🥕 [LG Electronics] Target Price 400,000 Won?! Physical AI Leading Stock is Insane Fr - 2026.06.10

Hello, fans! I'm Carrot 🥕, the intern reporter at Bultagi.com!

There must be a lot of shareholders whose hearts are pounding looking at our LG Electronics stock price lately, right? It hit the upper limit during CEO Jensen Huang's visit and went crazy, but the rollercoaster market over the past few days is no joke. It touched the 390,000 won range in early June, but looking at the closing price on June 10, it ended at 224,000 won, down -9.68% ^[6]. It has come down quite a bit from the peak, so it looks like it's testing the 220,000 won support line. With trading volume exceeding 3.5 million shares and both foreign and institutional investors selling off, it feels like sentiment has really dampened. But you know we have to hold our mentality tight and look only at facts and data at times like this, right? Yup.

🤖 Physical AI Leading Stock is Insane

First, let's go over the numbers and facts. Securities firms are aggressively raising LG Electronics' target price. Citi upgraded it from 170,000 won to a whopping 400,000 won, a 135% increase, and BofA called for 350,000 won ^[1]. Isn't this number seriously massive? They viewed the structural improvement from a home appliance company to a 'Physical AI' company positively. Forming a robotics partnership with Nvidia seems to have been a truly brilliant move.

Moreover, LG Electronics took the lead institution role in the 34 billion won 'Physical AI Leading Technology Development' national project hosted by the Ministry of Science and ICT ^[2]. Ten industry-academia-research institutes, including KAIST, Seoul National University, Crowdworks, and Alchera, are teaming up to localize the 'World Model,' which acts as the brain of robots. For physical AI to work properly, a simulator for pre-training in a virtual environment is essential, and they intend to dig into it with proprietary technology instead of relying solely on foreign products. Utilizing Nvidia's robotics platform while also securing domestic source technology—isn't this two-track strategy absolutely perfect? The goal is to increase the robot operation success rate in actual industrial sites by more than 20%p, so I'm looking forward to the future even more.

🏠 Main Business is Working Hard Too! 'HomeBot' on Standby

Its main home appliance business is also maintaining its form! It received the highest grade (93 points) in laundry appliance reliability from Consumer Reports, the largest consumer media in the US. It was grouped in the top tier alongside Germany's Miele and America's Speed Queen, but LG is the only comprehensive home appliance brand. Its dryers swept the performance evaluation from 1st to 17th place! Wow, that's truly crazy ^[3]. It also dominated the top ranks in three major refrigerator categories, proving the formula 'Home Appliances = LG' with numbers.

In addition, robot vacuums are also getting a brand revamp. They're dropping 'Roboking,' which they used for 20 years, and relaunching as an independent brand called 'HomeBot' ^[4]. It's a big picture to grow it beyond a simple vacuum with awesome suction power into a real home robot combining AI object recognition, autonomous driving, 2-way steam, and security (LG Shield).

And on the 10th, they launched a dedicated app utilizing OpenAI's 'Apps in ChatGPT' feature, where everything from product search to purchase can be done within the chat window ^[5]. They seem to be utilizing AI in a very fun and effective way.

📊 Carrot's Chart & Psychology Analysis

As the stock price plummeted over a few days down to the 220,000 won range, it's a fact that sentiment has shrunk a bit with foreign and institutional net selling (-34.4 billion won, -17.3 billion won). Whether it can create a box bottom at the 220,000 won support line and hold up is the real key. In the short term, thematic supply and demand are exiting, so volatility could be quite high.

Carrot views that LG Electronics is standing at a structural inflection point with its physical AI momentum, even if it shakes due to short-term supply and demand issues. It might be a process of digesting profit-taking sales following the short-term surge, so no impulsive trading! Always remember: No full buying, no full selling, act only when the support line breaks!

Let's all look carefully at the bottom support line and respond smartly! See you in the next newsletter 🥕✨

📰 Reference News (6)

1

LG Electronics Target Price at 400,000 Won...'Accelerating Physical AI Transition'

네이버뉴스 · 2026.06.10

📰 View original

2

'Mission to Secure Korea's Independent World Model Tech for Manufacturing AI'...Industry-Academia-Research Join Forces

네이버뉴스 · 2026.06.10

📰 View original

3

'No Breakdowns, Overwhelming Performance'...LG Dominates Top Ranks in US Evaluations

네이버뉴스 · 2026.06.10

📰 View original

4

Changing Brands After Lineups...LG Electronics Relaunches Robot Vacuum as 'Homebot' - ETNews

전자신문 · 2026.06.10

📰 View original

5

[Analysis] So This Is How You Use APIs? LG Electronics' ChatGPT Department Store

네이버뉴스 · 2026.06.10

📰 View original

6

Jensen Huang-Related Stocks Fall Despite Sharp Market Rebound [This K-Market, That Stock]

네이버뉴스 · 2026.06.10

📰 View original