Update shared on 01 Nov 2025
Fair value Increased 0.99%Narrative Update on Sony Group
Analysts have raised their price target for Sony Group, increasing it modestly from ¥4,819.58 to ¥4,867.50. This change reflects improved profit margin expectations and a slight uptick in revenue growth forecasts.
What's in the News
- Sony's PlayStation 5 exclusive "Ghost of Yotei" reached the top spot in U.K. boxed sales last week, outperforming strong competition in the region (The Game Business).
- Microsoft's next-generation Xbox, reportedly a hybrid device, may allow players to access PlayStation games on Steam, including Sony exclusives such as "God of War" and "Ghost of Tsushima" (Windows Central).
- Sony and AMD teased their upcoming advancements in GPU technology for the next PlayStation console, which is expected in a few years and is currently in the simulation phase (The Verge).
- Sony Bank has applied for a U.S. banking license and is considering issuing a dollar-backed stablecoin (Nikkei).
- SCOTUS declined to halt a judge's order impacting Google's Play Store following an antitrust case. Sony is an investor in Epic Games (Reuters).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥4,819.58 to ¥4,867.50.
- Discount Rate has edged up marginally from 6.46% to 6.47%.
- Revenue Growth forecast is less negative, improving from -0.40% to -0.38%.
- Net Profit Margin projection has increased moderately from 9.98% to 10.01%.
- Future P/E Ratio is up slightly from 26.79x to 26.96x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.