SK hynix maintains a Buy rating due to robust earnings, record operating margins, and strong long-term demand visibility. Its DRAM and HBM production volumes are effectively sold out through 2029, with long-term agreements securing over half of the 2027-2028 capacity. Despite concerns about rising capital expenditures, SK hynix has a strong balance sheet with net cash of KRW 98.7 trillion and plans to return over 50% of free cash flow to shareholders. The stock trades at an attractive forward P/E of 6.13x, supported by management's commitment to shareholder returns.
SK hynix shares are trading at USD 149.23 on Pluang as of Oct 31, 2026, 17:31 WIB, down 7.93% for the day and closer to their 52-week low of USD 126.79 than the high of USD 198.63. Despite the sell-off with 77% of orders to sell, the stock maintains a market cap of $746.23 billion and a low dividend yield of 0.07%, highlighting a contrast between current price weakness and the company’s strong long-term outlook noted in the news.
Memory chip stocks, including Sandisk and Micron, fell about 5% after Samsung Electronics missed profit expectations despite strong AI chip demand. Samsung's quarterly net profit was below estimates, causing a sell-off in memory stocks ahead of Sandi...
SK hynix reported record earnings for Q3, highlighting its strong profitability driven by AI-related memory demand and tight supply of HBM chips. The company’s long-term supply deals enhance revenue predictability, while substantial buybacks and divi...
SK hynix experienced a 25% share price decline in October, but its strong Q3 earnings showed continued revenue growth, a healthy balance sheet, and free cash flow generation. The Q3 earnings miss was due to one-time losses from foreign exchange and i...
SK Hynix reported better-than-expected earnings, pushing its shares up over 13% and lifting other AI chip stocks like Micron and AMD. The company’s strong revenue, high gross margins, and optimistic shipment growth outlook highlight sustained demand ...
SK hynix reported strong Q3 results with DRAM and NAND prices rising over 20% quarter-on-quarter, gross margin hitting 86%, and operating profits exceeding estimates due to effective pricing and cost control. The company expects further capacity incr...
