In a surprising turn of events, the video game and entertainment giant, Sony Group Corp., has seen a significant upgrade in its stock performance, thanks to the bullish outlook from Wolfe Research’s Peter Supino. This upgrade comes as a stark contrast to the analyst’s previous downgrade, which was triggered by the implementation of sweeping tariffs under President Donald Trump’s administration. But here’s where it gets controversial… While some may argue that the tariffs were a necessary measure to protect domestic industries, others believe that they caused more harm than good, especially to companies like Sony that rely heavily on global supply chains and international markets. So, what changed? And this is the part most people miss… Peter Supino’s recent assessment, which raised Sony’s stock rating to ‘outperform’ and assigned a Street-high target of ¥5,300, suggests that the market is now more optimistic about the company’s ability to navigate the post-tariff landscape. But is this optimism justified? And what does it mean for investors? These are the questions that investors and industry experts are now debating, as the future of Sony and the broader tech industry hangs in the balance. So, what do you think? Do you agree with Supino’s assessment? Or do you believe that the tariffs have had a more significant impact on Sony than initially thought? Share your thoughts in the comments below!