Is Lion Corporation stock a buy right now?

A major US brokerage kept a Neutral rating and lifted the target to JPY 1,950. That stance implies balanced risk and reward. We think investors should wait for clearer evidence of margin gains from premium oral care and restructuring before taking a more active view.

Why was the target price raised to JPY 1,950?

The higher target reflects improving earnings quality expected after 2025, supported by premiumization and selective growth in Asia. The Neutral rating remains because execution, pricing power, and margin durability still need proof. Better mix and cost control are the key levers to justify further upside.

How does the Vision2030 strategy impact results?

Vision2030 2nd STAGE focuses on premium oral care and targeted Asia expansion. Both aim to improve profitability rather than chase volume. If execution lands, margins should benefit from higher-value products, steadier pricing, and better channel mix. The market wants to see consistent delivery across quarters.

What are the main risks for investors to monitor?

Key risks include softer consumer demand in Japan, heavier promotions in Asian markets, and input cost volatility. Delays in restructuring benefits or slower adoption of premium products could also weigh on margins. Track gross margin trends, advertising efficiency, and evidence of repeat purchases in core oral care.

Global Market Insights

Lion Corp Stock Today, January 10: Target to JPY 1,950, Neutral

ByHuzaifa Zahoor January 10, 2026January 10, 2026

Lion Corporation stock is in focus today after a major US brokerage kept its Neutral rating but raised the Lion target price to JPY 1,950. The call points to improving earnings quality beyond 2025, following restructuring and portfolio upgrades. Management’s Vision2030 strategy, now in its 2nd STAGE, centers on premium oral care and selective Asia growth. For Japan-based investors, the near-term debate is about margins, pricing power, and execution. We outline what this means for risk-reward and the next set of catalysts.