Samsung Electronics Co., Ltd.

KOSE:A005930 Lagerbericht

Marktkapitalisierung: ₩1662.1t

Samsung Electronics Zukünftiges Wachstum

Future Kriterienprüfungen 6/6

Samsung Electronics wird ein jährliches Gewinn- und Umsatzwachstum von 34.3% bzw. 21.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 35.5% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 27.2% betragen.

Wichtige Informationen

34.3%

Wachstumsrate der Gewinne

35.48%

EPS-Wachstumsrate

Tech Gewinnwachstum30.5%
Wachstumsrate der Einnahmen21.6%
Zukünftige Eigenkapitalrendite27.24%
Analystenabdeckung

Good

Zuletzt aktualisiert18 Sep 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update • Sep 17

A005930: Memory Upswing And AI Chip Partnerships Will Drive Future Returns

Analysts have raised their fair value price target for Samsung Electronics to ₩290,000 from ₩266,583, citing updated assumptions for revenue growth, profit margins and future P/E that reflect their latest views on memory demand and the planned investment cycle. Analyst Commentary Recent research on Samsung Electronics shows a mix of enthusiasm about the memory cycle and caution about what heavy investment and execution risk could mean for future returns.
Narrative-Update • Sep 03

A005930: Memory Upswing And Heavy Capex Will Together Shape Future Returns

Analysts have nudged their fair value estimate for Samsung Electronics higher from ₩261,318.60 to ₩266,582.89, citing a mix of supportive views on long term memory demand, highlighted by Samsung being added to Goldman's APAC Conviction List, and more cautious commentary on heavy capex and cash flow from other research houses. Analyst Commentary Recent Street research on Samsung Electronics shows a split in sentiment.
Neues Narrative • Sep 01

The Largest Shareholder Return Plan in Korean History Landed, and the Stock Fell 29%

In the second quarter of 2026, Samsung Electronics earned ₩89.5 trillion of operating profit in a single quarter. Its average full year across the previous decade was ₩38 trillion.
Narrative-Update • Aug 19

A005930: Tight Memory Supply And Heavy Investment Will Reprice Earnings Power

Samsung Electronics' updated analyst price target has shifted to ₩678,962 from a prior fair value of ₩712,450, as analysts balance slightly lower revenue growth assumptions with higher profit margin expectations and a more conservative future P/E multiple, following recent research that highlights both strong memory demand and rising investment and China related risks. Analyst Commentary Recent Street research on Samsung Electronics shows a split view, with some bullish analysts highlighting long term memory growth potential and others flagging higher investment needs and China related risks.
Narrative-Update • Aug 05

A005930: Tight Memory Supply And HBM4E AI Demand Will Drive Returns

Analysts have raised their price target for Samsung Electronics to ₩471,908 from ₩239,873, citing expectations of tighter memory supply, stronger projected revenue growth and margins, and a lower assumed future P/E multiple, despite concerns about heavy investment and China related risks. Analyst Commentary Recent research on Samsung Electronics shows a mix of optimism about the memory cycle and caution around capital intensity and external risks.
Neues Narrative • Jul 22

Samsung electronics, the DRAM bottleneck, leading the memory shortage wave?

Samsung Electronics—more than just a phone company and a leader among semiconductor manufacturers—has been growing rapidly since the AI boom started. However, due to recurring margin calls and KRW instability, the stock price crashed around 32% from its peak.
Narrative-Update • Jul 21

A005930: Heavy Memory Capex And China Supply Risks Will Shape Future Returns

Samsung Electronics' updated analyst price target has increased to ₩261,318 from ₩232,175 as analysts factor in revised assumptions around memory pricing, large scale investment in new capacity, and slightly adjusted expectations for growth, margins, and future P/E multiples. Analyst Commentary Recent research on Samsung Electronics reflects a mix of optimism about memory pricing and capacity expansion alongside more cautious views on valuation, cash flow, and execution risks.
Narrative-Update • Jul 07

A005930: Heavy Memory Capex And China Risks Will Constrain Future Upside

Analysts have lifted the fair value estimate for Samsung Electronics from ₩205,000 to about ₩232,175, reflecting higher assumptions for revenue growth and profit margins, alongside Street research that highlights tighter memory supply, rising DRAM pricing and ongoing capacity investments, tempered by concerns about heavy capital spending and China related risks. Analyst Commentary Recent research on Samsung Electronics shows a mix of optimism about the memory cycle and caution around how that growth is being funded.
Narrative-Update • Jun 23

A005930: Tight Memory Supply And AI Demand Will Reprice Earnings Power

Analysts have lifted the fair value estimate for Samsung Electronics to ₩712,450 from ₩671,666, citing updated assumptions for revenue growth, profit margins and future P/E multiples in light of recent sector research pointing to tighter memory supply and higher pricing. Analyst Commentary Recent research on Samsung Electronics highlights a cluster of positive views around memory pricing, supply tightness and long term demand from areas like AI and advanced packaging.
Analyseartikel • Jun 19

Samsung Electronics (KOSE:A005930) Stock Could Be 73% Overvalued After Its Sharp Rally

Samsung Electronics (KOSE:A005930) has drawn fresh investor attention after recent share price moves, with the stock’s one-month and past three-month performance standing out against its longer term return profile and fundamentals. See our latest analysis for Samsung Electronics. The recent share price rally, including a 31.07% 1-month share price return and 81.42% over three months, sits within a much stronger longer-term picture, with total shareholder return over the past year already very...
Narrative-Update • Jun 05

A005930: Tight DRAM And HBM Supply Will Reprice Future Earnings Power

Samsung Electronics' analyst fair value estimate has been lifted from ₩360,000 to about ₩671,666, with analysts pointing to firmer memory pricing, tighter supply expectations and higher sector price targets as key supports for the higher implied future P/E of 11.0x. Analyst Commentary Recent Street research around Samsung highlights a cluster of constructive views on memory pricing, capacity tightness and Samsung's role in high bandwidth memory and advanced packaging.
Narrative-Update • May 21

A005930: DRAM Price Swings And HBM4 Supply Wins Will Eventually Pressure Earnings

Analysts have lifted the fair value estimate for Samsung Electronics from ₩173,528 to ₩205,000. The revision reflects updated assumptions for higher revenue growth and profit margins, a lower projected P/E multiple, and a slightly reduced discount rate informed by recent sector research on memory pricing and capacity investment.
Narrative-Update • May 06

A005930: Elevated AI Memory Hopes Will Eventually Expose HBM4 Execution Risks

Narrative Update: Samsung Electronics Price Target Revision The updated analyst model for Samsung Electronics now points to a fair value of ₩173,528, up from ₩125,890. The revision is linked to higher assumed future P/E multiples and slightly stronger profit margins, while revenue growth expectations are set at a lower rate and sector research highlights Samsung's positioning in high bandwidth memory for Nvidia's Vera Rubin platform.
Narrative-Update • Apr 21

A005930: AI Memory Wins And HBM4 Capacity Build Will Reshape Earnings Power

Analysts have lifted their fair value estimate for Samsung Electronics from ₩90,000 to ₩360,000, reflecting updated assumptions that now point to much higher revenue growth and profit margins, alongside a lower future P/E and a slightly reduced discount rate, supported in part by recent research highlighting Samsung's positioning in high bandwidth memory supply for Nvidia's Vera-Rubin platform and a recent upgrade from Erste Group. Analyst Commentary Recent Street research highlights how Samsung's role in high bandwidth memory supply for Nvidia's Vera-Rubin platform feeds directly into the upgraded fair value framework.
Narrative-Update • Apr 06

A005930: Tight DRAM Supply And HBM4 AI Wins Will Drive Future Returns

Analysts have lifted the fair value estimate for Samsung Electronics to ₩239,873 from ₩193,661, reflecting updated assumptions around slightly higher discount rates, more measured revenue growth and margins, and a higher future P/E multiple tied to its positioning in advanced memory and HBM4 supply for Nvidia's Vera-Rubin platform. Analyst Commentary Recent Street research around Samsung and the broader memory market provides a mixed but informative backdrop for thinking about the higher fair value estimate and the company’s role in high bandwidth memory and advanced fabs.
Narrative-Update • Mar 23

A005930: Prolonged Tight DRAM Supply Will Eventually Undermine AI Memory Optimism

Analysts have increased the Samsung Electronics fair value estimate from ₩113,241 to ₩125,890. Updated assumptions for revenue growth, profit margins and a higher future P/E reflect increased confidence in its position in high bandwidth memory and broader DRAM supply trends.
Neues Narrative • Mar 20

Riding the AI memory boom

Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.
Narrative-Update • Mar 09

A005930: Tight DRAM Supply Through 2027 Will Eventually Pressure AI Upswing

Analysts have lifted their fair value estimate for Samsung Electronics from about ₩82,600 to around ₩113,200, citing higher assumed revenue growth, a stronger profit margin profile, and a richer future P/E multiple supported by recent upgrades and tighter DRAM supply expectations through 2027. Analyst Commentary Recent research on Samsung Electronics has highlighted both constructive and cautious views, with much of the bullish tone anchored to expectations for a tight DRAM supply backdrop through at least 2026.
Narrative-Update • Feb 22

A005930: Tight DRAM Supply And AI Partnerships Will Shape Future Returns

Analysts have kept their fair value estimate for Samsung Electronics steady at ₩193,661 while updating assumptions such as a slightly lower discount rate and a higher future P/E, citing recent upgrades on the stock and expectations that DRAM supply remains tight through at least 2026 despite new fab announcements. Analyst Commentary Recent Street research continues to frame Samsung Electronics within a tight DRAM supply story, with analysts weighing the impact of new capacity announcements against the timing of actual production.
Narrative-Update • Feb 08

A005930: Tight DRAM Supply And AI Demand Will Support Future Returns

Analysts have raised their fair value estimate for Samsung Electronics from ₩166,386.74 to ₩193,661.40, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, along with recent research highlighting tight DRAM supply expectations and fresh upgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades on Samsung reflect growing confidence in the company’s ability to execute on its core semiconductor and memory roadmap, which feeds into higher fair value assumptions.
Narrative-Update • Jan 25

A005930: Tight DRAM Supply And AI Demand Will Support Future Profitability

Analysts have lifted their fair value estimate for Samsung Electronics from ₩129,604 to ₩166,387, citing updated assumptions that include stronger revenue growth, higher profit margins, and a lower future P/E multiple, supported by recent research highlighting constrained DRAM supply over the next several years. Analyst Commentary Recent Street research around Samsung and the wider memory sector has focused heavily on DRAM supply plans, which feeds directly into how analysts think about Samsung's earnings power, capital allocation, and valuation multiples over the next few years.
Narrative-Update • Jan 10

A005930: AI Optimism Will Eventually Expose Margin Pressure In Chip Upswing

Analysts have trimmed their fair value estimate for Samsung Electronics from ₩90,533.46 to ₩82,645.91 as they recalibrate assumptions around profit margins and a higher future P/E multiple, while keeping revenue growth expectations and the discount rate broadly in line. Analyst Commentary Recent changes to the fair value estimate for Samsung Electronics highlight that some inputs in analysts' models, such as profit margins and the assumed future P/E multiple, are under review rather than locked in.
Analyseartikel • Jan 05

After Leaping 27% Samsung Electronics Co., Ltd. (KRX:005930) Shares Are Not Flying Under The Radar

Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...
Narrative-Update • Dec 27

A005930: Rising Memory Prices Will Eventually Reveal Vulnerability Of AI Upswing

Analysts have modestly lifted their price target on Samsung Electronics to about ₩90,500 from roughly ₩89,900, citing slightly lower discount-rate assumptions, along with stronger expected revenue growth, improved profit margins, and a marginally cheaper projected future P/E multiple. Analyst Commentary Bearish analysts acknowledge the improved outlook for Samsung Electronics but continue to flag several areas of concern that could cap upside to the shares.
Narrative-Update • Dec 13

A005930: Elevated Memory Margins Will Expose Downside If AI Demand Fades

Analysts have lifted their price target for Samsung Electronics significantly, reflecting a reassessment of fair value toward roughly ₩90,000 per share. This has been driven by expectations for structurally higher profit margins despite moderating revenue growth and a lower assumed future P/E multiple.
Narrative-Update • Nov 29

A005930: Chip Price Increases Will Drive Profit Margins And Share Price Higher

Samsung Electronics' analyst price target has been raised from ₩127,290 to ₩129,604. This reflects analysts' optimistic outlook based on improved growth projections and stronger profit margins.

Gewinn- und Umsatzwachstumsprognosen

KOSE:A005930 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (KRW Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,052,261,867479,274,964409,440,091523,493,10529
12/31/2027968,840,742452,935,255398,708,378490,122,87836
12/31/2026726,808,518308,943,436249,829,510326,833,01034
6/30/2026485,272,032135,264,683140,489,713196,729,338N/A
3/31/2026388,338,87977,634,06452,067,898109,008,388N/A
12/31/2025333,605,93844,260,95633,175,55385,315,148N/A
9/30/2025315,556,83631,091,34821,746,05878,537,767N/A
6/30/2025308,593,82030,320,12122,305,29678,161,907N/A
3/31/2025308,095,80535,028,74025,160,99877,697,181N/A
12/31/2024300,870,90333,621,36319,256,85172,982,621N/A
9/30/2024292,862,57232,069,05717,036,43370,905,579N/A
6/30/2024281,168,49327,788,8142,169,46758,437,454N/A
3/31/2024267,105,72419,693,179-11,067,63449,711,959N/A
12/31/2023258,935,49414,473,401-16,384,99644,137,427N/A
9/30/2023261,620,13131,952,083-19,296,12542,805,098N/A
6/30/2023270,997,15935,594,679-10,317,30752,053,900N/A
3/31/2023288,195,23345,002,176169,27058,020,051N/A
12/31/2022302,231,36054,730,0189,078,07662,181,346N/A
9/30/2022308,332,30941,870,63115,700,07564,202,907N/A
6/30/2022305,529,81644,783,93817,376,41263,805,048N/A
3/31/2022291,997,79443,280,09913,036,55961,755,439N/A
12/31/2021279,604,79939,243,79115,278,17965,105,448N/A
9/30/2021264,590,78335,046,13820,622,34768,985,571N/A
6/30/2021257,575,75632,255,74518,989,00864,548,512N/A
3/31/2021246,870,31328,294,03325,859,76267,260,208N/A
12/31/2020236,806,98826,090,84625,022,22365,287,009N/A
9/30/2020235,140,24024,873,37221,323,81460,489,565N/A
6/30/2020230,179,55121,711,59722,985,54060,171,771N/A
3/31/2020233,340,51321,287,163N/A51,968,483N/A
12/31/2019230,400,88121,505,054N/A45,382,915N/A
9/30/2019229,781,17124,607,128N/A48,093,855N/A
6/30/2019233,237,69331,469,517N/A49,816,913N/A
3/31/2019235,593,24737,386,534N/A56,659,822N/A
12/31/2018243,771,41543,890,877N/A67,031,863N/A
9/30/2018250,484,77747,577,132N/A66,295,329N/A
6/30/2018247,073,68545,649,475N/A68,192,734N/A
3/31/2018249,591,56445,467,870N/A67,181,122N/A
12/31/2017239,575,37641,344,569N/A62,162,041N/A
9/30/2017226,928,70436,245,426N/A51,456,407N/A
6/30/2017212,695,43629,614,445N/A48,345,942N/A
3/31/2017202,632,01924,640,681N/A49,264,625N/A
12/31/2016201,866,74522,415,655N/A47,385,644N/A
9/30/2016201,850,45818,740,941N/A48,756,083N/A
6/30/2016205,717,39719,638,255N/A46,293,301N/A
3/31/2016203,317,81619,438,811N/A43,658,059N/A
12/31/2015200,653,48218,694,628N/A40,061,761N/A
9/30/2015200,068,15120,738,052N/A33,110,999N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: A005930Das prognostizierte Gewinnwachstum (34.3% pro Jahr) liegt über der Sparquote (3.3%).

Ertrag vs. Markt: A005930Die Erträge des Unternehmens (34.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt KR (28.2% pro Jahr).

Hohe Wachstumserträge: A005930Es wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: A005930Die Einnahmen des Unternehmens (21.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt KR (14.6% pro Jahr).

Hohe Wachstumseinnahmen: A005930Die Einnahmen des Unternehmens (21.6% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: A005930Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (27.2%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/21 08:50
Aktienkurs zum Tagesende2026/09/21 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Samsung Electronics Co., Ltd. wird von 66 Analysten beobachtet. 36 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Nam Hyung KimArete Research Services LLP
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP