SK hynix Inc. is rated a Buy due to a 67%+ undervaluation and strong operational momentum, highlighted by a Q2 EBIT margin of 76.3% driven by high-margin HBM4/DRAM shipments. Management anticipates accelerated DRAM average selling price growth and shipment volume in the second half of 2026, supported by mature HBM4 yields maintaining high margins. However, risks include memory market cyclicality, Chinese competition, and high expectations that could limit share price gains even if earnings beat forecasts. The stock has experienced volatility since its NASDAQ listing in mid-July 2026.
Following the recent volatility since SK hynix's NASDAQ debut, the stock trades at USD 140.92 on Pluang as of Oct 20, 2026 21:02 WIB, down 1.36% for the day. The market cap stands at $696.98B, with a dividend yield of 0.08%. Pluang users show a balanced interest with 54% buying and 46% selling, reflecting cautious optimism amid the current market conditions.
Memory chip stocks including SK Hynix, SanDisk, and Micron fell sharply after a selloff in Seoul revived concerns about the sustainability of AI-driven spending in data centers. SK Hynix dropped 4%, SanDisk 3%, and Micron 2%, reflecting worries that ...
SK hynix is set to report a strong Q3 with expected revenue growth of 37% sequentially and 336% annually, driven by high memory demand and AI-related growth. Analysts forecast $6.25 adjusted EPS on $74.6 billion revenue, supported by supply constrain...
Memory chip stocks surged as concerns about AI spending faded, leading to a rebound in tech shares. Micron Technology rose 4% after reporting strong Q4 2026 results and forecasting higher revenue for fiscal Q1 2027, driven by high-bandwidth memory de...
Shares of SK Hynix, SanDisk, and Micron each dropped about 3% amid concerns over China's CXMT advancing in memory chip technology. Goldman Sachs, however, told clients that fears about CXMT's threat to advanced memory chips are exaggerated and highli...
Micron, Samsung, and SK hynix are earning record profits from high DRAM prices driven by a global memory shortage and AI demand. However, China's CXMT is rapidly expanding its DRAM manufacturing capacity by 83% from 2025 to 2028 and advancing technol...
