SoftBank Corp. (TSE:9434) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for SoftBank Corp. (TSE:9434) shareholders, because the company has just released its latest annual results, and the shares gained 3.0% to JP¥225. Results were roughly in line with estimates, with revenues of JP¥6.5t and statutory earnings per share of JP¥10.99. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early.

After the latest results, the 14 analysts covering SoftBank are now predicting revenues of JP¥6.83t in 2026. If met, this would reflect a credible 4.4% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to accumulate 8.1% to JP¥11.81. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥6.80t and earnings per share (EPS) of JP¥12.00 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for SoftBank

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥222. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic SoftBank analyst has a price target of JP¥270 per share, while the most pessimistic values it at JP¥183. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that SoftBank's revenue growth is expected to slow, with the forecast 4.4% annualised growth rate until the end of 2026 being well below the historical 5.7% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 3.2% per year. Even after the forecast slowdown in growth, it seems obvious that SoftBank is also expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at JP¥222, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on SoftBank. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple SoftBank analysts - going out to 2028, and you can see them free on our platform here.

Even so, be aware that SoftBank is showing 1 warning sign in our investment analysis , you should know about...

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

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.