SK hynix Q3: Supply Constraints Won't Ease Soon, But A Revenue Decline Is Priced In

SK hynix Inc. is undervalued after a 25% October decline, but strong 3Q earnings prove continued strong revenue growth, a healthy balance sheet, and FCF generation. The Q3 earnings miss was driven by non-recurring factors, including a significant loss from foreign exchange and investment assets. SKHY management guides that supply constraints will persist, supporting higher memory prices, which is also confirmed by peers.

Seeking Alpha • 14 hours ago

SK hynix: Record Earnings, Record Capital Returns, Yet Still Cheap

SK hynix reported record Q3 earnings, reinforcing its exceptional profitability and strong position in the AI-driven memory supercycle. Long-term supply agreements improve revenue visibility, while tight HBM supply supports the. The company's substantial buybacks and dividends allow shareholders to capture a meaningful portion of the current supernormal profit cycle. SK hynix discontinued its review of a potential Solidigm IPO, reducing near-term duplicate-listing concerns and providing greater comfort regarding minority-shareholder interests.

Seeking Alpha • 10 hours ago

SKHY Q3 Earnings Call Highlights AI Demand and HBM4 Expansion

SK hynix is accelerating HBM4 production as AI memory demand surges, backed by long-term customer deals, capacity expansion and substantial shareholder returns.

Zacks Investment Research • 11 hours ago

SK hynix: Proving Fears Of An AI Memory Collapse Were Unfounded

SK hynix demonstrates why its HBM leadership has helped deliver robust Q3 earnings momentum. SKHY's operating margin hit a record 80% in Q3, with ASPs rising 20% high for HBM and 20% mid for NAND. Over 50% of SKHY's 2027–2028 capacity is secured via long-term agreements, mitigating downside risk amid hyperscaler CapEx uncertainty.

Seeking Alpha • 12 hours ago

Sandisk and Micron Slide 5% as Samsung Miss Cools Memory Rally Ahead of Sandisk Earnings; SK Hynix Falls 3%, Western Digital Dips

The memory rally from October 28 is turning back just hours before Sandisk (NASDAQ:SNDK | SNDK Price Prediction) reports, and memory makers are taking the hardest hit. Sandisk stock trades at $1,330.60, down 5%.

24/7 Wall Street • 7 hours ago

Why are Micron, SK Hynix and SanDisk stocks falling on Thursday?

Shares of Micron, SK Hynix and SanDisk fell on Thursday as Alphabet's weaker-than-expected results weighed on technology stocks, while a sharp decline in Samsung Electronics shares added pressure to the memory chip sector. Micron MU was down about 3.5%, SK Hynix slipped around 1%, and SanDisk fell approximately 2.71%, reversing some of the optimism that had lifted memory stocks a day earlier following SK Hynix's upbeat earnings and outlook.

Invezz • 10 hours ago

AI Multiple Meltdown: 3 Best Tech Stocks To Buy Amid The Fear

Recent technology sector volatility reflects mounting concerns over AI infrastructure spending, financing costs, and investment returns, potentially presenting attractive entry points for selective investors. Alphabet's latest earnings highlighted surging AI-driven cloud demand, but disappointing profits, elevated capital expenditures, and negative free cash flow intensified concerns about spending sustainability. While some of the associated selling may be justified, it has extended to companies with more attractive valuations, cash flow generation, and forward growth expectations.

Seeking Alpha • 6 hours ago

SK Hynix Leads Memory Stocks Higher as AI Demand Drives Record Sales, Profits

SK Hynix's U.S.-listed shares are surging after the South Korean memory chip giant turned in record quarterly results.

Investopedia • Oct 28, 2026

Jim Cramer sees major implications from SK Hynix's home-run quarter

CNBC's Jim Cramer said SK Hynix's blockbuster earnings showed that AI stocks can still rally despite growing investor skepticism about the massive data center build-out. Cramer pointed to low valuations, strong earnings, accelerating growth and sustained demand as key ingredients for a rally, adding that SK Hynix's results could bode well for rival Micron.

CNBC • Oct 28, 2026

SK Hynix Stock Is Undervalued, CFO Says, as AI Memory Profits Surge

SK hynix Inc.‘s (NASDAQ:SKHY) chief financial officer says the company's stock is undervalued, even after the AI memory boom delivered record quarterly revenue and operating profit. The South Korean chipmaker is pairing that assessment with an approximately 100 trillion won ($74.7 billion) shareholder-return plan for 2026, betting that dividends and share cancellations can help investors recognize the earnings and cash flow generated by its memory business.

Benzinga • Oct 28, 2026