LG Energy SolutionLG에너지솔루션
373220 · KOSPI · ₩LGES · LG에너지솔루션
Analyst target price
Average target
₩510,000
Upside
+41.9%
Range ₩510,000 – ₩510,000 · 1 broker (latest target within 6 months)
Consensus target vs price, 2 years
Broker reports
| Date | Broker | Report | Rating | Target | Change | Upside | Since publish | Read |
|---|---|---|---|---|---|---|---|---|
| Oct 12 | DS Investment & Securities | [Secondary Batteries] LG Energy Solution 3Q26 Preliminary Earnings Comment | — | — | — | −9.7% | 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 15 | — | — | Raised | — | Reported by The Financial News |
| Oct 14 | — | +16% | Raised | — | Reported by Money Today |
| Oct 14 | Meritz Securities | — | Raised | — | Reported by The Korea Economic Daily |
| Oct 14 | — | ₩510,000 | Raised | — | Reported by The Financial News |
| Oct 14 | Meritz Securities | ₩510,000 | Raised | — | Reported by Edaily |
| Oct 12 | — | — | Raised | — | Reported by Asia Economy |
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.
LG Energy Solution is back to a thin operating profit on a trailing basis but still posts a net loss, and new governance and shareholder-stake news weighs on the outlook.
Trailing twelve-month revenue to H1 2026 is ₩26.0T, with operating income of ₩385B (1.5% margin) and a net loss of ₩1.68T. The company has ₩29.1T of borrowings against ₩7.2T of cash, and free cash flow was negative at ₩5.2T. The shares closed at ₩382,500, up 8.8% over one month but down 22.7% over one year.
What stands out
- 2025 revenue fell 7.6% to ₩23.7T, and the company made a net loss of ₩1.07T despite a ₩1.35T operating profit.
- The price trades at about 4.0 times book value and 3.4 times sales; the P/E is not meaningful because of the losses, and no dividend is paid.
- On October 28, LG Chem announced plans to sell about ₩2.5T of its LG Energy Solution stake through a PRS arrangement, with a ₩300B treasury share cancellation.
- Over the last 20 trading days, institutions were net buyers (about ₩485B) while retail (about -₩381B) and foreign investors (about -₩99B) were net sellers; foreign ownership stayed at 5.5%.
- Filings on October 14 and 16 reference an embezzlement or breach-of-trust suspicion and a planned designation as an unfaithful disclosure company; the data does not give details of either matter.
What to watch
- The outcome of the embezzlement or breach-of-trust suspicion and the planned unfaithful disclosure designation, including any effect on governance or trading status.
- Execution of the ₩2.5T LG Chem stake sale and whether it adds supply pressure on the shares.
- Cash generation and borrowings, since free cash flow is negative and net debt is large relative to cash; the next results release is not in the data.
Data as of Oct 27, 2026 · written 3d ago
This is not financial advice.
Also known as: LG Energy Solution / LG에너지솔루션 / 373220 / KRX:373220
Source: KRX statistical information