SoftBank Group stock: Jefferies resets valuation after sell-off

On October 28, Jefferies upgraded SoftBank Group from Underperform to Hold after the sell-off, according to Investing.com. The brokerage also raised its price target to JPY 7,270 from JPY 3,140, while analyst Atul Goyal said the shares were near Jefferies' revised net asset value.

Lower downside, not a new upside case

Jefferies' change reflects lower downside after the decline rather than a new thesis for gains. The valuation view remains closely tied to Arm Holdings, a major SoftBank portfolio asset. A stronger Arm share price could support the group's valuation, while a decline would increase pressure.

Investing.com also highlighted SoftBank Group's concentrated exposure to artificial intelligence and its significant debt burden. For investors, the combination makes portfolio performance and financing needs central to the investment case.

What changed since the latest report

SoftBank Group stock traded at 24.88 euros on Lang & Schwarz at 15:30:37 Berlin time on Friday, October 30, 2026. The quote was 1.74 percent lower than the 25.32 euros cited at 09:44:13 in the latest own report, a separate comparison from any Xetra daily close.

Investors can follow the real-time quote of SoftBank Group stock.

Results will test the portfolio

SoftBank Group's next scheduled results are due on Tuesday, November 10, 2026. The release should give investors a fresh view of investment gains, financing requirements and the contribution of the technology portfolio.

Japan's Nikkei 225 provides the broader market context for investors following SoftBank Group.

More news and analyses on SoftBank Group stock.