Hyundai Motor shares fell 3.3% after the South Korean automaker raised its 2030 consolidated operating-margin target to above 9% from 8% to 9%, while brokerages lowered valuation targets because they saw limited concrete progress in robotics, software-defined vehicles and autonomous driving. NH Investment & Securities retained a Buy rating but cut its target 18.4% from ₩760,000 to ₩620,000, citing slower Physical AI development than at competitors, a weaker won-dollar exchange-rate forecast and a 6.5% reduction in its 2027 EPS estimate. Samsung Securities cut its target 7.7% from ₩650,000 to ₩600,000, citing risks from pursuing robotics through a separate subsidiary and Hyundai's planned 2028 rollout of Level 2+ autonomous-driving vehicles. Hyundai retained its 2030 target of 5.55 million Hyundai and Genesis sales with a 60% electrified mix, while emphasizing hybrids, particularly in North America, cost reductions, more than 100 global launches and refreshes, 1.27 million additional capacity units and treasury-share retirement worth about 789 billion won.