"Samsung SDS AX Shows Real Execution, Not Just Words" [Click eStock]

LS Securities: "High Mid- to Long-Term Growth Visibility"

On September 10, LS Securities maintained its "Buy" investment rating and target price of 307,000 won for Samsung SDS.

Yujin Sun, a researcher at LS Securities, stated, "We believe there is high mid- to long-term earnings growth visibility across all segments, including artificial intelligence transformation (AX), robot transformation (RX), and infrastructure."

On September 8, Samsung SDS held the "Real Summit 2026" event, unveiling its comprehensive AI full-stack capabilities spanning infrastructure, platforms, and applications for corporate AX. Major global large language model (LLM) companies such as OpenAI and Anthropic, along with client companies and public institutions, participated in the event and shared actual adoption cases. Regarding this year's event, the researcher commented, "The focus was on generating tangible outcomes, and it suggested the possibility of Samsung SDS expanding its role throughout the entire AX process."

Notably, at this event, Samsung SDS announced plans to launch a robot that supports robot learning and control. The researcher said, "The vast manufacturing and logistics robot demand within Samsung affiliates, alongside decades of accumulated manufacturing execution system (MES) and automation references, are considered strong entry points for the company’s RX business expansion."

In addition, the work-related agent “Brity Works Cowork,” scheduled for launch and commercialization in October, is expected to expand its application from the company and its affiliates to the broader corporate and public AX markets. The researcher further noted that the expansion of AI data centers and GPU infrastructure is also progressing based on demand from affiliates and the government, which will help drive mid- to long-term earnings growth.

This content was produced with the assistance of AI translation services.