SoftBank Corp, JP3732000009

SoftBank Corp stock outlook rises after record first-half results

Published on 11/11/2026 at 09:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

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

Record results lift SoftBank outlook

First-half revenue rose 12 percent year over year to 3,798.7 billion Japanese yen, while net income increased 5 percent to 364.5 billion yen.
SoftBank raised its FY2026 forecasts after strong progress and a gain from the sale of SB Energy interests.
Cloud and AI growth drove a 20 percent increase in Enterprise operating income, while the annual dividend forecast stayed at 8.80 yen per share.

SoftBank Corp, JP3732000009, Illustration mit AI erstellt.

SoftBank Corp. reported record first-half revenue, operating income and net income for fiscal 2026 on Monday, November 9, after the six months ended September 30. The company also raised its full-year outlook, citing strong business progress and a gain from the sale of SB Energy interests, according to SoftBank News.

Revenue increased 12 percent year over year to 3,798.7 billion Japanese yen. Operating income rose 2 percent to 642.1 billion yen, or 13 percent excluding one-time factors, while net income reached 364.5 billion yen, up 5 percent. SoftBank said revenue grew across all segments, with operating income advancing in Enterprise, Distribution and Financial Business.

Cloud and AI sharpen growth profile

The Enterprise segment supplied a central growth signal. Revenue rose 12 percent to 538.9 billion yen, helped by 37 percent growth in Cloud and AI revenue. Enterprise operating income increased 20 percent to 124.8 billion yen. SoftBank said construction of its Hokkaido Tomakomai AI Data Center was progressing toward an opening in fiscal 2026.

Consumer revenue grew 9 percent to 1,602.5 billion yen, although operating income declined 2 percent to 322.9 billion yen. Media and EC revenue rose 9 percent to 894.7 billion yen, with operating income up 16 percent excluding a one-time factor. Financial Business revenue increased 27 percent to 241.9 billion yen, while operating income climbed 74 percent to 67.0 billion yen.

Forecast increases reflect strong progress

SoftBank lifted its FY2026 revenue forecast by 400 billion yen to 7,900 billion yen. The operating income forecast rose by 60 billion yen to 1,160 billion yen, and the net income forecast increased by 50 billion yen to 610 billion yen. Investing.com reported that the revisions covered Consumer, Distribution, Media and EC, and Financial Business, while Enterprise guidance remained unchanged.

Management indicated that the higher outlook combines recurring operating momentum with the Energy Global transaction. The company said its net income target of about 600 billion yen, previously set for fiscal 2028, could be reached two years earlier. SoftBank plans to update forecasts for the following fiscal year and beyond when it announces full-year results next May.

Investors weigh growth and spending

The results strengthen the investment case for SoftBank's cloud, AI infrastructure and financial-services expansion, but the forecast increase also includes a transaction-related contribution. Investors may therefore distinguish between recurring earnings improvement and gains from asset sales as the year progresses.

SoftBank Corp stock traded at 1.34 euros on Lang & Schwarz at 10:38 CET on Friday, November 6, 2026.