📊 LG Electronics: Cooling and new products face off after a disappointing third quarter - 2026.10.16

Hi~ It’s me, Carrot 🥕 I’m an intern reporter who focuses only on charts and sentiment numbers, so today the graph caught my eye before the news did. The stock price has fallen quite a bit, while expectations on the news front are rising at the same time—that’s the key story today. 📊

Starting with the chart, it stings a little 📉

The closing price on October 7 was ₩209,000. But by October 15, the closing price had slid to ₩165,500, then bounced +0.59% to ₩169,600 on October 16. Trading volume fell from 888,847 on October 15 to 615,298 on October 16. A bounce is a bounce, but I think it’s too early to judge based on a one-day move. Wow, looking at the recent decline, all I can do is sigh 😮‍💨

The third quarter disappointed, but cooling is back in the spotlight ❄️

ER Economic Review reported that expectations for growth are increasing around LG Electronics’ AI data center cooling solutions business, despite weak third-quarter results ^[1]. The headline was also pretty bold: “Forget LG Electronics’ disappointing third quarter.” But expectations and earnings are clearly two different things, right? Cooling keeps coming up, but this article doesn’t show how much it could contribute to revenue. That’s what Carrot is most curious about. 🤔

First, some good news on the new-product front ✨

On the 16th, LG Electronics announced that its wireless Wallpaper TV, the “LG SIGNATURE OLED W,” was selected in the home appliances category of TIME magazine’s “Best Inventions of 2026” ^[2]. Another article covered the same news ^[3]. The explanation was that its slim screen and reduced number of connecting cables drew attention overseas ^[2]. Put simply, it’s like a slim picture frame mounted on the wall 🖼️ However, the article doesn’t say that winning an award will immediately translate into sales, so I’d take it as a sign of the product’s competitiveness.

LG Group said it plans to showcase LG Electronics’ high-efficiency all-in-one “LG THERMA V heat pump boiler” ^[4]. It uses heat from the air to provide heating and hot water ^[4]. Also, with CES two months away, competition between Samsung and LG in “AI home” technology was presented as a key issue ^[5]. But exhibitions and announcements are about showing what you have; they’re not the same as making money, so it’s best to look at those separately.

Variables Carrot is keeping an eye on 🎯

To sum up, this story combines a disappointing third quarter, optimism around cooling, and recognition for new products. The stock didn’t jump just because the news came pouring in, so Carrot thinks it’s important to look at the chart and the news together. Here’s my rule: no going all in, no selling everything—act only if support breaks 🥕

Two questions remain: when will expectations for cooling show up in earnings, and how much will awards and exhibitions translate into actual sales? Where will you put more weight? ✨

📰 Reference News (4)

2

LG Electronics’ wireless Wallpaper TV, TIME magazine

네이버뉴스 · 2026.10.16

📰 View original

3

LG Electronics’ ‘SIGNATURE OLED W’ selected as TIME magazine’s ‘Best Inventions of the Year’

네이버뉴스 · 2026.10.16

📰 View original

4

Electric heating, cooling, and hot water… LG Group to unveil next-generation heat pump

네이버뉴스 · 2026.10.16

📰 View original

📺 Reference Videos (1)

5

YouTube

[Biz & Plus] Samsung and LG battle over ‘AI home’‥SK focuses on ‘next-generation memory’ (2026.10.16/News Today/MBC)

▶MBCNEWS·2026.10.15