SoftBank Group (9984) Stock Overview
Provides telecommunication services in Japan and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 1/6 |
| Past Performance | 4/6 |
| Financial Health | 1/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
9984 Community Fair Values
Create NarrativeSee what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
JP¥4.5k
FV
20.6% overvalued intrinsic discount5.43%
Revenue growth p.a.
22
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SoftBank Group Corp. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥5,424.00 |
| 52 Week High | JP¥6,923.75 |
| 52 Week Low | JP¥1,797.75 |
| Beta | 0.69 |
| 1 Month Change | 50.29% |
| 3 Month Change | 32.62% |
| 1 Year Change | 192.99% |
| 3 Year Change | 319.65% |
| 5 Year Change | 116.96% |
| Change since IPO | 11,372.49% |
Recent News & 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.Recent 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 15
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.
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.Shareholder Returns
| 9984 | JP Wireless Telecom | JP Market | |
|---|---|---|---|
| 7D | -9.0% | -5.7% | 0.3% |
| 1Y | 193.0% | 65.8% | 37.6% |
Return vs Industry: 9984 exceeded the JP Wireless Telecom industry which returned 65.8% over the past year.
Return vs Market: 9984 exceeded the JP Market which returned 37.6% over the past year.
Price Volatility
| 9984 volatility | |
|---|---|
| 9984 Average Weekly Movement | 11.5% |
| Wireless Telecom Industry Average Movement | 4.7% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in JP Market | 9.5% |
| 10% least volatile stocks in JP Market | 2.4% |
Stable Share Price: 9984's share price has been volatile over the past 3 months compared to the JP market.
Volatility Over Time: 9984's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of JP stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1981 | 67,229 | Masa Son | group.softbank |
SoftBank Group Corp. provides telecommunication services in Japan and internationally. It operates through Investment Business of Holding Companies, SoftBank Vision Funds, SoftBank, Arm, and Other segments. The company offers mobile communications and solutions to enterprise customers, and broadband services to retail customers; and sells mobile devices and software tools, as well as related services.
SoftBank Group Corp. Fundamentals Summary
| 9984 fundamental statistics | |
|---|---|
| Market cap | JP¥30.91t |
| Earnings (TTM) | JP¥3.67t |
| Revenue (TTM) | JP¥7.66t |
8.4x
P/E Ratio4.0x
P/S RatioIs 9984 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 9984 income statement (TTM) | |
|---|---|
| Revenue | JP¥7.66t |
| Cost of Revenue | JP¥3.71t |
| Gross Profit | JP¥3.95t |
| Other Expenses | JP¥282.62b |
| Earnings | JP¥3.67t |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 13, 2026
| Earnings per share (EPS) | 644.29 |
| Gross Margin | 51.62% |
| Net Profit Margin | 47.93% |
| Debt/Equity Ratio | 127.2% |
How did 9984 perform over the long term?
See historical performance and comparisonDividends
0.2%
Current Dividend Yield2%
Payout RatioDoes 9984 pay a reliable dividends?
See 9984 dividend history and benchmarks| SoftBank Group dividend dates | |
|---|---|
| Ex Dividend Date | Mar 30 2026 |
| Dividend Pay Date | Jun 25 2026 |
| Days until Ex dividend | 36 days |
| Days until Dividend pay date | 51 days |
Does 9984 pay a reliable dividends?
See 9984 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 12:36 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
SoftBank Group Corp. is covered by 35 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tetsuro Tsusaka | Barclays |
| Chris Lane | Bernstein |
| Yoshitaka Nagao | BofA Global Research |