Update shared on30 Jul 2025
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.
- SoftBank, along with other investors, is negotiating to sell a stake in Lenskart as its founder buys back 1.5–2% of equity ahead of a planned IPO.
- The company is exploring direct acquisitions in India, notably in the BPO and IT services sectors, aiming to combine AI capabilities with service delivery.
- SoftBank is a founding partner in the Stargate UAE project, a major AI infrastructure alliance with G42, OpenAI, Oracle, NVIDIA, and Cisco, establishing a 5-gigawatt UAE-U.S. AI campus in Abu Dhabi.
- The company concluded a tender offer involving its subsidiary A Holdings and LY Corporation; the financial impact is immaterial to consolidated results.
Valuation Changes
Summary of Valuation Changes for SoftBank Group
- The Consensus Analyst Price Target has risen from ¥10523 to ¥11099.
- The Future P/E for SoftBank Group has risen from 28.94x to 30.79x.
- The Discount Rate for SoftBank Group remained effectively unchanged, moving only marginally from 5.06% to 5.04%.
Disclaimer
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