Analyst Sun Jung Lee of Bank of America Securities reiterated a Hold rating on Sk Telecom, with a price target of $27.54.
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Sun Jung Lee has given his Hold rating due to a combination of factors related to both upside potential and valuation risks. While he acknowledges an earnings rebound in 2026–27 and the strategic value of SK Telecom’s Anthropic stake, he judges that the recent 25% share price rally has already incorporated most of this AI-driven upside, leaving a more balanced risk‑reward profile at current levels.
He also notes that the shares now trade at elevated valuation multiples versus history, and that the implied market value of the Anthropic position appears largely reflected in SK Telecom’s market cap. Although he expects earnings and shareholder returns to improve, including potential dividend normalization and non-core asset sales, these positives are seen as largely anticipated, justifying a Neutral stance rather than a more aggressive rating.
According to TipRanks, Jung Lee is a 3-star analyst with an average return of 11.9% and a 64.29% success rate.
In another report released on January 29, TipRanks – OpenAI also upgraded the stock to a Hold with a $29.00 price target.