Shares of Sony Group Corp. have experienced an unprecedented surge in recent months. With a rise of over 50% since August and a new all-time high, Sony has not only exceeded expectations but also overshadowed the competition. Eulerpool reports: 2025 could become one of the best years in the history of gaming for the company.
PlayStation triumphs: Games, not hardware, are the key
What is behind the rise? It's not just the hype around new blockbusters like Ghost of Yotei and the highly anticipated Grand Theft Auto VI. Rather, the success lies in Sony's strategic realignment. Instead of relying solely on consoles, the company is increasingly focusing on software and intellectual property.
“Games and media generate cash and are less volatile than the semiconductor industry,” explains Junichi Inoue, portfolio manager at Janus Henderson Investors.
The gaming market is exploding: Why 2025 will be historic
Analyst Pelham Smithers ventures a bold forecast: "2025 will be one of the biggest years ever for video games." And Sony? According to Smithers, the company is ready to secure a big piece of the pie. In addition to its own titles like Ghost of Yotei, they benefit from partnerships with third-party developers like Capcom (Monster Hunter Wilds).
The decisive advantage: While Nintendo is greatly limited by its own brands, Sony offers a platform that supports both its own and third-party developed games. "PlayStation is more flexible – and it pays off," emphasizes Smithers.
Strategic Acquisitions and New Records
Another reason for the boom is Sony's smart investments in the entertainment industry.
But it's not just gaming causing a stir: Music and movies also contribute to the company's stability. These areas act like a safety net and offset fluctuations in other sectors. Damian Thong of Macquarie Capital sees long-term potential here: "Sony delivers growth and remains attractively valued. A rare combination.
An affordable entry – despite soaring
Despite recent price gains, Sony remains attractively valued compared to the competition. The stock is traded at a lower price-earnings ratio than Nintendo and Microsoft. Compared to other Japanese technology giants like Hitachi, Sony also remains undervalued.
The optimism in the stock market is reflected in the analysts' opinions: 24 experts recommend buying the stock, while only one rates it as "sell.
Risks on the Horizon – But No Panic in Sight
Of course, challenges are inevitable. A potential yen appreciation and geopolitical tensions, especially in China, could cause headwinds in 2025. But Sony is well-positioned: software and games are less susceptible to customs risks than hardware.
Media and games are not really a matter of national security," explains Thong. In a world full of uncertainties, Sony offers stability - and that makes the company one of the most exciting stocks in the coming years.
Sony positioned itself as a main player on the gaming stage in 2025. While the competition is gasping for air, the PlayStation giant is ready to shape the golden era of gaming. And the best part? For investors, it seems the train is just starting to roll.
