http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 21 Oct 2026 06:06:02 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Intl+Ratings/Macquarie+Reiterates+Outperform+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/27212549.html <p>Macquarie analyst Daniel Kim reiterated an Outperform rating and KRW440,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p> http://www.streetinsider.com/Intl+Ratings/Macquarie+Reiterates+Outperform+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/27212549.html Wed, 21 Oct 2026 06:06:02 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Macquarie+Reiterates+Outperform+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/27212549.html <p>Macquarie analyst Daniel Kim reiterated an Outperform rating and KRW440,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p> http://www.streetinsider.com/Intl+Ratings/Macquarie+Reiterates+Outperform+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/27212549.html Wed, 21 Oct 2026 06:06:02 -0400 SSNLF http://www.streetinsider.com/Hot+List/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html <p>A recent correction across a key chip sub-sector has created an attractive entry point, UBS says, maintaining Buy ratings across its entire coverage universe.</p><p>Analysts led by Nicolas Gaudois said memory stocks are now down 19% from their September peak, nearly back to the July trough. At current average 2027-30 estimated free cash flow yields of 29% for its coverage, excluding Chinese memory maker CXMT, the bank said it "remains positive on the group."</p><p>UBS's top pick is Samsung Electronics, rated Key Call Buy.</p><p>Memory stocks came under pressure after CXMT's president indicated plans to "launch" a new 4F2 Vertical Channel Access Transistor http://www.streetinsider.com/Hot+List/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html Fri, 16 Oct 2026 09:00:00 -0400 MU NVDA SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html <p>A recent correction across a key chip sub-sector has created an attractive entry point, UBS says, maintaining Buy ratings across its entire coverage universe.</p><p>Analysts led by Nicolas Gaudois said memory stocks are now down 19% from their September peak, nearly back to the July trough. At current average 2027-30 estimated free cash flow yields of 29% for its coverage, excluding Chinese memory maker CXMT, the bank said it "remains positive on the group."</p><p>UBS's top pick is Samsung Electronics, rated Key Call Buy.</p><p>Memory stocks came under pressure after CXMT's president indicated plans to "launch" a new 4F2 Vertical Channel Access Transistor http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html Fri, 16 Oct 2026 09:00:00 -0400 MU NVDA SKHY SSNLF http://www.streetinsider.com/Hot+List/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html <p>A recent correction across a key chip sub-sector has created an attractive entry point, UBS says, maintaining Buy ratings across its entire coverage universe.</p><p>Analysts led by Nicolas Gaudois said memory stocks are now down 19% from their September peak, nearly back to the July trough. At current average 2027-30 estimated free cash flow yields of 29% for its coverage, excluding Chinese memory maker CXMT, the bank said it "remains positive on the group."</p><p>UBS's top pick is Samsung Electronics, rated Key Call Buy.</p><p>Memory stocks came under pressure after CXMT's president indicated plans to "launch" a new 4F2 Vertical Channel Access Transistor http://www.streetinsider.com/Hot+List/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html Fri, 16 Oct 2026 09:00:00 -0400 MU NVDA SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html <p>A recent correction across a key chip sub-sector has created an attractive entry point, UBS says, maintaining Buy ratings across its entire coverage universe.</p><p>Analysts led by Nicolas Gaudois said memory stocks are now down 19% from their September peak, nearly back to the July trough. At current average 2027-30 estimated free cash flow yields of 29% for its coverage, excluding Chinese memory maker CXMT, the bank said it "remains positive on the group."</p><p>UBS's top pick is Samsung Electronics, rated Key Call Buy.</p><p>Memory stocks came under pressure after CXMT's president indicated plans to "launch" a new 4F2 Vertical Channel Access Transistor http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html Fri, 16 Oct 2026 09:00:00 -0400 MU NVDA SKHY SSNLF http://www.streetinsider.com/Hot+List/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html <p>A recent correction across a key chip sub-sector has created an attractive entry point, UBS says, maintaining Buy ratings across its entire coverage universe.</p><p>Analysts led by Nicolas Gaudois said memory stocks are now down 19% from their September peak, nearly back to the July trough. At current average 2027-30 estimated free cash flow yields of 29% for its coverage, excluding Chinese memory maker CXMT, the bank said it "remains positive on the group."</p><p>UBS's top pick is Samsung Electronics, rated Key Call Buy.</p><p>Memory stocks came under pressure after CXMT's president indicated plans to "launch" a new 4F2 Vertical Channel Access Transistor http://www.streetinsider.com/Hot+List/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html Fri, 16 Oct 2026 09:00:00 -0400 MU NVDA SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html <p>A recent correction across a key chip sub-sector has created an attractive entry point, UBS says, maintaining Buy ratings across its entire coverage universe.</p><p>Analysts led by Nicolas Gaudois said memory stocks are now down 19% from their September peak, nearly back to the July trough. At current average 2027-30 estimated free cash flow yields of 29% for its coverage, excluding Chinese memory maker CXMT, the bank said it "remains positive on the group."</p><p>UBS's top pick is Samsung Electronics, rated Key Call Buy.</p><p>Memory stocks came under pressure after CXMT's president indicated plans to "launch" a new 4F2 Vertical Channel Access Transistor http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html Fri, 16 Oct 2026 09:00:00 -0400 MU NVDA SKHY SSNLF http://www.streetinsider.com/Hot+List/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html <p>A recent correction across a key chip sub-sector has created an attractive entry point, UBS says, maintaining Buy ratings across its entire coverage universe.</p><p>Analysts led by Nicolas Gaudois said memory stocks are now down 19% from their September peak, nearly back to the July trough. At current average 2027-30 estimated free cash flow yields of 29% for its coverage, excluding Chinese memory maker CXMT, the bank said it "remains positive on the group."</p><p>UBS's top pick is Samsung Electronics, rated Key Call Buy.</p><p>Memory stocks came under pressure after CXMT's president indicated plans to "launch" a new 4F2 Vertical Channel Access Transistor http://www.streetinsider.com/Hot+List/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html Fri, 16 Oct 2026 09:00:00 -0400 MU NVDA SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html <p>A recent correction across a key chip sub-sector has created an attractive entry point, UBS says, maintaining Buy ratings across its entire coverage universe.</p><p>Analysts led by Nicolas Gaudois said memory stocks are now down 19% from their September peak, nearly back to the July trough. At current average 2027-30 estimated free cash flow yields of 29% for its coverage, excluding Chinese memory maker CXMT, the bank said it "remains positive on the group."</p><p>UBS's top pick is Samsung Electronics, rated Key Call Buy.</p><p>Memory stocks came under pressure after CXMT's president indicated plans to "launch" a new 4F2 Vertical Channel Access Transistor http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BCorrection+in+this+popular+sector+presents+an+attractive+opportunity%3A+UBS/27196137.html Fri, 16 Oct 2026 09:00:00 -0400 MU NVDA SKHY SSNLF http://www.streetinsider.com/Hot+List/Current+valuation+is+%22too+low+for+world%E2%80%99s+most+profitable+company%22%3A+analyst/27180102.html <p>A major chipmaker reported a world-record quarterly operating profit recently, yet its shares remain "extremely undervalued,” according to KB Securities analysts. </p><p>Memory chip giant Samsung Electronics reported preliminary third-quarter operating profit of 107.4 trillion won ($80.3 billion), surpassing Nvidia's (NASDAQ: NVDA) estimated $71.7 billion and setting a new global quarterly record. The figure beats Saudi Aramco's previous record of 109.1 trillion won set in the second quarter of 2022.</p><p>KB analysts Jeff Kim and Changmin Lee said the result, up 782% year-over-year and 20% quarter-over-quarter for a 55% operating margin, exceeded market consensus, which had already been lowered for recent currency http://www.streetinsider.com/Hot+List/Current+valuation+is+%22too+low+for+world%E2%80%99s+most+profitable+company%22%3A+analyst/27180102.html Tue, 13 Oct 2026 12:30:00 -0400 NVDA SSNLF http://www.streetinsider.com/Hot+List+Pro/Current+valuation+is+%22too+low+for+world%E2%80%99s+most+profitable+company%22%3A+analyst/27180102.html <p>A major chipmaker reported a world-record quarterly operating profit recently, yet its shares remain "extremely undervalued,” according to KB Securities analysts. </p><p>Memory chip giant Samsung Electronics reported preliminary third-quarter operating profit of 107.4 trillion won ($80.3 billion), surpassing Nvidia's (NASDAQ: NVDA) estimated $71.7 billion and setting a new global quarterly record. The figure beats Saudi Aramco's previous record of 109.1 trillion won set in the second quarter of 2022.</p><p>KB analysts Jeff Kim and Changmin Lee said the result, up 782% year-over-year and 20% quarter-over-quarter for a 55% operating margin, exceeded market consensus, which had already been lowered for recent currency http://www.streetinsider.com/Hot+List+Pro/Current+valuation+is+%22too+low+for+world%E2%80%99s+most+profitable+company%22%3A+analyst/27180102.html Tue, 13 Oct 2026 12:30:00 -0400 NVDA SSNLF http://www.streetinsider.com/Hot+List/Current+valuation+is+%22too+low+for+world%E2%80%99s+most+profitable+company%22%3A+analyst/27180102.html <p>A major chipmaker reported a world-record quarterly operating profit recently, yet its shares remain "extremely undervalued,” according to KB Securities analysts. </p><p>Memory chip giant Samsung Electronics reported preliminary third-quarter operating profit of 107.4 trillion won ($80.3 billion), surpassing Nvidia's (NASDAQ: NVDA) estimated $71.7 billion and setting a new global quarterly record. The figure beats Saudi Aramco's previous record of 109.1 trillion won set in the second quarter of 2022.</p><p>KB analysts Jeff Kim and Changmin Lee said the result, up 782% year-over-year and 20% quarter-over-quarter for a 55% operating margin, exceeded market consensus, which had already been lowered for recent currency http://www.streetinsider.com/Hot+List/Current+valuation+is+%22too+low+for+world%E2%80%99s+most+profitable+company%22%3A+analyst/27180102.html Tue, 13 Oct 2026 12:30:00 -0400 NVDA SSNLF http://www.streetinsider.com/Hot+List+Pro/Current+valuation+is+%22too+low+for+world%E2%80%99s+most+profitable+company%22%3A+analyst/27180102.html <p>A major chipmaker reported a world-record quarterly operating profit recently, yet its shares remain "extremely undervalued,” according to KB Securities analysts. </p><p>Memory chip giant Samsung Electronics reported preliminary third-quarter operating profit of 107.4 trillion won ($80.3 billion), surpassing Nvidia's (NASDAQ: NVDA) estimated $71.7 billion and setting a new global quarterly record. The figure beats Saudi Aramco's previous record of 109.1 trillion won set in the second quarter of 2022.</p><p>KB analysts Jeff Kim and Changmin Lee said the result, up 782% year-over-year and 20% quarter-over-quarter for a 55% operating margin, exceeded market consensus, which had already been lowered for recent currency http://www.streetinsider.com/Hot+List+Pro/Current+valuation+is+%22too+low+for+world%E2%80%99s+most+profitable+company%22%3A+analyst/27180102.html Tue, 13 Oct 2026 12:30:00 -0400 NVDA SSNLF http://www.streetinsider.com/Hot+List/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html <p>Goldman Sachs said the world's largest memory chipmaker is likely to see elevated volatility on October 8, when several events converge, including its preliminary third-quarter results, semiconductor ETF rebalancing, options expiry, and the end of its share buyback.</p><p>Technology and memory chip behemoth Samsung Electronics is due to release preliminary results Thursday, with detailed figures to follow in late October. Consensus expects operating profit of 105.5 trillion won, down from an August peak of about 114 trillion won because of a stronger won. Goldman's own estimate of 106 trillion won, cut 5% from 112 trillion won, is in line with consensus.</p><p>Goldman http://www.streetinsider.com/Hot+List/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html Wed, 07 Oct 2026 12:30:00 -0400 MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html <p>Goldman Sachs said the world's largest memory chipmaker is likely to see elevated volatility on October 8, when several events converge, including its preliminary third-quarter results, semiconductor ETF rebalancing, options expiry, and the end of its share buyback.</p><p>Technology and memory chip behemoth Samsung Electronics is due to release preliminary results Thursday, with detailed figures to follow in late October. Consensus expects operating profit of 105.5 trillion won, down from an August peak of about 114 trillion won because of a stronger won. Goldman's own estimate of 106 trillion won, cut 5% from 112 trillion won, is in line with consensus.</p><p>Goldman http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html Wed, 07 Oct 2026 12:30:00 -0400 MU SKHY SSNLF http://www.streetinsider.com/Hot+List/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html <p>Goldman Sachs said the world's largest memory chipmaker is likely to see elevated volatility on October 8, when several events converge, including its preliminary third-quarter results, semiconductor ETF rebalancing, options expiry, and the end of its share buyback.</p><p>Technology and memory chip behemoth Samsung Electronics is due to release preliminary results Thursday, with detailed figures to follow in late October. Consensus expects operating profit of 105.5 trillion won, down from an August peak of about 114 trillion won because of a stronger won. Goldman's own estimate of 106 trillion won, cut 5% from 112 trillion won, is in line with consensus.</p><p>Goldman http://www.streetinsider.com/Hot+List/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html Wed, 07 Oct 2026 12:30:00 -0400 MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html <p>Goldman Sachs said the world's largest memory chipmaker is likely to see elevated volatility on October 8, when several events converge, including its preliminary third-quarter results, semiconductor ETF rebalancing, options expiry, and the end of its share buyback.</p><p>Technology and memory chip behemoth Samsung Electronics is due to release preliminary results Thursday, with detailed figures to follow in late October. Consensus expects operating profit of 105.5 trillion won, down from an August peak of about 114 trillion won because of a stronger won. Goldman's own estimate of 106 trillion won, cut 5% from 112 trillion won, is in line with consensus.</p><p>Goldman http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html Wed, 07 Oct 2026 12:30:00 -0400 MU SKHY SSNLF http://www.streetinsider.com/Hot+List/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html <p>Goldman Sachs said the world's largest memory chipmaker is likely to see elevated volatility on October 8, when several events converge, including its preliminary third-quarter results, semiconductor ETF rebalancing, options expiry, and the end of its share buyback.</p><p>Technology and memory chip behemoth Samsung Electronics is due to release preliminary results Thursday, with detailed figures to follow in late October. Consensus expects operating profit of 105.5 trillion won, down from an August peak of about 114 trillion won because of a stronger won. Goldman's own estimate of 106 trillion won, cut 5% from 112 trillion won, is in line with consensus.</p><p>Goldman http://www.streetinsider.com/Hot+List/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html Wed, 07 Oct 2026 12:30:00 -0400 MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html <p>Goldman Sachs said the world's largest memory chipmaker is likely to see elevated volatility on October 8, when several events converge, including its preliminary third-quarter results, semiconductor ETF rebalancing, options expiry, and the end of its share buyback.</p><p>Technology and memory chip behemoth Samsung Electronics is due to release preliminary results Thursday, with detailed figures to follow in late October. Consensus expects operating profit of 105.5 trillion won, down from an August peak of about 114 trillion won because of a stronger won. Goldman's own estimate of 106 trillion won, cut 5% from 112 trillion won, is in line with consensus.</p><p>Goldman http://www.streetinsider.com/Hot+List+Pro/%E2%80%8BThis+major+memory+stock+set+to+face+elevated+volatility+on+Oct.+8%3A+Goldman+Sachs/27160192.html Wed, 07 Oct 2026 12:30:00 -0400 MU SKHY SSNLF http://www.streetinsider.com/Intl+Ratings/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Lowered+to+KRW440%2C000+at+Macquarie/27125217.html Macquarie analyst Daniel Kim lowered the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW440,000.00 (from KRW480,000.00) while maintaining a Outperform rating. http://www.streetinsider.com/Intl+Ratings/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Lowered+to+KRW440%2C000+at+Macquarie/27125217.html Wed, 30 Sep 2026 07:19:03 -0400 SSNLF http://www.streetinsider.com/Analyst+PT+Change/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Lowered+to+KRW440%2C000+at+Macquarie/27125217.html Macquarie analyst Daniel Kim lowered the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW440,000.00 (from KRW480,000.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Lowered+to+KRW440%2C000+at+Macquarie/27125217.html Wed, 30 Sep 2026 07:19:03 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Lowered+to+KRW440%2C000+at+Macquarie/27125217.html Macquarie analyst Daniel Kim lowered the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW440,000.00 (from KRW480,000.00) while maintaining a Outperform rating. http://www.streetinsider.com/Intl+Ratings/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Lowered+to+KRW440%2C000+at+Macquarie/27125217.html Wed, 30 Sep 2026 07:19:03 -0400 SSNLF http://www.streetinsider.com/Analyst+PT+Change/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Lowered+to+KRW440%2C000+at+Macquarie/27125217.html Macquarie analyst Daniel Kim lowered the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW440,000.00 (from KRW480,000.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Lowered+to+KRW440%2C000+at+Macquarie/27125217.html Wed, 30 Sep 2026 07:19:03 -0400 SSNLF http://www.streetinsider.com/Hot+List/Goldman+lists+7+reasons+why+you+should+own+this+AI+memory+stock/27082142.html <p>Memory supply-demand conditions are expected to remain tight, Goldman Sachs said after a virtual group meeting with management on Sept. 18, reiterating its “buy” rating and ₩490,000 12-month target for South Korea’s biggest chipmaker.</p><p>Samsung Electronics’ management said unmet demand in 2026 is being pushed to 2027, so it expects 2027 conditions to be tighter than 2026. It also cited low fulfillment rates and demand visibility beyond 2027 from long-term agreements (LTAs).</p><p>Samsung said it will focus incremental memory capacity on DRAM, particularly high-bandwidth memory (HBM), because HBM requires urgent capacity allocation. </p><p>Its P4 fab will mainly produce 1c nm DRAM for http://www.streetinsider.com/Hot+List/Goldman+lists+7+reasons+why+you+should+own+this+AI+memory+stock/27082142.html Mon, 21 Sep 2026 03:00:00 -0400 SSNLF