Posco (PKX) Upgraded to Strong Buy: Here's What You Should Know
Posco (PKX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
POSCO Enters LFP Cathode Market With Major Long-Term Supply Deal
PKX expands into LFP cathodes with a six-year, 190,000-ton supply deal, tapping rising ESS demand and its integrated raw-material supply chain.
POSCO Q2 Earnings Call Highlights
POSCO NYSE: PKX Holdings reported higher second-quarter earnings as profit improved across its steel, rechargeable battery materials and energy businesses, while its Argentina lithium operation posted its first quarterly operating profit.
POSCO Holdings: Encouraging Investor Event Takeaways
POSCO Holdings Inc. remains a 'Buy' based on my assessment of its Investor Day disclosures. At the recent investor event, it reiterated a turnaround of its Argentinian lithium business and consistent shareholder distributions, similar to its 1Q26 call remarks. Management aims to fully close the stock's NAV discount by FY2028, with portfolio reorganization and listed subsidiary stake reduction initiatives.
POSCO Targets Lithium, Energy to Transform Business Portfolio
PKX targets KRW 187T revenues by 2035 with a major lithium expansion, strategic minerals and energy push to reshape growth beyond steel.
POSCO Holdings' Unit Issues First-Ever Global Bond Worth $500M
PKX debuted in global bond markets with a $500M U.S. dollar offering that drew $2B in orders, highlighting strong investor demand despite market volatility.
Posco (PKX) Soars 6.7%: Is Further Upside Left in the Stock?
Posco (PKX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
POSCO Completes Korea's Largest EAF to Advance Green Steel
PKX completed South Korea's largest electric arc furnace, a key step in its low-carbon steel strategy and 2050 carbon-neutrality goal.
PKX Teams Up With Hyundai & Others to Develop Advanced EV Motor Steel
POSCO expands EV materials efforts with a 10-organization R&D project to develop high-efficiency electrical steel for drive motors.
PKX Expands Lithium Strategy With U.S. DLE Demo Plant Project
POSCO becomes the first Korean company to pursue commercial-scale DLE demonstration in the United States, targeting a 2027 demo plant and 2028 rollout.
POSCO and ReElement Launch Strategic U.S. Rare Earth Venture
PKX and ReElement are set to invest $200M in a U.S. rare earth plant, targeting EV, robotics and AI supply chains by 2028.
POSCO's Unit and Molten Advance Methane Graphite Anode Initiative
PKX partners with Molten to develop methane-based graphite anodes, aiming to cut costs and diversify battery material supply chains.
