SoftBank Group Framtida tillväxt
Future kriterier kontrolleras 1/6
SoftBank Group s intäkter förväntas minska med 40% per år medan dess årliga intäkter förväntas växa med 7.8% per år. EPS förväntas falla med 39.6% per år. Avkastningen på eget kapital förväntas bli 3.1% om 3 år.
Viktig information
-40.0%
Tillväxttakt i vinsten
-39.56%
Tillväxttakt för EPS
| Wireless Telecom vinsttillväxt | -1.5% |
| Intäkternas tillväxttakt | 7.8% |
| Framtida avkastning på eget kapital | 3.13% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 28 Apr 2026 |
Senaste uppdateringarna om framtida tillväxt
SoftBank Group Corp. Just Missed EPS By 80%: Here's What Analysts Think Will Happen Next
Feb 15
SoftBank Group Corp. Just Beat EPS By 962%: Here's What Analysts Think Will Happen Next
Nov 13Recent updates
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.
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.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.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.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.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.SoftBank Group Corp. Just Missed EPS By 80%: Here's What Analysts Think Will Happen Next
Feb 159984: 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.
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).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.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.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).Earnings Working Against SoftBank Group Corp.'s (TSE:9984) Share Price Following 28% Dive
Nov 22There May Be Underlying Issues With The Quality Of SoftBank Group's (TSE:9984) Earnings
Nov 199984: 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.SoftBank Group Corp. Just Beat EPS By 962%: Here's What Analysts Think Will Happen Next
Nov 139984: 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.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.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.Optimistic Investors Push SoftBank Group Corp. (TSE:9984) Shares Up 28% But Growth Is Lacking
Sep 25Arm 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).If EPS Growth Is Important To You, SoftBank Group (TSE:9984) Presents An Opportunity
Aug 28Arm 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).Results: SoftBank Group Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates
Aug 11SoftBank Group Corp.'s (TSE:9984) 31% Jump Shows Its Popularity With Investors
Aug 09Arm 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.Market Participants Recognise SoftBank Group Corp.'s (TSE:9984) Revenues Pushing Shares 27% Higher
Jun 24Is SoftBank Group (TSE:9984) A Risky Investment?
Jun 23Investors Met With Slowing Returns on Capital At SoftBank Group (TSE:9984)
Jun 02SoftBank Group Corp. Just Beat EPS By 76%: Here's What Analysts Think Will Happen Next
May 15
Vision Fund And AI Propel Growth Amid Margin Decline And Geopolitical Risks
Strategic investments in AI-driven innovations and ARM's performance bolster revenue growth and long-term profitability.Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 3/31/2029 | 9,430,559 | 778,264 | 69,500 | 1,734,442 | 5 |
| 3/31/2028 | 8,739,594 | 614,289 | -1,065,750 | 1,529,498 | 13 |
| 3/31/2027 | 8,231,806 | 1,198,998 | -3,610,250 | 863,499 | 15 |
| 3/31/2026 | 7,676,610 | 3,302,850 | -4,702,500 | 1,020,000 | 16 |
| 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 | -352,308 | 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 |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: 9984 s intäkter förväntas minska under de kommande 3 åren ( -40% per år).
Resultat vs marknad: 9984 s intäkter förväntas minska under de kommande 3 åren ( -40% per år).
Höga tillväxtresultat: 9984 s intäkter förväntas minska under de kommande 3 åren.
Intäkt vs marknad: 9984 s intäkter ( 7.8% per år) förväntas växa snabbare än JP marknaden ( 6% per år).
Hög tillväxtintäkter: 9984 s intäkter ( 7.8% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: 9984 s avkastning på eget kapital förväntas bli låg om 3 år ( 3.1 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/02 15:19 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/03/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
SoftBank Group Corp. bevakas av 35 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Chris Lane | Bernstein |
| Yoshitaka Nagao | BofA Global Research |