Hyundai Motor's car sales performance received positive feedback, and its new business momentum, centered on robotics technology, is highly anticipated. KB Securities has accordingly raised its operating profit forecast for Hyundai Motor in the first quarter of this year.
Hyundai Motor's operating profit for the first quarter of this year is expected to exceed previous forecasts. According to Kang Sung-jin, a researcher at KB Securities, Hyundai's wholesale sales in January and February exceeded the company's previous estimate by approximately 3.6%. Based on this, the operating profit forecast has been revised upwards to 2.9028 trillion won, a 4.5% increase from the previous estimate.
In particular, developments in robotics technology are expected to have a positive impact on Hyundai Motor's stock price. Hyundai Motor and its robotics subsidiary, Boston Dynamics, showcased their robotics technology at CES 2026, receiving positive feedback from international media. This technological advancement is expected to become a new revenue model for Hyundai Motor.
Researcher Jiang Chengzhen explained that as global investment in robotics technology increases, Hyundai Motor's bionic robot commercialization strategy is attracting attention. He added that Hyundai Motor has developed a business model that allows for sustainable growth in the era of autonomous driving through its autonomous driving contract manufacturing business, thereby gaining a differentiated stock price advantage in the automotive industry.
The future development of robotics technology and related businesses at Hyundai Motor has become a major focus. Such technological innovations are expected to become a new business model for automakers and may drive stock price increases in the long term.
