Sony Group is reaffirmed as a Buy with a $33.51 price target, driven by blockbuster films like Spider-Man: Brand New Day, expected to generate $2 billion in ticket sales. The Pictures segment is set for steady revenue growth, supported by a strong upcoming film lineup. However, the shift to fully digital gaming may face consumer resistance, especially from Gen Z, potentially limiting growth in the Gaming & Network Services segment. Trading at a reasonable 12.81x EV/aEBITDA, Sony offers an attractive entry point despite challenges from the digital transition.
In 2026, the film industry has already seen four movies surpass $1 billion in global box office revenue, including Sony and Marvel's "Spider-Man: Brand New Day," Universal's "The Super Mario Galaxy Movie," Lionsgate's "Michael," and Disney/Pixar's "T...
Benchmark has reaffirmed its Buy rating on Sony Group Corporation and raised the price target from ¥3,900 to ¥4,200 following Sony's strong fiscal Q1 2026 results. Sony reported an 8.2% increase in net sales to ¥2.84 trillion and a 32.1% rise in net ...
