http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 30 Jul 2026 02:59:19 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Intl+Ratings/UBS+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26837247.html <p>UBS analyst Nicolas Gaudois reiterated a Buy rating and KRW550,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “1/ DRAM: ASPs were up "mid 40s" % QoQ vs UBSe +56%. We believe the delta came from a combination of higher HBM shipments, mobile DRAM pricing, and initial long term agreement pricing (LTA) kicking in. Bits grew 11% QoQ, ahead of guidance of single digit growth / UBSe +5%. 2/ NAND flash: Largely in line with ASPs up high 60s % QoQ (UBSe: +70%) and bits up LSD %, in line with guidance/UBSe +2%. 3/ MX (Smartphones/Networks) http://www.streetinsider.com/Intl+Ratings/UBS+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26837247.html Thu, 30 Jul 2026 02:59:19 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/UBS+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26837247.html <p>UBS analyst Nicolas Gaudois reiterated a Buy rating and KRW550,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “1/ DRAM: ASPs were up "mid 40s" % QoQ vs UBSe +56%. We believe the delta came from a combination of higher HBM shipments, mobile DRAM pricing, and initial long term agreement pricing (LTA) kicking in. Bits grew 11% QoQ, ahead of guidance of single digit growth / UBSe +5%. 2/ NAND flash: Largely in line with ASPs up high 60s % QoQ (UBSe: +70%) and bits up LSD %, in line with guidance/UBSe +2%. 3/ MX (Smartphones/Networks) http://www.streetinsider.com/Intl+Ratings/UBS+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26837247.html Thu, 30 Jul 2026 02:59:19 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26837247.html <p>UBS analyst Nicolas Gaudois reiterated a Buy rating and KRW550,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “1/ DRAM: ASPs were up "mid 40s" % QoQ vs UBSe +56%. We believe the delta came from a combination of higher HBM shipments, mobile DRAM pricing, and initial long term agreement pricing (LTA) kicking in. Bits grew 11% QoQ, ahead of guidance of single digit growth / UBSe +5%. 2/ NAND flash: Largely in line with ASPs up high 60s % QoQ (UBSe: +70%) and bits up LSD %, in line with guidance/UBSe +2%. 3/ MX (Smartphones/Networks) http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26837247.html Thu, 30 Jul 2026 02:59:19 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26837247.html <p>UBS analyst Nicolas Gaudois reiterated a Buy rating and KRW550,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “1/ DRAM: ASPs were up "mid 40s" % QoQ vs UBSe +56%. We believe the delta came from a combination of higher HBM shipments, mobile DRAM pricing, and initial long term agreement pricing (LTA) kicking in. Bits grew 11% QoQ, ahead of guidance of single digit growth / UBSe +5%. 2/ NAND flash: Largely in line with ASPs up high 60s % QoQ (UBSe: +70%) and bits up LSD %, in line with guidance/UBSe +2%. 3/ MX (Smartphones/Networks) http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26837247.html Thu, 30 Jul 2026 02:59:19 -0400 SSNLF http://www.streetinsider.com/Hot+List/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html <p>Korean broker KB Securities is recommending three semiconductor and components stocks as beneficiaries of what its analysts view as a structural shift in Apple's (NASDAQ: AAPL) iPhone sales strategy.</p><p>The firm expects global iPhone shipments to climb from 240 million units in 2025 to 250 million in 2026 and reach an all-time high of 260 million in 2027.</p><p>The catalyst is Apple Upgrade, a new leasing program the company is expected to launch in the U.S. on July 28, according to Bloomberg News. The move comes as Apple has raised prices on iPads, MacBooks and other devices, though not the iPhone, as http://www.streetinsider.com/Hot+List/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html Mon, 27 Jul 2026 09:00:00 -0400 AAPL SKHY SSNLF http://www.streetinsider.com/Hot+List/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html <p>Korean broker KB Securities is recommending three semiconductor and components stocks as beneficiaries of what its analysts view as a structural shift in Apple's (NASDAQ: AAPL) iPhone sales strategy.</p><p>The firm expects global iPhone shipments to climb from 240 million units in 2025 to 250 million in 2026 and reach an all-time high of 260 million in 2027.</p><p>The catalyst is Apple Upgrade, a new leasing program the company is expected to launch in the U.S. on July 28, according to Bloomberg News. The move comes as Apple has raised prices on iPads, MacBooks and other devices, though not the iPhone, as http://www.streetinsider.com/Hot+List/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html Mon, 27 Jul 2026 09:00:00 -0400 AAPL SKHY SSNLF http://www.streetinsider.com/Hot+List/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html <p>Korean broker KB Securities is recommending three semiconductor and components stocks as beneficiaries of what its analysts view as a structural shift in Apple's (NASDAQ: AAPL) iPhone sales strategy.</p><p>The firm expects global iPhone shipments to climb from 240 million units in 2025 to 250 million in 2026 and reach an all-time high of 260 million in 2027.</p><p>The catalyst is Apple Upgrade, a new leasing program the company is expected to launch in the U.S. on July 28, according to Bloomberg News. The move comes as Apple has raised prices on iPads, MacBooks and other devices, though not the iPhone, as http://www.streetinsider.com/Hot+List/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html Mon, 27 Jul 2026 09:00:00 -0400 AAPL SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html <p>Korean broker KB Securities is recommending three semiconductor and components stocks as beneficiaries of what its analysts view as a structural shift in Apple's (NASDAQ: AAPL) iPhone sales strategy.</p><p>The firm expects global iPhone shipments to climb from 240 million units in 2025 to 250 million in 2026 and reach an all-time high of 260 million in 2027.</p><p>The catalyst is Apple Upgrade, a new leasing program the company is expected to launch in the U.S. on July 28, according to Bloomberg News. The move comes as Apple has raised prices on iPads, MacBooks and other devices, though not the iPhone, as http://www.streetinsider.com/Hot+List+Pro/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html Mon, 27 Jul 2026 09:00:00 -0400 AAPL SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html <p>Korean broker KB Securities is recommending three semiconductor and components stocks as beneficiaries of what its analysts view as a structural shift in Apple's (NASDAQ: AAPL) iPhone sales strategy.</p><p>The firm expects global iPhone shipments to climb from 240 million units in 2025 to 250 million in 2026 and reach an all-time high of 260 million in 2027.</p><p>The catalyst is Apple Upgrade, a new leasing program the company is expected to launch in the U.S. on July 28, according to Bloomberg News. The move comes as Apple has raised prices on iPads, MacBooks and other devices, though not the iPhone, as http://www.streetinsider.com/Hot+List+Pro/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html Mon, 27 Jul 2026 09:00:00 -0400 AAPL SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html <p>Korean broker KB Securities is recommending three semiconductor and components stocks as beneficiaries of what its analysts view as a structural shift in Apple's (NASDAQ: AAPL) iPhone sales strategy.</p><p>The firm expects global iPhone shipments to climb from 240 million units in 2025 to 250 million in 2026 and reach an all-time high of 260 million in 2027.</p><p>The catalyst is Apple Upgrade, a new leasing program the company is expected to launch in the U.S. on July 28, according to Bloomberg News. The move comes as Apple has raised prices on iPads, MacBooks and other devices, though not the iPhone, as http://www.streetinsider.com/Hot+List+Pro/3+stocks+to+buy+as+we+enter+iPhone+growth+cycle/26816869.html Mon, 27 Jul 2026 09:00:00 -0400 AAPL SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Intl+Ratings/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html <p>HSBC analyst Ricky Seo reiterated a Buy rating and KRW450,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “We forecast 3Q OP of KRW110trn (+25% q-o-q) on sales of KRW206trn (+20% q-o-q, +139% y-o-y), supported by (1) DRAM and NAND price increases of both 15% q-o-q, (2) peak-season OLED demand with new foldable launches, and (3) margin recovery in smartphones from new product launches and system IC/foundry as utilisation improves above 80%. Further catalysts: (1) stronger general-server demand should lift server and mobile DRAM pricing, while HBM4 supply lifts blended ASP/margins; (2) SO-CAMM2 for Vera CPUs http://www.streetinsider.com/Intl+Ratings/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html Wed, 08 Jul 2026 02:46:43 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html <p>HSBC analyst Ricky Seo reiterated a Buy rating and KRW450,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “We forecast 3Q OP of KRW110trn (+25% q-o-q) on sales of KRW206trn (+20% q-o-q, +139% y-o-y), supported by (1) DRAM and NAND price increases of both 15% q-o-q, (2) peak-season OLED demand with new foldable launches, and (3) margin recovery in smartphones from new product launches and system IC/foundry as utilisation improves above 80%. Further catalysts: (1) stronger general-server demand should lift server and mobile DRAM pricing, while HBM4 supply lifts blended ASP/margins; (2) SO-CAMM2 for Vera CPUs http://www.streetinsider.com/Intl+Ratings/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html Wed, 08 Jul 2026 02:46:43 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html <p>HSBC analyst Ricky Seo reiterated a Buy rating and KRW450,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “We forecast 3Q OP of KRW110trn (+25% q-o-q) on sales of KRW206trn (+20% q-o-q, +139% y-o-y), supported by (1) DRAM and NAND price increases of both 15% q-o-q, (2) peak-season OLED demand with new foldable launches, and (3) margin recovery in smartphones from new product launches and system IC/foundry as utilisation improves above 80%. Further catalysts: (1) stronger general-server demand should lift server and mobile DRAM pricing, while HBM4 supply lifts blended ASP/margins; (2) SO-CAMM2 for Vera CPUs http://www.streetinsider.com/Analyst+Comments/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html Wed, 08 Jul 2026 02:46:43 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html <p>HSBC analyst Ricky Seo reiterated a Buy rating and KRW450,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “We forecast 3Q OP of KRW110trn (+25% q-o-q) on sales of KRW206trn (+20% q-o-q, +139% y-o-y), supported by (1) DRAM and NAND price increases of both 15% q-o-q, (2) peak-season OLED demand with new foldable launches, and (3) margin recovery in smartphones from new product launches and system IC/foundry as utilisation improves above 80%. Further catalysts: (1) stronger general-server demand should lift server and mobile DRAM pricing, while HBM4 supply lifts blended ASP/margins; (2) SO-CAMM2 for Vera CPUs http://www.streetinsider.com/Analyst+Comments/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html Wed, 08 Jul 2026 02:46:43 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html <p>Goldman Sachs analyst Giuni Lee reiterated a Buy rating and KRW480,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “Samsung Electronics (SEC) released its 2Q26 pre-earnings guidance before the market open on July 7, where OP of W89.4tn was inline with GSe of W90.8tn but higher compared to Bloomberg consensus estimate of W85.9tn. As we believe the company provisioned special bonus for the semiconductor division employees of over W15tn during the quarter, we estimate the core OP would have been well over W100tn and thus a solid beat compared to both GSe and consensus estimate. While http://www.streetinsider.com/Intl+Ratings/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html Wed, 08 Jul 2026 01:50:36 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html <p>Goldman Sachs analyst Giuni Lee reiterated a Buy rating and KRW480,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “Samsung Electronics (SEC) released its 2Q26 pre-earnings guidance before the market open on July 7, where OP of W89.4tn was inline with GSe of W90.8tn but higher compared to Bloomberg consensus estimate of W85.9tn. As we believe the company provisioned special bonus for the semiconductor division employees of over W15tn during the quarter, we estimate the core OP would have been well over W100tn and thus a solid beat compared to both GSe and consensus estimate. While http://www.streetinsider.com/Intl+Ratings/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html Wed, 08 Jul 2026 01:50:36 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html <p>Goldman Sachs analyst Giuni Lee reiterated a Buy rating and KRW480,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “Samsung Electronics (SEC) released its 2Q26 pre-earnings guidance before the market open on July 7, where OP of W89.4tn was inline with GSe of W90.8tn but higher compared to Bloomberg consensus estimate of W85.9tn. As we believe the company provisioned special bonus for the semiconductor division employees of over W15tn during the quarter, we estimate the core OP would have been well over W100tn and thus a solid beat compared to both GSe and consensus estimate. While http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html Wed, 08 Jul 2026 01:50:36 -0400 SSNLF