SoftBank Group Corp. (SFTBY) Stock Forecast and Price Target (2026)
Last updated October 2026
Short answer
There is no meaningful price-target consensus for SoftBank Group Corp. (SFTBY): too few analysts publish a target on it for an average to mean anything. That is normal for smaller and newer companies and says nothing about the business. What does exist is an earnings forecast. For the fiscal year ending Mar 2027, the 15 analysts publishing estimates on SFTBY expect revenue of 8.5 trillion JPY (+314%). The full quarter and fiscal-year estimates are below, with the drivers and risks that decide whether they are met. Walnut is not an investment adviser.
Why SFTBY has no consensus price target
Sell-side coverage follows trading volume and banking relationships, so smaller companies, recent listings, and names outside the major indices often carry little or none. That is the situation with SFTBY. It says nothing about the quality of the business, but it does mean there is no informed average to anchor to, and that any single target you find elsewhere is one analyst's model rather than a consensus.
SoftBank is usually valued on NAV minus a discount rather than on earnings, because profits are dominated by mark-to-market gains and losses on its holdings. The company reported NAV per share near ¥12,700 at June 30, 2026 against a Tokyo price near ¥6,000, though press estimates of NAV were lower by August as listed holdings fell, so the discount moves with both the assets and the share price. The 4-for-1 share split effective January 1, 2026 restated all per-share figures. The dividend is small relative to the share price (a post-split forecast of ¥11 per share for the full year to March 2027), so returns for holders have come almost entirely from price changes rather than income.
SFTBY earnings and revenue forecast
For the fiscal year ending Mar 2027, the 15 analysts publishing estimates on SFTBY expect revenue of 8.5 trillion JPY (+314%).
| Period | EPS estimate | EPS growth | Revenue estimate | Revenue growth |
|---|---|---|---|---|
Quarter ending Sep 2026 next quarter to report, 6 analysts | - | - | 2 trillion JPY 1.7 trillion JPY to 2.1 trillion JPY | +4.0% |
Quarter ending Dec 2026 the quarter after, 6 analysts | - | - | 2.2 trillion JPY 1.9 trillion JPY to 2.4 trillion JPY | +9.1% |
Fiscal year ending Mar 2027 fiscal year next to report, 15 analysts | - | - | 8.5 trillion JPY 8.2 trillion JPY to 8.8 trillion JPY | +314% |
Fiscal year ending Mar 2028 the fiscal year after, 14 analysts | - | - | 9.1 trillion JPY 8.6 trillion JPY to 9.6 trillion JPY | +6.9% |
Consensus estimates for SFTBY published by sell-side analysts, as of October 2026, from Yahoo Finance. Each figure is the average of the analysts counted, with the lowest and highest estimate beneath it; growth compares with the same period a year earlier and is left blank where either figure is a loss. Estimates change constantly. Walnut is not an investment adviser.
Estimates are the most widely published forecast there is: many more analysts model a company's earnings than publish a price target on it. They are also revised constantly, and the direction of those revisions into a report is often more informative than the level. SoftBank Group Corp. next reports on November 10, 2026, which is when these figures get tested against actual results.
Is there a 2030 forecast for SFTBY?
Not a published one. Analyst price targets run to about twelve months, occasionally two years, and the firms covering SFTBY do not put out a 2030 number. Anything presenting one is extrapolating a growth rate rather than reporting research, and a figure produced that way tells you about the assumption chosen, not about the company.
What can be said over a long horizon is what the current price already assumes about the business, which is a question the filings answer and a forecast cannot.
That is the more useful frame for a ten-year question. A share price is the market’s estimate of future cash flows discounted to today, so the multiple is already a statement about growth. The long-horizon question is whether SoftBank Group Corp. can deliver what is priced in, and what would have to change for that to break. Both are answerable from the drivers and risks below. A number for 2030 is not.
What could move SFTBY from here
In short: the drivers cited most often are OpenAI valuation and a possible IPO, Arm Holdings, Financing capacity and leverage discipline. The risk cited most often against it is concentration is the core risk: a large share of NAV now rests on two assets, one of them private and valued at funding-round prices that could be marked down.
Both sides are worked through properly, with the high and low targets used as the bull and bear anchors, on the SFTBY is it a buy page. This page deliberately stops at the numbers.
Investing in SoftBank Group Corp. with AI
Connect the broker you already use and ask Walnut's AI how SFTBY fits what you actually hold: whether you own it already through a fund, what it would do to your concentration, and how it has tracked the S&P 500. Read-only by default, and you approve anything before it reaches your broker.
FAQ
What is the price target for SoftBank Group Corp. (SFTBY)?
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There is no meaningful consensus price target for SFTBY, because too few analysts publish on it. That is common for smaller and newer companies. Where only one or two analysts cover a stock, an "average target" is really one person's model, so we do not print a number that would imply more agreement than exists. Check your broker's research tab for whatever individual coverage exists.
Is there an analyst forecast for SFTBY?
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For earnings, yes; for the share price, not a meaningful one. For the fiscal year ending Mar 2027, the 15 analysts publishing estimates on SFTBY expect revenue of 8.5 trillion JPY (+314%). Fewer analysts publish a price target on SFTBY than publish earnings estimates, which is common for smaller and newer companies, and a lack of target coverage says nothing about the business itself.
What are analysts' earnings estimates for SoftBank Group Corp. (SFTBY)?
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For the fiscal year ending Mar 2027, the 15 analysts publishing estimates on SFTBY expect revenue of 8.5 trillion JPY (+314%). These are consensus estimates as of October 2026, the average of what the covering analysts publish, and they are revised constantly, especially around each earnings report. They describe expectations, not results.
When does SFTBY report earnings next?
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SoftBank Group Corp.'s next earnings report is scheduled for November 10, 2026. The report is when the estimates on this page get tested against actual results, which is why targets and estimates tend to move most in the days after it.
What could move SFTBY?
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The drivers and the risks are laid out on this page and in more depth on the SFTBY "is it a buy" page. Without analyst estimates to anchor to, the honest framing is scenarios rather than a number.
Walnut is informational, not investment advice, and does not publish price targets of its own. The analyst figures on this page come from a October 2026 data pull of published third-party research, are approximate, and change constantly. Verify current figures with your broker before acting on them.