Sony Group Corp (SONY) has seen its stock price decline by 3.02%, hitting a 20-day low amid the broader market gains, with the Nasdaq-100 up 0.37% and S&P 500 up 0.34%.
The decline comes despite the announcement of a joint venture with TCL, where TCL will hold a 51% stake in the new company that will merge Sony's TV and home entertainment hardware business. This strategic move is expected to enhance operational efficiency and brand retention, as the new entity will continue to use the Sony and Bravia brand names. The joint venture is set to commence operations in April 2027, marking a significant shift in Sony's business model in the home entertainment sector.
This partnership with TCL is seen as a way for Sony to leverage TCL's manufacturing capabilities while focusing on high-value segments of the market. However, the market's reaction to the news has not been favorable, leading to a notable drop in Sony's stock price.
Wall Street analysts forecast SONY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SONY is 34.00 USD with a low forecast of 34.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
Wall Street analysts forecast SONY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SONY is 34.00 USD with a low forecast of 34.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 22.280
Low
34.00
Averages
34.00
High
34.00
Current: 22.280
Low
34.00
Averages
34.00
High
34.00
Nomura
Neutral -> Buy
upgrade
2025-11-19
Reason
Nomura
Price Target
AI Analysis
2025-11-19
upgrade
Neutral -> Buy
Reason
Nomura upgraded Sony to Buy from Neutral with a 5,300 yen price target. The firm, which forecasts renewed growth for PS Plus and sustained growth for music on renewal of contracts with digital service providers, raised its operating profit forecasts and hiked its sum of-the-parts-based price target.
TD Cowen
Buy
upgrade
$31 -> $34
2025-11-12
Reason
TD Cowen
Price Target
$31 -> $34
2025-11-12
upgrade
Buy
Reason
TD Cowen raised the firm's price target on Sony to $34 from $31 and keeps a Buy rating on the shares. The firm said Q2 results beat on the top and bottom line and nioted guidance was raised as USD recorded music streaming revenue was the strongest in two years.
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Wolfe Research
Peer Perform
to
Outperform
upgrade
2025-11-05
Reason
Wolfe Research
Price Target
2025-11-05
upgrade
Peer Perform
to
Outperform
Reason
Wolfe Research upgraded Sony to Outperform from Peer Perform with a 5,300 yen price target. The firm says the company has a "triple threat" of games, anime, and music. The company's video games and music segments "enjoy powerful positions in expanding markets," the analyst tells investors in a research note. Wolfe sees the stock re-rating higher from current levels.
Wolfe Research
Peter Supino
Buy
to
Hold
Downgrades
n/a
2025-04-07
Reason
Wolfe Research
Peter Supino
Price Target
n/a
2025-04-07
Downgrades
Buy
to
Hold
Reason
Wolfe Research downgraded Sony to Peer Perform from Outperform with no price target. Rising costs and weakening consumer confidence from "reciprocal" tariffs mean real risk to profit forecasts given that about 30% of Sony's customer sales are derived from the US and about 70% of core operating profits excluding Financial Services are sourced from consumer discretionary segments, the analyst tells investors.
About SONY
Sony Group Corp is a Japan-based company engaged in the games & network services (G&NS), music, movies, entertainment technology & services (ET&S), imaging & sensing solutions (I&SS) and other businesses. It has seven business segments. G&NS segment is involved in network service business, the manufacture and sale of home video game consoles and software. The Music segment mainly includes music production, music publishing and video media platform businesses. The Movies segment mainly includes film production, television program production and media network businesses. The ET&S field mainly includes the television business, audio, video business, still image, video camera business, smartphone business and Internet-related service business. The I&SS segment mainly includes the image sensor business. The Financial segment is involved in the insurance business and banking business. The Other segment consists of activities such as disc manufacturing business and recording media business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
