US brokerage cuts Sony target to JPY 4,800 for Sony Group stock

Published on 10/19/2026 at 10:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sony Group stock costs EUR 22.28 on October 19, 2026, while a US brokerage targets JPY 4,800. Sony reports November 5 after higher guidance.

Analyst changes frame upcoming results

A US securities house cut Sony's target from JPY 5,100 to JPY 4,800 on October 2, 2026.
Sony's first-quarter operating income rose 40.20 percent to JPY 476.5 billion.
Sony Group Corp stock traded at EUR 22.28 at 10:01 a.m. CEST at Lang & Schwarz on October 19, 2026.
Sony is scheduled to report second-quarter results on November 5, 2026.

Sony Group Corp., JP3435000009, Illustration mit AI erstellt.

Sony Group Corp. (JP3435000009) was quoted at EUR 22.28 at Lang & Schwarz on October 19, 2026 at 10:01 a.m. CEST. A US securities house kept its bullish rating but cut the target from JPY 5,100 to JPY 4,800 on October 2, 2026, according to Yahoo Finance.

Target cut adds a valuation check

The target reduction leaves the upcoming earnings report as the next test of Sony's improved profit outlook. The same report cited a consensus target of JPY 4,930 from 14 analysts as of October 1, 2026, placing the unnamed brokerage's JPY 4,800 target below that reference.

Sony's first-quarter results provide the operating backdrop. Sales reached JPY 2.8378 trillion in the quarter ended June 30, 2026, up 8.20 percent from the prior-year quarter, while operating income rose 40.20 percent to JPY 476.5 billion. Those figures are reported in a filing summary from Ticker Scout.

Three dates show the earnings path

The recent chronology runs from the July 31, 2026 first-quarter filing, which included JPY 476.5 billion of operating income, to the August 11, 2026 agreement for a semiconductor joint venture involving about USD 2.92 billion of Sony contributions. The latest dated item is the October 2, 2026 target reduction to JPY 4,800.

What does the guidance raise mean?

It raises the hurdle for the November report. Sony lifted its fiscal-year operating income forecast to JPY 1.72 trillion from JPY 1.60 trillion, a 7.50 percent increase, while the first quarter delivered 27.70 percent of the revised plan. The filing summary also says Game and Network Services operating income increased 37.00 percent in yen, but next-generation platform investment and restructuring costs remained offsets.

Results date sets the next test

Sony's investor-relations calendar lists the second-quarter fiscal 2026 earnings announcement for November 5, 2026, as shown on the Sony Group investor-relations page. That date will put the guidance increase, game profitability and image-sensor demand under review.

Market value and next steps

Sony's quoted euro price stood at EUR 22.28 at Lang & Schwarz on October 19, 2026 at 10:01 a.m. CEST. The primary-market quote was last at JPY 3,960 on October 19, 2026 at 3:30 p.m. JST, while market capitalization stood at JPY 23.3 trillion on that date. The further course of trading is shown by the continuously updated real-time quote of Sony Group Corp stock.