High2026-10-01Short term · Leans positiveLonger term · Leans positive

Goldman Sachs Reaffirms Buy on Samsung and SK Hynix, Q4 ASP Beats Expectations

Goldman Sachs reiterated its Buy ratings on Samsung Electronics and SK Hynix, stating that memory price hikes are far from over and that Q4 average selling prices (ASP) will beat market expectations. As a top investment bank's positive call, the report boosts confidence in both companies' earnings outlook, potentially attracting short-term inflows and reinforcing the memory supercycle thesis over the long term, which is positive for share prices.

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

Related coverage · 2 related reports

Investing.com 香港 - 股市報價& 財經新聞 · 10-01 18:17 KST
Goldman Sachs Reaffirms Buy on Samsung and SK Hynix, Q4 ASP Forecasts Beat Expectations
Goldman Sachs said the memory price rally is far from over, with Q4 ASP forecasts exceeding market expectations and eSSD adoption accelerating. It reaffirmed "Buy" ratings on Samsung Electronics and SK Hynix, a clear positive for SK Hynix shares as bullish investment bank calls reinforce the memory upcycle narrative.
富途牛牛 · 10-01 18:14 KST
Goldman Sachs: Storage Price Hikes Far From Over, Q4 ASP Beats, Reiterates Buy on SK Hynix
Goldman Sachs noted the memory price upcycle has yet to peak, with Q4 ASP forecasts above consensus and eSSD demand accelerating. It reiterated "Buy" ratings on Samsung Electronics and SK Hynix, directly benefiting SK Hynix shares and reinforcing investor confidence in the sector's continued strength, potentially driving further valuation recovery.