SK Telecom: The Dark Horse in AI Race
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2026
0mins
Should l Buy T?
Source: NASDAQ.COM
- Korean AI Investment Plan: The South Korean government has approved a $71.5 billion investment plan aimed at ensuring the country becomes a dominant player in the global AI competition by 2030, which will drive industry growth and attract more foreign investment.
- SK Telecom's Market Leadership: As South Korea's largest telecommunications company, SK Telecom holds approximately 50% market share with 23 million clients, transforming into an AI powerhouse by building AI data centers and optimizing mobile traffic to enhance service quality and competitive edge.
- Strategic Investment Success: SK Telecom invested $100 million in AI startup Anthropic in 2023, with its stake now valued at approximately $2 billion, and Anthropic is expected to IPO in the second half of 2026, which will further enhance SK Telecom's market position and investment returns.
- Wall Street's Positive Outlook: SK Telecom has received a Zacks Rank #1 (Strong Buy), with a projected year-over-year EPS growth rate of 283.10% for 2026, while its stock has risen 40.6% year-to-date, significantly outperforming the S&P 500's -5.1%.
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Analyst Views on T
Wall Street analysts forecast T stock price to rise
15 Analyst Rating
8 Buy
5 Hold
2 Sell
Moderate Buy
Current: 26.180
Low
20.00
Averages
28.27
High
33.00
Current: 26.180
Low
20.00
Averages
28.27
High
33.00
About T
AT&T Inc. is a holding company. The Company is a provider of telecommunications and technology services globally. The Company’s segments include Communications and Latin America. The Communications segment provides wireless and wireline telecom and broadband services to consumers located in the United States and businesses globally. The business units of the Communication segment include Mobility, Business Wireline, and Consumer Wireline. Mobility provides nationwide wireless service and equipment. Business Wireline provides advanced Ethernet-based fiber services, Internet Protocol (IP) Voice and managed professional services, as well as legacy voice and data services and related equipment, to business customers. Consumer Wireline provides broadband services, including fiber connections. Consumer Wireline provides legacy telephony voice communication services. The Latin America segment provides wireless services and equipment in Mexico.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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