DS Investment raises target for Samsung Electro stock to KRW 2.60 million

Published on 10/16/2026 at 09:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

For Samsung Electro stock, third-quarter operating profit is projected at KRW 651.60 billion. Results are due October 28, 2026 after Q2 revenue rose 24%.

Target revision and earnings path

DS Investment raised its target from KRW 1.60 million to KRW 2.60 million on October 7, 2026.
Third-quarter operating profit is projected at KRW 651.60 billion, 4.90 percent above consensus.
Samsung Electro-Mechanics is scheduled to present third-quarter results on October 28, 2026.

Samsung Electro, KR7009150004, Illustration mit AI erstellt.

Samsung Electro-Mechanics (ISIN KR7009150004) received a KRW 2.60 million price target from DS Investment & Securities on October 7, 2026, up from KRW 1.60 million. EDAILY reported that the firm retained its Buy rating as it projected third-quarter operating profit of KRW 651.60 billion.

Analyst target reaches KRW 2.60 million

The revised target represents a 62.50 percent increase from the previous level. DS Investment & Securities expects third-quarter revenue of KRW 3.8728 trillion, up 34.10 percent from the same period a year earlier, while operating profit is projected to exceed the KRW 621.40 billion consensus by 4.90 percent, according to EDAILY.

What does the target imply for earnings?

The forecast centers on Samsung Electro-Mechanics' Components and Package Solutions businesses. The analyst report projects Components revenue of KRW 2.0035 trillion and a 20.80 percent operating margin in the third quarter, while packaging revenue is expected to reach KRW 928.70 billion with a 21.80 percent margin, EDAILY said.

Three events shape the earnings case

On July 30, 2026, Samsung Electro-Mechanics reported second-quarter revenue of KRW 3.4572 trillion and operating profit of KRW 440.40 billion, increases of 24.00 percent and 107.00 percent year over year. On October 6, 2026, the company signed a KRW 285.60 billion MLCC supply contract with a major global corporation. On October 7, 2026, DS Investment & Securities raised its target to KRW 2.60 million, EDAILY reported.

Results are scheduled for October 28

Samsung Electro-Mechanics plans to hold its third-quarter results call on October 28, 2026, with an earnings review and question-and-answer session, according to The Globe and Mail.

AI component demand drives the setup

Samsung Electro-Mechanics supplies multilayer ceramic capacitors, camera modules and semiconductor package substrates for electronics, automotive and data-center applications. Its second-quarter operating profit of KRW 440.40 billion provides the reported base against which the KRW 651.60 billion third-quarter forecast will be measured.