Japan Stock of the Day | Kabutaro & Friends

On August 6, 2026, the most talked-about Japanese stock online was SoftBank Group <9984>.
Background: The company released its Q1 FY2027 (April-June) earnings after the close of trading on August 6 (at 3:30 PM). Net profit came in at 347.3 billion yen, down 17.7% year-on-year. Vision Fund's (SVF) pre-tax profit collapsed to 5.427 billion yen from 451.4 billion yen in the same period a year earlier, with SVF2 recording an investment loss of 80 billion yen. Financial expenses nearly doubled year-on-year to 328.7 billion yen. However, the results significantly beat market expectations, and the earnings briefing covered progress on AI, robotics, and data center projects.
The Nikkei 225 fell for the first time in three days, with AI and semiconductor stocks selling off broadly. SoftBank Group shares closed down 3.98% at 5,721 yen during the regular session. In after-hours PTS trading, the market continued to digest the results, with debate centering on whether a concrete path to returns on its massive AI investments had been sufficiently demonstrated — a discussion that also dominated social media.