Update shared on17 Sep 2025
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).
- OpenAI forecasts up to $115B in spending through 2029—$80B above earlier estimates—driven by investment in proprietary data center chips and facilities (Bloomberg).
- SoftBank and Foxconn will manufacture data center equipment at the former GM Lordstown, Ohio factory, which SoftBank acquired; the site is part of the Stargate AI infrastructure project (Reuters, Bloomberg).
- SoftBank founder Masayoshi Son held talks with Intel about acquiring its chipmaking business prior to a $2B investment in Intel and separately pitched a $1T AI hub in Arizona in partnership with TSMC (Financial Times, Bloomberg).
- Portfolio companies Klook and PayPay, both backed by SoftBank, have hired major investment banks to arrange upcoming U.S. IPOs (Reuters).
Valuation Changes
Summary of Valuation Changes for SoftBank Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥14420 to ¥14635.
- The Discount Rate for SoftBank Group has fallen slightly from 4.93% to 4.72%.
- The Future P/E for SoftBank Group remained effectively unchanged, moving only marginally from 36.46x to 36.78x.
Disclaimer
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