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Trend Micro Incorporated

Trend Micro Incorporated develops and sells security-related software for computers and the internet across Japan, the Americas, Europe, and the Asia Pacific. Its offerings include platforms such as the Vision One platform, cyber risk exposure management, security operations, cloud security, endpoint security, network security, email and collaboration security, threat intelligence, identity, AI, and data security. The company also provides managed XDR, incident response, and support services, along with products including security suites, Maximum Security, internet security, Scam Check, Deepfake Inspector, Ad Blocker, ID Protection, Micro VPN, Cleaner One Pro, Unzip One, Antivirus+ Security, Mobile Security, and HouseCall, as well as bundled support services. Incorporated in 1965, it is headquartered in Shinjuku, Japan.

Price · split & dividend adjusted
News & notes moving 4704.JP
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Trend Micro Cuts Full Year Profit Guidance on Cloud and AI Costs

Trend Micro reported half year 2026 earnings and cut full year profit guidance as cloud and AI related costs weigh on margins despite higher reported sales and net income. The share price fell 14.6% over the last day and is down 9.1% year to date, while the one year total shareholder return is down 25.5%. The five year total shareholder return remains positive at 22.5%, suggesting near term momentum has faded after the earnings and guidance update. The stock now sits at a sizeable discount to both analyst targets and one estimate of intrinsic value, with the most followed narrative pegging fair value at ¥6,511, above the last close of ¥5,851, framing the stock as modestly undervalued.
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Cybersecurity & Digital Trust▲

TrendAI Named Trusted Partner in OpenAI Daybreak Cyber Partner Program

TrendAI has joined the OpenAI Daybreak Cyber Partner Program, gaining access to OpenAI's frontier AI capabilities purpose-built for cybersecurity. TrendAI is among the first cybersecurity vendors selected as OpenAI expands Daybreak from internal testing to a curated group of trusted defenders. TrendAI managed security teams are already deploying agentic triage capabilities powered by OpenAI's frontier AI models integrated directly into TrendAI Vision One, delivering contextual triage decisions at machine speed and reducing mean time to triage. The partnership also strengthens TrendAI's vulnerability intelligence programs, giving threat researchers greater speed and precision in identifying, prioritizing, and disclosing vulnerabilities before they can be exploited. Insights developed through Daybreak will feed directly into TrendAI's global threat intelligence programs and Zero Day Initiative, the industry's longest-running vendor-agnostic bug bounty program.
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Cybersecurity & Digital Trust ▲Artificial Intelligence ▲
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