Update shared on19 Sep 2025
Fair value Increased 1.53%Sony Group’s valuation outlook remains stable with marginally higher analyst price targets (up to ¥4,710) and no significant changes in revenue growth or future P/E expectations.
What's in the News
- Tencent has contested Sony's lawsuit alleging that Tencent's upcoming game "Light of Motiram" is a copy of Sony's "Horizon Zero Dawn," calling the litigation an overreach and seeking dismissal (The Game Post).
- Sony aims to drive greater revenue growth from its first-party PlayStation studios, encouraging measured risk-taking while maintaining their independence, according to top games executives (Financial Times).
- Sony produced Netflix's "KPop Demon Hunters," which led U.S. and Canadian box offices with an estimated $18M-$20M debut weekend—an uncommon theatrical success for a Netflix original (Bloomberg).
- Sony is exploring a sale of its cellular chipset unit, Sony Semiconductor Israel, which generates around $80M annually and could be valued at nearly $300M; the business has attracted interest from both financial and industry buyers (Reuters).
- PlayStation 5 exclusive "Death Stranding 2: On the Beach" was the best-selling non-Nintendo title in Japan the week of July 7-13, while PlayStation Plus subscription growth is outpacing previous performance on PS4, with engagement at an all-time high (Famitsu, GameFile).
Valuation Changes
Summary of Valuation Changes for Sony Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥4639 to ¥4710.
- The Consensus Revenue Growth forecasts for Sony Group has risen from -0.5% per annum to -0.5% per annum.
- The Future P/E for Sony Group remained effectively unchanged, moving only marginally from 26.11x to 26.48x.
Disclaimer
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