HD Hyundai Energy SolutionsHD현대에너지솔루션
322000 · KOSPI · ₩322000 · HD현대에너지솔루션
Analyst target price
Average target
₩177,000
Upside
+110.0%
Range ₩170,000 – ₩184,000 · 2 brokers (latest target within 6 months)
Buy 2
Consensus target vs price, 2 years
Earnings estimates
Brokers' earnings estimates and how they've been revised, with Pro.
Unlock with ProBroker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 27 | Kyobo Securities | 3Q26 Review: Exchange rate is painful | Buy | ₩184,000 | Maintained | +118.3% | 0.0% | Read ↗ |
| Oct 27 | DS Investment & Securities | [Renewable Energy] HD Hyundai Energy Solutions - Shocking earnings | Buy | ₩170,000 | New | +101.7% | 0.0% | Read ↗ |
| Oct 27 | Kyobo Securities | 3Q26 Review: Exchange rate is painful | Buy | ₩184,000 | New | +118.3% | 0.0% | Read ↗ |
Calculated by JONBUR from publicly available broker reports. Reports belong to their publishers. Not financial advice. Includes brokers that publish research publicly; some brokers' reports are client-only and not included.
Reported in the news
| Date | Broker | Target | Change | Rating | Source |
|---|---|---|---|---|---|
| Oct 27 | — | — | Cut | — | Reported by Asia Economy |
| Oct 27 | — | — | Cut | — | Reported by The Korea Economic Daily |
| Oct 27 | — | — | Cut | — | Reported by Chosun Biz |
| Oct 26 | — | — | Cut | — | Reported by The Financial News |
| Oct 26 | — | — | Cut | — | Reported by Money Today |
| Oct 26 | — | — | Cut | — | Reported by The Korea Economic Daily |
Target prices and ratings as news headlines report them, for every broker, including the ones whose reports we don't collect. Only what the headline says; open the article for the rest. Not financial advice.
AI summary of public information
An AI summary of the public information on this company: filed financial statements, filings, prices and news headlines. It doesn't use broker reports; their targets and estimates are shown above.
HD Hyundai Energy Solutions shares have fallen sharply after preliminary third-quarter earnings came in below expectations, with brokerages cutting target prices.
The company makes solar cells and modules, with modules about 76% of 2025 consolidated sales, and is expanding into inverters, energy storage and solar O&M services. Trailing twelve-month figures to H1 2026 show revenue of ₩599B and operating income of ₩94B, a clear improvement on 2024, but the share price has dropped about 20% over one month and 29% over three months. The data does not give the full Q3 figures beyond a reported operating profit of ₩20.44B.
What stands out
- Trailing revenue is ₩599B with a 15.8% operating margin, versus 8.4% in 2025 and 0.8% in 2024.
- Q3 operating profit of ₩20.44B was up 39.3% year on year, but news reports say it was about half of expectations, with currency weakness raising costs.
- The share price closed at ₩96,300, far below its 52-week high of ₩256,000 yet still up 82.7% over one year.
- Valuation is 17.7x earnings and 2.3x book, while the company's own DCF base value is ₩32,288, below the current price.
- Foreign ownership rose from 5.7% to 6.8% over 60 days, while retail investors were net sellers of about ₩41.5B over 20 days.
What to watch
- Full Q3 results and the quarterly report, which the data does not yet include, and whether margins hold given the weaker won.
- Any further target price changes from brokerages and continued share price volatility after the earnings shock.
- Demand trends for solar modules and the AI data center power theme cited in recent headlines, plus any new filings on large holdings.
Data as of Oct 26, 2026 · written yesterday
This is not financial advice.
Also known as: HD Hyundai Energy Solutions / HD현대에너지솔루션 / 322000 / KRX:322000
Source: KRX statistical information