Samsung Electronics (KRX: 005930) reports Q3 FY2026 operating profit above 14.0 trillion KRW in its quarterly earnings release (July–September 2026, approx. October 30, 2026)
Hit
✦ AI-generated prediction
Published on 17. September 2026
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Predicted for 30. October 2026
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Based on: Historical Cycle
KB Securities forecasts Samsung Electronics a record full-year 2026 operating profit of 64.2 trillion KRW — the highest since 2018 (a 20% upward revision). Samsung already beat estimates in Q2 2026 (CNBC, July 30, 2026). With a full-year target of 64 trillion KRW and a strong Q2, the implied Q3 quarter is ~14–17 trillion KRW (prior year Q3 2025: 9.18 trillion KRW). Three drivers: (1) HBM3E/HBM4 demand from AI data centers (NVIDIA, AMD) continues to grow; (2) DRAM price cycle has recovered and is rising since Q4 2025; (3) Samsung Display ships OLED panels for iPhone 18 Pro/Ultra at record volume. No Polymarket or Metaculus contract covers Samsung's Q3 2026 result. Risk: HBM4 qualification delays or trade tensions could dampen results.
Data basis for this prediction
- KB Securities: Samsung FY2026 Betriebsgewinn-Prognose 64,2 Billionen KRW (+20 % Revision, Yahoo Finance 2026)
- Samsung Q2 2026 schlägt Erwartungen (CNBC, 30.07.2026)
- Samsung Q3 2025 Betriebsgewinn: 9,18 Billionen KRW (Samsung Electronics IR, Oktober 2025)
- HBM/DRAM-Markterholung 2026: SK Hynix, Micron Earnings Guidance Q2 2026
Verdict: Hit
[Vorzeitig entschieden] Samsung Electronics Q3 2026 Betriebsgewinn: KRW 107,44 Billionen, weit über der Schwelle von KRW 14,0 Billionen. Quelle: Samsung Global Newsroom
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💻 Technology
✦ AI
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