Update shared on08 Aug 2025
Fair value Increased 13%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.
- Founder of Lenskart is negotiating to buy back a pre-IPO stake from investors, including SoftBank, valued at around $150 million.
- SoftBank is actively exploring acquisitions in India's IT outsourcing sector to accelerate AI adoption, though a $1 billion bid for AGS Health did not materialize.
- SoftBank partnered with G42, OpenAI, Oracle, NVIDIA, and Cisco to build Stargate UAE, a major AI infrastructure cluster in Abu Dhabi, with the first phase operational in 2026.
- LY, partially owned by SoftBank, completed an internal share buyback via a tender offer; effects on SoftBank’s consolidated financials are immaterial.
Valuation Changes
Summary of Valuation Changes for SoftBank Group
- The Consensus Analyst Price Target has risen from ¥11099 to ¥11945.
- The Net Profit Margin for SoftBank Group has risen from 6.64% to 7.29%.
- The Consensus Revenue Growth forecasts for SoftBank Group has fallen from 5.6% per annum to 5.3% per annum.
Disclaimer
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