Analyst Jesse Sobelson, CFA from BTIG maintained a Buy rating on SoftBank Group and keeping the price target at Yen6,000.00.
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Jesse Sobelson, CFA has given his Buy rating due to a combination of factors tied to SoftBank Group’s growing exposure to robotics and Physical AI. He views the global robotics market as entering a sustained expansion phase, with solid industrial demand and accelerating adoption of mobile and autonomous systems, which should offer attractive monetization opportunities long before consumer humanoid robots become mainstream.
He also highlights SoftBank’s strategic reorganization into Robo Holdings and the planned ABB Robotics acquisition as evidence of a shift from scattered venture-style bets to a more integrated, platform-like robotics strategy with sizable controlling positions. Together with a broad Physical AI portfolio and a sum-of-the-parts valuation that still embeds a meaningful holding company discount to consensus NAV, he concludes the stock offers a favorable risk-reward profile that supports a Buy recommendation.
In another report released on February 18, TipRanks – PerPlexity also upgraded the stock to a Buy with a Yen5,072.00 price target.