In a recent analysis, SoftBank Group's stock rating has been downgraded from "Buy" to "Neutral," while SoftBank Corp. continues to hold a "Buy" rating. The adjustment reflects a more cautious outlook on the parent company amid changing market conditions.
The video, published on April 28, 2026, by Toushil (Rakuten Securities), outlines the reasons behind the downgrade. Key topics include weekly stock price trends for SoftBank Group, the rationale for the initial "Buy" rating assigned on December 24, 2025, and a comparison of stock price indicators between the two entities. The analysis also covers consolidated net profit and an overview of the AI-related industry, which remains a significant driver for both companies.
While SoftBank Group faces headwinds, SoftBank Corp. continues to show strength, justifying the maintained "Buy" rating. Investors are advised to monitor ongoing developments in the AI sector and broader market dynamics.