Semikr

Hana Securities maintains a Buy rating and a target price of 3,600,000 KRW (~$2,681 USD), forecasting 3Q26 earnings to meet consensus. The firm raised its 2027 operating profit estimate to 405 trillion KRW (~$301.5B USD) citing LPDDR supply shortages and strong HBM momentum.

SK Securities maintains a Buy rating and a Target Price of 4,000,000 KRW (~$3,001 USD), forecasting a 3Q26 operating profit of 79.07 trillion KRW that beats market consensus.

Kiwoom Securities forecasts 4Q26 operating profit of 116.06 trillion KRW for Samsung Electronics, maintaining its status as the semiconductor sector Top Pick. Long-term growth is expected to be driven by HBM4 market share gains and ASP increases.

IBK Securities maintains a Buy rating and a target price of 460,000 KRW (~$345 USD), citing a memory boom driven by HBM and mobile pricing that outweighs currency headwinds. The firm highlights significant undervaluation and strong AI-driven growth prospects.

Eugene Investment & Securities maintains a Strong Buy rating and a Target Price of 560,000 KRW (~$420.11 USD), citing a 3Q26 earnings beat and strong HBM4 momentum. The analyst expects significant profit growth through 2027, driven by industry-leading Blended ASPs and expanding HBM shipments.

Hana Securities maintains a Buy rating and a target price of 480,000 KRW (~$360.09 USD), citing strong DRAM price momentum and a structural LPDDR shortage. 3Q26 operating profit reached 107.4 trillion KRW (~$80.57B USD), driven primarily by the memory division.

DS Investment & Securities maintains a Buy rating and a Target Price of 530,000 KRW (~$397.60 USD) for Samsung Electronics. The recommendation is driven by record-breaking DRAM quarterly revenue exceeding 100 trillion KRW and a rapid recovery in HBM competitiveness.

Eugene Investment & Securities maintains a Strong Buy rating with a Target Price of 3,700,000 KRW (~$2,764 USD), forecasting record operating profits of 454.1 trillion KRW (~$339.2B USD) by 2027. The thesis centers on sustained memory price growth and HBM4 leadership offsetting currency volatility and market skepticism.