Every Analyst Price Target on Samsung & SK Hynix Right Now — and Why They Can't Keep Up
A sourced, dated compilation of every recent analyst price target on Samsung Electronics (005930) and SK Hynix (000660) as of mid-June 2026 — with implied upside, the HBM supercycle thesis, and why the stocks keep outrunning the targets. Informational, not investment advice.
TL;DR — As of mid-June 2026, brokerages have a ₩3.8 million street-high target on SK Hynix and a ₩850,000 target on Samsung Electronics — both driven by an AI-memory (HBM) supercycle that analysts now call structural, not cyclical. The twist: Hynix has run so hard it trades above its average target, so analysts are racing to raise numbers and still falling behind. (Informational only — not investment advice.)
Korea's two memory giants are the purest large-cap bet on the AI build-out, and the sell-side has gone into overdrive. We pulled together every recent analyst price target we could verify for Samsung Electronics (005930) and SK Hynix (000660), with the report dates and sources, so you can see the whole board at once.
Methodology & disclaimer
Compiled from analyst reports and market aggregators as of June 18–19, 2026 (sources linked throughout). For each brokerage we show its most recent target from April–June 2026; we exclude pre-April figures, which the rally has left far below the share price (e.g., Morgan Stanley's January Samsung target of ₩210,000 is now a fraction of spot). "vs. spot" is the implied move from the current price. Korean sell-side ratings on both names are near-universally Buy/매수 (a "—" means the rating wasn't stated in the cited report). This is a compilation for information only — not investment advice or a recommendation to buy or sell. Targets here change almost weekly, and several already lag the stock.
Where the stocks stand
| Metric | Samsung Electronics (005930) | SK Hynix (000660) |
|---|---|---|
| Share price (~Jun 19) | ₩355,000 | ₩2,776,000 |
| Market cap | ~₩2,303T | ~₩1,902T |
| Consensus target (mean) | ~₩427,000 | ~₩2,690,000 |
| Street high | ₩850,000 (Susquehanna) | ₩4,000,000 |
| Street low | ₩205,000 | ₩1,030,000 |
| Analysts | ~37 | ~38 |
| Consensus vs spot | ~+20% | ~−3% (spot above mean) |
| 52-week range | ₩57,600–374,500 | ₩242,000–2,891,000 |
SK Hynix (000660) — every recent target
| Brokerage | Target | vs. spot | Rating | Date (2026) | KR/Intl |
|---|---|---|---|---|---|
| KB Securities | ₩3,800,000 | +37% | Buy | May 29 | KR |
| Shinhan Investment | ₩3,800,000 | +37% | Buy | May 28 | KR |
| Mirae Asset | ₩3,800,000 | +37% | Buy | May 27 | KR |
| NH Investment | ₩3,200,000 | +15% | Buy | Jun 8 | KR |
| Eugene Investment | ₩3,200,000 | +15% | — | May | KR |
| JPMorgan | ₩3,000,000 | +8% | Overweight | May 18 | Intl |
| SK Securities | ₩3,000,000 | +8% | Buy | May 7 | KR |
| Macquarie | ₩2,900,000 | +4% | Outperform | May 14 | Intl |
| iM Securities | ₩2,760,000 | -1% | — | May | KR |
| Hana Securities | ₩2,750,000 | -1% | — | May | KR |
| Hyundai Motor Securities | ₩2,650,000 | -5% | — | May | KR |
| Daishin Securities | ₩2,500,000 | -10% | — | May | KR |
| Susquehanna | ₩2,500,000 | -10% | Positive | Jun 1 | Intl |
| Nomura | ₩2,340,000 | -16% | Buy | Apr 25 | Intl |
| Daol Investment | ₩2,100,000 | -24% | — | Apr 24 | KR |
| LS Securities | ₩2,100,000 | -24% | — | May 11 | KR |
Three domestic houses — KB, Shinhan, and Mirae Asset — share the ₩3.8 million street high, all set in late May. The striking part: SK Hynix's ₩2.69M consensus mean now sits below the ~₩2.78M share price. The stock is making fresh record highs faster than analysts can re-rate it.
Samsung Electronics (005930) — every recent target
| Brokerage | Target | vs. spot | Rating | Date (2026) | KR/Intl |
|---|---|---|---|---|---|
| Susquehanna | ₩850,000 | +139% | Positive | Jun 1 | Intl |
| SK Securities | ₩610,000 | +72% | Buy | Jun 1 | KR |
| Nomura | ₩590,000 | +66% | Buy | May 18 | Intl |
| Mirae Asset | ₩550,000 | +55% | Buy | May 27 | KR |
| CLSA | ₩540,000 | +52% | Buy | Jun 2 | Intl |
| KB Securities | ₩530,000 | +49% | Buy | May 27 | KR |
| NH Investment | ₩530,000 | +49% | Buy | Jun 8 | KR |
| Goldman Sachs | ₩480,000 | +35% | Buy | Jun 1 | Intl |
| JPMorgan | ₩480,000 | +35% | Overweight | May 18 | Intl |
| Citi | ₩460,000 | +30% | Buy | May 12 | Intl |
| Daol Investment | ₩350,000 | -1% | Buy | Apr 8 | KR |
| Korea Investment | ₩330,000 | -7% | Buy | May | KR |
Susquehanna's Mehdi Hosseini owns the boldest call on the board — ₩850,000, more than double the current price — explicitly betting Samsung overtakes Hynix in next-gen HBM4. Most houses cluster in the ₩480,000–610,000 range, implying solid double-digit upside from ~₩355,000.
What the targets are really saying
- The race is rising weekly — and trailing the tape. KB lifted SK Hynix from ₩2.0M (mid-May) to ₩3.8M in two weeks; NH bumped both names again on June 8. Yet Hynix already trades above its consensus target — a sign analyst models are chasing, not leading.
- "Structural re-rating," not a cyclical bounce. The shared thesis is a memory shortage lasting into 2028. As KB's Kim Dong-won put it, "The memory chip market is expected to remain in a supply shortage phase for at least the next two years through 2028," with HBM prices projected up ~100% year-over-year.
- Samsung is the "catch-up + headroom" call. Hynix's spot is at/above its mean target; Samsung's ~₩427K consensus still implies ~+20%. Susquehanna's ₩850K is a straight "Samsung over Hynix" bet: "Samsung Electronics has an edge in semiconductor production capacity (CAPA) and is highly likely to move ahead of SK hynix in the next-generation HBM4 market."
- The catalyst is Nvidia's HBM4. In early June, Nvidia certified both Korean makers (plus Micron) for its Vera Rubin platform — Hynix taking an estimated 60–70% of HBM4 volume, Samsung ~25–30%. Hynix posted a record 72% operating margin in Q1.
- Almost no bears. There were no outright target cuts in May–June. The only "caution" is Susquehanna preferring Samsung — a rotation, not a sell. Consensus rating on both: Strong Buy.
FAQ
What is the highest price target for SK Hynix?
₩3,800,000, shared by KB Securities, Shinhan, and Mirae Asset (late May 2026). The aggregate street high across all analysts is reported around ₩4,000,000.
What is the highest price target for Samsung Electronics?
₩850,000, from Susquehanna's Mehdi Hosseini (June 1, 2026) — more than double the ~₩355,000 share price — on a bet that Samsung leads the HBM4 generation.
Why do some targets sit below the current SK Hynix price?
The stock has rallied to record highs faster than analysts revise. April targets (e.g., Daol/LS at ₩2.1M) and even some May figures now trail the ~₩2.78M price — which is why the "downside" to the mean isn't a bearish call, just lag.
Why are memory-chip targets rising so fast in 2026?
An AI-driven HBM/DRAM shortage analysts expect to persist through 2028, "agentic AI" multiplying compute demand, HBM prices forecast up ~100% YoY, and Nvidia's HBM4 certifications — a shift the sell-side frames as a structural re-rating, not a normal cycle.
Is this a recommendation to buy these stocks?
No. This is a sourced compilation of publicly reported analyst targets for information only, as of mid-June 2026. Targets change frequently and several already lag the price — verify current figures and consult a licensed advisor before making any decision.
Sources: analyst targets and revisions from Seoul Economic Daily (KB → ₩3.8M Hynix, NH agentic-AI raises), Investing.com, KED Global; prices and consensus from stockanalysis.com and MarketScreener.
Image: Inductiveload, public domain, via Wikimedia Commons.
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