Naver seals $9b Brookfield deal to finance AI factory
Predicted impact: Medium
$9B (about ₩12T) Brookfield AI deal, roughly 93% of revenue, but already widely reported this fortnight.
NAVERNAVER
035420 · KOSPI · ₩NAVER · NAVER
₩174,200▲ ₩600 (0.35%)End-of-day · Oct 26, 2026 · End-of-day prices.
Price · 1Y −30.60%
- Market cap
- ₩26T
- Enterprise value
- ₩22T
- P/E
- 13.1×
- P/B
- 0.9×
- Dividend yield
- 1.5%
- ROE
- 6.9%
- Net margin
- 15.6%
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−42.7% from the high
₩170,900Today: ₩170,900 – ₩176,700₩304,000
Returns
- 1W−4.8%
- 1M−10.5%
- 3M−22.6%
- 6M−19.0%
- YTD−28.2%
- 1Y−29.5%
- Volume today
- 492,054
- 0.8× the 20-day average
- Traded today
- ₩86B
- Listed shares
- 152,108,892
- EPS (12 months)
- ₩13,303
- Earnings yield 7.6%
AI research · Update noteNAVER: Headline reports a ₩9T AI infrastructure contract and a Brookfield subsidiary link, but details are unconfirmedThe evidence is incomplete.Read the full report →
Upcoming dates
Full calendar →🎁 Gift this stock
Send a friend ₩100,000 of paper money in this stock. They get it when they join.
Signals
Normal- BuzzNormalBuzz 48 of 100 (50 is a normal day for this stock).
- SentimentPositiveNews: Headlines mostly frame the Brookfield AI infrastructure deal as a positive step forward. Community: 0 bullish, 0 bearish posts this week.
- MomentumWeak-12% over the last month; the price is below its 20-day average.
- News impactHigh137 news items and filings in two weeks; 3 rated high impact, 6 medium.
- StreetSteady1 brokers, average target 124% from the price; last 30 days: 0 raised, 0 cut.
Signals describe activity, not recommendations. Not financial advice.
Leveraged ETF flows
Estimated leveraged-ETF rebalance on Oct 26: sell ₩1.8B at the close (1.7% of 20-day average trading value)
On its 13 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 3.9% of trading value and pointed the same way 12 of 13 times.
- -2× KODEX 200 Futures Inverse 2X −₩1.1B
- 2× KODEX Leverage −₩380M
- -1× KODEX Inverse −₩215M
- -2× TIGER 200 Futures Inverse 2X −₩38M
- 2× TIGER Leverage −₩31M
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
ETFs holding this
All ETFs →Held by 32 funds.
- KODEX 2000.6%
- TIGER 2000.6%
- KODEX 200TR0.6%
- KODEX Leverage2×0.6%
- RISE 2000.6%
- KIWOOM 200TR0.6%
- ACE 2000.6%
- PLUS 2000.6%
Estimated from the funds' index or underlying stock.
Futures and options
All stock futures →Futures (2026-11): 174,800
Basis +0.34% · implied rate +7.4%
Open interest 62,342 contracts
Options open interest: 4,421 calls, 9,887 puts (put/call 2.24)
Futures and options can lose more than you put in. Figures describe the market; they are not predictions or recommendations. Paper trading only.
NAVER stock overview
NAVER (NAVER, KRX: 035420) is listed on KOSPI, in the Internet sector. NAVER is a major South Korean internet company best known for its NAVER search portal, which generates revenue mainly through advertising and commerce. Its shares closed at ₩174,200 on Oct 26, 2026, up 0.35% on the day, giving it a market value of ₩26T.
Key facts
- Market cap
- ₩26T
- Sector
- Internet
- Latest price change
- +0.35%
- As of
- Oct 26, 2026
- Main business
- NAVER is a major South Korean internet company best known for its NAVER search portal, which generates revenue mainly through advertising and commerce.
Quick answers about NAVER
- What does NAVER do?
- NAVER is a major South Korean internet company best known for its NAVER search portal, which generates revenue mainly through advertising and commerce. Its business spans search platform, commerce, fintech (including NAVER Pay and financial services for thin-filer SMEs and consumers), content such as the NAVER WEBTOON and SNOW services, and enterprise cloud and collaboration solutions through NAVER Cloud, with operations in Korea, Japan, and other international markets.
- What is the market cap of NAVER?
- The market capitalisation of NAVER was ₩26T at the close on Oct 26, 2026.
- What is the analyst target price for NAVER?
- The average target price of 1 broker covering NAVER is ₩390,000 (range ₩390,000 to ₩390,000), 123.9% above versus the latest price, based on each broker's latest public report within six months.
- Who are the largest shareholders of NAVER?
- According to the latest official filings, the largest reported holders are National Pension Service (9.49%, as of Oct 2, 2026); BlackRockFundAdvisors (7.09%, as of Aug 10, 2026); VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (1.36%, as of Jul 31, 2026).
- When is the next earnings report from NAVER?
- Korean companies rarely announce results dates in advance. Based on when NAVER filed the same report in past years, its next 3q results is expected around Nov 14, 2026.
- Does the National Pension Service own NAVER?
- Yes. The National Pension Service held 9.49% of NAVER shares as of Oct 2, 2026.
Company profile
NAVER is a major South Korean internet company best known for its NAVER search portal, which generates revenue mainly through advertising and commerce. Its business spans search platform, commerce, fintech (including NAVER Pay and financial services for thin-filer SMEs and consumers), content such as the NAVER WEBTOON and SNOW services, and enterprise cloud and collaboration solutions through NAVER Cloud, with operations in Korea, Japan, and other international markets.
Written by AI from the company's latest annual report.
- Korean name
- NAVER
- Sector
- Internet
- Themes
- Webtoons & contentAI software & servicesRobots & humanoidsInternet platformsSoftware & cloudAR, VR & XR
- Business group
- Naver
- CEO
- 최수연
- Founded
- Jun 1999
- Listed
- Nov 2008
- Listed shares
- 152,108,892
- Fiscal year ends
- Month 12
- Website
- www.navercorp.com
Similar companies
- Kakao035720 · ₩13T₩29,550−1.34%
- Daou Technology023590 · ₩1.4T₩31,850−1.70%
- NICE Information Service030190 · ₩995B₩17,070+1.97%
- Kinx093320 · ₩611B₩125,200−7.46%
- Cafe24042000 · ₩425B₩17,560−3.73%
- Refine377450 · ₩238B₩13,720−3.72%
- coocon294570 · ₩237B₩23,450−1.68%
- YG Plus037270 · ₩182B₩2,855−3.71%
Recent news
Naver, Nvidia and Brookfield three-way cooperation: will division of capital and technology roles become the 'standard'?
Predicted impact: Low
Commentary on the Brookfield deal already reported; no new financial figures.
Naver secures computing infrastructure with Brookfield…AI factory enters 'execution stage'
High impactPredicted impact: High
₩9–12T AI infrastructure deal, roughly 70–90% of last year's revenue; repeated across recent items.
Recent filings
See all- Decision on Guarantee of Debt for Another PartyOct 27, 2026
- [Amended] Forward-Looking Business and Management Plans (Fair Disclosure)Oct 27, 2026
- Related-party transactionOct 27, 2026
- Insider shareholding reportOct 21, 2026
- Insider shareholding reportOct 21, 2026
Titles in Korean until English translations are added.
Also known as: NAVER / 035420 / KRX:035420
Source: KRX statistical information