SK TelecomSK텔레콤

SK Telecom's shares have fallen sharply over three months even as recent news centres on its Anthropic stake and AI push.

Trailing twelve-month revenue is about ₩17.1T with operating income of ₩1.3T and net income of ₩747B as of H1 2026, below 2024 levels. The share price closed at ₩72,100 on 2026-10-26, down 26.4% over three months but up 34% over one year, and the company's own fair-value model gives a base case of ₩70,025.

What stands out

• Profitability has fallen from the 2024 peak: operating margin is 7.5% on a trailing basis versus 10.2% in 2024, and net income is ₩747B versus ₩1.25T in 2024.
• Revenue is roughly flat: 2025 revenue fell 4.7% to about ₩17.1T, and trailing revenue is about ₩17.1T.
• Leverage is elevated, with liabilities at 109.3% of equity and borrowings of ₩8.6T against cash of ₩1.2T, though trailing free cash flow is positive at ₩1.36T.
• Valuation metrics are mixed: P/E is 20.7 on trailing figures versus peers KT at 8.9 and LG Uplus at 11.1, while the dividend yield is 2.3%.
• Foreign ownership eased to 35.3% from 36.4% sixty days earlier, while the last 20 days show net foreign buying of about ₩107B and net selling by retail and institutions.

What to watch

• News on 2026-10-27 linked the stock's rally to reports of Anthropic's US IPO, and the filings list a planned company split and treasury share sale from August, so follow any further filings on those items.
• A 'Response to rumour or news report' filing dated 2026-10-13 is on record; the data does not say what it addressed.
• The 52-week range is ₩51,400 to ₩139,500, so the share price has been highly volatile; the data contains no analyst ratings or price targets.