Samsung SDS stock fell 1.57 percent as AI spending expands cycle=

Published on 10/04/2026 at 23:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Samsung SDS stock reported Q2 revenue of KRW 3.72 trillion, up 5.9 percent year on year. Its KRW 10 trillion AI investment plan now meets a lower share price.

Samsung SDS, KR7018260000, Illustration mit AI erstellt.

Samsung SDS stock (ISIN KR7018260000) was last at KRW 219,500 on the Korea Exchange KOSPI market on October 2, 2026, down 1.57 percent from the prior close. The latest catalyst is a plan to expand artificial intelligence infrastructure and mergers and acquisitions with global investment partner KKR, reported by Chosunbiz on October 1, 2026.

AI spending reaches KRW 10 trillion

Samsung SDS formed a strategic partnership with KKR in April and raised KRW 1.2 trillion in new funding, according to Chosunbiz. The company plans to invest KRW 10 trillion through 2031, including KRW 5 trillion for AI infrastructure, KRW 4 trillion for M&A and KRW 1 trillion for AX and AI services.

The capital plan gives the stock a measurable growth test: the company is moving from AI strategy toward data center design, build and operation, GPU as a service and physical AI. Samsung SDS also holds KRW 6.4 trillion in existing cash holdings, according to Chosunbiz.

Q2 revenue grows 5.9 percent

Samsung SDS reported Q2 2026 revenue of KRW 3.72 trillion, up 5.9 percent year on year, with operating profit of KRW 232 billion and net income of KRW 184 billion, according to ATS View. The quarter was stronger than Q1 2026, when revenue was KRW 3.35 trillion and operating profit was KRW 78.3 billion.

That comparison matters because the AI investment program is being judged against a business that already returned to higher quarterly operating profit. The Q2 operating margin was 6.2 percent, compared with 2.3 percent in Q1 2026, based on the same quarterly compilation by ATS View.

Analyst targets stay above the stock

Mirae Asset Securities raised its Samsung SDS target from KRW 260,000 to KRW 300,000 and retained a Buy rating in a report dated September 18, 2026, according to NewsPim. The increase was 15.4 percent, while the report cited AI data center capacity of 220 megawatts as a demand-support factor.

MarketScreener listed a Buy consensus from 15 analysts and an average target of KRW 262,133.33 on September 21, 2026. That average target lies 19.42 percent above the October 2 price of KRW 219,500, while the Mirae Asset target is 36.67 percent higher.

Samsung SDS stock stays below its yearly high

Samsung SDS stock was last at KRW 219,500 at 3:30 p.m. KST on October 2, 2026, with 111,681 shares traded. The price stood 43.5 percent below the 52-week high of KRW 388,500 and above the 52-week low of KRW 146,100.