DS Investment raises Samsung Electro-Mechanics stock target to KRW 2.60 million

Published on 10/15/2026 at 11:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Operating profit is projected at KRW 651.60 billion, 4.90 percent above consensus. Results are due October 28, 2026 for Samsung Electro-Mechanics stock.

Earnings and supply milestones

DS Investment raised the target to KRW 2.60 million on October 7, 2026.
The company disclosed KRW 285.60 billion in AI-server supply contracts on October 6, 2026.
Samsung Electro-Mechanics will present third-quarter results on October 28, 2026.

Samsung Electro, KR7009150004, Illustration mit AI erstellt.

Samsung Electro-Mechanics (ISIN KR7009150004) drew a KRW 2.60 million price target from DS Investment & Securities on October 7, 2026, up from KRW 1.60 million. Gate News reported that the brokerage kept its buy rating and projected third-quarter operating profit at KRW 651.60 billion, 4.90 percent above consensus.

AI contracts strengthen the case

The latest supply announcement added KRW 285.60 billion in multilayer ceramic capacitor deliveries for artificial intelligence servers. The Chosun Daily reported on October 6, 2026, that the one-year contract covers January 1 through December 31, 2027, and lifted disclosed long-term agreements to KRW 3.90 trillion.

The contract value equals 2.50 percent of Samsung Electro-Mechanics' consolidated revenue for fiscal year 2025, according to the same report. The customer was not identified, while the agreement marked the sixth long-term supply contract disclosed by the company in 2026.

Three dated milestones show momentum

On September 29, 2026, Samsung Electro-Mechanics disclosed a KRW 285.00 billion contract for MLCCs and inductors with a global company, according to Financial News. On October 6, 2026, it disclosed the KRW 285.60 billion AI-server MLCC contract. On October 7, 2026, DS Investment raised its target to KRW 2.60 million while forecasting KRW 651.60 billion in third-quarter operating profit, according to Gate News.

What date answers the earnings question?

The next scheduled company event is the third-quarter results presentation on October 28, 2026. The Globe and Mail reported that Samsung Electro-Mechanics plans an investor-relations call for institutional investors, individuals and analysts on that date. The disclosed AI-server contract begins on January 1, 2027.

Market value and business scale

Samsung Electro-Mechanics had a market capitalization of KRW 84.5 trillion as of October 15, 2026. Its business spans component, optics and communication solution, and package solution activities, with MLCCs and semiconductor substrates at the center of the current earnings discussion.