A005930 Share Price Performance
₩0
-54600.00 (-100.00%)
Price ₩0
Fair Value₩360,000.00
Share Pricen/a
Narrative Update • May 06
Samsung Electronics Co., Ltd. Stock Price
- 5 Narratives written by author
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- 205 Fair Values set on narratives written by author
A005930 Community Narratives
AN
Fair Value
·Fair Value ₩360k 24.6% undervalued intrinsic discount
2Nm Production And AI Integration Will Expand Opportunities
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AN
Fair Value
·Fair Value ₩239.87k 13.2% overvalued intrinsic discount
A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery
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CA
Fair Value
·Fair Value ₩209.08k 29.9% overvalued intrinsic discount
Riding the AI memory boom
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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.Read more
CA
₩209.08k
29.9% overvalued intrinsic discount
Fair Value
Revenue
12% p.a.
Profit Margin
17%
Future PE
29x
Price in 2031
₩311.69k
US China Tensions And Oversupply Will Crush Margins
Key Takeaways Heightened geopolitical and regulatory pressures threaten to disrupt supply chains, raise costs, and constrain Samsung's global market access and strategic flexibility. Industry commoditization, fierce competition, and demographic shifts are likely to erode margins, limit revenue growth, and challenge the sustainability of Samsung's profitability.Read more
AN
₩173.53k
56.5% overvalued intrinsic discount
Fair Value
Revenue
2.96% p.a.
Profit Margin
15.63%
Future PE
27.15x
Price in 2029
₩221.53k
2Nm Production And AI Integration Will Expand Opportunities
Key Takeaways Surging AI-driven demand and strong early orders in memory and server products position Samsung for near-term revenue growth, pricing power, and faster margin expansion. Advanced manufacturing, robust supply chain flexibility, and deepening AI integration fuel market share gains, revenue diversification, and superior long-term margin prospects.Read more
AN
₩360k
24.6% undervalued intrinsic discount
Fair Value
Revenue
51.82% p.a.
Profit Margin
47.47%
Future PE
6.72x
Price in 2029
₩458.65k
A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery
Key Takeaways Leadership in advanced semiconductor technologies and high-performance memory is driving customer wins, higher margins, and expanding Samsung's presence in new and existing markets. Diversification into premium products, AI-powered devices, and high-margin sectors is supporting resilient profitability and reducing revenue cyclicality.Read more
AN
₩239.87k
13.2% overvalued intrinsic discount
Fair Value
Revenue
22.18% p.a.
Profit Margin
28.26%
Future PE
14.43x
Price in 2029
₩305.37k
Trending Discussion
Recently Updated Narratives
CA
Riding the AI memory boom
Fair Value: ₩209.08k 29.9% overvalued intrinsic discount
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AN
A005930: Elevated AI Memory Hopes Will Eventually Expose HBM4 Execution Risks
Fair Value: ₩173.53k 56.5% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
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AN
A005930: AI Memory Wins And HBM4 Capacity Build Will Reshape Earnings Power
Fair Value: ₩360k 24.6% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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Snowflake Analysis
Samsung Electronics Co., Ltd. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- 12.54k
- 47.67%
- 21.46%
- 5.8%
About A005930
- Founded
- 1969
- Employees
- n/a
- CEO
- WebsiteView website
Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide. The company operates through four divisions: Device eXperience (DX), Device Solutions (DS), SDC, and Harman. The company offers smartphones, tablets, audio sounds, watches, switches, and accessories; TVs, and sound devices; appliances, including refrigerators, washing machines and dryers, vacuum cleaners, cooking appliances, dishwashers, air conditioners, and air purifiers; monitors and memory storage products; displays, and smart and LED signages; and other accessories. It also engages in venture capital investments, cloud services, network devices installation, semiconductor equipment services, digital advertising platforms, marketing, consulting, connected services provider, logistics, financing, and software design activities. In addition, the company provides toll processing and sales of semiconductors and display panels; development and sale of network solutions; manufacture of semiconductors and food; the provision of repair services for electronic devices; and development and supply of semiconductor process defect and quality control software, as well as digital televisions, foundry, system large scale integration (LSI). Further, it provides connected car systems, audio and visual products, enterprise automation solutions, and connected services. Samsung Electronics Co., Ltd. was incorporated in 1969 and is based in Suwon-si, South Korea.