NAVERNAVER
035420 · KOSPI · ₩NAVER · NAVER
Analyst target price
Average target
₩390,000
Upside
+119.1%
Range ₩390,000 – ₩390,000 · 1 broker (latest target within 6 months)
Buy 1
Consensus target vs price, 2 years
Broker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 6 | Kyobo Securities | Core Growth Story Maintained | Buy | ₩390,000 | New | +119.1% | −6.9% | Read ↗ |
| Oct 2 | Hanwha Investment & Securities | [Internet] NAVER [035420/Buy] Cost Pressure Peaks in 2H | Buy | — | — | −7.4% | Read ↗ |
Calculated 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 19 | — | ₩310,000 | — | Reported by The Financial News |
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.
NAVER's trailing profits are steady, but the shares have fallen about 30% over a year amid AI investment worries.
NAVER's trailing twelve-month revenue is about ₩13.0T with an operating margin of 17.3% and net income near ₩2.0T as of H1 2026. The share price closed at ₩174,300 on 27 October 2026, near its 52-week low of ₩170,900 and well below its 52-week high of ₩304,000. Recent news centres on a reported ₩12T AI infrastructure contract and analyst comments that AI funding concerns are easing.
What stands out
- Revenue grew 12.1% in 2025 to about ₩12.0T, and operating margin eased slightly from 18.4% in 2024 to 18.3% in 2025.
- Net income in 2025 was about ₩1.95T, slightly above 2024's ₩1.92T, while 2021 net income was inflated by a one-off gain not explained in the data.
- The stock trades at 13.1x trailing earnings and 0.9x book value, below its 2025 year-end multiples of 18.9x P/E and 1.3x P/B.
- Cash of about ₩6.4T is held against borrowings of about ₩3.9T, and the trailing free cash flow is about ₩1.5T.
- Foreign ownership rose from 34.7% to 35.5% over the past 60 days, while institutions and foreign investors were net sellers over the last 20 days and retail investors were net buyers.
What to watch
- Whether the reported ₩12T AI infrastructure contract is confirmed in filings and what it means for funding and spending; the data does not give contract details.
- Upcoming results and filings, including the guarantee of debt for another party and the related-party transaction filed on 27 October 2026, which the data does not explain.
- The DCF fair value range of ₩191,414 to ₩435,150 (base ₩284,038) is a model output, not a forecast, and the current price sits below the base case.
Data as of Oct 27, 2026 · written 16h ago
This is not financial advice.
Also known as: NAVER / 035420 / KRX:035420
Source: KRX statistical information