1 FY2026 (January-June) earnings after the close of trading on August 13. Cumulative ordinary profit rose 15.6% year-on-year to 24.8 billion yen, but the company simultaneously cut its full-year ordinary profit guidance by 16.5%, from 55.1 billion yen to 46.0 billion yen, flipping the outlook to a 14.8% year-on-year decline. On a standalone Q2 (April-June) basis, ordinary profit fell 20.9% year-on-year to 7.17 billion yen, with the operating margin plunging from 20.3% to 8.3%. Rising AI-related investment was the primary drag on earnings.
Following the downward revision, sell orders piled up from the open on August 14, driving the stock to its daily lower price limit at 5,851 yen, down 1,000 yen (-14.59%). The Nikkei 225 rose for a fourth straight session, closing up 405.21 points at 68,713.80, and touched 69,608.24 intraday, recovering the 69,000 level for the first time in about a month since July 13. Trend Micro's decline stood out sharply against a broad-based rally led by semiconductor and AI stocks.