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Latest News for CAJ

Canon: Thesis Is Far From Broken, I Say 'Buy'

Canon (CAJPY) remains a 'BUY' despite recent share price underperformance, with fundamentals and operating results strengthening versus prior thesis. CAJPY delivers robust margin expansion: 1H26 sales up 3.5%, but EPS surges nearly 17%, with management raising FY26 guidance. Imaging and semiconductor segments outperform; imaging sales up 15%, and nanoimprint lithography offers a defensible competitive edge.

Seeking Alpha • Sep 9, 2026

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