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Sony’s Strong Financial Performance and Growth Potential: Buy Rating Affirmed with Raised Price Target

In a report released today, Atul Goyal from Jefferies maintained a Buy rating on Sony (SNEJFResearch Report), with a price target of Yen4,910.00.

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Atul Goyal has given his Buy rating due to a combination of factors that highlight Sony’s strong financial performance and potential for future growth. The company’s operating profit for the fiscal year ending March 2025 reached ¥1,277 billion, excluding financials, and ¥1,407 billion on a consolidated basis, aligning with high market estimates. This impressive growth was primarily driven by the Games and Music segments, with Games operating profit increasing by 43% year-over-year and Music by 18.3%.
Looking ahead, Atul Goyal notes that the operating profit guidance for the fiscal year ending March 2026 appears conservative, with estimates suggesting a potential operating profit of ¥1,479 billion. This optimistic outlook, coupled with the strong performance in key segments, supports the decision to raise the price target to ¥4,910 and maintain a Buy rating on Sony’s stock.

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