Bernstein maintains Sony stock Outperform with JPY4,600 target

Published 14/05/2025, 14:18
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On Wednesday, Bernstein analysts maintained their Outperform rating on Sony Corp. (NYSE:SONY) with a steady price target of JPY4,600.00. The firm’s stance comes after a thorough analysis of the company’s financial outcomes and future projections. Bernstein highlighted several key growth areas for Sony, including its gaming business, which is expected to show robust expansion once adjusted for tariff and foreign exchange impacts.

The analysts at Bernstein emphasized Sony’s sustained growth in several of its divisions. The structural growth is evident in the company’s image sensors, music, and anime offerings. This diversification of revenue streams is seen as a positive indicator of Sony’s business health and potential for continued success.

In addition to growth prospects, Bernstein underscored Sony’s commitment to capital discipline and profitability. Such fiscal responsibility is often viewed favorably by investors as it suggests a company’s management is focused on sustainable growth and shareholder value.

Sony’s gaming segment, in particular, was noted for its potential to deliver strong growth. This outlook is based on the expectation that, once the challenges of tariffs and currency fluctuations are accounted for, the segment will perform well. The gaming industry has been a significant revenue driver for Sony, especially with its popular PlayStation platform.

The report concluded with a reiteration of the positive outlook for Sony, citing the company’s focus on profitability and disciplined capital management as key factors. Bernstein’s analysis reflects confidence in Sony’s ability to navigate market challenges and capitalize on its diverse portfolio of products and services. The JPY4,600.00 price target remains unchanged, indicating the firm’s belief in the stock’s potential value.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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