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LG Display
(NYSE:LPL)
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Rating:42Neutral
Price Target:
$2.50
▼(-26.04% Downside)
Action:Reiterated
Date:10/22/26
The score is driven primarily by weak financial quality (unstable profitability and high leverage) and bearish technical trends (below major moving averages with negative MACD). The earnings call provides some offset through improved OLED mix and Q4 shipment growth guidance, but near-term pricing and demand risks remain. Valuation provides limited support due to a negative P/E and no dividend yield data.
Positive Factors
Rising OLED Mix
OLED reaching a record share of quarterly revenue indicates progress toward a more differentiated product mix. Greater exposure to OLED can support product positioning and reduce reliance on more commoditized LCD panels, strengthening the company’s longer-term competitiveness.
Negative Factors
High Leverage
Debt materially exceeds equity, leaving a thinner capital cushion against cyclical downturns in panel pricing and demand. High leverage can constrain investment flexibility, increase financing sensitivity, and make periods of weak profitability more difficult to absorb.
Read all positive and negative factors
Positive Factors
Negative Factors
Rising OLED Mix
OLED reaching a record share of quarterly revenue indicates progress toward a more differentiated product mix. Greater exposure to OLED can support product positioning and reduce reliance on more commoditized LCD panels, strengthening the company’s longer-term competitiveness.
Read all positive factors
LG Display (LPL) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.70B
Dividend Yield4.37%
Average Volume (3M)2.31M
Price to Earnings (P/E)―
Beta (1Y)1.37
Revenue Growth-10.06%
EPS Growth-61.16%
CountryUS
Employees24,430
SectorTechnology
Sector Strength88
IndustryConsumer Electronics
Share Statistics
EPS (TTM)-1361.43
Shares Outstanding1,000,000,000
10 Day Avg. Volume2,211,844
30 Day Avg. Volume2,308,616
Financial Highlights & Ratios
PEG Ratio-0.25
Price to Book (P/B)0.92
Price to Sales (P/S)0.23
P/FCF Ratio9.30K
Enterprise Value/Market Cap4.63
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)-0.32
Revenue Forecast (FY)$17.41B
LG Display Business Overview & Revenue Model
Company Description
LG Display Co., Ltd. is a leading manufacturer and supplier of cutting-edge display panels, utilizing both thin-film transistor liquid crystal display (TFT-LCD) and organic light-emitting diode (OLED) technologies. These advanced panels are predom...
How the Company Makes Money
LG Display primarily makes money by manufacturing and selling display panels and display modules to original equipment manufacturers (OEMs) and brand owners that integrate these panels into finished products (e.g., TVs, smartphones, IT devices, an...
LG Display Earnings Call Summary
Earnings Call Date:Oct 22, 2026
(Q3-2026)
| % Change Since: |
Next Earnings Date:Jan 27, 2027
Earnings Call Sentiment Neutral
The call was broadly constructive on OLED-led growth, sequential performance improvement, rising OLED mix, large OLED shipments, technology development and future investment plans. However, these positives were offset by significant year-over-year declines in revenue and operating profit, chipflation, softer high-end and IT demand, limited near-term ASP expansion, mobile profitability pressure and challenging auto-market conditions. Overall, the positive and negative factors were relatively balanced.Positive Updates
Quarterly Revenue Growth
Q3 revenue was KRW 6.277 trillion, up 12% Q-o-Q, as shipments of major OLED products benefited from the start of seasonality despite an unfavorable environment and a strong Korean won.
Negative Updates
Year-over-Year Revenue Decline
Q3 revenue fell 10% Y-o-Y, primarily due to a shipment decrease in midsized LCD products resulting from portfolio realignment centered on profitability.
Read all updates
Q3-2026 Updates
Positive
Negative
Quarterly Revenue Growth
Q3 revenue was KRW 6.277 trillion, up 12% Q-o-Q, as shipments of major OLED products benefited from the start of seasonality despite an unfavorable environment and a strong Korean won.
Read all positive updates
Company Guidance
For Q4, area shipment is expected to grow around 10%, while price per square meter is expected to rise by low single percentage compared to the previous quarter. CapEx spend this year is expected at around low KRW 2 trIllion. Large OLED panel shipment this year is projected at the high [ 7 million ] range, higher by around 20% Y-o-Y, with OLED monitor about 20%, and the company plans to maintain meaningful growth into next year. FLiPP investment and production size and timing have not been finalized yet. Auto sales growth is expected to be negative this year, with real recovery in the auto market likely to be postponed until next year.LG Display Financial Statement Overview
Summary
Income Statement
38
Negative
Balance Sheet
34
Negative
Cash Flow
42
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 25.42T | 25.81T | 26.62T | 21.33T | 26.15T | 29.88T |
| Gross Profit | 3.40T | 3.38T | 2.58T | 345.18B | 1.12T | 5.31T |
| EBITDA | 3.85T | 5.56T | 3.84T | 1.60T | 1.54T | 6.65T |
| Net Income | -1.35T | 226.31B | -2.56T | -2.73T | -3.07T | 1.19T |
Balance Sheet | ||||||
| Total Assets | 27.21T | 26.92T | 32.86T | 35.76T | 35.69T | 38.15T |
| Cash, Cash Equivalents and Short-Term Investments | 1.44T | 1.66T | 2.03T | 3.16T | 2.10T | 3.57T |
| Total Debt | 13.31T | 12.73T | 14.61T | 16.60T | 15.06T | 12.75T |
| Total Liabilities | 19.64T | 19.08T | 24.79T | 26.99T | 24.37T | 23.39T |
| Stockholders Equity | 6.24T | 6.60T | 6.54T | 7.23T | 9.88T | 13.12T |
Cash Flow | ||||||
| Free Cash Flow | 193.81B | 652.42M | 308.13B | -1.75T | -1.95T | 2.71T |
| Operating Cash Flow | 1.67T | 1.60B | 2.61T | 1.67T | 2.93T | 5.97T |
| Investing Cash Flow | -1.69T | -689.93M | -1.74T | -2.57T | -6.51T | -4.43T |
| Financing Cash Flow | -388.49B | -1.38B | -1.18T | 1.33T | 1.89T | -2.56T |
LG Display Technical Analysis
Negative
3.38
Price Trends
3.06
Negative
3.43
Negative
3.91
Negative
Market Momentum
-0.13
Positive
30.09
Neutral
19.35
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LPL, the sentiment is Negative. The current price of 3.38 is above the 20-day moving average (MA) of 2.83, above the 50-day MA of 3.06, and below the 200-day MA of 3.91, indicating a bearish trend. The MACD of -0.13 indicates Positive momentum. The RSI at 30.09 is Neutral, neither overbought nor oversold. The STOCH value of 19.35 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LPL.
LG Display Risk Analysis
LG Display disclosed 43 risk factors in its most recent earnings report. LG Display reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
LG Display Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | $5.07T | 39.74 | 137.18% | 0.30% | 14.24% | 32.57% | |
63 Neutral | $156.28B | -112.57 | -2.74% | 0.70% | -1.74% | -118.42% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
48 Neutral | $219.50M | -1.02 | -529.55% | ― | -23.86% | -36.75% | |
44 Neutral | $38.32M | -0.06 | -27.93% | 0.84% | 38.14% | 43.05% | |
42 Neutral | $2.70B | -6.11 | -8.83% | 4.37% | -10.06% | -61.16% | |
42 Neutral | $173.89M | -5.35 | -89.11% | ― | 6.76% | 28.34% |
* Technology Sector Average
LPL
LG Display
2.59
-2.40
-48.10%
AAPL
Apple
347.73
79.91
29.84%
GPRO
GoPro
1.01
-1.11
-52.36%
SONY
Sony Group
26.08
-2.62
-9.13%
VUZI
Vuzix
2.06
-1.56
-43.09%
ZEPP
Zepp Health
2.61
-43.39
-94.33%
LG Display Corporate Events
LG Display Warned Over Delayed Embezzlement Disclosure, Faces Listing Adequacy Risk
Oct 19, 2026
LG Display disclosed that on October 16, 2026, the Korea Exchange issued an advance notice warning that the company may be designated an “Unfaithful Disclosure Corporation” due to a delayed regulatory filing. The filing in question, ma...
LG Display Files Criminal Complaint Over Alleged Breach of Trust by Former Officer
Oct 15, 2026
LG Display Co., Ltd. is a major South Korean manufacturer of OLED and LCD display panels used in consumer electronics, IT devices and automotive applications globally, with consolidated equity capital exceeding KRW 8 trillion as of fiscal year 202...
LG Display Sets October 22 Conference Call for Q3 2026 Earnings
Oct 2, 2026
LG Display Co., Ltd. has scheduled a conference call for October 22, 2026, at 14:00 KST to announce its third-quarter 2026 earnings results to the market. The call will be accessible in both Korean and English via teleconference, with presentation...
LG Display Schedules Release of 2026 Third-Quarter Earnings for October 22
Oct 2, 2026
LG Display has notified investors that it will disclose its financial results for the third quarter of 2026, covering the period from July 1 to September 30, on October 22, 2026. This announcement was filed with the U.S. Securities and Exchange Co...
LG Display Details Capital Structure and Semi‑Annual Results in August Form 6‑K
Aug 14, 2026
LG Display Co., Ltd., a leading Korean producer of OLED and LCD display panels for global electronics makers, reports under K‑IFRS and maintains an A credit rating on its domestic corporate bonds, signaling a strong but somewhat vulnerable r...
LG Display Schedules Late-July 2026 Domestic Non-Deal Roadshow on Q2 Results
Jul 23, 2026
LG Display announced that it will hold a domestic non-deal roadshow in Seoul from July 28 to July 30, 2026, targeting domestic institutional investors. The sessions, sponsored by iM Securities, will focus on presenting the company’s second-q...
LG Display Posts Q2 2026 Loss but Maintains First-Half Profit Momentum
Jul 22, 2026
LG Display reported unaudited second-quarter 2026 results on July 22, showing revenues of KRW 5.61 trillion, up slightly quarter-on-quarter and year-on-year, but slipping into an operating loss of KRW 108 billion and a net loss of KRW 419 billion....
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.