SoftBank Group (SFTBY), the Japanese investment and technology conglomerate led by Masayoshi Son, reported strong results for its fiscal fourth quarter ended March 31, 2026, helped by gains from its AI-related investments.
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Trade NVDA with leverageThe company posted a net profit of 1.9 trillion yen ($12.05 billion) for the January–March quarter, nearly four times higher than the 517 billion yen profit reported in the same period last year.
Meanwhile, SoftBank reported quarterly revenue of 1.84 trillion yen ($11.66 billion), ahead of analyst estimates of 1.81 trillion yen. For the full fiscal year, SoftBank reported record revenue of 7.04 trillion yen ($44.9 billion), marking the first time annual revenue crossed the 7 trillion yen level. Following the earnings release, SoftBank shares climbed as much as 4.4% in Tokyo trading.
OpenAI and Arm Lead the Recovery
SoftBank’s results were helped by the rising value of its holdings in OpenAI and Arm Holdings (ARM).
SoftBank said its cumulative investment in OpenAI reached $34.6 billion as of the fiscal fourth quarter, giving the company roughly an 11% stake in the ChatGPT maker.
Separately, SoftBank agreed in February 2026 to invest another $30 billion in OpenAI through multiple funding rounds. Once completed, SoftBank’s total commitment is expected to reach about $64.6 billion, raising its stake to around 13%.
Meanwhile, Arm Holdings, the chip design company in which SoftBank owns roughly 90%, remained a major source of value for the group. Arm’s strong stock performance has strengthened SoftBank’s balance sheet and helped support the company’s growing AI infrastructure ambitions.
Masayoshi Son Expands AI Plans
Founder Masayoshi Son is now accelerating SoftBank’s AI strategy with a series of large-scale infrastructure projects.
Reports suggest SoftBank is discussing a potential $100 billion AI and semiconductor project in France as part of Europe’s efforts to build local AI capacity. The company is also linked to large data center plans in the U.S.
SoftBank has also been working with partners including OpenAI and Oracle (ORCL) on several AI-related projects.
Investors Watch Funding Needs
To support these plans, SoftBank has continued raising cash through asset sales and financing deals.
In recent years, the company sold stakes in firms such as Nvidia (NVDA) and T-Mobile (TMUS). It has also raised money through loans backed by some of its holdings.
Even so, some investors remain cautious about the large amount of spending needed for SoftBank’s AI expansion plans.
Is SoftBank a Good Stock to Buy?
On Wall Street, SoftBank currently carries a Hold rating based on one analyst rating issued over the past three months. TD Cowen analyst Krish Sankar currently has a $13 price target on the stock, implying about 30% downside from current levels.
