Goldman Sachs upgraded SoftBank based on a stronger profit outlook for artificial intelligence. The bank forecasts a double-digit percentage increase in year-over-year profit. Analysts identified significant upside potential across the media, e-commerce, and financial segments.
Key growth factors include higher mobile average revenue per user and expanded AI solutions. The upgrade also reflects recovering advertising demand and rising PayPay settlement volumes.
A major European securities firm maintained its Outperform rating for SoftBank Group. The firm increased its target price from ¥8,150 to ¥8,850. This new target implies a 27% upside potential, significantly exceeding the sector average. Expected earnings growth from subsidiary Arm and AI-related investments support the bullish stance.