KT Corporation: Turning Bullish On New AI Investments (Rating Upgrade)
I lift KT Corporation's (KT) rating from 'Hold' to 'Buy,' after assessing its latest capital expenditure proposal. KT intends to allocate ₩18T to AI-related investments; a major goal is to increase its AI data center capacity to 1.0GW by 2031. KT's existing policy to distribute 50% of its earnings in the form of dividends and buybacks should remain unchanged, as it will explore a variety of funding options for DCs.
KT Corporation (KT) Q1 2026 Earnings Call Transcript
KT Corporation (KT) Q1 2026 Earnings Call Transcript
KT Q1 Earnings Call Highlights
KT NYSE: KT reported lower first-quarter earnings for fiscal 2026 as higher sales and labor costs and a year-earlier property development gain weighed on profitability, while management outlined plans to reposition the company around AI-driven “AX” services and maintain its shareholder return framework.
Is KT (KT) Stock Undervalued Right Now?
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.
Should Value Investors Buy KT (KT) Stock?
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.
KT Corporation: A Mix Of Positives And Negatives
My 'Hold' rating for KT Corporation is unchanged, following my assessment of its telco and non-telco business operations. Q4 2025 operating profit missed consensus by 3%, with a 58% sequential decline, reflecting the fallout from a cyberattack on its telecom division. But KT's non-telecom segments, Business-to-Business and cloud/data center, have good growth potential.
KT Corporation (KT) Q4 2025 Earnings Call Transcript
KT Corporation (KT) Q4 2025 Earnings Call Transcript
KT Corporation's Business Improves, But Security Breach Counsels Caution (Rating Upgrade)
KT Corporation has rebounded in 2025 with improved margins, revenue growth, and strong Q2/Q3 earnings after a disappointing 2024. KT's cloud business is showing promising growth, while core telecom remains stable; a recent security breach poses some reputational risk. KT maintains a robust balance sheet, offers a 4.57% dividend yield, and completed a significant share buyback, enhancing shareholder value.
KT Corporation (KT) Q3 2025 Earnings Call Transcript
KT Corporation ( KT ) Q3 2025 Earnings Call November 7, 2025 1:00 AM EST Company Participants Jaegil Choi - IR Officer Min Jang - CFO & Executive VP of Financial Management Office Conference Call Participants H.J. Kim - Daishin Securities Co. Ltd.
KT Corporation to Report Q3 Earnings: How to Approach the Stock Now?
KT's bold AICT transformation and growing cloud momentum face market saturation and stiff competition ahead of third-quarter results.
KT Corporation vs. AT&T: Which Telecom Stock Is the Better Pick?
KT bets on AI-driven growth while AT&T doubles down on 5G and fiber - two telecom giants, two very different paths forward.
KT Doubles Operating Profit: Will the Momentum Continue?
KT's Q2 profit more than doubled on real estate gains, as cloud, AI and cost control efforts fuel transformation and growth momentum.
