🚨 Goldman Sachs improves its outlook on Samsung Electronics

Goldman raised its 12-month target price for Samsung Electronics from 480,000 won to 490,000 won, and also increased its earnings-per-share forecasts for 2026 to 2028 by around 2%.

What are the reasons? 👇
🔹 The 2Q operating profit was in line with expectations.
🔹 Memory demand could exceed supply by a wide margin.
🔹 That gap could even widen in 2027, while supply would remain tight in 2028.
🔹 Samsung has reportedly already signed long-term agreements with major data center customers, which would add visibility to its revenue.
🔹 In addition, it wants to position itself as a leader in memory for AI, with HBM4 representing more than 60% of HBM revenues in the second half of 2026.

📌 In summary: Goldman sees Samsung as well positioned to benefit from the AI boom, HBM memory, and data center demand.

Do you think Samsung will manage to establish itself as a leader in AI memory, or does the competition still have the edge? 👀

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