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Update shared on15 Jul 2025

Fair value Decreased 8.11%
AnalystConsensusTarget's Fair Value
JP¥11,099.29
7.1% overvalued intrinsic discount
30 Jul
JP¥11,890.00
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1Y
65.8%
7D
2.9%

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).
  • SoftBank has sold $4.8 billion of T-Mobile shares to fund large-scale AI investments, including potential commitments of up to $30 billion in OpenAI, as the company aggressively pivots toward AI (Bloomberg, 2025-06-17).
  • SoftBank is a founding partner in the Stargate UAE collaboration alongside G42, OpenAI, Oracle, NVIDIA, and Cisco, aiming to build a next-generation AI infrastructure hub within the UAE–U.S. AI Campus in Abu Dhabi, with the initial 200MW AI cluster expected online in 2026 (Key Developments, 2025-05-22).
  • The company is actively exploring direct acquisitions in India’s BPO and outsourcing sector to integrate AI at scale, having recently discussed a potential $1 billion acquisition of AGS Health and initiated talks with other firms like WNS Global (Key Developments, 2025-06-24).
  • SoftBank completed repurchases of approximately 42 million shares (2.89% of outstanding), and is poised to partially exit its Lenskart holding via a pre-IPO founder buyback, while its recent tender offer involving LY shares has an immaterial effect on the company’s consolidated financials (Key Developments, 2025-07-07, 2025-07-04, 2025-06-05).

VALUATION CHANGES


Summary of Valuation Changes for SoftBank Group

  • The Consensus Analyst Price Target has fallen from ¥11451 to ¥10523.
  • The Net Profit Margin for SoftBank Group has significantly risen from 4.18% to 6.64%.
  • The Future P/E for SoftBank Group has significantly fallen from 51.26x to 28.94x.

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.