Analysts expect POSCO Holdings to report Q3 2026 revenue of $13.21 billion and an adjusted EPS of $1.29, with the current stock price of $55.90 trading significantly below the average analyst price target of $81.10.
Investors are primarily focused on the operating profit of the steel segment, which is projected to rebound to approximately ₩481 billion ($359 million) as the company successfully passes through higher raw material costs to consumers.
Supporting this recovery is the 'Triple Core' strategy aimed at diversifying beyond steel into lithium and battery materials, though the lithium segment is expected to see a near-term earnings dip due to price volatility.
Market sentiment remains cautiously optimistic as POSCO ramps up capacity at its Argentine brine plant and progresses toward a long-term goal of becoming a top-five global lithium producer by 2033.