SoftBank Corp, JP3732000009

SoftBank Corp stock gains as AI growth lifts FY2026 outlook

Published on 11/10/2026 at 15:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SoftBank Corp stock gets a higher FY2026 outlook after record first-half results. Cloud, AI and cybersecurity remain key investor themes.

Record Results Raise the Stakes

SoftBank Corp. reported record first-half revenue, operating income and net income.
Cloud and AI revenue led Enterprise growth, while PaaS adoption passed 7,000 companies.
The revised outlook includes a gain from the sale of preferred equity interests in Energy Global.

SoftBank Corp, JP3732000009, Illustration mit AI erstellt.

SoftBank Corp. raised its FY2026 forecasts on Monday, November 9, 2026, after reporting record first-half revenue, operating income and net income. The figures were presented at the company's official Q2 FY2026 earnings briefing. SoftBank Corp stock traded at 1.34 euros on Lang & Schwarz at 10:38 CET on Friday, November 6, 2026.

Guidance rises with first-half progress

Revenue for the six months ended September 30 reached 3,798.7 billion Japanese yen, up 12 percent from a year earlier. Operating income rose 2 percent to 642.1 billion yen, while net income attributable to SoftBank Corp. owners increased 5 percent to 364.5 billion yen. All three measures reached record highs for a first-half period.

SoftBank lifted its full-year revenue forecast to 7,900 billion yen from 7,500 billion yen. The operating income forecast increased to 1,160 billion yen from 1,100 billion yen, and the net income forecast rose to 610 billion yen from 560 billion yen. The company cited strong business progress and a gain from the sale of preferred equity interests in Energy Global, also known as SB Energy. The annual dividend forecast remained 8.80 yen per common share.

The company's official Q2 FY2026 briefing summary said first-half progress reached 51 percent of the initial revenue forecast, 58 percent of the operating income forecast and 65 percent of the net income forecast.

Cloud growth meets operational risk

Enterprise revenue increased 12 percent year on year and segment income rose 20 percent. Cloud and AI revenue advanced 37 percent, driven by AI computing infrastructure and related services. The company also said 7,670 companies had signed up for its PaaS offering as of October 30, supporting its cybersecurity solutions.

SoftBank said a service disruption at IDC Frontier after unauthorized access on October 7 affected 495 corporate and local-government customers using IDCF Cloud. The company said data stored on customers' virtual servers was not exfiltrated. For investors, the stronger forecast improves the operating backdrop, while the contribution from Energy Global and the cybersecurity incident remain important points for assessing earnings quality and execution.