SoftBank Group Performance degli utili passati
Criteri Il passato verificati 4/6
SoftBank Group ha registrato una crescita degli utili a un tasso medio annuo di 14.9%, mentre il settore Wireless Telecom ha registrato utili in crescita a un tasso medio annuo di 9.6%. I ricavi sono stati in crescita a un tasso medio annuo di 5.7%. Il ritorno sul capitale proprio di SoftBank Group è 27.5% e ha margini netti di 63.9%.
Informazioni chiave
14.85%
Tasso di crescita degli utili
20.95%
Tasso di crescita dell'EPS
| Wireless Telecom Crescita del settore | 4.58% |
| Tasso di crescita dei ricavi | 5.68% |
| Rendimento del capitale proprio | 27.52% |
| Margine netto | 63.90% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Articolo di analisi • 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...Articolo di analisi • 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...Recent updates
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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).Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • Jun 24
Market Participants Recognise SoftBank Group Corp.'s (TSE:9984) Revenues Pushing Shares 27% Higher
SoftBank Group Corp. ( TSE:9984 ) shares have had a really impressive month, gaining 27% after a shaky period...Articolo di analisi • Jun 23
Is SoftBank Group (TSE:9984) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Jun 02
Investors Met With Slowing Returns on Capital At SoftBank Group (TSE:9984)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come SoftBank Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 7,798,650 | 4,983,632 | 4,005,426 | 0 |
| 31 Dec 25 | 7,660,423 | 3,671,654 | 3,383,522 | 0 |
| 30 Sep 25 | 7,510,673 | 3,053,667 | 3,208,194 | 0 |
| 30 Jun 25 | 7,362,346 | 1,731,445 | 3,062,920 | 0 |
| 31 Mar 25 | 7,243,752 | 1,134,510 | 3,024,409 | 0 |
| 31 Dec 24 | 7,057,175 | 847,954 | 3,065,332 | 0 |
| 30 Sep 24 | 6,999,362 | 2,163,546 | 3,061,381 | 0 |
| 30 Jun 24 | 6,900,740 | 57,024 | 3,053,989 | 0 |
| 31 Mar 24 | 6,756,500 | -250,495 | 2,982,383 | 0 |
| 31 Dec 23 | 6,696,567 | -570,436 | 2,897,804 | 0 |
| 30 Sep 23 | 6,615,022 | -2,295,148 | 2,795,060 | 0 |
| 30 Jun 23 | 6,555,916 | 1,669,565 | 2,716,895 | 0 |
| 31 Mar 23 | 6,570,439 | -1,006,257 | 2,695,328 | 0 |
| 31 Dec 22 | 6,516,467 | -3,045,868 | 2,623,452 | 0 |
| 30 Sep 22 | 6,420,507 | -2,233,405 | 2,619,390 | 0 |
| 30 Jun 22 | 6,314,430 | -5,664,947 | 2,584,805 | 0 |
| 31 Mar 22 | 6,221,534 | -1,708,029 | 2,551,722 | 0 |
| 31 Dec 21 | 6,070,969 | 2,295,397 | 2,544,638 | 0 |
| 30 Sep 21 | 5,981,140 | 3,437,315 | 2,445,830 | 0 |
| 30 Jun 21 | 5,827,328 | 4,486,849 | 2,359,315 | 0 |
| 31 Mar 21 | 5,628,167 | 4,246,768 | 2,271,497 | 0 |
| 31 Dec 20 | 6,421,831 | 860,887 | 2,153,652 | 0 |
| 30 Sep 20 | 6,275,905 | -258,805 | 2,120,042 | 0 |
| 30 Jun 20 | 6,217,806 | -1,576,193 | 2,083,682 | 0 |
| 31 Mar 20 | 6,185,093 | -953,969 | 2,024,167 | 0 |
| 31 Dec 19 | 6,335,084 | 362,637 | 2,240,980 | 0 |
| 30 Sep 19 | 7,488,102 | 1,009,656 | 2,413,903 | 0 |
| 30 Jun 19 | 8,576,713 | 2,201,866 | 2,603,748 | 0 |
| 31 Mar 19 | 9,602,236 | 1,379,192 | 2,786,674 | 0 |
| 31 Dec 18 | 9,515,943 | 1,547,252 | 2,716,996 | 0 |
| 30 Sep 18 | 9,401,483 | 1,754,544 | 2,653,083 | 0 |
| 30 Jun 18 | 9,245,489 | 1,318,288 | 2,591,288 | 0 |
| 31 Mar 18 | 9,158,765 | 1,017,063 | 2,552,664 | 0 |
| 31 Dec 17 | 9,130,812 | 1,567,819 | 2,509,963 | 0 |
| 30 Sep 17 | 9,040,305 | 760,034 | 2,445,441 | 0 |
| 30 Jun 17 | 8,960,542 | 682,932 | 2,358,771 | 0 |
| 31 Mar 17 | 8,901,004 | 871,509 | 2,277,251 | 0 |
| 31 Dec 16 | 8,924,809 | 349,326 | 2,255,828 | 0 |
| 30 Sep 16 | 9,001,581 | 255,153 | 2,311,025 | 0 |
| 30 Jun 16 | 9,141,012 | 454,888 | 2,397,966 | 0 |
| 31 Mar 16 | 9,153,549 | 481,140 | 2,447,598 | 0 |
| 31 Dec 15 | 9,049,260 | 524,855 | 2,427,536 | 0 |
| 30 Sep 15 | 8,989,659 | 541,302 | 2,431,457 | 0 |
| 30 Jun 15 | 8,817,063 | 811,137 | 2,383,442 | 0 |
Guadagni di qualità: 9984 ha un livello elevato di guadagni non monetari.
Margine di profitto in crescita: Gli attuali margini di profitto netti di 9984 (63.9%) 9984 sono più alti rispetto allo scorso anno (15.7%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di 9984 sono cresciuti del 14.9% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di 9984 nell'ultimo anno ( 339.3% ) supera la media quinquennale ( 14.9% all'anno).
Guadagni vs Settore: La crescita degli utili 9984 nell'ultimo anno ( 339.3% ) ha superato la percentuale del settore Wireless Telecom 25.6%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 27.52% ) di 9984 sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/27 04:55 |
| Prezzo dell'azione a fine giornata | 2026/05/27 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
SoftBank Group Corp. è coperta da 35 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Hao Dai | Bernstein |
| Yoshitaka Nagao | BofA Global Research |