High2026-09-30Short term · Leans negativeLonger term · Neutral

Bernstein cuts SK Hynix target, sees Samsung gaining HBM share

Bernstein cut its price target on SK Hynix, arguing Samsung will keep gaining share in HBM. As a major brokerage call, it weighs on near-term sentiment for SK Hynix shares, while the longer-term impact depends on whether SK Hynix can defend its technology and customer lead amid still-expanding HBM demand.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 4 related reports

GuruFocus · 09-30 03:36 KST
SK Hynix Stock Rises While Bernstein Cuts Target
Bernstein cut its target price on SK Hynix, yet the stock still rose, highlighting divided views on the memory cycle and HBM demand outlook. Analyst target changes often sway near-term flows and can weigh on valuation expectations, but the stock's resilience signals underlying buying support, suggesting potential for increased volatility ahead.
Investing.com 香港 - 股市報價& 財經新聞 · 09-30 00:14 KST
Bernstein sees Samsung gaining HBM share, cuts SK Hynix target
Bernstein flagged Samsung Electronics' potential HBM share gains and cut its target price for SK Hynix. The move may stoke worries over Hynix's HBM leadership and pricing power, pressuring the stock near term; watch whether other brokers follow with downgrades.
Investing.com · 09-30 00:13 KST
Bernstein sees Samsung gaining HBM share, cuts SK Hynix target
Bernstein flagged Samsung Electronics' potential HBM share gains and cut its target price for SK Hynix. The move may stoke worries over Hynix's HBM leadership and pricing power, pressuring the stock near term; watch whether other brokers follow with downgrades.
Investing.com 한국어 · 09-30 00:10 KST
Bernstein sees Samsung gaining HBM share, cuts SK Hynix target
Bernstein flagged Samsung Electronics' potential HBM share gains and cut its target price for SK Hynix. The move may stoke worries over Hynix's HBM leadership and pricing power, pressuring the stock near term; watch whether other brokers follow with downgrades.