đŠ GOLDMAN RAISES $SMSN TARGET â AI MEMORY SUPPLY SQUEEZE IS REAL đ
Target: 490,000 Korean Won đ
đŠ Goldmanâs team just lifted the 12-month view on Samsung to 490,000 KRW, with EPS forecasts trimmed upward by ~2% across 2026-2028. The core thesis is simple: memory demand is set to outrun supply, and the gap only widens into 2027. đ
đ Long-term agreements with hyperscale data center clients give the company rare earnings visibility, while HBM4 is projected to steer over 60% of HBM revenue by H2 2026. With a forecasted 2027 P/E of 3.1x and shareholder returns approaching 50%, the market is pricing none of this optionality. đĄ Can this AI memory supercycle push the stock past the 490,000 target sooner than the Street expects? đŹ
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #SMSN #Semiconductor #AI #Memory #GoldmanSachs
đ„ đ
Target: 490,000 Korean Won đ
đŠ Goldmanâs team just lifted the 12-month view on Samsung to 490,000 KRW, with EPS forecasts trimmed upward by ~2% across 2026-2028. The core thesis is simple: memory demand is set to outrun supply, and the gap only widens into 2027. đ
đ Long-term agreements with hyperscale data center clients give the company rare earnings visibility, while HBM4 is projected to steer over 60% of HBM revenue by H2 2026. With a forecasted 2027 P/E of 3.1x and shareholder returns approaching 50%, the market is pricing none of this optionality. đĄ Can this AI memory supercycle push the stock past the 490,000 target sooner than the Street expects? đŹ
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #SMSN #Semiconductor #AI #Memory #GoldmanSachs
đ„ đ