Update shared on04 Sep 2025
With both the consensus analyst price target and key valuation metrics such as the future P/E ratio and discount rate remaining essentially unchanged, there is no material revision to Sony Group’s estimated fair value, which stays at ¥4639.
What's in the News
- Sony is pushing for its first-party PlayStation studios to drive more revenue growth and take calculated risks, while maintaining their creative independence (Financial Times, 2025-08-25).
- Sony-produced film "KPop Demon Hunters" achieved a strong debut, topping U.S. and Canadian box offices with an estimated $18M–$20M gross in its opening weekend (Bloomberg, 2025-08-24).
- Sony filed a lawsuit against Tencent in California, alleging that Tencent’s game "Light of Motiram" infringes copyright and trademarks by closely copying Sony’s "Horizon" series (Reuters, 2025-07-30).
- Sony is considering a sale of its cellular chipsets unit (Sony Semiconductor Israel), which generates about $80M in annual recurring revenue and could be valued near $300M, as the company focuses more on entertainment (Reuters, 2025-07-23).
- PlayStation 5 exclusive "Death Stranding 2: On the Beach" was the top-selling non-Nintendo console game in Japan for the week of July 7-13, amid strong overall sales for Nintendo titles (Famitsu, 2025-07-18).
Valuation Changes
Summary of Valuation Changes for Sony Group
- The Consensus Analyst Price Target remained effectively unchanged, at ¥4639.
- The Future P/E for Sony Group remained effectively unchanged, moving only marginally from 26.06x to 26.11x.
- The Discount Rate for Sony Group remained effectively unchanged, at 6.41%.
Disclaimer
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