Samsung Projects 20 Trillion Won Operating Profit in Q4 2025 Amid AI Demand Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy MU?
Source: Newsfilter
- Profit Surge Expected: Samsung Electronics anticipates an operating profit of 20 trillion won for Q4 2025, marking a significant improvement from the previous year and expected to surpass the historical high of 17.6 trillion won set in Q3 2018, showcasing the company's robust profitability driven by AI demand.
- Sales Growth: The company estimates consolidated sales of approximately 93 trillion won in the fourth quarter, reflecting its strong market position and demand amid a 40%-50% surge in memory prices, which is critical for AI applications.
- Market Dynamics Shift: The memory market has entered a 'Hyper-Bull' phase, with supplier leverage at an all-time high, primarily driven by insatiable demand for AI and server capacity, and similar price increases are expected in Q1 2026, further solidifying Samsung's market advantage.
- Increased Competitive Pressure: Despite Samsung's strong performance in the memory market, it still lags behind SK Hynix in high-bandwidth memory (HBM) chips, and the company plans to focus on expanding HBM production capacity to meet the growing demand from AI processors.
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Analyst Views on MU
Wall Street analysts forecast MU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MU is 336.12 USD with a low forecast of 235.00 USD and a high forecast of 500.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
26 Analyst Rating
24 Buy
2 Hold
0 Sell
Strong Buy
Current: 394.690
Low
235.00
Averages
336.12
High
500.00
Current: 394.690
Low
235.00
Averages
336.12
High
500.00
About MU
Micron Technology, Inc. provides memory and storage solutions. The Company delivers a portfolio of high-performance dynamic random-access memory (DRAM), NAND, and NOR memory and storage products through its Micron and Crucial brands. The Company's products enable advancing in artificial intelligence (AI) and compute-intensive applications. Its segments include Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). CNBU segment includes memory products and solutions sold into the data center, PC, graphics, and networking markets. MBU segment includes memory and storage products sold into the smartphone and other mobile-device markets. EBU segment includes memory and storage products and solutions sold into the intelligent edge through the automotive, industrial, and consumer embedded markets. SBU segment includes SSDs and component-level storage solutions sold into the data center, PC, and consumer markets.
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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