u/Euro347 ·
Reddit — r/stocks
· August 19, 2026 at 23:10
· ⬆ 38 pts
· 💬 28 comments
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Score38
Comments28
Upvote %72%
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This company is committed to making sure investors get paid. They just do business different in Korea.
Per the company the intrinsic value "is not fully reflected in its current stock price."
\-$29 Billion Buyback Commitment, starts 8/20
\-Will allocate more than half the free cash flow generated between 2025 and 2027 to shareholder returns
\-Special dividends are under consideration per the company, with detail due alongside third-quarter earnings.
\-Net cash stood at roughly 69 trillion won ($49.36 billion) at the end of the second quarter.
\-Structural memory demand will outpace production capability through 2027, memory shortage should be worse in 2027.
[https://www.reuters.com/world/asia-pacific/sk-hynix-ceo-sees-worst-ever-memory-supply-shortage-2027-says-demand-outstrip-2026-07-10/](https://www.reuters.com/world/asia-pacific/sk-hynix-ceo-sees-worst-ever-memory-supply-shortage-2027-says-demand-outstrip-2026-07-10/)
\-For the foreseeable future SK Hynix will be taking in enormous amounts of cash. Companies in the Dot Com era, never had this issue.
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My personal prediction is the Korean market will reach a new all time high this year, SK Hynix will be a primary driver.
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No firm on wall street has a price target under $200
Wolfe Research-$200
Stifel-$240
Rosenblatt-$320
RBC Capital Mkts-$200
Needham-$300
Cantor Fitzgerald-$300
UBS-$204
Barclays-$330