HPSP stock gets a higher target as NAND shipments rise

Published on 09/30/2026 at 20:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

HPSP stock gets a higher Daishin target after the broker raised its view on September 28. Second-quarter revenue reached KRW 46.1 billion, while operating profit was KRW 28.3 billion.

HPSP, KR7403870009, Illustration mit AI erstellt.

HPSP (ISIN KR7403870009) stock is tied to a Daishin Securities target raised from KRW 63,000 to KRW 71,000 on September 28, a 12.70 percent increase. Financial News reported that the broker kept its Buy rating as semiconductor capital spending and customer diversification supported the outlook.

Target rises on NAND outlook

The revised target reflects a specific operating thesis. Financial News said Daishin expects HPSP equipment shipments for NAND flash memory to rise 70.00 percent year over year in 2027, with supply to five customers forecast for that year.

The same report identified customer expansion in DRAM as another driver, with HPSP potentially moving from two customers to three after 1d process development. That forecast gives the target increase a measurable operational basis rather than relying only on a broad semiconductor-cycle argument.

Margins offset softer revenue

HPSP's second-quarter 2026 revenue was KRW 46.1 billion, down 10.20 percent from the year-earlier quarter, while operating profit reached KRW 28.3 billion and the operating margin was 61.40 percent. These figures were reported by ATS View from the company's reported accounts.

The comparison matters because profit held near the year-earlier level despite lower sales. For investors, product mix and customer timing are therefore central to whether the high margin can persist into the second half.

Next report sets the checkpoint

Investing.com lists November 18, 2026 as HPSP's next earnings date. The release should show whether the first-half revenue decline is reversing and whether the 61.40 percent second-quarter operating margin remains a useful benchmark.

Market value reaches KRW 5.2 trillion

HPSP was last at KRW 63,700 on the KOSDAQ on September 30, 2026 at 3:30 p.m. KST, up 4.43 percent from the KRW 61,000 prior close. Its market capitalization stood at KRW 5.2 trillion on the same date, leaving the stock's valuation closely tied to the NAND shipment and customer expansion forecasts.