大幅反発。SMBC日興証券では投資判断を「2」から「1」に格上げ、目標株価も1640円から2250円に引き上げている。株主還元をはじめとした資本施策の取り組み、エンゲージメント強化の姿勢など、企業価値向上に向けた取り組みを強力に推進するマネジメントのリーダーシップや執行力を評価としている。また、戦略転換の効果が現れ、質の高い成長が継続する可能性が高まっているなど、成果も伴ってきているとしている。

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