Morgan Stanley Raises Samsung Electronics Operating Profit Forecasts

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Morgan Stanley raised its operating profit forecasts for Samsung Electronics in estimates dated April 19, increasing its 2026 projection to KRW 428 trillion from KRW 299 trillion. The bank also lifted its 2027 forecast to KRW 631 trillion from KRW 367 trillion and its 2028 estimate to KRW 610 trillion from KRW 271 trillion.

From the sources (2 posts)

@jukan05

Morgan Stanley’s latest Samsung Electronics operating profit forecasts (as of April 19, 2026): Previous forecast for 2026: KRW 299 trillion (US$202.265 billion) → KRW 428 trillion (US$289.530 billion) Previous forecast for 2027: KRW 367 tr

@jukan05

Morgan Stanley’s latest SK hynix operating profit forecasts (as of April 19, 2026): - Previous forecast for 2026: KRW 222 trillion (US$150.177 billion) → KRW 277 trillion (US$187.382 billion) - Previous forecast for 2027: KRW 298 trillion

Market impact

42 medium

MU SOXX SMH NVDA

Why it matters: Morgan Stanley's large upward revisions to Samsung and SK Hynix operating-profit forecasts signal a strong memory/HBM pricing upcycle, a positive read-through for memory pure-plays (MU) and the broader semi/AI-capex chain (SOXX/SMH, NVDA as HBM offtake), rather than a single-name-only move.

At publish time: Headline/summary shows a broker raising 2026 Samsung op-profit forecast from KRW 299tn to KRW 428tn (and cluster shows a parallel SK Hynix raise), a large memory-cycle revision visible at publish time.

model confidence: medium

What happened next

1–2 weeks later

played out moved up

Samsung chip profit jumped ~50-fold on AI-driven memory demand within a week, confirming the HBM/memory upcycle thesis behind the MU/SOXX/SMH/NVDA read-through.

based on follow-up coverage

Follow-up coverage

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