LG Corp stock gets AI revenue support as Hana keeps Buy rating

Published on 09/30/2026 at 07:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

LG Corp reported KRW 2.14 trillion of Q2 revenue, up 19.0 percent year over year. Its AI strategy anchors a KRW 140,000 target from Hana Securities.

LG Corp, KR7003550001, Illustration mit AI erstellt.

LG Corp (ISIN KR7003550001) is drawing investor attention to its artificial intelligence monetization plans after Hana Securities maintained a Buy rating and a KRW 140,000 target on September 15, 2026. The holding company reported KRW 2.14 trillion of revenue for the second quarter of 2026, up 19.0 percent from the same quarter of 2025.

AI revenue becomes the catalyst

According to E-Daily on September 15, 2026, Hana Securities said LG Corp could recognize external revenue from its EXAONE artificial intelligence technology. The research cited applications across manufacturing, healthcare, finance and pharmaceuticals, giving investors a more concrete route from research spending to commercial income.

The same report said LG's AI Research division had solved more than 100 industrial problems and was expanding domain-specific models. That figure matters because it shifts the valuation discussion from a holding-company discount toward the potential earnings contribution of technology developed inside the group.

Profit growth strengthens the case

ATS View reported that second-quarter operating profit reached KRW 533.0 billion, while net income stood at KRW 533.8 billion. Operating margin was 24.9 percent, compared with 15.4 percent in the second quarter of 2025, according to the same DART-based summary.

The comparison gives the AI narrative an operating backdrop. LG Corp is a holding company with interests including LG Electronics, LG Chem and LG Uplus, so subsidiary earnings and capital allocation remain central to its valuation. Its 2025 common dividend was KRW 3,100 per share, with a reported dividend yield of 3.4 percent.

Targets sit above the market average

MarketScreener listed an average analyst target of KRW 125,916.67 on September 21, 2026, alongside an Outperform consensus from 12 analysts. Hana's KRW 140,000 target therefore stood above that published average, while both figures remained below the KRW 150,000 target reported by Nate for Heungkuk Securities on September 22, 2026.

LG Corp market snapshot

LG Corp shares were at KRW 110,100 on the Korea Exchange on September 30, 2026 at 2:14 p.m. KST, during the regular session. The company had a market capitalization of KRW 16.6 trillion on that date, while its 52-week range stood at KRW 70,100.00 to KRW 185,900.00. The figures leave AI monetization, subsidiary earnings and shareholder returns as the main valuation variables.