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SKMSK Telecom Co., Ltd.Sell5.2·$38.73+5.50%
SellModerate Confidence
Investment thesis

SK Telecom has beaten earnings estimates in 3 of its last 4 reported quarters and trades at an attractive forward price-to-earnings ratio of 16.6x, but declining revenue, a quality score below the acceptable threshold, and an analyst-derived asymmetry showing negative 23.8% implied upside indicate the stock has run beyond fair value.

Thesis pillars

  • Earnings Beat Streak Against Weak GrowthDeteriorating
  • Declining Revenue Structural Growth ChallengeImproving
  • Target Exceeded Negative AsymmetryImproving
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

SK Telecom Co., Ltd. (SKM) Stock Analysis

Breakout setup

SellModerate Confidence

Communication Services · Telecom Services

Sell if holding. Analyst target reached at $38.73 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak growth.

SK Telecom Co., Ltd. engages in the provision of wireless telecommunication services in South Korea. The company operates through three segments: Cellular Services, Fixed-Line Telecommunications Services, and Other Businesses. The Cellular Services segment offers wireless voice... Read more

$38.73-23.7% A.UpsideScore 5.2/10#29 of 44 Telecom Services
QualityF-score9 / 9FCF yield
IncomeYield2.64%(5y avg 6.23%)Payout102.07%at-risk
Stop $35.81Target $44.29(default +15%)A.R:R -1.6:1
Analyst target$34.57-10.7%3 analysts
$44.29our TP
$38.73price
$34.57mean
$30
$44

Sell if holding. Analyst target reached at $38.73 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak growth. Chart setup: Golden cross, above all MAs, RSI 58, MACD bullish. Score 5.2/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 75d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-08-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Oct 29, 202675d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Positive momentum
Risks
Analyst target reached - limited upside remaining
Weak growth

Key Metrics

P/E (TTM)57.5
P/E (Fwd)14.3
Mkt Cap$14.8B
EV/EBITDA
Profit Mgn4.4%
ROE
Rev Growth0.5%
Beta0.69
Dividend2.64%
Rating analysts31

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C11.30bearish
IV66%elevated
Max Pain$55+42.0% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Revenue Growth
2.6
Low model confidence on this dimension (33%).

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
1.0
Gap
3.0
52w Position
6.3
Extreme gap up (5.2%) - may pull back
GatesA.R:R -1.6=NEGATIVEMomentum 7.6>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 75d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
58 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $29.53Resistance $39.50

Price Targets

$36
$44
A.Upside-23.7%
A.R:R-1.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-23.7% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-10-29 (75d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SKM stock a buy right now?

Sell if holding. Analyst target reached at $38.73 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Weak growth. Chart setup: Golden cross, above all MAs, RSI 58, MACD bullish. Prior stop was $35.81. Score 5.2/10, moderate confidence.

What is the SKM stock price target?

Take-profit target: $44.29 (-23.7% upside). Prior stop was $35.81. Stop-loss: $35.81.

What are the risks of investing in SKM?

Analyst target reached - limited upside remaining; Weak growth.

Is SKM overvalued or undervalued?

SK Telecom Co., Ltd. trades at a P/E of 57.5 (forward 14.3). TrendMatrix value score: 6.5/10. Verdict: Sell.

What do analysts say about SKM?

31 analysts cover SKM with a consensus score of 3.7/5. Average price target: $35.

What does SK Telecom Co., Ltd. do?SK Telecom Co., Ltd. engages in the provision of wireless telecommunication services in South Korea. The company...

SK Telecom Co., Ltd. engages in the provision of wireless telecommunication services in South Korea. The company operates through three segments: Cellular Services, Fixed-Line Telecommunications Services, and Other Businesses. The Cellular Services segment offers wireless voice and data transmission, cellular interconnection, Internet of Things solutions and enterprise communications, cloud, subscription, advertising and curated shopping services; as well as sells wireless devices. Its Fixed-Line Telecommunications Services segment provides fixed-line telephone, broadband Internet services; media platform services, such as internet protocol TV and cable TV; and business communications and related infrastructure services. The Other Businesses segment offers T-commerce services. In addition, it provides call center management, base station maintenance, information gathering and consulting, database and internet website, and broadcasting programs; international telecommunication and mobile virtual network operator services; and operates information and communications facilities; as well as engages in telecommunications and communication device retail; and software development and supply business. SK Telecom Co., Ltd. was incorporated in 1984 and is based in Seoul, South Korea.

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