Sony named top pick by Morgan Stanley; price target raised

Investing.com

01-08

Investing.com -- Morgan Stanley labelled Sony (NYSE:SONY) its top pick in consumer electronics and Japan semiconductors given its sustained growth prospects for its games&network services segment, particularly its PlayStation business.

The brokerage raised its price target for Sony's stock to ¥4,000 from ¥3,400 on higher earnings forecasts and valuation multiples for games segment.

The evolution of Sony's PlayStation business model and its deepening user engagement, aided by advanced use of network data and AI, have bolstered software and network service sales while controlling costs.

The EV/EBITDA multiple for gaming segment was raised to 14x from 12x, given the platform's growing competitiveness and mid-to-long-term profit potential.

Adjustments to valuation metrics post the planned October 2025 spin-off of Sony Financial Group reflect better balance sheet clarity.

Morgan Stanley (NYSE:MS) anticipates robust G&NS earnings in fiscal 2025, fuelled by over 110 million active PlayStation users and the platform's strong position for publishers.

Additionally, opportunities to expand Sony's CrunchyRoll platform and deepen ties with Kadokawa offer upside potential.

Risks include heightened competition from Nintendo's anticipated Switch (NYSE:SWCH) successor and potential softness in high-end smartphone markets.

Related Articles

Sony named top pick by Morgan Stanley; price target raised

OpenAI CEO Sam Altman denies sexual abuse allegations, Reuters reports

AT&T will offer bill credits for outages to 'make it right' with customers

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2501765720"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2501765720\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2501765720?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-08 21:48","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2501765720","market":"us","top_or_hot":-1,"title":"Sony named top pick by Morgan Stanley; price target raised","media":"Investing.com","content":"<html><body><p>Investing.com -- Morgan Stanley labelled Sony (NYSE:SONY) its top pick in consumer electronics and Japan semiconductors given its sustained growth prospects for its games&network services segment, particularly its PlayStation business. <br/><br/>The brokerage raised its price target for Sony's stock to ¥4,000 from ¥3,400 on higher earnings forecasts and valuation multiples for games segment. </p>\n<p>The evolution of Sony's PlayStation business model and its deepening user engagement, aided by advanced use of network data and AI, have bolstered software and network service sales while controlling costs.</p>\n<p>The EV/EBITDA multiple for gaming segment was raised to 14x from 12x, given the platform's growing competitiveness and mid-to-long-term profit potential.</p>\n<p>Adjustments to valuation metrics post the planned October 2025 spin-off of Sony Financial Group reflect better balance sheet clarity.</p>\n<p> Morgan Stanley (NYSE:MS) anticipates robust G&NS earnings in fiscal 2025, fuelled by over 110 million active PlayStation users and the platform's strong position for publishers.</p>\n<p>Additionally, opportunities to expand Sony's CrunchyRoll platform and deepen ties with Kadokawa offer upside potential.</p>\n<p>Risks include heightened competition from Nintendo's anticipated Switch (NYSE:SWCH) successor and potential softness in high-end smartphone markets.</p>\n<p>Related Articles</p>\n<p>Sony named top pick by Morgan Stanley; price target raised</p>\n<p>OpenAI CEO Sam Altman denies sexual abuse allegations, Reuters reports</p>\n<p>AT&T will offer bill credits for outages to 'make it right' with customers</p>\n</body></html>","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Sony named top pick by Morgan Stanley; price target raised</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSony named top pick by Morgan Stanley; price target raised\n</h2>\n<h4 class=\"meta\">\n</h4><p class=\"head\">\n<strong class=\"h-name small\">Investing.com</strong><span class=\"h-time small\">2025-01-08 21:48</span>\n</p>\n</header>\n<article>\n<p>Investing.com -- Morgan Stanley labelled Sony (NYSE:SONY) its top pick in consumer electronics and Japan semiconductors given its sustained growth prospects for its games&network services segment, particularly its PlayStation business. <br/><br/>The brokerage raised its price target for Sony's stock to ¥4,000 from ¥3,400 on higher earnings forecasts and valuation multiples for games segment. </p>\n<p>The evolution of Sony's PlayStation business model and its deepening user engagement, aided by advanced use of network data and AI, have bolstered software and network service sales while controlling costs.</p>\n<p>The EV/EBITDA multiple for gaming segment was raised to 14x from 12x, given the platform's growing competitiveness and mid-to-long-term profit potential.</p>\n<p>Adjustments to valuation metrics post the planned October 2025 spin-off of Sony Financial Group reflect better balance sheet clarity.</p>\n<p> Morgan Stanley (NYSE:MS) anticipates robust G&NS earnings in fiscal 2025, fuelled by over 110 million active PlayStation users and the platform's strong position for publishers.</p>\n<p>Additionally, opportunities to expand Sony's CrunchyRoll platform and deepen ties with Kadokawa offer upside potential.</p>\n<p>Risks include heightened competition from Nintendo's anticipated Switch (NYSE:SWCH) successor and potential softness in high-end smartphone markets.</p>\n<p>Related Articles</p>\n<p>Sony named top pick by Morgan Stanley; price target raised</p>\n<p>OpenAI CEO Sam Altman denies sexual abuse allegations, Reuters reports</p>\n<p>AT&T will offer bill credits for outages to 'make it right' with customers</p>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://finance.yahoo.com/news/sony-named-top-pick-morgan-134857913.html\">Investing.com</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SONY","symbol_name":"索尼","start_time":0,"source_url":"https://finance.yahoo.com/news/sony-named-top-pick-morgan-134857913.html","article_id":"2501765720","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2501765720","pubTimestamp":1736344137,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com --Morgan Stanley labelled Sony  its top pick in consumer electronics and Japan semiconductors given its sustained growth prospects for its games&network services segment, particularly its PlayStation business. The brokerage raised its price target for Sony's stock to 4,000 from 3,400 on higher earnings forecasts and valuation multiples for games segment.The evolution of Sony's PlayStation business model and its deepening user engagement, aided by advanced use of network data and AI, have bolstered software and network service sales while controlling costs.The EV/EBITDA multiple for gaming segment was raised to 14x from 12x, given the platform's growing competitiveness and mid-to-long-term profit potential.Adjustments to valuation metrics post the planned October 2025 spin-off of Sony Financial Group reflect better balance sheet clarity.Morgan Stanley  anticipates robust G&NS earnings in fiscal 2025, fuelled by over 110 million active PlayStation users and the platform's s","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"SONY":"索尼"},"translate_title":"索尼被摩根士丹利评为首选；价格目标上调","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SONY":1},"content_text":"Investing.com -- Morgan Stanley labelled Sony (NYSE:SONY) its top pick in consumer electronics and Japan semiconductors given its sustained growth prospects for its games&network services segment, particularly its PlayStation business. The brokerage raised its price target for Sony's stock to ¥4,000 from ¥3,400 on higher earnings forecasts and valuation multiples for games segment. \nThe evolution of Sony's PlayStation business model and its deepening user engagement, aided by advanced use of network data and AI, have bolstered software and network service sales while controlling costs.\nThe EV/EBITDA multiple for gaming segment was raised to 14x from 12x, given the platform's growing competitiveness and mid-to-long-term profit potential.\nAdjustments to valuation metrics post the planned October 2025 spin-off of Sony Financial Group reflect better balance sheet clarity.\n Morgan Stanley (NYSE:MS) anticipates robust G&NS earnings in fiscal 2025, fuelled by over 110 million active PlayStation users and the platform's strong position for publishers.\nAdditionally, opportunities to expand Sony's CrunchyRoll platform and deepen ties with Kadokawa offer upside potential.\nRisks include heightened competition from Nintendo's anticipated Switch (NYSE:SWCH) successor and potential softness in high-end smartphone markets.\nRelated Articles\nSony named top pick by Morgan Stanley; price target raised\nOpenAI CEO Sam Altman denies sexual abuse allegations, Reuters reports\nAT&T will offer bill credits for outages to 'make it right' with customers","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1}}}