Samsung Electro-Mechanics삼성전기
009150 · KOSPI · ₩SEMCO · 삼성전기
Analyst target price
Average target
₩2,362,500
Upside
+97.5%
Range ₩1,750,000 – ₩2,800,000 · 4 brokers (latest target within 6 months)
Buy 3
Consensus target vs price, 2 years
Earnings estimates
Brokers' earnings estimates and how they've been revised, with Pro.
Unlock with ProBroker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 29 | Mirae Asset Securities | Samsung Electro-Mechanics (009150/Buy) How High Can It Go? | Buy | ₩2,800,000 | Maintained | +134.1% | −7.5% | Read ↗ |
| Oct 20 | Mirae Asset Securities | Samsung Electro-Mechanics (009150/Buy) Substrate contract comment: Even BGA is in short supply | Buy | ₩2,800,000 | New | +134.1% | +3.5% | Read ↗ |
| Oct 8 | Yuanta Securities Korea | 3Q26 Pre: Growth proven by disclosures | Buy | ₩2,300,000 | New | +92.3% | −22.6% | Read ↗ |
All 6 broker reports on Samsung Electro-Mechanics, not just the latest 3, with Pro.
Unlock with ProCalculated by JONBUR from publicly available broker reports. Reports belong to their publishers. Not financial advice. Includes brokers that publish research publicly; some brokers' reports are client-only and not included.
Reported in the news
| Date | Broker | Target | Change | Rating | Source |
|---|---|---|---|---|---|
| Oct 28 | — | — | Raised | — | Reported by Maeil Business Newspaper |
| Oct 28 | Meritz Securities | — | Raised | — | Reported by Chosun Biz |
| Oct 28 | Shinhan Securities | — | Maintained | — | Reported by Yonhap News Agency |
| Oct 28 | — | ₩2,000,000(₩3,000,000) | Cut | — | Reported by Maeil Business Newspaper |
| Oct 19 | IBK Securities | ₩1,750,000 | Maintained | — | Reported by Chosun Biz |
Target prices and ratings as news headlines report them, for every broker, including the ones whose reports we don't collect. Only what the headline says; open the article for the rest. Not financial advice.
AI summary of public information
An AI summary of the public information on this company: filed financial statements, filings, prices and news headlines. It doesn't use broker reports; their targets and estimates are shown above.
Samsung Electro-Mechanics has strong trailing earnings growth and a rich valuation, with its share price down sharply over the past month.
Trailing twelve-month revenue is about ₩12.5T with operating income near ₩1.2T and a 9.8% operating margin as of H1 2026. The shares closed at ₩1,118,000 on 2026-10-26, down 25.8% over one month but still up 403.6% over one year. Valuation is high, with a trailing P/E of 82.9 and P/B of 8.2, well above the company's own year-end multiples in recent years.
What stands out
- Revenue rose from ₩9.4T in 2022 to ₩11.3T in 2025, but operating margin fell from 15.4% in 2021 to 8.1% in 2025 and reached 9.8% on a trailing basis.
- Trailing net income is about ₩1.0T and free cash flow about ₩286B, while borrowings of ₩3.0T exceed cash of ₩3.3T only slightly and liabilities-to-equity is 57.3%.
- The shares trade far above the model's base fair value of ₩84,939 (bear ₩50,026, bull ₩136,587), with the stock well above the base case.
- Recent headlines centre on AI-related demand for MLCCs and package substrates, and on Nvidia and Tesla supply-chain links, though these are press reports rather than company guidance.
- Foreign ownership fell from 39.4% to 36.4% over about 60 days, and foreign investors were net sellers over the last 20 days while retail investors were net buyers.
What to watch
- Q3 earnings, with a preliminary earnings notice already filed on 2026-10-12 and press previews pointing to a divergent outlook versus LG Innotek.
- Newly filed major supply contracts and facility investments, including the substrate plant expansion reported in the press.
- Continued foreign selling and the sharp one-month share price decline, given the high valuation multiples relative to the data provided.
Data as of Oct 26, 2026 · written 4d ago
This is not financial advice.
Also known as: Samsung Electro-Mechanics / 삼성전기 / 009150 / KRX:009150
Source: KRX statistical information