SK Telecom Surges 5% Intraday on July 26 as AI Investment Drives 149K Won Target Price

According to NEWSIS, SK Telecom ended trading on July 26 up 0.50% at 100,000 won but surged nearly 5% during the session amid a market selloff, as analysts raised valuations citing the company's Anthropic stake and AI data center expansion.

Securities firms unveiled bullish targets, with Shinyang Securities setting a price goal of 149,000 won—the highest among three major brokers—based on potential upside from AI asset revaluation. iM Securities valued SK Telecom's Anthropic holding at approximately 4.2 trillion won, while the company plans a 15-gigawatt AI data center project through subsidiary SK Hyper. Analysts credit SK Telecom with the most aggressive AI investment strategy among domestic telecom operators.