Samsung SDS Price Target Raised 22.7% to 270,000 Won on AI Datacenter Growth

According to iM Securities analyst Lee Sang-hun, on July 6, the firm raised its price target for Samsung SDS (018260) to 270,000 won from 220,000 won, citing accelerating growth in the company's AI datacenter business. The 22.7% increase reflects expectations that AI infrastructure expansion will drive revenue growth and profitability improvements. Samsung SDS plans to invest 10 trillion won through 2031, with 5 trillion won allocated to AI infrastructure, and projects datacenter revenues of 6.6 trillion won by 2031, including contributions from the Gumi AI datacenter and national AI computing center projects.
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