Stock Strategy Report — 2026-06-02

We’ve gathered the latest market movements, key disclosures, and expert analysis for 6 stocks to help with your portfolio strategy.

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1. Market Trends and Stock Drivers by Key Ticker

1) ORCL (Oracle Corporation): Stock jumps over 11% on surging AI cloud infrastructure demand Oracle’s stock climbed 11.03% on June 1, 2026 (U.S. time), driven by strong cloud growth. Key factors include cloud AI deals with the U.S. government and robust AI and cloud bookings.

2) ORCL: Wall Street analysts raise price targets — Oppenheimer at $235, Wedbush at $275 Oppenheimer raised its price target for Oracle to $235 while maintaining its "Top Pick" rating, and Wedbush set a price target of $275. Analysts highlighted the strong backlog of AI and cloud orders and the potential for valuation expansion.

3) Samsung Electronics: Concerns over Q2 performance due to union strike The Samsung Electronics labor union (National Samsung Electronics Union) declared a general strike in May 2026. There is a high possibility of losses in the smartphone and home appliance sectors for Q2. Despite a Q1 operating profit of 2.8 trillion won, the prospect of a Q2 loss indicates an extreme performance structure.

4) DL E&C: Q1 operating profit up 94%, results of profitability-focused management visible DL E&C increased its operating profit by 94% through improved cost ratios in the housing sector and cost efficiency. While the overall scale has reduced, the combination of lower cost ratios and an improved financial structure shows that their profitability-focused management is gaining momentum.

5) ALAB (Astera Labs): 6-day winning streak with 51% cumulative return Semiconductor connectivity solution provider Astera Labs has recorded a 51% cumulative return over a 6-day rally, with its market cap increasing by about $1.9 billion to reach $5.6 billion.

6) IONQ and VST: No recent news available No latest news or disclosures have been confirmed for VST and IONQ as of June 2, 2026.

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2. Expert Analysis and Investment Opinions (Target Price/Buy/Stop-Loss)

1) ORCL: Oppenheimer target price $235 — "Top Pick" rating maintained Oppenheimer set the target price at $235, maintaining its "Top Pick" rating based on strong AI/cloud orders and future growth prospects.

2) ORCL: Wedbush target price $275 — Reflecting AI infrastructure strength Wedbush set Oracle's target price at $275, taking a more aggressive stance to reflect the strong momentum in AI infrastructure demand.

3) Samsung Electronics: Shinhan Securities target price 550,000 KRW — Positive H2 2026 outlook Shinhan Securities (Analyst Kim Hyung-tae) issued a "Buy" rating for Samsung Electronics with a target price of 550,000 KRW, viewing the second half of 2026 positively.

4) Samsung Electronics & SK Hynix: Mirae Asset raises target prices for both Mirae Asset Securities raised target prices for both Samsung Electronics and SK Hynix (target price 3.8 million KRW), reflecting the upgrade in global memory valuations.

5) DL E&C: Target price raised after Q1 performance beats expectations Following Q1 results that exceeded estimates, DL E&C’s target price was raised from 100,000 KRW to 120,000 KRW.

6) IONQ, ALAB, VST: No recent target price/analysis available No recent analyst price targets or investment opinions have been confirmed for these stocks as of June 2, 2026.

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3. Shareholder Response Strategy and Summary Report

Strategy 1: ORCL Shareholders — Monitor the persistence of AI cloud momentum Oracle's stock is showing a strong uptrend based on surging AI infrastructure demand, supported by high Wall Street targets from Oppenheimer ($235) and Wedbush ($275). Shareholders should verify if the current momentum is backed by tangible Q2 cloud growth and AI orders, while also considering the potential for a correction during an economic slowdown.

Strategy 2: Samsung Electronics Shareholders — Expect short-term strike impact and H2 recovery While a short-term performance slump is expected at Samsung Electronics due to the general strike, the positive H2 outlook from Shinhan Securities and the target price hikes by Mirae Asset suggest potential for a recovery in profitability. Shareholders should keep a close eye on the duration and impact of the strike and identify the timing for profitability improvements as memory prices stabilize and semiconductor supply chains normalize.

Strategy 3: DL E&C Shareholders — Check sustainability of profitability-focused management The 94% increase in Q1 operating profit and the target price hike (100k KRW → 120k KRW) for DL E&C signal success in cost-efficiency and financial restructuring. Shareholders should monitor whether this profitability continues—specifically tracking the cost ratio and order backlog in the housing sector after Q2, along with progress in their SMR business.

Disclaimer: This report is based on information available as of June 2, 2026. Since the latest disclosures and expert opinions for ALAB, VST, and IONQ are limited, further verification with official documents is required.