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Samsung Electronics sign outside the company's building in Seoul
Photo: Seoul Economic Daily

Samsung Stock Falls 2.4% Despite Record Q3 Profit

Samsung Electronics2 min read8 sources

Why is Samsung stock down today?

Samsung Electronics (005930.KS) stock fell 2.4% to 262,000 won on Thursday after the company forecast record 107.4 trillion won quarterly profit, as investors had hoped for even more.

Key numbers

Q3 operating profit107.4T won ($80B)+782.5% YoY
Q3 revenue195T won+127% YoY
Operating margin55.1%Record high
Profit vs Bloomberg estimate107.4T vs 108.67T wonSlight miss (beat LSEG 106.1T)
Samsung share close262,000 won-2.42%
KOSPI index6,625.93-2.62%

What happened

Samsung Electronics (005930.KS) stock fell 2.4% to 262,000 won on Thursday after the company forecast record 107.4 trillion won quarterly profit, as investors had hoped for even more. The profit, about $80 billion, is almost nine times last year's and the first above 100 trillion won for any South Korean company. AI data centers are buying huge amounts of memory chips, and shortages have pushed chip prices sharply higher. One major forecast, from Bloomberg, was higher at 108.67 trillion won. Final results are due October 29.

Why it matters

Samsung Electronics is the world's biggest memory chip maker, so its profit shows how much money the AI boom is generating for the companies that supply computer parts. Memory chips are in short supply, with prices about four times higher than a year ago. The share dip shows that even record results can disappoint when investors expect more, and some worry AI spending may not last.

Who this affects

Marketmixed
Medium impact
Korean chip investors face a volatile reaction despite strong earnings.
Companymixed
High impact
Samsung shareholders get record profit but a share dip.
Competitorsmixed
Medium impact
SK Hynix also slid 2.4%; rivals share the AI boom.
Industrybullish
High impact
AI memory shortage keeps chip makers highly profitable.

Samsung vs SK Hynix, Micron

Samsung Electronics005930.KS262,000 won-2.4%
SK Hynix000660.KS1,681,000 won-2.4%
Micron (US close, Oct 7, before the news)MU:NASDAQ—+4.1%

As of 2026-10-08

How we got here

  1. Micron closes up 4.1% in the US, a day before Samsung's results.

  2. Samsung forecasts record Q3 operating profit of 107.4 trillion won; shares close down 2.42%.

  3. KOSPI falls 2.62% as foreign investors net sell 2 trillion won of stocks.

  4. Samsung due to publish full third-quarter results.

What to watch

  • Samsung's full Q3 results, including the split between memory chips and phones and TVs.2026-10-29
  • US Treasury yields and Fed rate signals, which weighed on Korean chip shares.Q4 2026

Educational content only. Not investment advice.

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