TECHNO HORIZON <6629> gapped up and remained limit-locked at 1,070 yen, up 150 yen from the previous day. After hitting a year-to-date low of 831 yen on April 3, the stock has rebounded sharply, underscoring its appeal as a theme-driven play. The company develops robotics under the TAITEC brand and has a proven track record in X-ray equipment utilizing AI-powered high-speed inspection. As a notable player in the physical AI sector, the stock staged a significant rally toward the end of last year and is now showing similar upward momentum.

Physical AI is being integrated into society through the convergence of AI and robotics. AI’s immense computational power and knowledge are moving beyond two-dimensional constraints to enable autonomous action in three dimensions. With the "digital eye" being central to this convergence, Techno Horizon addresses market demand through its proprietary optical and sensing technologies. Earnings are robust, with operating profit for the fiscal year ending March 2026 reaching 1.5 billion yen, a fourfold year-on-year increase driven by GIGA School projects. Double-digit profit growth is also projected for the fiscal year ending March 2027. The stock reached a high of 1,541 yen on Dec. 24 during a sharp rally and hit a rebound high of 1,489 yen on Jan. 26 before facing selling pressure from the stock lending market. However, solid fundamentals and high growth expectations have renewed investor focus. Recent interest in robot-related shares has served as a catalyst, triggering short-covering of accumulated positions.

Source: MINKABU PRESS

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