Analyst Consensus ?
ConsensusBuy16 ratings
Bullish1168.8%
Neutral531.2%
Bearish00.0%
Sony Group Corporation · SONY · FY2026 Q2 · Calendar Q4 2026
Sony Q2 FY2026: Earnings Beat Estimates; Transcript Detail Unavailable
Reported Q2 FY2026 EPS and revenue exceeded consensus estimates. However, the supplied event facts contain no current-quarter transcript analysis, so this event alone cannot establish whether earnings growth and resilient demand support a broader forward thesis.
Why did SONY rise 6.1% after beating EPS estimates in FY2026 Q2?
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Reported Before market openNYSETechnology
$161.73B market cap
75quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.48
Consensus $0.38
EPS surprise
+26.3%
Reported versus consensus
Reported revenue
$21.65B
Consensus $20.15B
Revenue surprise
+7.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+6.1%
Event window
SPY move
-4.4%
Same window
Abnormal move
+10.5%
Stock minus SPY
Volume
2.7×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
SONYSPY benchmark
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Why did SONY rise 6.1% after beating EPS estimates in FY2026 Q2?What changed in SONY's guidance and outlook in FY2026 Q2?Give me the bull and bear case for SONY after FY2026 Q2 earnings.
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Transcript intelligence
What changed
The supplied scorecard indicates actual EPS and revenue were above consensus estimates. Current-quarter management commentary and operational developments are not available in the supplied transcript analysis.
Guidance delta
No current-quarter guidance update is present in the supplied analysis; the direction and magnitude of any change are unavailable.
Key takeaways
- The supplied earnings scorecard indicates EPS and revenue exceeded consensus estimates.
- No current-quarter transcript analysis was supplied, limiting interpretation of underlying demand, drivers, and management commentary.
- The supplied event facts do not establish a forward view on earnings growth or demand resilience.
Management priorities
- Current-quarter management priorities are unavailable because the supplied transcript analysis is empty.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$26.93Current
$20.4Low
$24.5Average
$30High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 6, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Bernstein | Market Perform | Outperform | Downgrade | Mar 17, 2026 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Apr 7, 2025 |
| Oppenheimer | Outperform | Outperform | Maintain | Feb 20, 2025 |
| TD Cowen | Buy | Buy | Maintain | Oct 11, 2024 |
| Macquarie | Outperform | Neutral | Upgrade | Mar 12, 2024 |
| Goldman Sachs | Buy | Neutral | Upgrade | Jul 12, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 3, 2023 |
| Morgan Stanley | Overweight | Equal Weight | Upgrade | Jul 28, 2021 |
| Gabelli & Co. | Buy | Buy | Maintain | Oct 24, 2019 |
| Jefferies | Hold | Buy | Downgrade | Mar 20, 2019 |
| Citigroup | Buy | Neutral | Upgrade | Nov 30, 2018 |
| Credit Suisse | Outperform | Neutral | Upgrade | Sep 10, 2018 |
| Deutsche Bank | Buy | Hold | Upgrade | Jul 6, 2016 |
| JP Morgan | Neutral | Overweight | Downgrade | Apr 21, 2016 |
| UBS | Neutral | Sell | Upgrade | Nov 6, 2014 |
| Daiwa Capital | Buy | Neutral | Upgrade | Mar 15, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $26.94. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Bernstein | David Dai | $26 | $27.86 | -3.5% | Nov 5, 2026 |
| Bernstein | Analyst unavailable | $30 | $24.41 | +11.4% | Jan 14, 2026 |
| CFRA | Hazim Bahari | $20.4 | $16.88 | -24.3% | Aug 9, 2024 |
| Oppenheimer | Martin Yang | $21.6 | $16.75 | -19.8% | May 20, 2024 |
| Oppenheimer | Martin Yang | $25 | $17.76 | -7.2% | May 18, 2022 |
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Start freeCompany context
Snapshot as of publicationSony 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.…
Technology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| VRSK Verisk Analytics, Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.1% | +6.9% | Verisk Q3: Subscription Growth Offsets Contractor and Weather Headwinds |
| IONQ IonQ, Inc. | FY2026 Q3 · Calendar Q4 2026 | +17.0% | -10.5% | IonQ reports record Q3 revenue and raises its 2026 outlook |
| ARW Arrow Electronics, Inc. | FY2026 Q3 · Calendar Q4 2026 | +22.9% | -12.6% | Arrow’s record Q3 reflects broad demand, with inventory and mix risks to watch |
| EPAM EPAM Systems, Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.9% | +20.6% | EPAM Raises AI-Native Revenue Target After Q3 Beat; North America Still Flat |
| IREN IREN Limited | FY2027 Q1 · Calendar Q4 2026 | +14.4% | -17.0% | IREN pairs rapid AI cloud growth with a lower FY2027 CapEx plan |
| MTSI MACOM Technology Solutions Holdings, Inc. | FY2026 Q4 · Calendar Q4 2026 | +4.5% | -18.4% | MACOM enters FY2027 with strong data-center demand and a capacity buildout |
Latest beats and misses
Who reports nextBeat on EPS
- MTDFY2026 Q3 · November 5, 2026+3.6% EPS+4.8% move
- IAGFY2026 Q3 · November 5, 2026+16.7% EPS+4.6% move
- GMABFY2026 Q3 · November 5, 2026+55.6% EPS-4.3% move
- STEFY2027 Q2 · November 4, 2026+9.7% EPS+2.5% move
- IRMFY2026 Q3 · November 5, 2026+4.6% EPS-11.1% move
- AFRMFY2027 Q1 · November 5, 2026+23.8% EPS+1.9% move
Missed on EPS
- VMRKFY2026 Q3 · November 4, 2026-425.6% EPS+2.4% move
- NTRAFY2026 Q3 · November 5, 2026-49.3% EPS-15.2% move
- TIGOFY2026 Q3 · November 5, 2026-40.8% EPS+2.6% move
- UHALFY2027 Q2 · November 4, 2026-15.4% EPS-3.2% move
- LAMRFY2026 Q3 · November 5, 2026-3.6% EPS-0.8% move
- CMIFY2026 Q3 · November 5, 2026-6.0% EPS-4.9% move
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One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-11-05T15:22:50.440702+00:00
- FN2 earnings calendar · 2026-11-06T01:23:16.275024+00:00
- Polygon adjusted daily market bars · 2026-11-06T03:30:41.903411+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-06T03:30:41.901815+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-06. For educational purposes only; not investment advice.