SoftBank Group 향후 성장
Future 기준 점검 1/6
SoftBank Group 의 수익은 연간 46.2% 감소할 것으로 예상되는 반면, 연간 수익은 8% 로 증가할 것으로 예상됩니다. EPS는 연간 47.6% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 3.1% 로 예상됩니다.
핵심 정보
-46.2%
이익 성장률
-47.60%
EPS 성장률
| Wireless Telecom 이익 성장 | -3.9% |
| 매출 성장률 | 8.0% |
| 향후 자기자본이익률 | 3.07% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 19 May 2026 |
최근 향후 성장 업데이트
분석 기사 • 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...분석 기사 • 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...Recent updates
분석 기사 • 8h
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...분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 9,443,631 | 652,971 | 69,500 | 1,682,573 | 10 |
| 3/31/2028 | 8,856,376 | 599,231 | -1,065,750 | 1,602,484 | 14 |
| 3/31/2027 | 8,316,322 | 825,605 | -3,610,250 | 712,126 | 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 |
애널리스트 향후 성장 전망
수입 대 저축률: 9984 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -46.2%).
수익 vs 시장: 9984 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -46.2%).
고성장 수익: 9984 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: 9984 의 수익(연간 8%)이 JP 시장(연간 5.3%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: 9984 의 수익(연간 8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 9984의 자본 수익률은 3년 후 3.1%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 05:24 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
SoftBank Group Corp.는 35명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Hao Dai | Bernstein |
| Yoshitaka Nagao | BofA Global Research |