LG begins AI business reviews: what it means for LG Corp stock

Published on 10/20/2026 at 00:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

LG's October 19 review targets AI factories and physical AI. For LG Corp stock, Q2 revenue reached KRW 2.14 trillion, up 19.0 percent.

Capital allocation meets AI execution

LG Corp began its annual business reviews on October 19, 2026, with sessions planned for about one month.
Second-quarter 2026 revenue reached KRW 2.14 trillion, up 19.0 percent year over year, while operating profit was KRW 533 billion.
Heungkuk Securities maintained a KRW 150,000 target in its September 22, 2026 report.

LG Corp, KR7003550001, Illustration mit AI erstellt.

LG Corp (ISIN KR7003550001) began its annual business review meetings on October 19, 2026, with artificial intelligence, physical AI and data centers at the center of its 2027 planning. Seoul Economic Daily reported that Chairman Kwang-mo Koo will lead the meetings for about one month with the chief executives of LG affiliates.

AI plans meet financial progress

The review follows a stronger second quarter. LG reported KRW 2.14 trillion in revenue for the second quarter of 2026, up 19.0 percent from the same period a year earlier, while operating profit reached KRW 533 billion and the operating margin was 24.9 percent, according to ATS View. The comparison is important because first-quarter revenue was KRW 1.80 trillion and operating profit was KRW 414 billion.

LG's strategy is to combine the capabilities of its affiliates rather than rely on one business line. The review covers LG Electronics, LG Display, LG Innotek, LG Energy Solution, LG Chem, LG Uplus and LG CNS, with Nvidia and Microsoft cooperation also on the agenda.

What does the review mean?

The answer rests on execution. Seoul Economic Daily said LG Electronics is developing a humanoid robot with Nvidia for a planned unveiling in the first quarter of 2027, while LG affiliates are contributing panels, camera modules, batteries and communications technology. The same report said LG is expanding cooperation with Nvidia from robotics into data-center cooling and is working with Microsoft across AI infrastructure.

Three dated steps for LG

On September 22, 2026, Heungkuk Securities issued a Buy recommendation with a KRW 150,000 target, unchanged from its prior target, as reported by Newspim. On October 6, 2026, DB Securities began coverage with a KRW 140,000 target, according to Newspim. On October 19, 2026, LG opened the month-long business review process, with AI investment and affiliate execution as central topics.

Upcoming corporate dates

The business reviews are scheduled to run through about November 2026, and the process is expected to inform year-end executive appointments. LG Electronics' planned humanoid robot unveiling is scheduled for the first quarter of 2027.

Execution remains the stock question

LG's second-quarter revenue growth and 24.9 percent operating margin provide a stronger financial base for the AI program. The next test is whether the One LG structure turns partnerships and affiliate investments into measurable businesses across robotics, data centers and related infrastructure.