LG Display AI Stock Analysis
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LG Display (LPL) AI Stock Analysis
LG Display
(NYSE:LPL)
The overall score of 45 reflects a company in a fragile cyclical recovery, weighed down by persistent unprofitability and a highly leveraged balance sheet. The most significant negative factors are the weak financial foundation and the bearish technical trend, with the stock trading near lows and showing strong downward momentum. While the earnings call highlights a successful strategic shift toward OLEDs and sequential operational improvements, these positives are tempered by significant year-over-year declines and a cautious near-term demand outlook, preventing a higher score.
LG Display (LPL) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $2.66B
- Dividend Yield
- ―
- Average Volume (3M)
- 2.33M
- Price to Earnings (P/E)
- -6.2
- Beta (1Y)
- 1.47
- Revenue Growth
- -10.06%
- EPS Growth
- -61.16%
- Country
- US
- Employees
- 24,430
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Consumer Electronics
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 predomina...
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, and v...
LG Display Earnings Call Summary
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.
Q3-2026 Updates
Positive Updates
Negative 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
Financial performance is fragile. Revenue is rebounding strongly (TTM +55.9%), but the company remains unprofitable with a substantial TTM net loss. The balance sheet is highly leveraged (debt-to-equity 2.13) with eroded equity. Cash flow is improving but free cash flow is weak due to heavy capex, making the recovery tenuous.
Income Statement
45NeutralBalance Sheet
40NegativeCash Flow
55Neutral| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 24.62T | 25.81T | 26.62T | 21.33T | 26.15T | 29.88T |
| Gross Profit | 2.77T | 3.38T | 2.58T | 345.18B | 1.12T | 5.31T |
| EBITDA | 3.64T | 5.56T | 3.84T | 1.60T | 1.54T | 6.65T |
| Net Income | -575.81B | 226.31B | -2.56T | -2.73T | -3.07T | 1.19T |
Balance Sheet | ||||||
| Total Assets | 0 | 26.92T | 32.86T | 35.76T | 35.69T | 38.15T |
| Cash, Cash Equivalents and Short-Term Investments | 1.60T | 1.66T | 2.03T | 3.16T | 2.10T | 3.57T |
| Total Debt | 0 | 12.73T | 14.61T | 16.60T | 15.06T | 12.75T |
| Total Liabilities | -7.65T | 19.08T | 24.79T | 26.99T | 24.37T | 23.39T |
| Stockholders Equity | 7.65T | 6.60T | 6.54T | 7.23T | 9.88T | 13.12T |
Cash Flow | ||||||
| Free Cash Flow | -38.26B | 652.42M | 308.13B | -1.75T | -1.95T | 2.71T |
| Operating Cash Flow | 1.04T | 1.60B | 2.61T | 1.67T | 2.93T | 5.97T |
| Investing Cash Flow | -1.20T | -689.93M | -1.74T | -2.57T | -6.51T | -4.43T |
| Financing Cash Flow | -70.59B | -1.38B | -1.18T | 1.33T | 1.89T | -2.56T |
LG Display Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LPL, the sentiment is Neutral. The current price of 2.57 is below the 20-day moving average (MA) of 2.64, below the 50-day MA of 2.87, and below the 200-day MA of 3.80, indicating a neutral trend. The MACD of -0.08 indicates Negative momentum. The RSI at 46.83 is Neutral, neither overbought nor oversold. The STOCH value of 56.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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.
Latest Risks Added
0 New RisksLG Display Peers Comparison
Overall Rating
AAPL75Outperform
SONY69Neutral
ZEPP48Neutral
VUZI46Neutral- LPL45Neutral
GPRO44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| AAPL | 75Outperform | $5.06T | 39.47 | 127.61% | 0.30% | 15.06% | 20.33% |
| SONY | 69Neutral | $157.14B | -210.22 | -1.61% | 0.71% | -3.06% | -112.37% |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| ZEPP | 48Neutral | $35.09M | -0.05 | -27.93% | ― | 38.14% | 43.05% |
| VUZI | 46Neutral | $164.61M | -5.27 | -89.11% | ― | 6.76% | 28.34% |
| LPL | 45Neutral | $2.73B | -6.19 | -8.53% | ― | -10.06% | -61.16% |
| GPRO | 44Neutral | $183.17M | -0.70 | -529.55% | ― | -23.86% | -36.75% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LPL | LG Display Co. | 2.57 | -1.90 | -42.51% | |
| AAPL | Apple Inc | 354.88 | 83.42 | 30.73% | |
| GPRO | GoPro Inc | 0.67 | -0.91 | -57.59% | |
| SONY | Sony Group Corporation | 26.66 | -3.46 | -11.49% | |
| VUZI | Vuzix Corporation | 1.84 | -0.42 | -18.58% | |
| ZEPP | Zepp Health Corporation | 2.51 | -21.48 | -89.54% |
LG Display Corporate Events
LG Display Warned Over Delayed Embezzlement Disclosure, Faces Listing Adequacy Risk
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, made on October 1...
LG Display Files Criminal Complaint Over Alleged Breach of Trust by Former Officer
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 2024....
LG Display Sets October 22 Conference Call for Q3 2026 Earnings
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 ma...
LG Display Schedules Release of 2026 Third-Quarter Earnings for October 22
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 Commi...
LG Display Details Capital Structure and Semi‑Annual Results in August Form 6‑K
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 repayment...
LG Display Schedules Late-July 2026 Domestic Non-Deal Roadshow on Q2 Results
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-quarter 20...
LG Display Posts Q2 2026 Loss but Maintains First-Half Profit Momentum
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. De...
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.
Date of analysis: Oct 22, 2026