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    The Bull Case For GMO Internet Group (TSE:9449) Could Change Following DEF CON CTF Championship Victory

    Simply Wall St·08/16/2026 17:27:13
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    • GMO Internet Group recently fielded the international joint team “Blue Water,” including engineers from GMO Cybersecurity by Ierae and GMO Flatt Security, which won first place at the DEF CON 34 Capture The Flag Finals held August 6–9, 2026, in Las Vegas.
    • This victory at one of the world’s most respected hacking competitions underscores GMO Internet Group’s high-end security expertise and could reinforce confidence in its cybersecurity services and white-hat talent development plans.
    • We’ll now examine how this DEF CON victory, underscoring GMO’s cybersecurity capabilities, may influence the company’s existing investment narrative.

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    GMO internet group Investment Narrative Recap

    To own GMO Internet Group, you need to believe it can use its mix of internet infrastructure, finance, and security services to grow earnings while managing recent headwinds in FX and online advertising. The DEF CON win highlights real technical strength in cybersecurity, but it does not materially change the near term focus on executing the holding company transition and addressing profitability pressure from past business closures and softer segments.

    Among recent announcements, the launch of the Group AI Acceleration Division and the appointment of the founder as CAIO are most relevant here, because they formally tie cutting edge security, AI, and cloud expertise into a group wide transformation agenda. For investors watching catalysts, the combination of advanced cybersecurity talent, AI coordination, and existing initiatives like the net security GMO project may influence how durable and scalable the company’s newer revenue streams appear.

    Yet against these strengths, rising regulatory scrutiny on data privacy and digital finance remains a risk investors should be aware of, especially if it starts to...

    Read the full narrative on GMO internet group (it's free!)

    GMO internet group's narrative projects ¥367.4 billion revenue and ¥28.8 billion earnings by 2029. This requires 8.8% yearly revenue growth and about ¥12.1 billion earnings increase from ¥16.7 billion today.

    Uncover how GMO internet group's forecasts yield a ¥4122 fair value, a 5% downside to its current price.

    Exploring Other Perspectives

    TSE:9449 1-Year Stock Price Chart
    TSE:9449 1-Year Stock Price Chart

    Some of the most optimistic analysts were already projecting revenue of about ¥388,200 million and earnings near ¥34,500 million by 2029, and view DEF CON level security wins as support for a far more ambitious growth story than consensus implies, while you weigh how much regulatory and legacy business risks might temper that optimism.

    Explore 2 other fair value estimates on GMO internet group - why the stock might be worth 5% less than the current price!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.