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Sony Group (SONY)
NYSE:SONY

Sony Group (SONY) AI Stock Analysis

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SONY

Sony Group

(NYSE:SONY)

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Outperform 75 (OpenAI - 4o)
Rating:75Outperform
Price Target:
$34.00
▲(17.28% Upside)
Sony's overall stock score reflects strong financial performance and positive technical indicators, which are the most significant factors. The company's robust profitability and stable balance sheet contribute positively, while technical analysis shows bullish momentum. However, the valuation score is moderate due to the lack of dividend yield and a fair P/E ratio. The absence of earnings call and corporate events data did not impact the score.

Sony Group (SONY) vs. SPDR S&P 500 ETF (SPY)

Sony Group Business Overview & Revenue Model

Company DescriptionSony Group Corporation is a multinational conglomerate based in Japan, known for its diversified operations across various sectors, including electronics, gaming, entertainment, and financial services. The company operates through several key segments, including Game & Network Services, Music, Pictures, Electronics Products & Solutions, and Financial Services. Core products and services include PlayStation consoles and games, music and film production, consumer electronics, and insurance services, making Sony a significant player in both the entertainment and technology industries.
How the Company Makes MoneySony generates revenue through multiple streams across its diversified business segments. The Game & Network Services segment, which includes PlayStation hardware and software sales, subscriptions to PlayStation Plus, and digital game downloads, is a primary revenue driver. The Music segment earns money from recorded music, music publishing, and live performances, capitalizing on popular artists and extensive catalogues. The Pictures segment generates revenue through film and television production, licensing, and distribution. Additionally, the Electronics Products & Solutions segment contributes through sales of consumer electronics, including televisions and audio equipment. Financial Services, including insurance and banking, provide a stable income stream. Strategic partnerships, such as collaborations with game developers and licensing agreements in the entertainment sector, further enhance Sony's revenue potential.

Sony Group Earnings Call Summary

Earnings Call Date:
(Q4-2025)
|
Next Earnings Date:Feb 05, 2026
Earnings Call Sentiment Neutral
Sony's earnings call highlighted strong performance in its entertainment segments, with record financial results and growth in user engagement. However, challenges such as the impact of U.S. tariffs and uncertainties in the film industry were noted. The company's cautious outlook for FY '25 reflects these challenges.
Q4-2025 Updates
Positive Updates
Record-Breaking Financial Performance
Sony reported consolidated sales of ¥12,043.9 billion and an operating income of ¥1,276.6 billion for FY '24, both record highs. The operating cash flow was ¥1,972.4 billion.
Growth in Entertainment Segments
The entertainment business, including games, music, film, and TV, accounted for 61% of consolidated sales. PlayStation 5 and PlayStation Network showed strong user engagement, with a 5% increase in monthly active users. The Music segment also achieved a record high operating income of ¥357.3 billion.
Strategic Investments and IP Expansion
Sony focused on expanding its content and IP across games, music, film, and anime, enhancing its ecosystem and collaborating with partners like Crunchyroll and Bandai Namco. Aniplex and Crunchyroll are driving significant growth in the anime sector.
Negative Updates
Impact of U.S. Tariffs
Sony anticipates a ¥100 billion impact on profitability due to U.S. tariffs, affecting segments like G&NS, ET&S, and I&SS. Efforts to mitigate this impact include strategic inventory management and price adjustments.
Challenges in the Film Industry
The film segment saw only slight sales increases due to the impact of COVID-19 and strike-related shutdowns. There is also uncertainty surrounding U.S. tariff policies affecting film production.
Flat Forecast for FY '25
For FY '25, Sony forecasts sales of ¥11,700 billion and an operating income of ¥1,380 billion, reflecting a cautious approach due to uncertainties like U.S. tariffs and potential global economic slowdowns.
Company Guidance
During the 2025 Corporate Strategy and Earnings Announcement Presentation, Sony Group Corporation provided detailed guidance on various business segments. Sony emphasized its strategic focus on the entertainment sector, with the entertainment business contributing to 61% of consolidated sales, highlighting its resilience during economic downturns. The PlayStation 5's expansion is expected to drive steady profit, with a focus on maximizing average revenue per user. In the music segment, Sony aims to strengthen its global position and improve profitability, targeting growth in high-potential markets like Latin America and India. The company plans to explore AI technologies to create value and protect artists' rights. The film segment anticipates new releases, including a Spider-Man movie and an anime adaptation of "Ghost of Tsushima: Legends," with Crunchyroll expected to be a significant growth driver. Sony's imaging and sensing solutions segment forecasts growth through mobile and automotive sensors, while strategic investments and capital expenditures remain a priority. Despite challenges like U.S. tariffs, Sony plans to manage the impact and continue its growth trajectory, projecting operating income of ¥1,380 billion for FY '25.

Sony Group Financial Statement Overview

Summary
Income Statement
Balance Sheet
Cash Flow
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
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Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

Sony Group Technical Analysis

Technical Analysis Sentiment
Negative
Last Price28.99
Price Trends
50DMA
27.48
Negative
100DMA
27.91
Negative
200DMA
26.20
Negative
Market Momentum
MACD
-0.62
Negative
RSI
32.94
Neutral
STOCH
20.67
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SONY, the sentiment is Negative. The current price of 28.99 is above the 20-day moving average (MA) of 25.92, above the 50-day MA of 27.48, and above the 200-day MA of 26.20, indicating a bearish trend. The MACD of -0.62 indicates Negative momentum. The RSI at 32.94 is Neutral, neither overbought nor oversold. The STOCH value of 20.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SONY.

Sony Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (―)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
$150.12B19.1914.45%0.41%-2.47%6.49%
72
Outperform
$3.83T34.74171.42%0.38%6.43%22.85%
64
Neutral
$259.15M15.5517.19%6.43%196.68%
59
Neutral
$2.02B-31.98-15.60%-4.93%-59.17%
50
Neutral
$240.30M-1.91-91.95%-27.37%70.46%
48
Neutral
$4.03B-4.63%-3.45%82.49%
* Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SONY
Sony Group
25.25
5.58
28.37%
AAPL
Apple
259.04
25.70
11.01%
GPRO
GoPro
1.48
0.41
38.32%
LPL
LG Display
4.26
1.07
33.54%
TBCH
Turtle Beach
13.42
-4.02
-23.05%
SONO
Sonos
16.76
2.36
16.39%

Sony Group Corporate Events

Sony Discloses Progress of Share Buyback Program for December 2025
Jan 7, 2026

On January 7, 2026, Sony Group Corporation reported the status of its ongoing share repurchase program authorized by its board on November 11, 2025 under Japan’s Companies Act. During the period from December 1 to December 31, 2025, Sony bought back 4,741,700 shares of its common stock on the Tokyo Stock Exchange through open-market purchases based on a discretionary trading contract, for a total consideration of approximately ¥19.6 billion. As of December 31, 2025, cumulative repurchases under the current authorization totaled 7,128,800 shares for about ¥30.3 billion, against a maximum board-approved limit of up to 35 million shares and ¥100 billion through May 14, 2026, signaling continued capital return to shareholders and an effort to manage its capital structure and share value.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony to Take Control of Peanuts Holdings With C$630 Million Stake Increase
Dec 19, 2025

On December 19, 2025, Sony Music Entertainment (Japan) and Sony Pictures Entertainment, both wholly owned by Sony Group, signed a definitive agreement with Canada’s WildBrain Ltd. to acquire WildBrain’s roughly 41% stake in Peanuts Holdings LLC for C$630 million, subject to customary adjustments and regulatory approvals. Once completed, the deal will lift Sony’s indirect ownership in Peanuts Holdings to 80% (with the Schulz family retaining 20%), making Peanuts a consolidated Sony subsidiary led operationally by SMEJ in partnership with SPE and preserving the existing rights management structure via Peanuts Worldwide LLC. Sony expects to book a remeasurement gain in operating income when the transaction closes, reflecting the fair value uplift of its pre‑existing 39% stake, and aims to use its global entertainment and character‑business infrastructure to accelerate growth and enhance the long‑term value of the 75‑year‑old “PEANUTS” franchise for stakeholders.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Completes November Share Buyback as Part of Strategic Capital Management
Dec 12, 2025

Sony Group Corporation announced the completion of a significant share buyback program for the period from November 1 to November 30, 2025. During this period, the company repurchased 2,387,100 shares for a total of 10,752,572,776 yen, representing 6.82% of the authorized buyback. This move is part of a broader strategy to enhance shareholder value and optimize capital structure. The ongoing buyback program, approved by the Board of Directors, allows for a maximum repurchase of 35 million shares by May 2026, indicating Sony’s commitment to returning value to shareholders and maintaining a strong market position.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Announces Progress in Share Repurchase Program
Dec 3, 2025

On December 3, 2025, Sony Group Corporation announced the status of its share repurchase program, which was approved by its Board of Directors on November 11, 2025. Between November 12 and November 30, 2025, Sony repurchased 2,387,100 shares of its common stock for a total of 10,752,572,776 yen through open market purchases on the Tokyo Stock Exchange. This move is part of a broader strategy to repurchase up to 35 million shares, with a maximum expenditure of 100 billion yen, by May 14, 2026. The share repurchase is expected to enhance shareholder value and optimize the company’s capital structure.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Finalizes Stock Option Terms to Strengthen Employee Incentives
Nov 25, 2025

On November 25, 2025, Sony Group Corporation announced the final terms for its stock acquisition rights, aimed at granting stock options to various corporate executives, employees, and directors. The announcement detailed allocations for the Fifty-Third and Fifty-Fourth Series of Stock Acquisition Rights, involving a total of 29,770 rights and the issuance of over 2.9 million shares of common stock. This move is part of Sony’s strategy to incentivize and retain key personnel across its corporate structure and subsidiaries, potentially impacting the company’s operational dynamics and shareholder value.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Announces Disposal of Treasury Shares Following RSU Vesting
Nov 14, 2025

On November 14, 2025, Sony Group Corporation announced the disposal of treasury shares upon the vesting of Restricted Stock Units (RSUs) as part of a stock compensation plan introduced in the fiscal year ending March 31, 2023. This plan aims to incentivize directors, corporate executive officers, and employees by aligning their economic interests with the company’s business performance. The disposal involves 4,863,087 shares through in-kind contributions and 16,268 shares through monetary payment, with a disposal price of 4,669 yen per share. This strategic move is expected to enhance Sony’s operational efficiency and strengthen its market positioning by motivating key personnel to contribute to the company’s success.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Group Files Semi-Annual Securities Report Highlighting Strategic Challenges
Nov 14, 2025

On November 14, 2025, Sony Group Corporation filed its semi-annual securities report for the six months ended September 30, 2025, with the Kanto Local Finance Bureau in Japan. This report highlights the company’s strategic initiatives and the challenges it faces in maintaining product quality, developing new technologies, and navigating competitive markets. The report also outlines potential risks such as changes in laws and regulations, reliance on external partners, and global economic conditions, which could impact Sony’s operations and market positioning.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Completes Significant Share Buyback in October 2025
Nov 13, 2025

Sony Group Corporation announced the completion of a significant share buyback program for the period from October 1, 2025, to October 31, 2025. The company repurchased a total of 12,021,800 shares, amounting to approximately 52.7 billion yen, as part of a resolution approved by the Board of Directors in May 2025. This buyback is part of a larger initiative to repurchase up to 100 million shares, with the company having achieved 63.16% of this target as of the end of October 2025. The buyback is expected to enhance shareholder value and reflects Sony’s confidence in its financial health and future prospects.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Reports Strong Q2 2025 Financial Results Post Spin-off
Nov 12, 2025

On November 11, 2025, Sony Group Corporation released its consolidated financial summary for the second quarter ending September 30, 2025. The company reported a 3.5% increase in sales to 5,729,522 million yen and a significant 20.4% rise in operating income to 768,929 million yen compared to the previous year. This growth is attributed to the company’s strategic spin-off of Sony Financial Group Inc., which has been classified as a discontinued operation. The spin-off is expected to streamline Sony’s operations and focus more on its core businesses, potentially enhancing its industry positioning and shareholder value.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Reports Q2 FY2025 Financial Growth and Strategic Spin-off
Nov 12, 2025

On November 11, 2025, Sony Group Corporation announced its Q2 FY2025 financial results, highlighting a 5% increase in sales and a 10% rise in operating income compared to the previous year. The company also executed a partial spin-off of its Financial Services business, classifying it as a discontinued operation. This strategic move is expected to impact Sony’s financial structure, with future profits from the Financial Services business being recorded under the equity method. The company has revised its FY2025 forecast upwards, anticipating an 8% increase in net income attributable to stockholders, reflecting strong performance in its Music and Imaging & Sensing Solutions segments.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Announces Share Repurchase Facility to Enhance Capital Efficiency
Nov 12, 2025

On November 11, 2025, Sony Group Corporation announced the establishment of a facility for the repurchase of up to 35 million shares of its common stock, valued at a maximum of 100 billion yen. This strategic move, approved by the Board of Directors, aims to enhance capital efficiency and manage stock dilution from compensation plans. The repurchase will occur between November 12, 2025, and May 14, 2026, through open market purchases on the Tokyo Stock Exchange. This initiative reflects Sony’s focus on strategic investment opportunities and adapting to the business environment, potentially impacting its market positioning and shareholder value.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Group Announces Stock Options to Boost Performance
Oct 30, 2025

On October 30, 2025, Sony Group Corporation announced its decision to issue stock acquisition rights to its corporate executive officers, employees, and directors of its subsidiaries. This move aims to grant stock options as an incentive for improving business performance across the group. By aligning the economic interests of its employees and executives with the company’s performance, Sony seeks to enhance overall business outcomes. This strategic initiative reflects Sony’s commitment to fostering a performance-driven culture and could potentially strengthen its market position by motivating key personnel to contribute to the company’s success.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Group Announces New RSU Grants to Boost Employee Engagement
Oct 30, 2025

On October 30, 2025, Sony Group Corporation announced the granting of Restricted Stock Units (RSUs) to its corporate executive officers, employees, and directors of its subsidiaries. This initiative is part of a stock compensation plan introduced in the fiscal year ending March 31, 2023, aimed at aligning the interests of the recipients with the company’s long-term performance. The RSUs will vest over a period of three years, with specific conditions for vesting based on the recipient’s continued employment or justified departure. This move is expected to enhance employee retention and motivation, potentially impacting Sony’s operational efficiency and market competitiveness.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Adjusts RSU Shares Following Financial Services Spin-off
Oct 30, 2025

On October 30, 2025, Sony Group Corporation announced an adjustment to the number of shares of its common stock to be delivered upon the vesting of restricted stock units (RSUs) under its stock compensation plan. This adjustment follows the partial spin-off of Sony Financial Group Inc., which was completed on October 1, 2025. The adjustment reflects changes in the company’s stock compensation plan due to the spin-off, impacting the number of shares allocated per RSU. This move is part of Sony’s strategic restructuring, affecting stakeholders involved in its financial services business.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Completes Share Repurchase Program in October 2025
Oct 28, 2025

Sony Group Corporation announced the conclusion of its share repurchase program, which was approved by its Board of Directors on May 14, 2025. The company repurchased 12,021,800 shares of its common stock for a total of 52,714,024,743 yen between October 1 and October 27, 2025, through open market purchases on the Tokyo Stock Exchange. This move is part of a broader strategy to enhance shareholder value and optimize capital structure, potentially impacting its stock performance and investor relations.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Sony Completes September Share Buyback Program
Oct 14, 2025

Sony Group Corporation announced the completion of a share buyback program for the period from September 1 to September 30, 2025, with a total of 5,572,800 shares repurchased at a cost of approximately 23.2 billion yen. This buyback is part of a larger initiative approved by the Board of Directors in May 2025, aiming to repurchase up to 100 million shares by May 2026. As of the end of September 2025, Sony had repurchased 51.14% of the authorized shares, reflecting a strategic move to enhance shareholder value and optimize capital structure.

The most recent analyst rating on (SONY) stock is a Buy with a $34.00 price target. To see the full list of analyst forecasts on Sony Group stock, see the SONY Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 15, 2025