LG CNS (064400) is showing a modest upward trend. Meanwhile, Daol Investment Securities has presented a 'BUY' rating and a fair value of 90,000 won, citing financial sector deregulation and the expansion of its GPUaaS business as key growth drivers, drawing market attention.

■ Deregulation and GPUaaS: Two Growth Axes

Daol Investment Securities identified expanded business opportunities from financial sector deregulation and its entry into GPUaaS as the main growth factors for LG CNS.

The brokerage analyzed that changes in the financial regulatory environment could present positive opportunities for LG CNS to expand its financial IT business. It also noted the possibility that the GPUaaS business could establish itself as a new growth axis.

■ GPU Infrastructure Demand in Focus Amid AI Proliferation

GPUaaS is a business model that provides GPUs as a service. As demand for high-performance GPU computing resources grows with the spread of artificial intelligence (AI) services and generative AI, the expansion of related infrastructure businesses is expected to be a variable for future performance.

■ 2027 Revenue Forecast of 7.1489 Trillion Won and Operating Profit of 663.7 Billion Won

Daol Investment Securities projected LG CNS's 2027 revenue at 7.1489 trillion won, an 8.7% increase from the previous year. It estimated operating profit for the same period at 663.7 billion won, up 11.8% year over year.

The brokerage presented the view that attention should be paid both to expanded opportunities in the existing business from financial deregulation and to securing new growth momentum through GPUaaS.

■ Achievement of Earnings Projections a Key Variable for the Stock

With the stock showing a modest rise today, market attention continues to focus on the brokerage's growth outlook and the potential for future earnings improvement. However, the future direction of the stock may vary depending on actual new order wins, the pace of GPUaaS business expansion, and whether earnings targets are achieved.

[This article was written based on publicly disclosed corporate materials and securities firm analyses, and does not constitute investment solicitation or buy/sell recommendations for any specific stock. Securities firms' target prices and earnings forecasts may change depending on market conditions and corporate performance, and investment decisions and responsibilities rest with the investor. AI assisted in writing this article.]