Naver, KR7035420009

Naver signs pact. NH Investment targets Naver stock at KRW 320,000

Published on 10/14/2026 at 00:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue reached KRW 3.39 trillion in the second quarter, up 16.20 percent year over year. For Naver stock, operating profit was KRW 520.30 billion.

Partnership and earnings

Naver and Naver Pay announced a four-party small-business agreement on October 13, 2026.
Second-quarter revenue reached KRW 3.39 trillion, up 16.20 percent year over year.
NH Investment maintained its KRW 320,000 target in a report dated October 12, 2026.

Naver, KR7035420009, Illustration mit AI erstellt.

Naver (KR7035420009) signed a four-party small-business digitalization agreement on October 13, 2026, while NH Investment maintained a KRW 320,000 target for Naver stock in a report dated October 12, 2026. The company agreement adds payment, data, marketing and training services to Naver's small-business offering.

Three dated operating moves

NAVER listed the October 13 agreement with the Small Business Association and the Korean Confectionery Association, bringing four organizations into the initiative. The plan supports Npay Connect terminals, sales and payment data, financial benefits, online promotion and practical training.

On October 6, 2026, NAVER also announced official sponsorship of the 31st Busan International Film Festival. On October 12, 2026, NAVER Cloud announced an AI Factory partnership targeting three markets, South Korea, Japan and Vietnam, according to TechRepublic.

Revenue grows in the second quarter

In the second quarter of 2026, NAVER reported revenue of KRW 3.39 trillion, up 16.20 percent year over year, and operating profit of KRW 520.30 billion, with a 15.40 percent operating margin, according to ATS View. Net income reached KRW 704.30 billion in the same quarter.

The figures show a split picture: revenue growth remained double digit, while operating profit was lower than the KRW 542.00 billion reported for the first quarter of 2026. That makes infrastructure spending and the timing of AI-related monetization central to the next earnings discussion.

What does the target imply?

Newspim reported on October 12, 2026, that NH Investment kept its Buy rating and KRW 320,000 target, unchanged from the prior KRW 320,000 target dated October 1, 2026. The target is KRW 3,042 below the six-month average target of KRW 323,042, a difference of 0.94 percent.

Results date is November 11

The next reporting date is November 11, 2026, for third-quarter results, according to Knowing Asset. The calendar lists expected revenue of KRW 3.50 trillion for that quarter.

KRX valuation and trading level

Naver last traded at KRW 178,000 on the KRX on October 13, 2026 at 3:30 p.m. KST. The same market snapshot places the 52-week range at KRW 173,200 to KRW 304,000 and market capitalization at KRW 26.6 trillion, giving investors a dated reference for the stock before the November results.