SK Telecom

SKM

Market cap $11.6B

-       Seizing the golden time for a major transformation, with 'Customer Value & AI' as the top two priorities for driving change -       Major overhaul of systems and infrastructure, the foundation of telecommunications, centered on AI -       Redesigning customer-friendly products, promoting integrated AI agents, and strengthening communication with customers -       Advancing hyperscale AI data centers, developing 1000B AI models, and focusing on manufacturing AI to help Korea become one of the world's top three AI leaders BARCELONA, March 1, 2026 /PRNewswire/ -- SK Telecom (NYSE:SKM, hereinafter referred to as "SKT") has announced a major transformation to lead the era of AI. On March 1, SKT CEO Jung Jai-hun held a press conference in Barcelona, Spain, and announced the company's 'AI Native' innovation strategy, which includes a reorganization of AI infrastructure and large-scale investment plans.

I raise my rating for SK Telecom to "Buy," considering potential catalysts like dividend restoration and Anthropic stake sale. SKM is expected to reinstate its dividend in 2026, implying a forward yield of above 4%.

Cboe Global Markets, AngloGold, SK Telecom and Sasol stand out as low-beta picks as volatility rises on oil and private loan worries.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. AMX, TIMB and SKM are well-positioned to make the most of the demand for seamless connectivity solutions.

SK Telecom Co., Ltd. (SKM) Q4 2025 Earnings Call Transcript

Low-beta picks like FUTU, FET, DG and SKM offer stability amid Fed uncertainty and shutdown fears in volatile markets.

SPFI, ALRS and SKM made it to the Zacks Rank #1 (Strong Buy) value stocks list on January 29th, 2026.

SK Telecom (SKM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.