SoftBank considers USD 18 billion Allied deal. UBS rates SoftBank Group stock Buy

Published on 10/20/2026 at 10:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

OpenAI funding reached USD 64.6 billion after the October 1 tranche. SoftBank Group stock trades at EUR 25.57 on October 20, 2026.

AI funding and earnings

SoftBank completed a USD 10.0 billion OpenAI tranche on October 1, 2026.
First-quarter fiscal 2026 revenue rose 10.9 percent to JPY 2.0 trillion.
SoftBank Group stock trades at EUR 25.57 at 10:32 a.m. CEST at Lang & Schwarz on October 20, 2026.

SoftBank Group, JP3436100006, Illustration mit AI erstellt.

SoftBank Group (JP3436100006) is considering an USD 18.0 billion acquisition of Allied Universal while its stock is quoted at EUR 25.57 at Lang & Schwarz on October 20, 2026. MarketScreener reported on October 19, 2026 that the discussions remain preliminary. Markets Insider also reported on October 3, 2026 that UBS maintained a Buy rating and set a JPY 9,850 target.

Three dates shape the strategy

SoftBank announced USD 11.1 billion of foreign-currency senior notes on September 24, 2026, with proceeds earmarked partly for its OpenAI investment, according to SoftBank Group. On October 1, 2026, the company executed the USD 10.0 billion third tranche and completed its USD 30.0 billion follow-on commitment, taking cumulative OpenAI investment to USD 64.6 billion and ownership to approximately 13 percent, the company said in its release. The October 19, 2026 Allied Universal report adds a potential USD 18.0 billion robotics expansion to that capital-allocation story.

What does the funding mean for debt?

The financing picture has two opposing elements. The OpenAI tranche increased the strategic exposure, while SoftBank canceled USD 10.0 billion of undrawn bridge capacity effective September 30, 2026 and repaid all borrowings under that facility, according to the October 1 release. For investors, the key issue is therefore the balance between a larger private-technology stake and a more settled bridge-financing structure.

First-quarter figures set the baseline

SoftBank's first-quarter fiscal 2026 revenue rose 10.9 percent year over year to JPY 2.0 trillion for the quarter ended June 30, 2026, while net income attributable to shareholders fell 17.7 percent to JPY 347.3 billion, according to FSM Global. Investment gains surged to JPY 1.86 trillion in that quarter, showing why earnings can move differently from operating revenue.

Results date and Tokyo quote

SoftBank's next two dated milestones are the October 1, 2026 OpenAI disclosure and the November 10, 2026 publication of second-quarter fiscal 2026 results, which the company's investor-relations calendar identifies as the next earnings date. The Tokyo listing was last at JPY 4,554 on October 20, 2026 at 3:30 p.m. JST, with the exchange session marked closed in the market data.

Euro quote remains the clearest reference

The euro quotation places SoftBank Group at EUR 25.57 at Lang & Schwarz on October 20, 2026 at 10:32 a.m. CEST. The company has a JPY 26.0 trillion market capitalization and a JPY 3,365 to JPY 9,074 52-week range as of October 20, 2026. The further course of trading is shown by the continuously updated real-time quote of SoftBank Group stock.