SoftBank Shares Plunge on OpenAI IPO Delay

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SoftBank shares plunged as much as 13% Friday after reports said OpenAI may delay its highly anticipated IPO until 2027. The potential delay matters because SoftBank has become one of OpenAI's biggest financial backers and is building what is expected to be roughly a 13% stake. The New York Times reported that OpenAI had considered going public as early as the second half of 2026, with CEO Sam Altman reportedly pushing advisers toward a $1 trillion valuation target. SoftBank shares fell 12.74% in Tokyo to 6,211 yen, wiping out an earlier weekly gain tied to chip-sector optimism. The selloff was also pressured by weakness in Arm and growing concern over the huge capital needed to fund AI infrastructure. OpenAI was last privately valued at about $730 billion, but advisers reportedly worry that volatile markets and AI valuation fatigue could reduce investor appetite, and rather than lowering expectations to rush a listing, OpenAI may wait until 2027.

Impact on stocks 3

Artificial Intelligence▼ · 2 stocks
Financials▼ · 1 stocks
SoftBank Group Corp.
9984
▼ NegativeCapitalrelevance

SoftBank shares plunged 12.74% on reports that OpenAI may delay its IPO until 2027, as SoftBank is a major backer building a ~13% stake.

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Off-coverage companies 1

OpenAIPrivate▼ Negative
Capitalrelevance

OpenAI's IPO delay reported, with concerns over volatile markets and AI valuation fatigue reducing investor appetite.

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