TickerTalks
Browse all tickers →
TickerTalks›$SONY
SOSONY

Sony Group Corporation

$SONY·$138B·Consumer Electronics·Technology
$23.33-0.9%YTD-10.0%1Y-19.8%
Price updated 6h ago·X counts updated 1d ago
SOSONY
$SONYSony Group Corporation
$23.33-0.93%111 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $SONY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

111X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $SONY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 92% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-10

Sony chatter cites PS5 memory constraints capping supply at 9-10 million holiday units, GTA VI themed controller teases, and 5 million pre-orders. Elon Musk's comment about PlayStation and Xbox consoles plugging into Tesla vehicles adds a Cybercab angle.

Read what X is saying about $SONY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SONY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-27

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Sony down 21% t12m — PS5 supply-constrained heading into a big GTA VI holiday, and the Music/Gaming/Chip mix is finally getting fair credit.

Sony is the diversified Japanese conglomerate — PlayStation gaming, Music (including its Sony/EMI catalog), Pictures, Semiconductors (image sensors), and Financial Services. Down 21% over the past year, sitting mid-range on the 52-week band as the yen and multiple compression met a supply-constrained gaming story.

  • The Q3 numbers look massive because of yen accounting — Q4 revenue was ¥3.09T (+17.6% YoY). At 15x TTM PE with 7.5% FCF yield and 21% operating margin on the Gaming segment, this is the value case for a business that also has irreplaceable image-sensor (iPhone camera) monopoly economics.
  • The near-term catalyst is PS5 supply — memory constraints capping holiday-quarter shipments at 9-10 million units. GTA VI themed controller teases and 5M pre-orders are the specific demand tell that if supply cooperated Sony would post one of its strongest gaming quarters in years.

Nov 10 Q2 FY27 is the extension test — a beat above $0.41 EPS with commentary on PS5 memory-supply progress and any commentary on the Music-catalog ARR trajectory is the bull re-entry. What breaks it: continued memory-supply constraints or a soft Music streaming-ARR trajectory keeps SONY stuck at the current discount despite the diversified quality.

Agrees with X sentimentThe X thread (PS5 memory constraints capping holiday supply at 9-10 million, GTA VI themed controller teases with 5 million pre-orders, Elon Musk's PS/Xbox-in-Tesla-vehicles Cybercab angle) matches the direction. I agree the constructive read is right; the supply-constraint framing is the specific tension between demand and delivery.

What to watch: Nov 10 Q2 FY27 — beat above $0.41 with PS5 memory-supply progress and Music-catalog ARR trajectory commentary is the bull re-entry. Continued memory-supply constraints or soft Music streaming ARR keeps SONY at the current discount.

On the calendar: 2026-11-10 — Q2 FY27 earnings

Read the AI verdict on $SONY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

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

Japanese entertainment and technology conglomerate spanning consumer electronics, PlayStation gaming, music, film studios, and image sensors.

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

No material change from last week — iPhone AI hardware refresh continues driving smartphone and PC upgrade acceleration.

What this means for $SONY

Neutral — Japanese entertainment and technology conglomerate spanning consumer electronics, PlayStation gaming, music, film studios, and image sensors.

Top industry ETF

$XLKTechnology Select Sector SPDR
+34.1%YTD
+38.8%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
Q2 2026Jul 31, 2026$0.36$0.33+9.1%
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%
Next earningsTue, Nov 10·consensus EPS $0.41

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$12.85T$12.69T – $13.00T$216.24$191.70 – $237.7112
FY28$12.74T$12.37T – $13.10T$229.84$217.33 – $237.6612
FY29$13.49T$12.90T – $14.17T$243.42$229.50 – $259.2310
FY30$14.63T$13.99T – $15.36T$287.17$270.76 – $305.836
FY31$15.88T$15.18T – $16.67T$334.47$315.35 – $356.205

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.0.7×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.36%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.-0.2%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.+4.1%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 today0.0% 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.

Insider activity

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

Recent transactions

SellSep 16Yasuhiro ItoChief People Officer (CPO)9.0K sh$219KSellAug 17Kenji TanakaSee Remarks20.0K sh$477KSellAug 5Stringer Robert AdrianSee Remarks545.5K sh$12.3MSellAug 4Ravi AhujaSee Remarks15.6K sh$354KSellAug 4Tsuyoshi KoderaChief Digital Officer (CDO)17.1K sh$389KSellJul 6Platt Jonathan JoseSee Remarks16.5K sh$348KSellJul 6Ravi AhujaSee Remarks36.8K sh$776KSellJul 3Hiroki TotokiCEO225.0K sh$4.7MSellJul 3Toshimoto MitomoChief Strategy Officer (CSO)25.0K sh$526KSellJun 17Tsuyoshi KoderaChief Digital Officer (CDO)51.0K sh$1.0M
1–10 of 12
+ 27 other (19 awards · 8 exempts) 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.

+ 29 other (24 6-Ks · 1 S-8 · 1 F-3ASR · 1 IRANNOTICE) in window

Recent news

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

Sony (SONY) Outperforms Broader Market: What You Need to Knowzacks.com·3d agoNTHM's Index Rebalance Puts Thematic Rotation to Worketftrends.com·4d agoSony (SONY) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·10d agoSpider-Man Breaks More Records, Will Sony Shareholders Benefit?benzinga.com·11d agoSony: Quiet Quality, Stealthy Growthseekingalpha.com·19d ago

More in Consumer Electronics

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AAPL$GPRO$SSNLF
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport