Stockchase Opinions

Shane ObataSony Group CorpSONYTOP PICKMay 29, 2025

Known for TVs and such. Consumer electronics is their legacy, but now a very small piece of the business and not a very attractive one. Two key properties are PlayStation and music. Should benefit from TTWO's release of Grand Theft Auto 6, as they take a percentage whenever a game is sold. Online services (with monthly subscription fees) should continue to do well. 

Second-largest of the big music companies, after Universal. Streaming has saved the music industry from CD pirating and such. Trades at 21x PE. Yield is 0.50%.

(Analysts’ price target is $29.34)
$26.58

Stock price when the opinion was issued

$20.76

As of Jun 10, 2026. Market Open.

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BUY

Down 1.5% this year so far. It's undervalued.

DON'T BUY

Though +18% in the last 6 months, Japan (and Korea) are in the line of fire for tariffs.

HOLD

Suffers from the conglomerate discount. Talking about splitting off semiconductor business. Then the remaining combo of gaming and music and movies would attract a valuation more in line with peers.

SELL
Within 60 cents of its 52-week high.

He took profit on it, pre-split, back in August. It's very competitive out there. It was priced to perfection (a repetitious theme for today's show).

(Analysts’ price target is $21.50)
PAST TOP PICK
(A Top Pick Mar 15/23, Up 3%)

Very muted return. Due to concerns around the gaming segment. Lowered outlook for volume. A problem, but don't miss the long-term picture of this great, diversified business. Don't forget music, image sensors, and movies. Gaming is a bright spot. Will get back on feet. Be patient.

BUY ON WEAKNESS

He targets $92, so the runway is short. Only consolidation would return this to the $122 high.

PAST TOP PICK
(A Top Pick May 18/22, Up 6%)

It is an amazing collection of businesses. It is big in the gaming world and financial services as well as entertainment and music. It controls 64% of the gaming console market and 44% of the image sensoring market. Sensors are in everything. It is also becoming a leader in smart mobility

(Analysts’ price target is $110.40)