🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 13.0%

        May 4, 2026

🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 13.0%

        🚨 Alpha Bond Signal Alert
Bond Market Analysis
L&F (066970.KS) +13.0% at 2026-05-04 09:33 JST from 2026-05-04 09:05 JST

🕒 Time (Local)
🌐 English Summary
📰 Original Headline (linked)

2026-05-04 08:52 KST
NH Investment raises L&F target price by 62.5% to ₩260,000 and reiterates Buy, citing stronger‑than‑expected Tesla sales, structural demand for cathode materials, and expectation that 2Q26 results will again beat consensus. (etoday.co.kr)
“엘엔에프, 7월부터 테슬라 증산 효과…엘앤에프, 목표가 65%↑”

2026-05-04 08:28 KST
KB Securities maintains Buy and names L&F a top pick, highlighting 1Q26 revenue +103% YoY and operating profit turning positive and far above consensus, driven by strong cathode shipment growth and exclusive N95 supply to Tesla, with further growth expected in 2Q. (etoday.co.kr)
KB證 “엘앤에프, ‘전기차 1위’ 테슬라에 양극재 독점 공급⋯2분기도 성장 전망”

2026-05-04 08:27:40 KST
NewsPrime reports Hanwha Investment & Securities reiterating Buy on L&F, emphasizing resilient high‑nickel cathode earnings and accelerating LFP cathode growth as the company enters a phase of structural capacity expansion. (newsprime.co.kr)
엘앤에프, 실적은 하이니켈·성장은 LFP…구조적 확장 진입

2026-05-03 17:34 KST
Hankyung analysis notes L&F delivered a major 1Q26 earnings surprise with operating profit of ₩117.3bn (over 5x above consensus), five consecutive quarters of margin improvement, and rising visibility for LFP expansion and long‑term growth, with all 16 brokers covering the stock rated Buy. (hankyung.com)
[[엘앤에프 분석] ‘하이니켈 회복과 LFP 진입’ 두 개 축 가시화의 전환점](https://www.hankyung.com/article/202605032884i)

2026-04-30 18:07 KST
Dong‑A Ilbo reports L&F’s 1Q26 results as an “earnings surprise,” with sales up ~102% YoY and operating profit turning positive and up 42% QoQ, driven by increased high‑nickel cathode shipments, price improvements, and inventory valuation gains, with management guiding for continued improvement in 2Q. (donga.com)
엘앤에프, 1분기 ‘어닝 서프라이즈’… 영업이익 1173억으로 흑자 전환

2026-04-30 14:20:25 KST
Official DART filing of L&F’s 1Q26 preliminary consolidated earnings shows revenue of ₩739.6bn and operating profit of ₩117.3bn, beating market expectations by roughly 11% on sales and 95% on operating profit, reinforcing a strong fundamental turnaround narrative. (awakeplus.co.kr)
[[엘앤에프] 연결재무제표기준영업(잠정)실적(공정공시)](https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260430800556)

                                Don't miss what's next. Subscribe to Morning Espresso:

            Email address (required)

                    ← Newer

                🚨 Alpha Signal: L&F (066970.KS) 📈 Price Surge 13.0%

                    Older →

                🚨 Alpha Signal: POSCO Holdings Inc. (005490.KS) 📈 Price Surge 7.7%

🕒 Time (Local)	🌐 English Summary	📰 Original Headline (linked)
2026-05-04 08:52 KST	NH Investment raises L&F target price by 62.5% to ₩260,000 and reiterates Buy, citing stronger‑than‑expected Tesla sales, structural demand for cathode materials, and expectation that 2Q26 results will again beat consensus. (etoday.co.kr)	“엘엔에프, 7월부터 테슬라 증산 효과…엘앤에프, 목표가 65%↑”
2026-05-04 08:28 KST	KB Securities maintains Buy and names L&F a top pick, highlighting 1Q26 revenue +103% YoY and operating profit turning positive and far above consensus, driven by strong cathode shipment growth and exclusive N95 supply to Tesla, with further growth expected in 2Q. (etoday.co.kr)	KB證 “엘앤에프, ‘전기차 1위’ 테슬라에 양극재 독점 공급⋯2분기도 성장 전망”
2026-05-04 08:27:40 KST	NewsPrime reports Hanwha Investment & Securities reiterating Buy on L&F, emphasizing resilient high‑nickel cathode earnings and accelerating LFP cathode growth as the company enters a phase of structural capacity expansion. (newsprime.co.kr)	엘앤에프, 실적은 하이니켈·성장은 LFP…구조적 확장 진입
2026-05-03 17:34 KST	Hankyung analysis notes L&F delivered a major 1Q26 earnings surprise with operating profit of ₩117.3bn (over 5x above consensus), five consecutive quarters of margin improvement, and rising visibility for LFP expansion and long‑term growth, with all 16 brokers covering the stock rated Buy. (hankyung.com)	[[엘앤에프 분석] ‘하이니켈 회복과 LFP 진입’ 두 개 축 가시화의 전환점](https://www.hankyung.com/article/202605032884i)
2026-04-30 18:07 KST	Dong‑A Ilbo reports L&F’s 1Q26 results as an “earnings surprise,” with sales up ~102% YoY and operating profit turning positive and up 42% QoQ, driven by increased high‑nickel cathode shipments, price improvements, and inventory valuation gains, with management guiding for continued improvement in 2Q. (donga.com)	엘앤에프, 1분기 ‘어닝 서프라이즈’… 영업이익 1173억으로 흑자 전환
2026-04-30 14:20:25 KST	Official DART filing of L&F’s 1Q26 preliminary consolidated earnings shows revenue of ₩739.6bn and operating profit of ₩117.3bn, beating market expectations by roughly 11% on sales and 95% on operating profit, reinforcing a strong fundamental turnaround narrative. (awakeplus.co.kr)	[[엘앤에프] 연결재무제표기준영업(잠정)실적(공정공시)](https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260430800556)