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LG Display Co. (LPL)
NYSE:LPL
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LG Display (LPL) Price & Analysis

549 Followers

LPL Stock Chart & Stats

$4.36
>-$0.01(-0.15%)
At close: 4:00 PM EST
$4.36
>-$0.01(-0.15%)

Bulls Say, Bears Say

Bulls Say
Higher OLED Mix And ASP RecoveryA sustained shift toward OLED and a 55% YoY ASP rise indicate structural product mix improvement. Higher-value panels support durable margin expansion, reduce dependence on low-margin LCD commoditization, and strengthen LGD's positioning with premium OEM customers over the coming years.
Large OLED Infrastructure InvestmentA multi-year KRW1.106tn capex commitment to OLED tech signals strategic focus on proprietary capabilities. This investment underpins capacity and yield improvements, securing technology leadership and long-term customer design wins in premium TV, monitor and automotive segments.
Diversified End-market Exposure (IT, Auto, Monitor OLED)Broader revenue mix with rising IT, monitor OLED and auto exposure reduces single-market cyclicality. Growing auto and gaming monitor shares provide more stable, multi-year program revenue streams and lessen dependence on volatile TV/mobile demand cycles.
Bears Say
Elevated LeverageDebt around two times equity and high debt-to-equity ratios materially increase financial sensitivity to demand shocks and FX moves. Elevated leverage constrains capital flexibility, raises refinancing risk during downturns, and limits the company's ability to navigate multi-quarter cyclical troughs.
Inconsistent Cash Generation; Negative FCFNegative free cash flow despite intermittent operating cash inflows shows reinvestment and capex absorbency and inconsistent cash conversion. This undermines balance sheet repair, elevates reliance on external funding, and reduces cushion for cyclical downturns or sustained capex cycles.
Revenue And Shipment VolatilitySharp QoQ declines in shipments and revenue highlight persistent cyclicality and vulnerability to seasonality and model rationalization. Such volatility hampers forecastability of margins and cash flow and increases execution risk during the multi-quarter transition to higher-margin OLED products.

LG Display News

LPL FAQ

What was LG Display Co.’s price range in the past 12 months?
LG Display Co. lowest stock price was $3.11 and its highest was $5.76 in the past 12 months.
    What is LG Display Co.’s market cap?
    LG Display Co.’s market cap is $5.46B.
      When is LG Display Co.’s upcoming earnings report date?
      LG Display Co.’s upcoming earnings report date is Jul 29, 2026 which is in 56 days.
        How were LG Display Co.’s earnings last quarter?
        LG Display Co. released its earnings results on Apr 23, 2026. The company reported -$0.385 earnings per share for the quarter, missing the consensus estimate of -$0.004 by -$0.381.
          Is LG Display Co. overvalued?
          According to Wall Street analysts LG Display Co.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does LG Display Co. pay dividends?
            LG Display Co. pays a Annually dividend of $0.221 which represents an annual dividend yield of N/A. See more information on LG Display Co. dividends here
              What is LG Display Co.’s EPS estimate?
              LG Display Co.’s EPS estimate is -0.13.
                How many shares outstanding does LG Display Co. have?
                LG Display Co. has 1,000,000,000 shares outstanding.
                  What happened to LG Display Co.’s price movement after its last earnings report?
                  LG Display Co. reported an EPS of -$0.385 in its last earnings report, missing expectations of -$0.004. Following the earnings report the stock price went down -20.298%.
                    Which hedge fund is a major shareholder of LG Display Co.?
                    Currently, no hedge funds are holding shares in LPL
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      LG Display Co.

                      LG Display Co., Ltd. engages in the design, manufacture, and sale of thin-film transistor liquid crystal display (TFT-LCD) and organic light emitting diode (OLED) technology-based display panels. Its TFT-LCD and OLED technology-based display panels are primarily used in televisions, notebook computers, desktop monitors, tablet computers, mobile devices, and automotive displays. The company also provides display panels for industrial and other applications, including entertainment systems, portable navigation devices, and medical diagnostic equipment. It operates in South Korea, China, rest of Asia, the United States, Poland, and other European countries. The company was formerly known as LG.Philips LCD Co., Ltd. and changed its name to LG Display Co., Ltd. in March 2008. LG Display Co., Ltd. was incorporated in 1985 and is headquartered in Seoul, South Korea.

                      LG Display (LPL) Earnings & Revenues

                      LPL Company Deck

                      LPL Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presented a mixed picture: operational fundamentals show meaningful improvement — notably higher OLED mix (60%), a 55% YoY increase in ASP per sqm, positive operating profit and a strong EBITDA margin — indicating progress on structural transformation and premium positioning. However, material near-term weaknesses remain: revenue fell 9% YoY and 23% QoQ, area shipments declined 21% QoQ, and the company reported a large net loss of KRW 575.7 billion driven by FX translation losses. High leverage metrics, ongoing macro uncertainties (memory and energy price pressure, geopolitical risk), expected price declines in Q2 and planned workforce cuts create notable downside risks. Overall the positives around OLED-driven margin and mix improvement are balanced by significant financial and macro headwinds.View all LPL earnings summaries
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                      Ownership Overview

                      0.10%0.19%99.32%
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                      0.19% Other Institutional Investors
                      99.32% Public Companies and
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