SoftBank Group 将来の成長
Future 基準チェック /16
SoftBank Groupの収益は年間44.8%で減少すると予測されていますが、年間収益は年間8.3%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に3.2% 46.1%なると予測されています。
主要情報
-44.8%
収益成長率
-46.06%
EPS成長率
| Wireless Telecom 収益成長 | -5.7% |
| 収益成長率 | 8.3% |
| 将来の株主資本利益率 | 3.21% |
| アナリストカバレッジ | Good |
| 最終更新日 | 09 Jun 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 3/31/2029 | 9,553,146 | 637,667 | 1,567,000 | 1,638,407 | 12 |
| 3/31/2028 | 8,914,631 | 604,893 | -371,000 | 1,725,225 | 14 |
| 3/31/2027 | 8,355,306 | 934,324 | -136,000 | 711,689 | 16 |
| 3/31/2026 | 7,798,650 | 4,983,632 | -2,162,662 | -428,832 | N/A |
| 12/31/2025 | 7,660,423 | 3,671,654 | -1,396,006 | -64,626 | N/A |
| 9/30/2025 | 7,510,673 | 3,053,667 | -1,040,066 | -95,813 | N/A |
| 6/30/2025 | 7,362,346 | 1,731,445 | -895,674 | -24,009 | N/A |
| 3/31/2025 | 7,243,752 | 1,134,510 | -650,593 | 203,580 | N/A |
| 12/31/2024 | 7,057,175 | 847,954 | -413,690 | 250,068 | N/A |
| 9/30/2024 | 6,999,362 | 2,163,546 | -305,868 | 341,271 | N/A |
| 6/30/2024 | 6,900,740 | 57,024 | -251,040 | 380,116 | N/A |
| 3/31/2024 | 6,756,500 | -250,495 | -372,065 | 250,547 | N/A |
| 12/31/2023 | 6,696,567 | -570,436 | -485,038 | 166,153 | N/A |
| 9/30/2023 | 6,615,022 | -2,295,148 | -377,610 | 274,539 | N/A |
| 6/30/2023 | 6,555,916 | 1,669,565 | -226,879 | 427,913 | N/A |
| 3/31/2023 | 6,570,439 | -1,006,257 | 107,527 | 741,292 | N/A |
| 12/31/2022 | 6,516,467 | -3,045,868 | 397,145 | 1,041,317 | N/A |
| 9/30/2022 | 6,420,507 | -2,233,405 | 560,121 | 1,202,731 | N/A |
| 6/30/2022 | 6,314,430 | -5,664,947 | 1,530,203 | 2,358,817 | N/A |
| 3/31/2022 | 6,221,534 | -1,708,029 | 1,890,377 | 2,725,450 | N/A |
| 12/31/2021 | 6,070,969 | 2,295,397 | 2,190,629 | 3,039,200 | N/A |
| 9/30/2021 | 5,981,140 | 3,437,315 | 1,260,801 | 2,103,622 | N/A |
| 6/30/2021 | 5,827,328 | 4,486,849 | 236,822 | 910,664 | N/A |
| 3/31/2021 | 5,628,167 | 4,246,768 | -89,638 | 557,250 | N/A |
| 12/31/2020 | 6,421,831 | 860,887 | -362,805 | 421,199 | N/A |
| 9/30/2020 | 6,275,905 | -258,805 | 340,301 | 1,276,087 | N/A |
| 6/30/2020 | 6,217,806 | -1,576,193 | 756,129 | 1,819,094 | N/A |
| 3/31/2020 | 6,185,093 | -953,969 | -114,672 | 1,117,879 | N/A |
| 12/31/2019 | 6,335,084 | 362,637 | N/A | 884,385 | N/A |
| 9/30/2019 | 7,488,102 | 1,009,656 | N/A | 762,748 | N/A |
| 6/30/2019 | 8,576,713 | 2,201,866 | N/A | 350,254 | N/A |
| 3/31/2019 | 9,602,236 | 1,379,192 | N/A | 1,171,864 | N/A |
| 12/31/2018 | 9,515,943 | 1,547,252 | N/A | 1,116,036 | N/A |
| 9/30/2018 | 9,401,483 | 1,754,544 | N/A | 1,123,115 | N/A |
| 6/30/2018 | 9,245,489 | 1,318,288 | N/A | 1,167,088 | N/A |
| 3/31/2018 | 9,158,765 | 1,017,063 | N/A | 1,088,623 | N/A |
| 12/31/2017 | 9,130,812 | 1,567,819 | N/A | 1,254,987 | N/A |
| 9/30/2017 | 9,040,305 | 760,034 | N/A | 1,231,327 | N/A |
| 6/30/2017 | 8,960,542 | 682,932 | N/A | 1,443,948 | N/A |
| 3/31/2017 | 8,901,004 | 871,509 | N/A | 1,500,728 | N/A |
| 12/31/2016 | 8,924,809 | 349,326 | N/A | 1,502,856 | N/A |
| 9/30/2016 | 9,001,581 | 255,153 | N/A | 1,781,286 | N/A |
| 6/30/2016 | 9,141,012 | 454,888 | N/A | 1,022,187 | N/A |
| 3/31/2016 | 9,153,549 | 481,140 | N/A | 940,186 | N/A |
| 12/31/2015 | 9,049,260 | 524,855 | N/A | 922,593 | N/A |
| 9/30/2015 | 8,989,659 | 541,302 | N/A | 649,410 | N/A |
| 6/30/2015 | 8,817,063 | 811,137 | N/A | 1,221,123 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: 9984の収益は今後 3 年間で減少すると予測されています (年間-44.8% )。
収益対市場: 9984の収益は今後 3 年間で減少すると予測されています (年間-44.8% )。
高成長収益: 9984の収益は今後 3 年間で減少すると予測されています。
収益対市場: 9984の収益 ( 8.3% ) JP市場 ( 6% ) よりも速いペースで成長すると予測されています。
高い収益成長: 9984の収益 ( 8.3% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: 9984の 自己資本利益率 は、3年後には低くなると予測されています ( 3.2 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/09 05:29 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
SoftBank Group Corp. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33
| アナリスト | 機関 |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Hao Dai | Bernstein |
| Yoshitaka Nagao | BofA Global Research |