Update shared on04 Aug 2025
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.
- Samsung launched the Galaxy Z Fold7, Z Flip7, and Galaxy Watch8 series globally, emphasizing integrated AI features, new design, and enhanced user experience; pre-orders indicate strong demand for Blue Shadow variants.
- The Board approved a second quarter 2025 dividend of KRW 367 per share and authorized a new share buyback program of up to KRW 3.51 trillion.
- Samsung provided Q2 2025 earnings guidance of approximately KRW 74 trillion in sales and KRW 4.6 trillion in operating profit.
- Network-1 Technologies and VoIP-Pal.com separately initiated legal actions against Samsung regarding alleged infringement of eSIM/5G patents and antitrust violations in Wi-Fi Calling, while the company amicably settled a dispute with IngenioSpec over earbud technology.
Valuation Changes
Summary of Valuation Changes for Samsung Electronics
- The Consensus Analyst Price Target has risen from ₩75795 to ₩81828.
- The Future P/E for Samsung Electronics has significantly risen from 14.90x to 21.94x.
- The Net Profit Margin for Samsung Electronics has fallen from 11.96% to 11.12%.
Disclaimer
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