SK hynix has been upgraded to a Buy rating due to its strong long-term agreements (LTAs) that provide five years of demand visibility, stable cash flows, and reduced risks from price swings and cyclical downturns. The company benefits from the AI-driven cloud super cycle and shows potential for latent demand growth from 2028 onwards as memory and storage production capacity expands. Despite near-term volatility risks from a lock-up expiry in 2026, SK hynix's solid fundamentals, sustainable capital expenditure plans, and attractive valuation with a low EV/Sales ratio suggest significant upside potential for investors.
SK hynix shares are trading at USD 174.59 on Pluang, down 2.06% in the last day, reflecting some near-term volatility. As of Oct 08, 2026 21:14 WIB, the stock holds a market cap of $914.30 billion with a strong buy interest at 70% of Pluang orders.
