Rakuten Group Stock (4755): Price, Board Talking Points and Outlook

By: WEEX|2026/07/19 15:44:56

Rakuten Group (TSE: 4755) is a Tokyo-Stock-Exchange Prime conglomerate spanning internet services, fintech and mobile (December fiscal year). The tension to read in 2026 is a second straight year of operating profit but a seventh straight year of net loss, plus the KDDI roaming contract that expires at end-September 2026. Even as the Nikkei fell from a June 25 high of 72,366 to a July 17 close of 64,141 (−11.4%), Rakuten held at ¥799.1, above the ¥686 intraday low it set on June 24. This page summarizes the board talking points as of July 2026, the business, and how to read the stock.

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Board and community talking points

As of July 2026 the Yahoo Finance Japan board (4755) shows more than 110 posts in 48 hours. The main themes:

Mixed views on the shareholder SIM. Some posts anticipate an "August 1 start" for the shareholder-perk SIM (a Rakuten Mobile SIM); others call it "not much use."
Gripes about group services. Complaints about the trading app ("iSpeed is too heavy to do anything") appear. (iSPEED is Rakuten Securities' trading app; Rakuten Securities and Rakuten Bank are separate group entities, and Rakuten Bank (5838) is separately listed.)
Resigned tone and dip-buying. Alongside "Rakuten just won't get going," some report "I went to buy and it kept rising." In the July sell-off week, semiconductor crashes were cited as a contrast, with Rakuten seen as relatively defensive.

These are views observed on the board, not our opinion or recommendation.

The state of the business

In the fiscal year to December 2025 (announced February 12, 2026), revenue was ¥2,496.5 billion (+9.5%) and operating profit ¥14.3 billion — a second straight operating-profit year, but down 73% from the prior year's ¥52.9 billion — while the bottom line was a net loss of ¥177.8 billion, a seventh straight annual net loss. The mobile segment operating loss was ¥161.8 billion, narrowing more than ¥40 billion year on year. The turn came with the first quarter (January–March), announced May 14, 2026: the first-ever first-quarter operating profit since full mobile entry (2020), with 10.36 million lines, a first mobile EBITDA of roughly +¥1 billion, and revenue of ¥643.6 billion (+14.4%). Rakuten reached 10 million contracts in December 2025 and frames 2026 as a "network-strengthening year" with more than ¥200 billion of 5G capex.

The biggest item to watch is that the KDDI au-network roaming contract expires at the end of September 2026. KDDI has shrunk roaming coverage since February 2026, and its president said in May that "roaming reaches a break at the end of September 2026." Rakuten's chairman-CEO Hiroshi Mikitani has declined to confirm the end timing or any pricing response, so the outcome remains open. On financing, the picture has inverted: an ¥82 billion perpetual subordinated bond issued in October 2025 drew reported demand above ¥500 billion, and in February 2026 Rakuten redeemed a 2021 US-dollar perpetual — the old "bond-crisis" narrative is now past tense. A fintech reorganization is also reported to be in its final stages.

How to read the stock

The shares recovered through 2025 to a high of ¥1,056 (November 10), closing at ¥1,004. In 2026 they softened from a ¥1,010 high on January 13, set an intraday low of ¥686 on June 24, and closed July 17 at ¥799.1. Market cap is about ¥1.74 trillion and PBR 1.93×; because of the net loss, there is no P/E. In early July 2026 a brokerage is reported to have resumed coverage with a ¥1,000 target. Bulls cite the mobile inflection (first-quarter operating profit, EBITDA turning positive, 10 million lines), a normalized bond market and fintech-reorganization value. Cautious observers weigh seven straight net losses, the mobile segment loss on the FY2025 books, the September-end roaming cliff and the return to more than ¥200 billion of capex. This page sets no price target. Next up: the second-quarter result (mid-August 2026), the shareholder SIM start (August 1) and the September-end roaming deadline.

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Trading US big-tech tokens on WEEX

To buy Rakuten Group shares themselves, the standard route is a Japanese brokerage account; WEEX does not list Rakuten shares or any tokenized version of them. The theme of a platform company spanning e-commerce, finance and telecom is expressed globally through the large US technology names, and on WEEX you can trade tokenized US-tech products such as MSFT, AMZN, META and AAPL, and can trade Bitcoin and other crypto assets via futures (leverage, long or short) and on the spot market. Tokenized stocks are not the shares themselves; they are tracking instruments linked to the price of the underlying stock.

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FAQ

Where can I see Rakuten Group's message board?

On the Yahoo Finance Japan board (4755) and Minkabu (4755), where retail investors discuss the stock and price.

Is Rakuten Group profitable?

Operating profit has been positive for two straight years, but the bottom line was a net loss for a seventh straight year through December 2025. Mobile has turned EBITDA-positive while still running an operating loss, so "profitable" depends on which measure you use.

What happens when the KDDI roaming ends?

The au-network roaming contract expires at the end of September 2026. The company calls 2026 a "network-strengthening year" and plans more than ¥200 billion of capex, but October-onward coverage quality is still to be tested and the outcome is unconfirmed.

What moves the share price?

The pace of mobile profit improvement, the September-end roaming deadline, fintech-reorganization reports, and quarterly earnings.

This article is for information only and is not investment advice; nothing here is a recommendation to buy or sell.

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