Nomura sets KRW 250,000 target for Samsung SDS stock

Published on 10/19/2026 at 02:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 5.9 percent year over year to KRW 3.72 trillion. AI data-center demand is Nomura's key thesis for Samsung SDS stock.

AI demand and valuation

Nomura named Samsung SDS a top pick with a KRW 250,000 target on October 16, 2026.
Second-quarter 2026 revenue reached KRW 3.72 trillion, up 5.9 percent year over year.
Samsung SDS had a KRW 15.0 trillion market capitalization as of October 19, 2026.

Samsung SDS, KR7018260000, Illustration mit AI erstellt.

Samsung SDS (ISIN KR7018260000) was last at KRW 194,300 on the Korea Exchange on October 19, 2026 at 9:05 a.m. KST. Nomura named Samsung SDS a top pick on October 16 and set a KRW 250,000 target, according to MK.

What does the target mean for growth?

Nomura's target is 28.67 percent above the October 19 price, putting the focus on whether AI data-center demand can translate into durable earnings growth. The bank highlighted Samsung SDS's enterprise services, financial flexibility and opportunities in Korea's emerging AI data-center market, according to MK.

Three dates shaped the story

On June 30, 2026, Samsung SDS reported second-quarter revenue of KRW 3.72 trillion, up 5.9 percent year over year, in the company's financial update Samsung SDS. On October 8, 2026, Hanwha Investment and Securities maintained a KRW 300,000 target and a Buy rating in a report carried by NewsPim. On October 16, 2026, Nomura identified Samsung SDS as a preferred stock and assigned a KRW 250,000 target, MK reported.

Market value and trading range

Samsung SDS had a market capitalization of KRW 15.0 trillion as of October 19, 2026. Its 52-week range was KRW 146,100.00 to KRW 388,500.00, leaving the latest price well inside the annual band and below both cited analyst targets.

AI investment meets valuation

The investment case now rests on execution. Samsung SDS combines cloud services, enterprise software and digital logistics, while the latest analyst targets place different weights on AI infrastructure demand and near-term valuation.

Samsung SDS was last at KRW 194,300 on the Korea Exchange on October 19, 2026 at 9:05 a.m. KST, while its market capitalization stood at KRW 15.0 trillion.