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SOSONY

Sony Group Corporation

$SONY·$114B·Consumer Electronics·Technology
$19.70+2.0%YTD-25.5%1Y-22.5%
Mentions · last 7 days
2026-06-19: 5 posts2026-06-20: 4 posts2026-06-21: 7 posts2026-06-22: 49 posts2026-06-23: 71 posts2026-06-24: 57 posts2026-06-25: 29 posts223
Price updated just now·X counts updated 20h ago
SOSONY
$SONYSony Group Corporation
$19.71+1.99%223 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sony Group Corporation is a global conglomerate engaged in the design, development, manufacturing, and distribution of diverse electronic equipment, instruments, and devices. Its offerings serve consumer, professional, and industrial segments across Japan, the United States, Europe, China, the Asia-Pacific region, and other international territories. Beyond hardware, Sony is a major player in interactive entertainment, offering home and portable game consoles, packaged software, and peripheral devices. It also leverages digital networks for the distribution of software titles, add-on content, and various online services encompassing gaming, video, and music. The company further maintains a robust entertainment division, encompassing the development, production, marketing, and distribution of recorded music, alongside music publishing. It also creates and disseminates animated content, game applications, and a spectrum of services supporting its music and visual offerings. Moreover, Sony's extensive media operations include producing, acquiring, and distributing a wide array of motion pictures—both live-action and animated—for cinematic release. It also develops and broadcasts numerous television programs, including scripted and animated series, unscripted reality shows, light entertainment, daytime serials, game shows, TV movies, and miniseries. Supporting these endeavors, Sony operates visual effects and animation departments, manages studio facilities, and runs television and digital networks, along with post-production services. Sony's technological prowess is evident in its research, development, design, production, marketing, distribution, sales, and servicing of a broad spectrum of specialized electronics. This portfolio features televisions, audio/video equipment, a range of cameras (interchangeable lens, compact digital, consumer, and professional video), projectors, and medical devices. Additionally, it offers mobile phones, tablets, accessories, and applications, alongside crucial semiconductor components such as metal oxide semiconductor image sensors, charge-coupled devices, and integration systems. Furthermore, Sony diversifies its offerings with Internet broadband network services, various recording and storage media products, and a suite of financial services including life and non-life insurance and banking. It also develops and disseminates digital content tailored for personal computers and mobile platforms. Established in 1946, the entity initially operated as Sony Corporation before adopting its current designation, Sony Group Corporation, in April 2021. The global headquarters for the conglomerate are situated in Tokyo, Japan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Consumer Electronics sits in its cycle right now — and what that implies for $SONY.

Consumer Electronics · Technology

Apple Intelligence on-device AI creates the first hardware-differentiated upgrade catalyst in years — WWDC 2026 features confirmed AI-native hardware requirements that make AI performance a genuine differentiation argument between iPhone 17 and older models. Buffett's Apple exit and CEO transition are watch items, but the on-device AI upgrade cycle is the durable demand driver.

Industry benchmark

4-name peer basket
+15.1%YTD
+70.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-57.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-4.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 8, 2026$0.09$0.13-30.1%
Q4 2025Feb 5, 2026$0.41$0.33+24.2%
Q3 2025Nov 14, 2025$0.37$0.33+12.1%
Q2 2025Aug 7, 2025$0.30$0.24+25.0%
Next earningsThu, Aug 6·consensus EPS $0.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$3.09T+17.6%30.8%9.5%$13.98$379.7B
Q3 FY26$3.78T-14.3%28.4%12.7%$-172.08$898.5B
Q2 FY26$3.11T+7.0%32.4%13.8%$60.48$294.5B
Q1 FY26$2.62T+2.2%32.3%13.0%$39.40$-42.8B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$12.94T$12.33T – $13.48T$209.59$204.68 – $212.8712
FY28$12.95T$12.92T – $12.97T$228.40$215.26 – $239.9012
FY29$13.71T$13.06T – $14.28T$248.16$233.02 – $261.6811
FY30$14.79T$14.09T – $15.41T$291.85$274.05 – $307.756
FY31$15.70T$14.96T – $16.36T$322.66$302.98 – $340.246

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-20.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 5.9B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.745-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 17Tsuyoshi KoderaChief Digital Officer (CDO)51.0K sh$1.0MSellMay 18Kenichiro YoshidaDirector400.0K sh$9.0MSellMay 18Tsuyoshi KoderaChief Digital Officer (CDO)17.5K sh$396K
+ 4 other (3 exempts · 1 award) in window

See when $SONY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jun 22424B5
AI summary

Sony Group Corporation filed a preliminary 424B5 prospectus supplement on June 22, 2026 for a dual-tranche U.S. dollar senior notes offering — Senior Notes due 2031 and Senior Notes due 2036 — with aggregate principal amounts and interest rates left blank (preliminary filing). Joint bookrunners are BofA Securities, Morgan Stanley, and J.P. Morgan. This is a debt capital markets transaction with no equity dilution; specific size and pricing will be in the final 424B5. Material only to fixed-income investors and Sony's leverage metrics.

3New insider — initial holdingsApr 13
3New insider — initial holdingsApr 13
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 48 other (27 6-Ks · 17 3s · 1 F-3ASR · 1 IRANNOTICE) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Sony Pictures invests $100 million in Cosm, takes minority stakereuters.com·2d agoIs Most-Watched Stock Sony Corporation (SONY) Worth Betting on Now?zacks.com·2d agoWall Street Bulls Look Optimistic About Sony (SONY): Should You Buy?zacks.com·3d agoSony (SONY) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·4d agoIs Sony Group Corp (SONY) a Bargain After 4.0% Drop? GF Value Says Undervaluedgurufocus.com·4d ago

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