[Feature Stock] LG Electronics, surges due to new robotics and AI business expectations… target price upgrade drives LG Group stocks to move higher in sync

LG Electronics shows strong gains due to market expectations for its robot value chain and broker upgrades of target stock prices.
LG and other group stocks also rose in tandem.

LG Electronics is currently up 16.13% from the previous trading day, trading at 252,000 won.
LG increased by 28.72%, trading at 156,000 won; LG CNS rose 10.34%, trading at 95,000 won; LG Electronics preferred stock increased by 8.76%, trading at 96,000 won.

This rise is interpreted as influenced by Hana Securities raising LG Electronics’ target stock price from the original 160k won to 230k won, while maintaining a “Buy” investment rating.
Hana Securities commented that even in an unfavorable operating environment, the company has improved profitability through structural adjustments, cost structure optimization, and marketing expense efficiency.

Additionally, the robot business, as a new growth driver, is attracting attention.
LG Electronics previously announced at the shareholders’ meeting plans to establish a mass production system for humanoid robot actuators within the year and the CLOi PoC schedule.
Since the plan, originally set for 2027, has been moved up to the first half of 2026, the market perceives that the pace of business advancement is accelerating.

At the same time, increased orders in the data center cooling business, along with discussions with NVIDIA on Physical AI, AI data centers, and mobility sectors, have also stimulated investor sentiment.
As AI-related businesses are fully developed, expectations for mid- to long-term performance improvement are growing.

Brokerages forecast LG Electronics’ consolidated sales for 2026 at 94.3311 trillion won, with an operating profit of 3.8 trillion won.
The possibility of a one-time gain from tariff refunds in the second half has also been mentioned.