SK Telecom: Operating Profit Beat Expectations With Catalysts Intact

I stick with a 'Buy' rating for SK Telecom following my assessment of its financial performance and re-rating triggers. SKM's 1Q2026 operating profit represented a 4.7% beat over consensus. This is attributable to up-selling, portfolio reshaping, and AI-driven growth in data center operations. SKM is getting closer to realizing the full-year dividend restoration and Anthropic stake monetization catalysts in my view.

Seeking Alpha • May 8, 2026

SK Telecom Co., Ltd. (SKM) Q1 2026 Earnings Call Transcript

SK Telecom Co., Ltd. (SKM) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 7, 2026

SK TELECOM CO. LTD. FILES ITS ANNUAL REPORT ON FORM 20-F

SEOUL, South Korea, April 29, 2026 /PRNewswire/ -- On April 29, 2026, SK Telecom Co., Ltd. filed its Annual Report on Form 20-F for the year ended December 31, 2025 with the U.S. Securities and Exchange Commission.

PRNewsWire • Apr 29, 2026

Rebellions Collaborates with SK Telecom and Arm Targeting Sovereign AI and Telecom Infrastructure

SEOUL, South Korea--(BUSINESS WIRE)-- #AIInfrastructure--Rebellions, SK Telecom, and Arm collaborate to build sovereign AI inference infrastructure combining RebelCard™ and Arm AGI CPU.

Business Wire • Apr 10, 2026

OpenAI & Anthropic Prove the AI Revolution is Just Starting

While geopolitical tensions provide a constant drumbeat of anxiety for the average investor, the underlying fundamentals of the AI sector tell a much different story.

Zacks Investment Research • Apr 1, 2026

SK Telecom: The Dark Horse of the AI Race

While the world watches the tug-of-war between Silicon Valley and Beijing, a new contender is quietly assembling a powerful AI ecosystem.

Zacks Investment Research • Mar 24, 2026

3 "Backdoor" Agentic AI Stocks to Buy Now

The Agentic AI revolution is a multi-trillion-dollar investment opportunity. While many of the top Agentic AI companies are held privately, public investors can find backdoor means to invest in them.

Zacks Investment Research • Mar 24, 2026

5 Undervalued Price-to-Sales Stocks With Solid Upside Potential

Low price-to-sales stocks can signal undervalued opportunities, especially when paired with strong fundamentals and manageable debt levels.

Zacks Investment Research • Mar 13, 2026

T-Mobile's Customer Machine vs. Vodafone's Restructuring Gamble vs.

T-Mobile US (NASDAQ: TMUS), Vodafone (NASDAQ: VOD), and SK Telecom (NYSE: SKM) occupy the same sector but run three completely different businesses in three different competitive environments.

24/7 Wall Street • Mar 11, 2026

Best Low-Beta Stocks to Own Right Away: GOLD, CBOE, SKM & AGRO

Amid rising Middle East tensions and market volatility, low-beta stocks like GOLD, CBOE, SKM and AGRO stand out for stability and strategic growth drivers.

Zacks Investment Research • Mar 5, 2026