High2026-10-12Short term · Leans positiveLonger term · Leans positive

Brokerages See SK Hynix Q3 Beat, Target Price Raised to 4M KRW

Following Samsung's earnings beat, SK Securities, Meritz and other brokerages expect SK Hynix's Q3 results to top consensus, with operating profit possibly reaching 74T KRW and margin exceeding 80% for the first time, and target price raised to 4M KRW. Confirmation of such results would reinforce confidence in the memory upcycle and act as a positive catalyst for the stock.

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

Related coverage · 5 related reports

디지털데일리 · 10-12 13:36 KST
Meritz raises SK Hynix target price to 3.2 million won
Meritz Securities raised its SK Hynix target price to 3.2 million won even as the stock fell about 4% that day. The contrarian upgrade underscores strong confidence in HBM and AI memory demand; if sentiment recovers, the shares could converge toward the target, acting as a positive catalyst.
비건뉴스 · 10-12 13:00 KST
Meritz Securities Sets SK Hynix Target Price at 3.2 Million Won
Meritz Securities issued a report setting SK Hynix's target price at 3.2 million won, signaling strong bullish sentiment. Analyst target hikes typically reflect optimism over HBM and other high-value memory demand and earnings outlook, likely boosting investor sentiment and supporting share gains.
뉴스핌 · 10-12 12:23 KST
SK Securities: SK Hynix to Post Strong Results Despite FX, Target 4M KRW
SK Securities reiterated a Buy rating on SK Hynix with a 4 million KRW target, expecting the company to beat FX headwinds and deliver above-consensus results. Such bullish brokerage calls typically lift sentiment, and confirmed earnings could fuel upside, though memory cycle and currency risks warrant caution.
이코노미트리뷴 · 10-12 12:12 KST
After Samsung Beat, Meritz Expects SK Hynix to Top Consensus
After Samsung Electronics beat estimates, Meritz Securities expects SK Hynix to also surpass consensus, signaling a broad memory-sector recovery. Strong results from industry leaders typically reinforce the sector's uptrend, and a solid Hynix print could drive both earnings and valuation upside.
자본시장뉴스 · 10-12 12:05 KST
SK Hynix Operating Profit Seen at 74T KRW, Margin May Top 80% First Time
The market expects SK Hynix's operating profit to reach 74 trillion KRW with margins possibly exceeding 80% for the first time, underscoring exceptional profitability driven by HBM and other high-value products. If realized, it would reinforce confidence in pricing power and earnings quality, a strong positive catalyst for the stock.