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

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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
OLED Mix ShiftA structural shift to OLED (now ~61%+ of revenue) upgrades product mix toward higher-value panels. Sustained OLED exposure supports stronger ASPs and margin potential, reduces reliance on commoditized LCDs, and positions the company to capture long-term premium TV, mobile and automotive demand.
Return To ProfitabilityClean audits and a full-year return to profit reflect durable operational progress and credible financial reporting. Improved profitability signals successful cost and structural actions, enhancing stakeholder confidence and the company's ability to invest, refinance, and execute longer-term OLED-focused strategy.
Improved Cash GenerationConsistent operating cash flow and a return to positive free cash flow provide durable funding for targeted OLED capex and working-capital needs. Even with cyclicality, stronger cash conversion reduces reliance on external financing and supports gradual deleveraging and strategic investments over the next several quarters.
Bears Say
Elevated LeverageHigh absolute and relative debt levels constrain financial flexibility and raise refinancing risk if market conditions deteriorate. Even with reductions, elevated leverage limits capacity for large-scale capex, increases interest burden sensitivity, and heightens vulnerability to cyclical downturns in panel demand.
Thin, Volatile MarginsMargins remain narrow and susceptible to ASP swings, component cost inflation, or shipment volatility. Small adverse moves in pricing or volumes could eliminate profits, meaning profitability is not yet robust or durable and the company remains exposed to cyclical stress in end markets.
No Immediate 8.6 Gen InvestmentPassing on 8.6 generation expansion may preserve near-term capital but risks ceding large-panel scale and cost advantages to competitors. If market demand shifts toward bigger-gen capacity, LG Display could face structural capacity and cost disadvantages that hinder long-term market share and margin improvement.

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 $2.75 and its highest was $5.67 in the past 12 months.
    What is LG Display Co.’s market cap?
    LG Display Co.’s market cap is $4.89B.
      When is LG Display Co.’s upcoming earnings report date?
      LG Display Co.’s upcoming earnings report date is Apr 23, 2026 which is tomorrow.
        How were LG Display Co.’s earnings last quarter?
        LG Display Co. released its earnings results on Jan 28, 2026. The company reported -$0.25 earnings per share for the quarter, missing the consensus estimate of $0.175 by -$0.425.
          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 >-0.01.
                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 -$0.25 in its last earnings report, missing expectations of $0.175. Following the earnings report the stock price went down -8.945%.
                    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

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call emphasized meaningful structural progress: a clear shift to an OLED-centric portfolio, strong Y-o-Y ASP gains (+49% Y-o-Y), EBITDA strength (KRW 1.162 trillion, 16% margin), and notable debt and inventory reductions. Reported Q4 operating profit was depressed by high one-off costs (high KRW 300 billion range) and a Q4 net loss (KRW 351.2 billion) driven by FX translation. Management expects seasonal weakness in Q1 (shipments down ~low-20% Q-o-Q) and flagged ongoing external uncertainties and potential pricing pressure, but reiterated a disciplined, profitability-first strategy, continued OLED investments, and a guided plan for growth in large panels and mobile. On balance, operational fundamentals and financial improvements outweigh the near-term headwinds, with management framing one-offs as investments in future competitiveness.View all LPL earnings summaries
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                      Ownership Overview

                      0.09%0.17%99.38%
                      Insiders
                      0.17% Other Institutional Investors
                      99.38% Public Companies and
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