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Softbank Group: A Discounted AI Play

Source: SeekingAlpha

2025-03-14 09:06:53 ET

Summary

  • Softbank hasn’t been spared in the latest tech selloff.
  • Its discount to NAV is now wider than ever.
  • Investors comfortable with Softbank’s AI push should find a lot to like here.

Softbank Group ( OTCPK:SFTBY ), the investment-focused holding company housing subsidiaries like SoftBank Corp ( OTCPK:SOBKY ) (see SoftBank Corp.: Resilient Core, Risky AI Push ), Arm Holdings ( ARM ), and the Vision Funds, as well as equity-method affiliate Alibaba ( BABA ), has seen its stock nosedive in recent weeks....

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Softbank Group: A Discounted AI Play
SoftBank Corp.

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