SAKURA Internet Cuts FY2026 Forecast, Hit by Deferred GPU Contract Revenue

An announcement from SAKURA Internet Inc. ( (JP:3778) ) is now available.

SAKURA Internet has revised its full-year forecast for the fiscal year ending March 31, 2026, cutting expected net sales to ¥35.2 billion and projecting an operating loss of ¥500 million, down sharply from its prior profit outlook. The company now expects ordinary profit of just ¥10 million and profit attributable to owners of the parent of ¥130 million, a steep decline from the previous year’s strong profitability.

Management cited a timing shift in revenue from a large-scale GPU infrastructure contract involving about 1,100 NVIDIA B200 GPUs with a major Japanese customer, pushing part of the expected revenue into the next fiscal year. While SAKURA Internet continues to secure significant GPU orders and benefit from subsidy income and gains on investment securities, cost controls could not fully offset the impact of deferred revenue, signaling near-term earnings pressure despite solid longer-term demand for its high-performance cloud services.

The most recent analyst rating on (JP:3778) stock is a Hold with a Yen2685.00 price target. To see the full list of analyst forecasts on SAKURA Internet Inc. stock, see the JP:3778 Stock Forecast page.

More about SAKURA Internet Inc.

SAKURA Internet Inc. is a Japan-based internet infrastructure and cloud services provider listed on the Tokyo Stock Exchange. The company focuses on data center hosting, cloud computing, and high-performance GPU infrastructure services for corporate and institutional clients, positioning itself as a key player in Japan’s growing AI and cloud infrastructure market.

Average Trading Volume: 594,454

Technical Sentiment Signal: Buy

Current Market Cap: Yen116.7B

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