Naver, securities firms raise target price on Nvidia partnership 45ten-thousand-won amount proposed

Securities firms raised Naver’s target price, focusing on the increasing visibility of its AI data center business. DS Investment & Securities set the target price at 45ten-thousand-won amount. The report was said to present a specific revenue blueprint based on the partnership with Nvidia.

Several securities firms assessed that Naver’s investment appeal had increased based on its partnership with Nvidia. The reports were said to specify the expected revenue flows from the partnership and the direction of business development. The securities firms were reported to have reviewed their investment opinions and target prices on this basis.

The report is said to include an explanation of which services could be offered and which customers could be acquired through the partnership. The report was said to present links with AI accelerators and data center construction plans as the basis for revenue. Specific figures and assumptions were organized in the respective securities firms’ reports.

Naver’s full-scale expansion into the AI data center business has been linked to the expansion of partnerships. Collaboration with NVIDIA was cited as a key example of this strategy. A securities firm’s report identified improved business visibility as an upward factor.

The report also presented points to monitor in future earnings. These points included the timing of revenue conversion and the pace of customer acquisition. The report’s release date was listed as 9day.

The report stated that investment decisions should be based on reviewing each securities firm’s assumptions and earnings releases. It noted that some assumptions could change before additional contracts are disclosed or earnings are reported. Investors were advised to check the assumptions directly in the original report.