Goldman Sachs Raises Samsung Electronics 2028 Operating-Profit Forecast to KRW 495 Trillion

businessstocks 2 posts · 2 accounts

Goldman Sachs raised its forecasts for Samsung Electronics' operating profit for 2026 through 2028. The bank increased its 2026 estimate to KRW 355 trillion ($240.9 billion) from KRW 315 trillion ($213.7 billion), its 2027 estimate to KRW 438 trillion ($297.2 billion) from KRW 307 trillion ($208.3 billion), and its 2028 estimate to KRW 495 trillion ($335.9 billion) from KRW 318 trillion ($215.8 billion).

From the sources (2 posts)

@jukan05

Goldman Sachs raises its Samsung Electronics operating profit forecasts: 2026: KRW 315tn ($213.7B) → KRW 355tn ($240.9B) 2027: KRW 307tn ($208.3B) → KRW 438tn ($297.2B) 2028: KRW 318tn ($215.8B) → KRW 495tn ($335.9B)

@zephyr_z9

HOLY

Market impact

18 small no near-term move expected

Why it matters: A Goldman broker note raising Samsung's out-year operating-profit targets is a forecast revision, not a fundamental event; it implies a bullish memory/HBM cycle (read-through to Micron and the semis complex) but a sell-side target raise alone rarely moves the sector.

At publish time: Headline is an analyst forecast raise (Goldman lifting 2026-2028 operating-profit estimates), which is a forward-looking broker view and a big-number milestone, not a company/earnings catalyst.

model confidence: medium

What happened next

1–2 weeks later

mixed moved up

No direct Samsung/MU follow-up in corpus; broader HBM cycle bullish (TSMC raise), and MU rallied ~19% by late May, but not attributable to this Goldman note.

based on follow-up coverage

Follow-up coverage

No follow-up coverage matched this story.

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