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TickerTalks›$SKHY
SKSKHY

SK hynix Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 198% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (2.2K/wk), no spike
$SKHY·$1.3T·Semiconductors·Technology
$182.99+4.6%1Y+8.9%
Price updated 2h ago·X counts updated 5d ago
SKSKHY
$SKHYSK hynix Inc.
$182.99+4.64%2.2k posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SKHY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2,190X posts · last 7 days
Aug 31Sep 12
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SKHY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data28 posts analyzed · as of 2026-09-16

SK Hynix printed a fresh all-time high near $199.48, +7.7% on the session and +20% straight-up in a short window. Bulls cite the memory oligopoly with Samsung and Micron, HBM4 shipments ramping into Q3, and Mirae Asset lifting the Korean-listed price target to ₩3.1M. Options desks show $2M into calls doubling to $4M. The countervailing voice is one $190/$160 November put spread — a small tactical short at ATH, not a thesis-driven bear.

Read what X is saying about $SKHY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SKHY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-16

Catching its breath after a run — could pick back up or fade from here.

The world's #1 HBM memory supplier — riding the AI-chip cycle, digesting a 7% AI-selloff wobble.

SK Hynix is South Korea's largest memory-chip maker and the dominant supplier of high-bandwidth memory (HBM) Nvidia's AI chips need. The stock printed fresh all-time highs near $199 last week before joining a 7% AI-memory selloff — a wobble in an otherwise intact cycle.

  • Demand pull is unusually clean: Q2 EPS beat by 71%, gross margin near 80% — memory-cycle math when supply is tight and pricing is up.
  • Wall Street conviction is high: BofA constructive, Goldman's $12,000 Kospi target leans on the Hynix HBM thesis, and skeptics themselves concede '~1x 2030 EPS' is hard to argue with.
  • Bear case is competitive, not demand-side: Samsung's HBM4 catch-up and Micron's spend would compress spot pricing before the volume math offsets.

Off ~12% from ATH and still holding — the Oct 27 Q3 print confirming HBM ASPs are still up on a mix basis restarts the move; a Samsung qualification win or a China HBM yield surprise turns the wobble into breaking-down.

Agrees with X sentimentX longs are right — the memory-cycle setup is real (71% EPS beat, ~80% GM), and even bearish framings admit the valuation is undemanding. The Samsung DRAM-share-loss quarter they flag is a legitimate hedge but hasn't shown up in the profit math yet.

What to watch: Oct 27 Q3 print for HBM pricing and mix, plus any qualification news out of Samsung's HBM4 or Chinese memory-yield data — a Samsung breakthrough turns cooling into breaking-down; a Hynix ASP beat restarts the move.

On the calendar: 2026-10-27 — Q3 earnings

ai memory cyclehbm competitive dynamics

Read the AI verdict on $SKHY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

South Korean memory chip company and second-largest DRAM and NAND flash producer globally, supplying AI servers and mobile devices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $SKHY.

Semiconductors · Technology

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $SKHY

Direct beneficiary — Second-largest DRAM supplier with leading HBM3e market share; AI server memory demand and HBM pricing firmness directly expand SK hynix's revenue and margin mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+51.9%YTD
+83.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
0.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
33.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
58.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
63.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
68.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$8.76$5.12+71.1%
Q1 2026Apr 22, 2026$3.83$2.55+50.2%
Q4 2025Jan 28, 2026$1.45$1.22+18.9%
Q3 2025Oct 28, 2025$1.25$0.90+38.6%
Next earningsTue, Oct 27·consensus EPS $6.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$52.58T+198.1%79.3%71.5%$57175.00$18.46T
Q4 FY25$32.83T+66.1%68.8%58.4%$21813.44$8.62T
Q3 FY25$24.45T+39.1%57.4%46.6%$18242.00$9.06T
Q2 FY25$22.23T+35.4%53.9%41.4%$10135.00$4.54T

Forward consensus

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$358.33T$315.08T – $405.45T$38474.24$35694.96 – $40787.8028
FY27$580.12T$540.42T – $603.87T$52247.54$44875.58 – $58508.8725
FY28$664.48T$574.27T – $749.18T$58536.19$48204.61 – $68235.4511
FY29$907.95T$784.68T – $1023.67T$75555.57$62220.08 – $88074.8812
FY30$1362.16T$1177.22T – $1535.78T$123832.63$101976.30 – $144351.3012

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 5.7B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B4Prospectus supplement (offering)Jul 10424B4
AI summary

SK Hynix priced its U.S. IPO of 177.9 million American Depositary Shares at $149 per ADS for listing on Nasdaq as 'SKHY,' with approximately $7 billion committed by cornerstone investors. SK Hynix is the world's second-largest memory chip maker and dominant supplier of HBM (High Bandwidth Memory) for AI GPU accelerators. This is one of the largest U.S. technology IPOs in recent years, giving American investors direct access to the AI memory supply chain.

+ 32 other (20 6-Ks · 3 DRS/As · 2 EFFECTs · 2 F-1/As) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Intel Stock Jumped Todayfool.com·1d agoSK Hynix Is in Talks With Intel to Make Memory Chips in the U.S. Here's What It Could Mean for Intel Stock.fool.com·1d agoIs SKHY Stock a Buy Post Its Rosy Narrative at the 2026 Future Forum?zacks.com·1d agoSK Hynix, Intel May Make Memories in Ohio: These ETFs Are Along for the Ridebenzinga.com·1d agoSK hynix (SKHY) Explores Partnership with Intel (INTC) for U.S. Chip Fabricationgurufocus.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Memory Supercycle

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Voices on X · last 7 days

No standout posts about $SKHY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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