Shared on 29 Nov 25

Fair value Increased 1.35%

9984: Future Gains Will Be Driven By Massive AI Infrastructure Investments

Analysts have raised their price target for SoftBank Group from ¥22,477 to ¥22,781, citing slight improvements in projected revenue growth and profit margins as key factors. What's in the News SoftBank is investing up to $3 billion to remodel an EV plant in Lordstown, Ohio for the production of equipment for OpenAI's upcoming U.S. data centers (The Information).

Shared on 15 Nov 25

Fair value Increased 13%

9984: Future Profitability Will Be Driven By Expanded AI And Robotics Investments

Analysts have raised SoftBank Group's fair value target from ¥19,952 to ¥22,477. This change reflects improved expectations for profit margins, despite slightly reduced revenue growth forecasts.

Shared on 01 Nov 25

Fair value Increased 7.01%

Analysts have raised their price target for SoftBank Group from ¥18,644.4 to ¥19,951.8, citing updated fair value estimates and improving future prospects. What's in the News SoftBank's board approved a $22.5B investment, completing its $30B commitment to OpenAI.

Shared on 18 Oct 25

Fair value Increased 15%

Analysts have raised their price target for SoftBank Group, increasing the estimated fair value from ¥16,199 to ¥18,644. This reflects renewed confidence in the company's outlook.

Shared on 03 Oct 25

Fair value Increased 11%

SoftBank Group’s fair value estimate has been raised by analysts from ¥14,635 to ¥16,199. This change reflects modest improvements in projected profit margins and anticipated price-to-earnings multiples.

Shared on 17 Sep 25

Fair value Increased 1.49%

A modest reduction in SoftBank Group’s discount rate, reflecting lower perceived risk or improved funding conditions, has marginally increased the consensus analyst price target from ¥14,420 to ¥14,635. What's in the News OpenAI, backed by SoftBank, is pursuing a $500B valuation through a $6B secondary market sale of employee shares, as SoftBank considers making a $10B commitment dependent on OpenAI's restructuring deal with Microsoft progressing by year-end (NY Times, Bloomberg, Financial Times).

Shared on 27 Aug 25

Fair value Increased 8.78%

SoftBank Group's higher consensus price target reflects increased growth optimism as indicated by a rising future P/E, despite a slight decline in net profit margin, lifting fair value from ¥13,257 to ¥13,923. What's in the News OpenAI, backed by SoftBank, is in advanced talks to sell $6B of employee shares at a $500B valuation, potentially making it the world's most valuable private company (NY Times, Bloomberg).

Shared on 08 Aug 25

Fair value Increased 19%

Despite a slight downgrade in revenue growth forecasts, SoftBank Group's rising net profit margin has driven a consensus analyst price target increase from ¥11,099 to ¥11,945. What's in the News SoftBank completed a ¥330,260.5 million share buyback, repurchasing 42,033,200 shares (2.89% of outstanding), with the latest tranche having no additional shares bought.

Shared on 30 Jul 25

Fair value Increased 5.48%

The increase in SoftBank Group's consensus Analyst Price Target is driven primarily by a higher future P/E multiple, raising the fair value estimate from ¥10,523 to ¥11,099. What's in the News SoftBank completed its share buyback program, repurchasing 42,033,200 shares (2.89%) for ¥330,260.5 million.

Shared on 15 Jul 25

Fair value Decreased 8.11%

SoftBank Group’s consensus analyst price target has been revised downward, likely reflecting a sharp reduction in its future P/E multiple despite a marked improvement in net profit margin, with the new fair value set at ¥10,523. WHAT'S IN THE NEWS SoftBank founder Masayoshi Son is proposing a $1 trillion AI and robotics industrial complex in Arizona and is seeking a partnership with TSMC to leverage their advanced AI chip capabilities for the project (Bloomberg, 2025-06-20).

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.24%

AnalystConsensusTarget has decreased profit margin from 4.8% to 4.1% and increased future PE multiple from 47.7x to 53.7x.

Shared on 26 Mar 25

Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.033%

9984: Heavy Investments In AI Ventures Will Face Headwinds From Delays And Leverage

9984: Future Gains Will Be Driven By Massive AI Infrastructure Investments

9984: Future Profitability Will Be Driven By Expanded AI And Robotics Investments

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