Samsung Electronics Momentum Set to Remain Intact -- Market Talk

Dow Jones08:16

0016 GMT - Samsung Electronics' earnings momentum is set to remain intact in the coming years, Daiwa Capital's S.K. Kim says in a note. The South Korean chip-making giant's solid profits are underpinned by higher memory prices, as management foresees memory shortages through 2027 amid AI-driven demand and ongoing supply constraints, the analyst notes. Samsung's multiyear chip-supply agreements with several customers will also enhance its earnings visibility, he adds. Kim raises his 2026-2027 EPS forecast for Samsung by 48%-76%. Daiwa now estimates the company's EPS at 43,728 won in 2026 and 61,630 won in 2027, sharply up from 7,414 won in 2025. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

May 03, 2026 20:16 ET (00:16 GMT)

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Kim says in a note. The South Korean chip-making giant's solid profits are underpinned by higher memory prices, as management foresees memory shortages through 2027 amid AI-driven demand and ongoing supply constraints, the analyst notes. Samsung's multiyear chip-supply agreements with several customers will also enhance its earnings visibility, he adds. Kim raises his 2026-2027 EPS forecast for Samsung by 48%-76%. Daiwa now estimates the company's EPS at 43,728 won in 2026 and 61,630 won in 2027, sharply up from 7,414 won in 2025. 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