SK hynix Inc.

6 hours ago · seekingalpha.com

SK hynix Inc. (SKHY) is rated a buy after 2026 Q3 earnings report. In Q3, SKHY's inventory turnover reached a 3-year high at 4.8x and account receivables soared 321% YOY, indicating strong and sustained memory demand. Capex increased 265% YOY to $9.3 billion, but is well-supported by organic cash flow and a strong cash position.

1 day ago · fool.com

SK Hynix turned in a fabulous Q3 earnings report. More importantly, the company's HBM and DRAM volumes are sold out until 2029.

2 days ago · seekingalpha.com

SK hynix maintains a Buy rating, supported by robust earnings, record operating margins, and strong long-term demand visibility. DRAM and HBM volumes are effectively sold out through 2029, with long-term agreements covering over half of 2027–2028 capacity. Despite market concerns over rising CapEx, SKHY's balance sheet is strong, with net cash of KRW 98.7T and substantial shareholder return plans.

3 days ago · seekingalpha.com

SK hynix Inc. is rated Strong Buy, driven by robust AI-driven demand, superior growth, and profitability versus peers, yet trades at a valuation discount. My DCF model yields an equity value per ADS of $222.02, 47.8% above the current price, with a bull case target of $273.87, implying 82.4% upside. SKHY's long-term agreements now cover 50% of 2027–2028 capacity, supporting revenue visibility and mitigating market volatility.

3 days ago · zacks.com

SK Hynix's Q3 earnings results, surging AI-memory demand and HBM4 expansion put DRAM, EWY and FLKR ETFs in focus.

3 days ago · seekingalpha.com

SK hynix Inc. remains my top Buy in memory semiconductors, with Q3 marking its strongest quarter ever and a valuation far below peers. Despite a 15% stock decline, SKHY's fundamentals are robust: 80% operating margins, net cash near 100T won, and record revenues up 328% Y/Y. Long-term agreements now secure over 50% of 2027-2028 capacity, reducing cyclical risk and limiting downside from competitors like CXMT.

3 days ago · seekingalpha.com

Recent technology sector volatility reflects mounting concerns over AI infrastructure spending, financing costs, and investment returns, potentially presenting attractive entry points for selective investors. Alphabet's latest earnings highlighted surging AI-driven cloud demand, but disappointing profits, elevated capital expenditures, and negative free cash flow intensified concerns about spending sustainability. While some of the associated selling may be justified, it has extended to companies with more attractive valuations, cash flow generation, and forward growth expectations.

3 days ago · 247wallst.com

The memory rally from October 28 is turning back just hours before Sandisk (NASDAQ:SNDK | SNDK Price Prediction) reports, and memory makers are taking the hardest hit. Sandisk stock trades at $1,330.60, down 5%.

4 days ago · seekingalpha.com

SK hynix reported record Q3 earnings, reinforcing its exceptional profitability and strong position in the AI-driven memory supercycle. Long-term supply agreements improve revenue visibility, while tight HBM supply supports the. The company's substantial buybacks and dividends allow shareholders to capture a meaningful portion of the current supernormal profit cycle. SK hynix discontinued its review of a potential Solidigm IPO, reducing near-term duplicate-listing concerns and providing greater comfort regarding minority-shareholder interests.

4 days ago · seekingalpha.com

SK hynix Inc. is undervalued after a 25% October decline, but strong 3Q earnings prove continued strong revenue growth, a healthy balance sheet, and FCF generation. The Q3 earnings miss was driven by non-recurring factors, including a significant loss from foreign exchange and investment assets. SKHY management guides that supply constraints will persist, supporting higher memory prices, which is also confirmed by peers.