Rakuten Group stock | 2026 price target, earnings & valuation

Rakuten Group

TSE:4755

¥ 745,00

+ ¥0,70 (0,09%)

745,00 ¥

+¥0,70 (0,09%)

End-of-day quote: 03/27/2026

Rakuten Group Stock Value

Currently, analysts rate TSE:4755 as Hold.

Hold

Rakuten Group Company Info

EPS Growth 5Y

-26,28%

Market Cap

¥1.616,71 B

Long-Term Debt

¥5.461,71 B

Quarterly earnings

05/14/2026 (E)

Dividend

¥0,00

Dividend Yield

0,00%

Founded

1997

Industry

Consumer Discretionary

Country

Japan

Website

Rakuten Group

ISIN Number

JP3967200001

Website

http://global.rakuten.com/corp

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

¥1.050,00

40.94%

Last Update: 03/27/2026

Analysts: 13

Highest Price Target ¥1.190,00

Average Price Target ¥1.050,00

Lowest Price Target ¥575,00

In the last five quarters, Rakuten Group’s Price Target has risen from ¥799,20 to ¥852,27 - a 6,64% increase. Eleven analysts predict that Rakuten Group’s share price will increase in the coming year, reaching ¥1.050,00. This would represent an increase of 40,94%.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Rakuten Group do?

Rakuten Group, Inc. (Rakuten) provides services in e-commerce, fintech, digital content, and communications to various users. The company engages primarily in three main areas: Internet Services, FinTech, and Mobile. The company's Internet Services segment includes an extensive range of e-commerce platforms, encompassing the popular Internet shopping mall ‘Rakuten Ichiba,’ travel booking portals, and digital content services. Additionally, messaging services, advertising solutions, and the management of professional sports teams further define this segment. The FinTech sphere includes an array of offerings such as credit card processing, online banking, cryptocurrencies trading, life and general insurance services, and electronic money transactions. In the Mobile segment, Rakuten provides telecommunications services and technologies, along with electricity supply solutions.

Business Segments

The business operations of the company are notably categorized into three reportable segments: Internet Services, FinTech, and Mobile.

Internet Services Segment: This segment encompasses Rakuten Ichiba, which is a marketplace offering a broad range of products from numerous sellers. The company also provides cashback services, digital content distribution platforms, and travel booking services. Furthermore, the management of professional sports teams bolsters its brand visibility and customer engagement. The growth in this segment is attributed to increasing digital traffic, engagement on the site, and expanding product offerings.

FinTech Segment: This segment provides an integrated suite of financial products, allowing customers to manage their finances efficiently online. This segment includes credit card services that emphasize customer acquisition and retention, online banking that focuses on diversifying loan products, and insurance services aiming to increase policy offerings. The segment has evolved to incorporate innovative financial technologies and solutions, catering to a varied customer demographic.

Mobile Segment: This segment addresses consumer demand for data and communication services, positioning Rakuten Mobile as a competitive player in the telecommunications market. With strategic initiatives centered around subscriber growth and network expansion, this segment aims to improve customer experience through high-quality service delivery and competitive pricing.

Changes to this segment, such as the movement of media and entertainment operations to the Internet Services segment, reflect a strategic realignment to enhance synergies between business lines. Such strategic moves bolster Rakuten's ability to provide holistic service offerings while fostering an interconnected digital ecosystem.

Business Strategy

Rakuten's business strategy emphasizes the development and enhancement of the Rakuten Ecosystem, which binds together the various service offerings and enhances customer engagement. The company aims to deliver comprehensive solutions that fulfill diverse consumer needs across its market segments. This strategy includes pursuing growth initiatives in its core segments by capitalizing on synergies and cross-promotion opportunities, particularly within the FinTech and Internet Services sectors.

In the Internet Services area, Rakuten intends to capitalize on the growth of e-commerce and digital content consumption, aiming to create seamless experiences for customers. Efforts in the FinTech division involve improving service delivery and expanding clientele through targeted marketing campaigns, especially aimed at younger consumers who exhibit a growing inclination toward online financial services.

The Mobile segment focuses on subscriber acquisition and retention through attractive subscription models and enhanced service delivery. Significant investments are being made to build out the mobile network infrastructure, which will allow for improved service quality and expansion into underserved markets.

Products and Services

The company provides a broad array of products and services across its operational segments, each designed to cater to the needs of its diverse customer base.

Internet Services: This includes e-commerce marketplaces, digital media services, travel and online booking platforms, and financial services like cashback programs and advertising sales. The advertising segment includes targeted online marketing solutions, enabling businesses to reach potential consumers effectively.

FinTech: This segment encompasses a composite of financial services including credit cards, banking, cryptocurrency transactions, insurance services, and electronic payment options. Rakuten's innovative digital financial products merge traditional finance with technology, providing users with convenient and diverse financial management options.

Mobile Services: Rakuten Mobile offers mobile communication services featuring competitive pricing plans, innovative marketing strategies, and support for business solutions through robust telecommunications networks. It also focuses on improving customer experiences with extensive network coverage and service quality.

Geographical Markets Served

Rakuten operates extensively within Japanese markets and in several international markets, expanding its influence globally. The company's capacity to adapt its service offerings and technologies enhances its ability to penetrate diverse markets and cater to varied consumer demands.

Recent structural changes within the organization, including the transfer of media and entertainment initiatives from the Mobile segment to the Internet Services division, reflect Rakuten's commitment to optimizing its operational structure and achieving synergy within its business domains. This reallocation supports a more integrated approach, enhancing customer interaction points and service offerings within the technology landscape.

Seasonality

The operational performance of Rakuten exhibits a certain degree of seasonality influenced by consumer behaviors and relevant market trends. Seasonal peaks are typically seen in the e-commerce segment, critical during holiday shopping seasons and specific promotional periods.

Additionally, customer engagement in financial services may fluctuate in alignment with incentives linked to specific seasons or events. The mobile sector also experiences seasonal patterns, with changes in user acquisition driven by promotional offerings during peak demand periods.

Customers

Rakuten's customer base is vast and varied, spanning individual consumers, businesses, and commercial enterprises. The company serves millions of customers globally, providing customized solutions tailored to meet specific needs. Customer categories include e-commerce shoppers, financial service seekers, businesses requiring advertising and marketing support, and mobile subscribers. Rakuten leverages data analytics to understand consumer behaviors deeply, enabling targeted service offerings and enhancing customer relationships through personalized experiences.

Sales and Marketing

Rakuten employs diverse marketing and distribution strategies that integrate digital advertising, social media outreach, and influencer partnerships. The marketing approach focuses on leveraging the Rakuten Ecosystem to cross-promote services, enhance customer engagement, and drive sales across multiple platforms. The company uses both online and offline channels to reach customers, including email campaigns, targeted digital marketing initiatives, and promotional offers to attract new users.

History

The company was founded in 1997. The company was incorporated in 1997. The company was formerly known as Rakuten, Inc. and changed its name to Rakuten Group, Inc. in April 2021.

Rakuten Group Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**E-Commerce revenue share:** 40% (2025) **Financial services revenue share:** 35% (2025) **Telecommunications revenue share:** 25% (2025) **TOP 3 markets:** 1. **Japan:** 60% 2. **USA:** 20% 3. **Europe:** 10% Rakuten Group, Inc. generates the majority of its revenue from three main...

At which locations are the company’s products manufactured?

**Production Sites:** Worldwide, with a focus in Japan Rakuten Group, Inc. is a globally operating company headquartered in Japan. The company's production and services are distributed across various locations worldwide, with a focus on Japan. Rakuten is primarily known for its e-commerce plat...

What strategy does Rakuten Group pursue for future growth?

**Revenue Growth:** 10% (estimated for 2025 based on the latest available trends) **Strategic Focus Areas:** 1. **Digitalization and Technology Investments** 2. **Expansion of the Fintech Segment** 3. **International Expansion** Rakuten Group, Inc. is heavily focused on digitalization and technolo...

Which raw materials are imported and from which countries?

**Main Imported Raw Materials/Components:** Electronics components, textiles, packaging materials **Countries of Origin:** China, Vietnam, South Korea, Taiwan Rakuten Group, Inc. is a versatile company operating in various sectors including e-commerce, finance, and digital content. For its e-comme...

How strong is the company’s competitive advantage?

**Market Share in E-Commerce in Japan:** Approx. 25% (2024) **Number of Active Users:** Over 100 million (2024) **Diversification of Business Fields:** E-Commerce, Finance, Telecommunications Rakuten Group, Inc. has a significant competitive advantage, especially in the Japanese e-commerce market,...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 45% (2025, estimated) **Insider Buys/Sells:** No significant transactions in the last year (2025, estimated) The institutional investor share in Rakuten Group, Inc. is estimated to be around 45%. This indicates that a significant portion of the share...

What percentage market share does Rakuten Group have?

**Market share of Rakuten Group, Inc.:** 5% (estimated for 2025) **Top competitors and their market shares:** 1. **Amazon Japan:** 30% 2. **Yahoo Japan Shopping:** 20% 3. **Mercari:** 15% 4. **Z Holdings (PayPay Mall):** 10% 5. **Rakuten Group, Inc.:** 5% 6. **Lohaco:** 3% 7. **Qoo10 Japan:** 2% 8....

Is Rakuten Group stock currently a good investment?

**Revenue Growth:** 8.2% (2024) **Profit Growth:** 5.6% (2024) **Market Share in E-Commerce Sector Japan:** 25% (2024) Rakuten Group, Inc. recorded a revenue growth of 8.2% in 2024, attributed to strong performance in the e-commerce sector and expansion into new business fields. The company has...

Does Rakuten Group pay a dividend – and how reliable is the payout?

**Dividend:** No dividend (2025) Rakuten Group, Inc. has not paid any dividends in recent years. The company has focused on investing its resources in the growth and expansion of its business areas, especially in the e-commerce and fintech sectors. The reliability of dividend payments is therefore...

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Rakuten Group Stock Value

Rakuten Group Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Rakuten Group do?

Rakuten Group Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Rakuten Group Stock Value

Rakuten Group Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Rakuten Group do?

Rakuten Group Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.