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    The Bull Case For Casio ComputerLtd (TSE:6952) Could Change Following AI-Engineered Full-Metal G-SHOCK Launch

    Simply Wall St·12/22/2025 02:12:20
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    • In December 2025, Casio America Inc. launched the GMWBZ5000 collection, a full-metal evolution of the iconic G-SHOCK 5000 series that uses AI-driven engineering, advanced shock absorption, and premium finishes, priced between US$660 and US$720 and rolling out broadly by February 2026.
    • This blend of artificial intelligence, high-end materials, and heritage design could strengthen Casio’s positioning in premium, higher-margin watch segments and deepen brand appeal among design-conscious consumers.
    • We’ll now explore how this AI-engineered, full-metal G-SHOCK launch could reshape Casio’s investment narrative across premium watches and innovation.

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    Casio ComputerLtd Investment Narrative Recap

    To own Casio, you need to believe the company can turn its traditional strengths in durable watches and calculators into renewed growth, despite recent profit declines and uneven regional demand. The AI-engineered, full-metal GMWBZ5000 pushes deeper into premium G-SHOCK territory, but its near term impact on reversing margin pressure and exposure to U.S. tariffs is likely incremental rather than transformative.

    The most relevant recent context is Casio’s steady dividend of ¥22.50 per share, reaffirmed multiple times through 2024 and 2025, even as earnings guidance has been revised down. That mix of income stability with pressure on profits frames the GMWBZ5000 launch as part of a broader effort to support higher margin timepieces while the company works through softer sales and higher cost headwinds.

    Yet behind the excitement around AI-designed G-SHOCKs, investors should still be aware of...

    Read the full narrative on Casio ComputerLtd (it's free!)

    Casio ComputerLtd’s narrative projects ¥275.8 billion revenue and ¥20.2 billion earnings by 2028. This requires 2.2% yearly revenue growth and about a ¥14.6 billion earnings increase from ¥5.6 billion today.

    Uncover how Casio ComputerLtd's forecasts yield a ¥1291 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    TSE:6952 1-Year Stock Price Chart
    TSE:6952 1-Year Stock Price Chart

    Two Simply Wall St Community fair value estimates for Casio range from ¥1,291 to ¥1,480, showing how far apart individual views can be. You will want to weigh those opinions against Casio’s recent profit declines and tariff exposure that could keep margins under pressure.

    Explore 2 other fair value estimates on Casio ComputerLtd - why the stock might be worth just ¥1291!

    Build Your Own Casio ComputerLtd Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.