SoftBank Group Corp.

TSE:9984 Rapport sur les actions

Capitalisation boursière : JP¥34.0t

SoftBank Group Gestion

Gestion contrôle des critères 4/4

Le PDG SoftBank Group est Masa Son, nommé en Sep1981, a un mandat de 44.75 ans. La rémunération annuelle totale est ¥ 100.00M, composée du salaire de 12% et des bonus 88%, y compris les actions et options de la société. détient directement 33.96% des actions de la société, d'une valeur de ¥ 11,540.60B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 7 ans et 5 ans.

Informations clés

Masa Son

Directeur général

JP¥100.0m

Rémunération totale

Pourcentage du salaire du PDG12.00%
Durée du mandat du directeur général44.8yrs
Propriété du PDG34.0%
Durée moyenne d'occupation des postes de direction7yrs
Durée moyenne du mandat des membres du conseil d'administration5yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Jun 22

9984: Future Returns Will Hinge On AI Infrastructure Buildout And OpenAI Funding Choices

SoftBank Group's updated analyst price target framework reflects a higher fair value of ¥7,631.63 from ¥6,834.26, with analysts citing stronger assumptions for revenue growth, profit margins, and AI-driven demand as key supports for the change. Analyst Commentary Recent Street research on SoftBank Group shows a split between analysts who see substantial upside tied to artificial intelligence infrastructure and those who see a more balanced risk profile after the stock's recent rally.
Mise à jour du récit • Jun 05

9984: Future Returns Will Depend On OpenAI Exposure And AI Infrastructure Expansion

Analysts have lifted the SoftBank Group fair value estimate from ¥5,360 to ¥6,834, reflecting higher assumed revenue growth and a richer future P/E multiple, while this is offset by a lower profit margin outlook and a slightly higher discount rate, in line with recent mixed research that highlights both AI upside and concentration and leverage risks. Analyst Commentary Recent research shows a clear split in how analysts view SoftBank Group, with some highlighting upside linked to AI exposure and asset value, while others focus on concentration and funding risks.
Article d’analyse • May 21

Shareholders Shouldn’t Be Too Comfortable With SoftBank Group's (TSE:9984) Strong Earnings

The latest earnings release from SoftBank Group Corp. ( TSE:9984 ) disappointed investors. We did some digging and...
Mise à jour du récit • May 21

9984: Future OpenAI Concentration And AI Infrastructure Spending Will Pressure Equity Downside

Narrative Update: SoftBank Group Analyst Price Target Shift The updated analyst fair value estimate for SoftBank Group has moved from ¥3,100 to about ¥3,219. This reflects a mix of higher Street price targets linked to AI exposure and semiconductor IP potential, partly offset by caution around concentrated OpenAI investments and leverage.
Article d’analyse • May 16

Results: SoftBank Group Corp. Beat Earnings Expectations And Analysts Now Have New Forecasts

SoftBank Group Corp. ( TSE:9984 ) shareholders are probably feeling a little disappointed, since its shares fell 6.3...
Mise à jour du récit • Apr 29

9984: Future OpenAI Funding And Leverage Will Heighten Execution Downside Risk

Analysts have reset their fair value estimate for SoftBank Group to ¥3,100 from about ¥3,499, reflecting a mix of caution around concentrated AI exposure and leverage, as well as optimism about AI access, semiconductor IP positioning, and an updated 32.48x future P/E assumption alongside higher modeled revenue growth and profit margins. Analyst Commentary Street research on SoftBank Group has recently split into two broad camps, with some focusing on upside from AI and semiconductor IP exposure and others leaning into valuation and balance sheet risks tied to that same theme.
Mise à jour du récit • Apr 15

9984: AI And Semiconductor IP Exposure Will Drive Future Re Rating Potential

Analyst price targets for SoftBank Group are now centered around ¥3,140 to ¥7,000, reflecting a mix of caution over concentrated AI exposure and leverage, as well as optimism about the group's AI access, semiconductor IP position, and diversified holdings trading at what analysts see as an attractive entry point. Analyst Commentary Recent research shows a split view on SoftBank Group, with some analysts highlighting rising risks tied to concentrated AI exposure and leverage, while others focus on potential upside linked to AI access, semiconductor IP, and portfolio valuation.
Mise à jour du récit • Apr 01

9984: AI Infrastructure Commitment Will Drive Future Re Rating Potential

Analysts now frame SoftBank Group's narrative around an unchanged fair value of ¥7,000, with a lower implied future P/E of about 50x supported by mixed Street views that highlight rising concentration risks in AI investments on one side and perceived benefits from AI exposure, semiconductor IP and a diversified portfolio on the other. Analyst Commentary Street research on SoftBank Group currently reflects a split view, with some bearish voices highlighting concentration risk around OpenAI and balance sheet leverage, while other, more bullish analysts focus on AI exposure, semiconductor IP and portfolio breadth as key supports for the equity story.
Mise à jour du récit • Mar 18

9984: AI Infrastructure Commitments And PayPay IPO Will Support Future Share Gains

Analysts have adjusted their price target on SoftBank Group to ¥7,000, highlighting mixed views that balance concerns about concentrated AI exposure and leverage with arguments that the group’s AI positioning, semiconductor IP exposure, and diversified holdings present an attractive entry point. Analyst Commentary Recent Street research highlights a split view on SoftBank Group, with some analysts focusing on rising risk tied to concentrated AI exposure and leverage, while others point to AI and semiconductor assets as key supports for the investment case.
Mise à jour du récit • Mar 03

9984: AI Infrastructure Expansion And PayPay Listing Will Support Future Share Gains

Analysts are keeping their SoftBank Group fair value target steady at ¥7,000, while fine tuning their assumptions for revenue growth, profit margins, and future P/E to reflect updated views on the company’s earnings mix and risk profile. Analyst Commentary Bullish analysts who anchor on the ¥7,000 fair value target see this level as broadly in line with their refreshed assumptions around SoftBank Group’s earnings mix, risk profile, and targeted P/E multiple.
Mise à jour du récit • Feb 17

9984: Expanding AI Infrastructure Commitments To OpenAI Will Support Future Share Gains

Analysts have reset their price target on SoftBank Group from ¥28,062 to ¥7,000, citing updated revenue growth, profit margin, and future P/E assumptions that reflect a more measured outlook on the company’s earnings potential. Analyst Commentary Even with the reset to a ¥7,000 price target, some bullish analysts still see room for upside if SoftBank Group executes consistently against its revised earnings framework.
Article d’analyse • Feb 15

SoftBank Group Corp. Just Missed EPS By 80%: Here's What Analysts Think Will Happen Next

It's been a good week for SoftBank Group Corp. ( TSE:9984 ) shareholders, because the company has just released its...
Mise à jour du récit • Feb 03

9984: Future OpenAI Commitments Will Increase Downside Risk From Execution Missteps

Analysts have lifted their fair value estimate for SoftBank Group to ¥3,498.93 from ¥3,029.36, citing updated assumptions for slightly higher revenue growth, a lower profit margin, and a higher future P/E multiple. Analyst Commentary While the revised fair value estimate for SoftBank Group reflects updated assumptions on growth, margins, and the future P/E multiple, some bearish analysts remain cautious about the risk and reward trade off at current levels.
Mise à jour du récit • Jan 20

9984: Future Gains Will Be Driven By OpenAI And Data Infrastructure Commitments

Analysts have lowered their fair value estimate for SoftBank Group from ¥22,780.80 to ¥5,360.35, reflecting updated assumptions around modestly different revenue growth, profit margin and future P/E inputs. What's in the News SoftBank has fully funded its reported US$40b commitment to OpenAI, according to CNBC, completing a substantial capital allocation to the AI company (CNBC).
Mise à jour du récit • Jan 05

9984: Future OpenAI Exposure And Rising Arm Margin Debt Will Drive Upside Risk

Analysts have revised their price target on SoftBank Group to ¥3,029.36 from ¥9,400.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News SoftBank plans to invest up to US$3b to remodel an EV plant in Lordstown, Ohio, to produce equipment for OpenAI's upcoming U.S. data centers, according to The Information.
Mise à jour du récit • Dec 13

9984: Expanding AI Infrastructure Investments Will Drive Shares Higher

Narrative Update on SoftBank Group Analysts have raised their price target for SoftBank Group from ¥20,000 to approximately ¥28,062. This reflects updated expectations for slightly stronger revenue growth, a higher long term valuation multiple, and a modestly higher discount rate despite lower projected profit margins.
Mise à jour du récit • Nov 29

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).
Article d’analyse • Nov 22

Earnings Working Against SoftBank Group Corp.'s (TSE:9984) Share Price Following 28% Dive

SoftBank Group Corp. ( TSE:9984 ) shares have retraced a considerable 28% in the last month, reversing a fair amount of...
Article d’analyse • Nov 19

There May Be Underlying Issues With The Quality Of SoftBank Group's (TSE:9984) Earnings

Last week's profit announcement from SoftBank Group Corp. ( TSE:9984 ) was underwhelming for investors, despite...
Mise à jour du récit • Nov 15

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.
Article d’analyse • Nov 13

SoftBank Group Corp. Just Beat EPS By 962%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that SoftBank Group Corp. ( TSE:9984 ) released its interim result to the market. The...
Mise à jour du récit • Nov 01

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

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.
Mise à jour du récit • Oct 18

Arm And OpenAI Hype Will Fade Under Regulatory Clampdown

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.
Mise à jour du récit • Oct 03

Arm And OpenAI Hype Will Fade Under Regulatory Clampdown

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.
Article d’analyse • Sep 25

Optimistic Investors Push SoftBank Group Corp. (TSE:9984) Shares Up 28% But Growth Is Lacking

Despite an already strong run, SoftBank Group Corp. ( TSE:9984 ) shares have been powering on, with a gain of 28% in...
Mise à jour du récit • Sep 17

Arm And OpenAI Hype Will Fade Under Regulatory Clampdown

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).
Article d’analyse • Aug 28

If EPS Growth Is Important To You, SoftBank Group (TSE:9984) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Mise à jour du récit • Aug 27

Arm And OpenAI Hype Will Fade Under Regulatory Clampdown

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).
Article d’analyse • Aug 11

Results: SoftBank Group Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates

It's been a pretty great week for SoftBank Group Corp. ( TSE:9984 ) shareholders, with its shares surging 20% to...
Article d’analyse • Aug 09

SoftBank Group Corp.'s (TSE:9984) 31% Jump Shows Its Popularity With Investors

TSE:9984 1 Year Share Price vs Fair Value Explore SoftBank Group's Fair Values from the Community and select yours...
Mise à jour du récit • Aug 08

Arm And OpenAI Hype Will Fade Under Regulatory Clampdown

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.

Analyse de la rémunération des PDG

Comment la rémunération de Masa Son a-t-elle évolué par rapport aux bénéfices de SoftBank Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026JP¥100mJP¥12m

JP¥5t

Dec 31 2025n/an/a

JP¥4t

Sep 30 2025n/an/a

JP¥3t

Jun 30 2025n/an/a

JP¥2t

Mar 31 2025JP¥100mJP¥12m

JP¥1t

Dec 31 2024n/an/a

JP¥848b

Sep 30 2024n/an/a

JP¥2t

Jun 30 2024n/an/a

JP¥57b

Mar 31 2024JP¥90mJP¥12m

-JP¥250b

Dec 31 2023n/an/a

-JP¥570b

Sep 30 2023n/an/a

-JP¥2t

Jun 30 2023n/an/a

JP¥2t

Mar 31 2023JP¥100mJP¥12m

-JP¥1t

Dec 31 2022n/an/a

-JP¥3t

Sep 30 2022n/an/a

-JP¥2t

Jun 30 2022n/an/a

-JP¥6t

Mar 31 2022JP¥100mJP¥12m

-JP¥2t

Dec 31 2021n/an/a

JP¥2t

Sep 30 2021n/an/a

JP¥3t

Jun 30 2021n/an/a

JP¥4t

Mar 31 2021JP¥100mJP¥39m

JP¥4t

Dec 31 2020n/an/a

JP¥861b

Sep 30 2020n/an/a

-JP¥259b

Jun 30 2020n/an/a

-JP¥2t

Mar 31 2020JP¥209mJP¥120m

-JP¥954b

Rémunération vs marché: La rémunération totale de Masa ($USD 616.10K ) est inférieure à la moyenne des entreprises de taille similaire sur le marché JP ($USD 1.42M ).

Rémunération et revenus: La rémunération de Masa a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Masa Son (69 yo)

44.8yrs
Titularisation
JP¥100,000,000
Compensation

Mr. Masayoshi Son, also known as Masa, is the Chairman of ARM Holdings plc (Formerly known as Arm Holdings Limited) since March 2018. He is Founder of SoftBank Corp. He founded SoftBank Group Corp. in Sept...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Masayoshi Son
Founder44.8yrsJP¥100.00m33.96%
¥ 11.5t
Yoshimitsu Goto
Sr. Managing Exe. Officer8.2yrsJP¥501.00m0.027%
¥ 9.0b
Kazuko Kimiwada
Managing Executive Officerno datapas de donnéespas de données
Keiichi Makizono
Sr. VP & Chief Information Officer7yrspas de donnéespas de données
Takeaki Nukii
Head of Corporate Communications Officeno datapas de donnéespas de données
Robert Townsend
Senior Advisor5.6yrspas de donnéespas de données
Itaru Nagao
Head of Investment Strategy Unit7.1yrspas de donnéespas de données
Hideyuki Tsukuda
Sr. VP & Chief Network Officerno datapas de donnéespas de données
Natsuko Oga
Head of the Legal Departmentno datapas de donnéespas de données
Tatsuya Iida
Head of General Administration Departmentno datapas de donnéespas de données
Taiichi Hoshino
Head of Investment Planning Department6.2yrspas de donnéespas de données
Kiyoshi Ichimura
Chief Risk Officer & Head of Risk Management Office5.6yrspas de donnéespas de données
7.0yrs
Durée moyenne de l'emploi
66yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de 9984 est chevronnée et expérimentée (7 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Masayoshi Son
Founder44.8yrsJP¥100.00m33.96%
¥ 11.5t
Yoshimitsu Goto
Sr. Managing Exe. Officer6yrsJP¥501.00m0.027%
¥ 9.0b
David Chao
External Independent Director4yrspas de donnéespas de données
Ken Miyauchi
Director38.3yrsJP¥105.00m0.036%
¥ 12.3b
Rene Anthony Andrada Haas
Director3yrsJP¥6.14bpas de données
Yuji Nakata
Full-Time Independent External Audit & Supervisory Board Member5yrspas de donnéespas de données
Tetsuji Ohashi
Independent External Directorno datapas de donnéespas de données
Kenneth A. Siegel
Independent External Director5yrspas de donnéespas de données
Maurice Atsushi Toyama
Independent Full-Time External Audit & Supervisory Board Member11yrspas de donnéespas de données
Yutaka Matsuo
Independent External Director7yrspas de donnéespas de données
Yuko Kanamaru
Outside Independent Audit & Supervisory Board Member1yrpas de donnéespas de données
Kuniko Nishibashi
Outside Independent Audit & Supervisory Board Member1yrpas de donnéespas de données
5.0yrs
Durée moyenne de l'emploi
66.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de 9984 sont considérés comme expérimentés (ancienneté moyenne 5 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/30 18:08
Cours de l'action en fin de journée2026/06/30 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

SoftBank Group Corp. est couverte par 33 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Tetsuro TsusakaBarclays
Hao DaiBernstein
Yoshitaka NagaoBofA Global Research