LY Corporation (4689.T JPX) JPY 396.00 before Feb earnings: margins will set outlook
LY Corporation (4689.T stock) trades at JPY 396.00 intraday on JPX as of 30 Jan 2026, ahead of its scheduled earnings release on 4 Feb 2026. We see a mix of stable cash flow and margin pressure that could move the stock. Today the stock is near its day range low of JPY 392.60 and high of JPY 397.50, with volume at 14,220,300 shares. This earnings spotlight explains what to watch and how results could change the near-term outlook.
4689.T stock: Earnings snapshot and what to expect
LY Corporation reports results on 4 Feb 2026 after market close. The company’s operations span Media and Commerce, with ad revenue and commerce GMV as the main drivers. Analysts will watch revenue growth, operating profit margin, and guidance. One clear trigger is display and search ad sell-through versus prior quarters.
We expect commentary on costs for commerce logistics and payment services. Last fiscal year LY posted EPS 28.99 and PE 13.55, so upside to EPS would likely re-rate the stock in the short term.
Key financials and valuation: PE, cash flow and balance sheet
LY shows market cap JPY 2,690,373,373,911.00 and cash per share JPY 151.98. Trailing free cash flow yield is 16.42%, and price-to-book stands at 0.92. Those metrics point to strong cash generation and a conservative book valuation.
Margins matter: operating profit margin is 14.87% and net profit margin is 10.29%. Debt-to-equity sits at 0.67, and interest coverage is 29.21, which reduces near-term solvency risk.
Meyka AI rates 4689.T with a score out of 100 and model forecast
Meyka AI rates 4689.T with a score out of 100: 70.21 (B+, BUY). This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Grades are informational and not financial advice.
Meyka AI’s forecast model projects a near-term monthly target of JPY 482.26 and a yearly model projection of JPY 354.57. Compared to the current JPY 396.00, the monthly model implies +21.79% upside, while the yearly projection implies -10.47% downside. Forecasts are model-based projections and not guarantees. For more data see LY’s profile on our platform at Meyka LY page.
Price targets, analyst view and sector context
With no consensus price target published, we frame a three-tier view. A conservative target is JPY 350.00, a base case is JPY 440.00, and a bull case is JPY 550.00. These align to margin recovery and ad demand scenarios.
LY trades in the Communication Services sector where average PE is 27.23. LY’s PE of 13.55 is below the sector mean, reflecting the stock’s defensive valuation and recent share weakness. Sector news and macro ad spend trends will steer sentiment; see regional market updates at Investing.com Asia Pacific and Investing.com Japan.
Technical setup and intraday trading signals
Technically, LY sits below its 50-day average JPY 414.38 and 200-day average JPY 479.34. RSI is 48.74, indicating neutral momentum. Bollinger Band middle is JPY 415.62 and ATR is JPY 7.01, implying modest intraday swings.
Traders may watch JPY 392.60 as near support and JPY 407.12 as short resistance. A close above JPY 415.62 would improve trend odds for a move to the 50-day average.
Risks and catalysts heading into earnings
Main risks are weaker ad demand, slower commerce GMV, or margin surprises from logistics costs. A downgrade in guidance would likely pressure the stock below the year low of JPY 389.10.
Key catalysts include better-than-expected ad sell-through, clearer guidance on subscription or payments growth, and any capital return updates. Monitor sector flows and macro ad budgets after the result.
Final Thoughts
On 30 Jan 2026 LY Corporation (4689.T stock) trades at JPY 396.00 with mixed signals heading into earnings on 4 Feb 2026. Fundamentals show strong cash flow and a conservative PB of 0.92, but recent revenue margin compression and lower moving averages cap upside. Meyka AI’s model gives a short-term monthly projection of JPY 482.26 (+21.79%) and a yearly projection of JPY 354.57 (-10.47%). Use a tiered price target plan: conservative JPY 350.00, base JPY 440.00, bull JPY 550.00. We recommend watching the earnings margins and management guidance for ad demand. This article uses Meyka AI-powered market analysis to frame scenarios; forecasts are model-based projections and not guarantees.
FAQs
What is the current price and P/E for 4689.T stock?
As of 30 Jan 2026 the intraday price is JPY 396.00 and the trailing P/E is 13.55. Volume today is 14,220,300 shares and EPS is 28.99 per share.
When will LY Corporation report earnings and what matters most?
LY reports on 4 Feb 2026. Investors should watch advertising revenue, commerce GMV, operating margins, and guidance on payments and subscription growth.
What does Meyka AI forecast imply for 4689.T stock?
Meyka AI’s short-term model projects JPY 482.26 (implied +21.79%). The yearly model is JPY 354.57 (implied -10.47%). These are model outputs and not investment guarantees.
What are the main risks for 4689.T stock after earnings?
Primary risks include weak ad demand, margin pressure from commerce logistics, and conservative guidance. A guidance cut could push the stock toward the year low of JPY 389.10.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
