SoftBank Corp, JP3732000009

SoftBank Corp stock outlook rises after record first-half results

Published on 11/13/2026 at 09:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SoftBank Corp stock is in focus after record first-half results and a higher FY2026 forecast. Cloud and AI growth led the Enterprise segment.

SoftBank raises fiscal outlook

Record first-half revenue and profit prompted higher FY2026 forecasts.
Cloud and AI growth lifted Enterprise operating income by 20 percent year on year.
Management expects to update forecasts for the next fiscal year and beyond in May 2027.

SoftBank Corp, JP3732000009, Illustration mit AI erstellt.

SoftBank Corp. raised its FY2026 full-year forecast on Monday, November 9, after reporting record revenue, operating income and net income for the six months ended September 30. The company said strong business progress and a gain on the sale of preferred equity interests in SB Energy supported the revision.

SoftBank News reported that first-half revenue rose 12 percent year on year to 3,798.7 billion Japanese yen. Operating income reached 642.1 billion yen, up 2 percent, while income attributable to owners of SoftBank Corp. increased 5 percent to 364.5 billion yen. Excluding one-time factors, operating income grew 13 percent.

The revised FY2026 targets call for revenue of 7,900 billion yen, compared with the previous forecast of 7,500 billion yen. The operating income target rose to 1,160 billion yen from 1,100 billion yen, while the net income forecast increased to 610 billion yen from 560 billion yen.

Cloud and AI drive Enterprise growth

The Enterprise segment remained the clearest growth engine. Revenue reached 538.9 billion yen, up 12 percent year on year, and segment operating income rose 20 percent to 124.8 billion yen. Cloud and AI revenue, including AI computing infrastructure and related services, increased 37 percent.

SoftBank said the Hokkaido Tomakomai AI Data Center remained on track to open in FY2026. The company also said 7,670 companies, including group companies, had applied for its Patching as a Service cybersecurity solution as of October 30.

Consumer segment revenue rose 9 percent to 1,602.5 billion yen, although operating income slipped 2 percent to 322.9 billion yen. Media and e-commerce revenue increased 9 percent to 894.7 billion yen, while Financial Business revenue rose 27 percent to 241.9 billion yen and operating income climbed 74 percent to 67.0 billion yen.

AI investment stays central

The results strengthen the role of cloud services, AI infrastructure and financial technology in SoftBank's growth plan. They also leave execution and investment intensity as key considerations for investors because the higher annual targets depend on maintaining momentum during the second half of the fiscal year.

SoftBank Corp. stock traded at 1.34 euros on Lang & Schwarz at 10:38 CET on Friday, November 6. Management said it plans to update forecasts for the next fiscal year and beyond when SoftBank reports its full-year results in May 2027.