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Morgan Stanley (NYSE:MS) maintained its Overweight rating and KRW70.00 price target on Samsung Electronics Co Ltd . (KS:005930:KS) (OTC:SSNLF (OTC:SSNLF)) Thursday. The stock, currently trading at $42.33, has shown strong momentum with a 15.35% revenue growth in the last twelve months. According to InvestingPro analysis, Samsung appears undervalued based on its Fair Value metrics.
The investment bank cited Samsung’s potential HBM4 sample approval for Nvidia (NASDAQ:NVDA)’s Rubin GPU as a key catalyst event expected in the second half of 2025, likely in September.
Morgan Stanley noted that a successful qualification would trigger a re-rating of Samsung stock due to "significant new TAM opportunity" and shifts in "the current competitive dynamics in the HBM market."
High Bandwidth (NASDAQ:BAND) Memory (HBM) technology has become increasingly important in the AI chip sector, with Samsung seeking to strengthen its position against competitors in this growing market segment.
The maintained price target reflects Morgan Stanley’s confidence in Samsung’s potential to capture additional market share if it secures approval for its next-generation memory technology.
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