SoftBank

SoftBank shares climbed 0.7% to ¥239.3, supported by an analyst upgrade in late August that raised the price target to ¥280. The consensus price target is around ¥258 and the majority of analysts recommend buying the stock. SoftBank also reported a successful demonstration of a High-Altitude Platform Station (HAPS) with Sceye, a step toward commercializing airborne connectivity. Despite selling pressure on parent company SoftBank Group over SB Energy, the telecom unit remains relatively defensive thanks to stable cash flows and an attractive dividend yield. » Altro su de.investing.com

SoftBank shares fell 5.9% to ¥4,953 after SB Energy’s IPO prospectus showed a net loss of $3.2 billion for H1 2026 on just $139 million of revenue. The result heightens concerns about losses in the AI investment portfolio and dependence on OpenAI, which SB Energy cites as a risk in the prospectus. A $40 billion bridge loan related to the OpenAI strategy also strains SoftBank’s balance sheet, while a weak market environment and rising Japanese bond yields added further pressure. » Altro su de.investing.com

SoftBank is negotiating the acquisition of a majority stake in 1X Technologies, the developer of the humanoid robot NEO. The potential transaction would value 1X at around $6 billion. OpenAI had previously considered a takeover but abandoned those plans. 1X says it has received over 10,000 orders for NEO. » Altro su de.investing.com