AI And Memory Demand Will Catalyze Semiconductor Turnaround

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AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Published
07 Nov 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
₩82,181.41
12.6% undervalued intrinsic discount
07 Aug
₩71,800.00
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1Y
-3.9%
7D
4.2%

Author's Valuation

₩82.2k

12.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 8.43%

The consensus analyst price target for Samsung Electronics has increased to ₩81,828, primarily reflecting higher valuation multiples (Future P/E rising from 14.90x to 21.94x) despite a slight decline in net profit margin. What's in the News Tesla signed a $16.5 billion agreement with Samsung for dedicated chip manufacturing in Texas through 2033, focusing on next-generation AI chips for robotics and self-driving applications.

Shared on01 May 25
Fair value Increased 3.64%

Shared on23 Apr 25
Fair value Decreased 0.056%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on17 Apr 25
Fair value Decreased 17%

Shared on09 Apr 25
Fair value Increased 1.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.28%

AnalystConsensusTarget has increased revenue growth from 4.0% to 5.8%, increased profit margin from 10.6% to 12.2% and decreased future PE multiple from 21.4x to 17.7x.

Shared on11 Mar 25
Fair value Increased 0.25%

AnalystConsensusTarget has decreased revenue growth from 5.1% to 4.0% and increased future PE multiple from 17.4x to 21.4x.