Raymond James raises Fulgent Genetics stock price target to $36 on strong performance
Investing.com - Jefferies reiterated its Buy rating and KRW150,000.00 price target on Samsung Electronics Co Ltd. (KS:005930) (OTC:SSNLF) on Thursday.
The investment firm expressed optimism about Samsung’s outlook for 2026, highlighting two key factors expected to drive performance. First, Jefferies anticipates improved profitability as rising conventional DRAM prices boost DDR5 margins above those of HBMs.
Second, the firm expects Samsung to double its HBM vendor share at Nvidia year-over-year as competitors redesign their HBM4 chips for Nvidia’s Rubin platform.
Jefferies forecasts Samsung’s Device Solutions operating profit to triple year-over-year to KRW61.8 trillion in 2026, driven by increases in both shipments and average selling prices.
The firm projects Samsung’s company-wide operating profit will surge 108% year-over-year to an all-time high of KRW82.2 trillion in 2026.
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