Samsung projects record Q3 operating profit of 107.4 trillion won, topping Nvidia
Samsung Electronics guided third‑quarter FY26 operating profit to 107.4 trillion won (about $80.2 billion), well above Nvidia’s $63.7 billion. The guidance includes sales of roughly 195 trillion won (about $145.76 billion), a 55.1% operating margin and a 782.5% year‑on‑year profit increase. Shares fell about 2.4% after the release as revenue estimates missed consensus and a stronger won reduced overseas earnings.
Why it matters
KB Securities notes the company’s P/E ratio remains around 4× despite the record profit, indicating extreme undervaluation and suggesting a potential re‑rating. The profit surge, driven by high‑bandwidth memory demand, may also support higher dividend or buy‑back payouts, which could lift the stock price.
Key facts
- 1Operating profit guidance is 107.4 trillion won, or about $80.2 billion. benzinga.com
- 2Operating profit margin is projected at 55.1%. mbiz.heraldcorp.com
- 3Sales are expected to reach 195 trillion won, or about $145.76 billion. scanx.trade
- 4Year‑on‑year operating profit growth is 782.5%. dagens.com
- 5Year‑on‑year sales growth is roughly 126.6%. dagens.com
- 6Shares closed down 2.42% at 262,000 won after the announcement. mbiz.heraldcorp.com
Summary written by AlphAI AI Desk from 4 of 4 sources. Not investment advice. Figures are as stated by the linked sources.