Samsung Electronics Co., Ltd.

KOSE:A005930 Stok Raporu

Piyasa değeri: ₩1707.0t

Samsung Electronics Gelecekteki Büyüme

Future kriter kontrolleri 5/6

Samsung Electronics kazanç ve gelirin sırasıyla yıllık 32.2% ve 15.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 32.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

32.2%

Kazanç büyüme oranı

32.36%

EPS büyüme oranı

Tech kazanç büyümesi27.4%
Gelir büyüme oranı15.6%
Gelecekteki özkaynak getirisi21.12%
Analist kapsamı

Good

Son güncelleme15 Apr 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Yeni Analiz • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Yeni Analiz • Feb 22

Samsung Electronics (005930.KS) The Empire Strikes Back: Samsung’s HBM4 Breakthrough

Samsung Electronics is currently staging what analysts are calling the "Great Recovery," with shares trading at ₩84,200 on the Korea Exchange as of late February 2026. After a bruising 2025 where it trailed SK Hynix in the High Bandwidth Memory (HBM) race, Samsung has officially cleared the final qualification hurdles for its HBM4 modules with NVIDIA and AMD.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • Nov 15

A005930: Memory Chip Price Hikes Will Drive Share Price Upside

Analysts have raised their fair value target for Samsung Electronics from ₩116,541.94 to ₩127,289.97, citing improved expectations for revenue growth and profit margins. Analyst Commentary Recent analyst commentary on Samsung Electronics reflects a mix of optimism about the company's future prospects and caution regarding operational risks and market dynamics.
Analiz Güncellemesi • Oct 31

A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery

Analysts have raised their fair value estimate for Samsung Electronics from ₩105,207 to ₩116,542. They cite improving profit margins, even though revenue growth projections have been tempered.
Analiz Güncellemesi • Oct 17

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Analysts have raised Samsung Electronics' fair value price target from approximately ₩92,645 to ₩105,207. They cite the company's recent large contract wins and a sustained upturn in the DRAM market as key drivers behind the upgrade.
Analiz Güncellemesi • Oct 03

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Samsung Electronics' analyst price target has been raised from approximately ₩83,700 to ₩92,600. This change reflects improved sentiment driven by a major contract win, expectations of higher revenue growth and profit margins, and a positive outlook for the DRAM market according to analysts.
Analiz Makalesi • Oct 01

Earnings Not Telling The Story For Samsung Electronics Co., Ltd. (KRX:005930) After Shares Rise 27%

Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...
Analiz Güncellemesi • Sep 16

AI And Memory Demand Will Catalyze Semiconductor Turnaround

Analysts raised Samsung Electronics’ price target from ₩82,693 to ₩83,723, citing a $16.5B Tesla contract win and a robust DRAM upcycle that outweigh ongoing smartphone market headwinds. Analyst Commentary The $16.5B Tesla contract win is expected to significantly boost Samsung's Foundry division through increased utilization rates and enhance its track record for securing future large-scale projects.
Analiz Makalesi • Aug 17

Is Samsung Electronics (KRX:005930) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analiz Makalesi • Jul 22

Samsung Electronics Co., Ltd.'s (KRX:005930) Business Is Yet to Catch Up With Its Share Price

It's not a stretch to say that Samsung Electronics Co., Ltd.'s ( KRX:005930 ) price-to-earnings (or "P/E") ratio of...
Analiz Makalesi • Jul 06

Return Trends At Samsung Electronics (KRX:005930) Aren't Appealing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...

Kazanç ve Gelir Büyüme Tahminleri

KOSE:A005930 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (KRW Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028733,289,200282,098,255225,695,400336,214,75421
12/31/2027695,831,640267,681,983222,599,188299,368,04635
12/31/2026628,162,315227,000,355197,190,400256,400,57127
3/31/2026388,405,93883,360,95651,865,553109,005,148N/A
12/31/2025333,605,93844,260,95633,175,55385,315,148N/A
9/30/2025315,556,83629,521,89323,413,89378,537,767N/A
6/30/2025308,593,82028,750,66623,973,13178,161,907N/A
3/31/2025308,095,80534,056,42425,160,99877,697,181N/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
3/31/2020233,340,51321,287,16318,288,34651,968,483N/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
6/30/2015195,832,88919,567,370N/A31,679,532N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: A005930 'nin tahmini kazanç büyümesi (yıllık 32.2% ) tasarruf oranının ( 3.1% ) üzerindedir.

Kazançlar ve Piyasa: A005930 şirketinin kazançlarının (yıllık 32.2% ) KR pazarından (yıllık 30.4% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: A005930 şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: A005930 şirketinin gelirinin (yıllık 15.6% ) KR pazarından (yıllık 12.4% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: A005930 şirketinin gelirinin (yıllık 15.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: A005930 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21.1 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 08:45
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Samsung Electronics Co., Ltd. 62 Bu analistlerden 35, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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