Is GMO AI Day a positive catalyst for GMO Internet Group stock?

Yes. Management reported 96.2% generative AI adoption and 46.9 hours saved per employee, and a monthly AI-focused day should spread best practices. If savings scale across infrastructure, advertising, finance, and crypto, margins can expand. Execution and measurable cost reductions will determine how much upside the market assigns.

How is GMO Internet Group stock valued today?

The shares trade at ¥3,851 with a TTM P/E of 24.7, P/S of 1.37, and P/B of 3.95. Operating margin is 19.4% and ROE is 18.9%. The dividend yield is about 1.52% with ¥58.4 per share paid. These metrics imply steady growth expectations and improving efficiency.

What risks should investors watch with GMO Internet Group stock?

Leverage is the main risk, with debt-to-equity at 5.59. While interest coverage of 14.65 is solid, tighter financial conditions could raise funding costs. Monitor segment-level liquidity in finance operations, as well as execution risk around AI deployment and sustaining margin gains through 2026.

When is the next earnings date and what should we track?

Earnings are on February 12 at 15:30 JST. Watch for updates on AI-first workflow adoption, quantified hours saved, operating expense trends, and guidance on margins. Also review performance by infrastructure, advertising, finance, and crypto segments, and any commentary on automation targets for the first half.

Global Market Insights

9449.T Stock Today: February 02 GMO Sets Monthly AI Day to Lift Efficiency

ByHuzaifa Zahoor February 1, 2026February 1, 2026

GMO Internet Group stock is in focus after the company set a monthly “GMO AI Day” to make AI-first workflows standard from February 26. Internal data show 96.2% generative AI adoption and 46.9 hours saved per employee, pointing to productivity gains. Shares of 9449.T trade at ¥3,851, up 0.73% today, on volume of 446,800. With earnings on February 12, investors in Japan are weighing operating leverage from AI agents and a hyper-automation strategy across core businesses.