Is SoftBank's Crypto and AI Focus at Miami Conference Altering the Investment Case for SoftBank (TSE:9434)?

• SoftBank Corp. recently presented at the Crypto & AI/Energy Infrastructure Conference 2025 on November 11 at The Ritz-Carlton South Beach in Miami, highlighting its initiatives in artificial intelligence, crypto, and energy infrastructure.
• This prominent presentation signals increased industry attention on SoftBank’s potential influence and future moves within rapidly evolving tech sectors.
• We’ll examine how SoftBank’s focus on AI and digital infrastructure at this conference may shift its investment outlook.

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SoftBank Investment Narrative Recap

Being a SoftBank shareholder means believing in its ability to drive value through large-scale AI and digital infrastructure, while managing heightened competition in Japan’s saturated telecom sector. The recent Crypto & AI/Energy Infrastructure Conference presentation showcases SoftBank’s technological ambitions, but it does not materially impact the immediate earnings outlook or address the pressing risk of margin pressure linked to rising network and labor costs.

Among recent announcements, the upcoming Q2 2026 earnings release stands out as highly relevant for investors, especially after SoftBank’s public focus on AI and infrastructure. As the company accelerates investment in advanced technologies, monitoring whether revenue and margins can absorb higher capital expenditure is directly tied to the critical short term catalysts investors are watching.

Yet in contrast to the optimism around new tech initiatives, mounting cost challenges could challenge profitability in ways every investor should be aware of…

Read the full narrative on SoftBank (it's free!)

SoftBank's narrative projects ¥7,548.0 billion revenue and ¥650.7 billion earnings by 2028. This requires 4.2% yearly revenue growth and a ¥149.5 billion earnings increase from ¥501.2 billion.

Uncover how SoftBank's forecasts yield a ¥235 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Five estimates from the Simply Wall St Community valued SoftBank between ¥100.14 and ¥243.30 per share. While some anticipate opportunities from AI-driven growth, many remain cautious about profit risks from rising network and labor expenses, inviting you to explore multiple viewpoints for a comprehensive outlook.

Explore 5 other fair value estimates on SoftBank - why the stock might be worth less than half the current price!

Build Your Own SoftBank Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SoftBank research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free SoftBank research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SoftBank's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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