Green rows = improving QoQ · red rows = declining. Figures indicative, drawn from reported results & guidance.
Latest earnings / delivery
Record profitability
SK hynix is posting record results on HBM demand, with operating margin around 76% and revenue up ~35% YoY as it leads the high-bandwidth-memory market for AI accelerators.
Nasdaq ADR
The ADR listed in July 2026 and re-rated to the ~$160s, compressing near-term upside; note thin ADR trading volume and data-provider lag on the quote.
Catalysts vs Risks
▲ Catalysts
Continued AI / HBM demandHIGH IMPACT
Memory pricing up-cycleHIGH IMPACT
Capacity / next-gen HBM rampMEDIUM
▼ Risks
Memory-cycle downturnHIGH IMPACT
Thin ADR liquidity / quote lagMEDIUM
Customer concentration in AIMEDIUM
Bottom line
Hold / Buy · Buy/Sell 52/100 · PT +5%
SELL / AVOIDHOLDATTRACTIVE BUY
The world's #1 HBM supplier at roughly 5x forward earnings with a record ~76% operating margin — cheap for the fundamentals, but the ADR has already re-rated to the $160s, compressing upside to a Hold/Buy. Own it for AI-memory leadership while sizing for a cyclical memory market and thin, lagging ADR liquidity.
Generated August 24, 2026. Prices reflect the last completed session (August 21, 2026), sourced via AlphaVantage & web research; some quotes carry data-provider lag — verify live prices before acting. 12-month charts are indicative. Risk score = Valuation 35% · Financial Health 35% · Growth 30% (0 = low risk, 100 = high risk). Buy/Sell weighs current price level against fundamentals (0 = avoid, 100 = attractive). For informational purposes only — not investment advice.