Sony stock holds as Benchmark affirms Buy rating, JPY4,000 target

Published 19/05/2025, 14:36
© Reuters.

On Monday, Benchmark analysts maintained a Buy rating with a steady price target of JPY4,000.00 for Sony Corp. (TYO:6758) (6785:JP) (NYSE:SONY), despite the company facing a mixed financial performance in its fourth quarter. Sony’s revenue saw a 24% year-over-year decline to ¥2.63 trillion, influenced by the impending spin-off of its Financial Services segment, scheduled for October 2025.

The electronics giant’s operating income also decreased by 11% year-over-year to ¥204 billion. However, when setting aside the Financial Services division, Sony’s sales remained consistent year-over-year at ¥2.81 trillion, and its operating income actually experienced a growth of 6% year-over-year to ¥215 billion.

For the full fiscal year 2024, Sony’s revenue, excluding the Financial Services segment, reached ¥12.04 trillion, marking a 7% increase from the previous year. The operating income for the same period saw a more significant rise of 23% year-over-year, totaling ¥1.28 trillion. Additionally, Sony reported an 18% year-over-year increase in adjusted OIBDA to ¥1,938.9 billion and a 14% increase in adjusted EBITDA to ¥1,917.6 billion.

The analyst’s commentary highlighted these figures, noting the mixed results but also pointing to the positive aspects of Sony’s performance, particularly when the Financial Services segment is excluded from the analysis.

Investors and stakeholders of Sony Corp. are considering these financial metrics as they assess the company’s performance and future prospects, particularly in light of the upcoming spin-off of the Financial Services segment. The maintained Buy rating and price target by Benchmark reflect a level of confidence in Sony’s core business and its potential for growth.

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