SoftBank's AI and Energy Infrastructure Pivotal Shift
ByAinvest
Saturday, Jan 17, 2026 8:12 pm ET1min read
ARM--
SoftBank Group is being repositioned as an AI and infrastructure holding company through its expanding commitments to OpenAI and SB Energy. The company's reliance on one-off gains in recent earnings is a concern. BofA Securities downgraded Arm Holdings to Neutral ahead of its fiscal third-quarter 2026 results, citing near-term smartphone-related headwinds. SoftBank's narrative projects ¥8,650.2 billion revenue and ¥620.6 billion earnings by 2028, with a fair value estimate of ¥22,781 per share.
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