SK hynix

AI And IoT Trends Will Elevate Memory Solutions

AnalystHighTarget

Not Invested

Community Contributor

Published

31 May 25

Updated

15 Dec 25

Views

n/a

AnalystHighTarget's Fair Value

n/a

215.4%

-2.3%

215.4%

-2.3%

You can edit this narrative until Dec 16 7:05 PM. Then, changes will post as Updates.

Author's Valuation

₩900k38.7% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on 15 Dec 25

Fair value Increased 115%

A000660 Strong AI Memory Margins Will Drive Upside Over The Coming Years

Analysts have raised their price target on SK hynix substantially, from ₩419,050 to ₩900,000, citing sharply higher expectations for revenue growth and profit margins, despite a slightly increased discount rate and marginally lower assumed future P E multiple. What's in the News Unveiled its AIN (AI NAND) Family strategy at the 2025 OCP Global Summit, targeting rapidly growing AI inference workloads with NAND solutions optimized separately for performance, bandwidth, and density (Key Developments).

AnalystHighTarget Fair Value

₩900k

38.7% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

27.48%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.96%

Calculation

₩120.36t

Earnings '28

7.08x

PE Ratio '28

₩852.53t

Market Cap '28

₩852.53t

Market Cap '28

694.72m

No. shares '28

₩1.23m

Share Price '28

₩1.23m Share Price '28

Discounted to 2025 @ 10.93% p.a.

₩899.06k

Fair Value '25