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Morgan Stanley upgraded the rating of LG Electronics from holding to overrated, saying that the company and its subsidiary LG Innotek have an outstanding advantage in the next phase of the AI market. Affected by this news, LG Electronics' stock price rose 8.6%. Note: The stock was cleared on Wednesday. Morgan Stanley raised its target price for the share from 95,000 won to 260,000 won. LG Innotek shares rose 7.1%. Morgan Stanley also raised the LG Innotek rating from holding to overrated, and the target price from 265,000 won to 64,000 won. Analysts at Morgan Stanley said in the research report: “We believe that the next phase of the AI market will benefit from the expansion of semiconductors to the smart hardware sector,” and the above two companies occupy an advantageous position in this field. As for LG Display, Morgan Stanley maintained its holding rating, and the target price was lowered from 16,800 won to 10,000 won.

Zhitongcaijing·08/12/2026 01:01:01
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Morgan Stanley upgraded the rating of LG Electronics from holding to overrated, saying that the company and its subsidiary LG Innotek have an outstanding advantage in the next phase of the AI market. Affected by this news, LG Electronics' stock price rose 8.6%. Note: The stock was cleared on Wednesday. Morgan Stanley raised its target price for the share from 95,000 won to 260,000 won. LG Innotek shares rose 7.1%. Morgan Stanley also raised the LG Innotek rating from holding to overrated, and the target price from 265,000 won to 64,000 won. Analysts at Morgan Stanley said in the research report: “We believe that the next phase of the AI market will benefit from the expansion of semiconductors to the smart hardware sector,” and the above two companies occupy an advantageous position in this field. As for LG Display, Morgan Stanley maintained its holding rating, and the target price was lowered from 16,800 won to 10,000 won.