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LG Display Co. (LPL)
NYSE:LPL

LG Display (LPL) Price & Analysis

544 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
OLED Mix And Premium Product ShiftLG Display’s structural pivot toward OLED (61%+ revenue share) and higher-value panels supports durable ASP and margin improvement. A sustained premium mix reduces exposure to commoditized LCD cycles, strengthens customer differentiation across TV, mobile and automotive segments, and underpins longer-term profitability if execution continues.
Improved Cash Generation And FCFConsistent positive operating cash flow and a return to positive free cash flow give LG Display durable financial flexibility. FCF supports deleveraging, funds targeted OLED CapEx (~KRW 2tr planned for 2026) and reduces refinancing risk versus peers, enabling investments without sole reliance on external capital.
Governance, Audit Clearance And Portfolio FocusA clean audit and active board oversight increase confidence in reported results and controls. Board-approved OLED investments and strategic moves (including planned divestitures) signal disciplined capital allocation and a clearer corporate focus, improving operational governance and strategic clarity over the medium term.
Bears Say
High Leverage And Elevated Net DebtAlthough debt has fallen, LG Display’s leverage remains structurally high, constraining financial flexibility. Elevated net debt magnifies exposure to cyclical revenue swings, increases interest and refinancing risk, and limits the company’s ability to accelerate capex or pursue large strategic M&A without further strengthening the balance sheet.
Volatile Profitability And Thin MarginsEarnings remain volatile with recent one-off costs and FX impacts producing a Q4 net loss despite EBITDA strength. Thin operating and net margins leave limited buffer against ASP or shipment declines, meaning adverse pricing or demand shifts could quickly reverse recent improvements and pressure returns over the next several quarters.
Capacity Investment Visibility Gap (8.6 Gen)Declining to invest in 8.6 generation capacity until visibility improves may protect near-term cash but risks a strategic disadvantage if market demand shifts toward larger-panel economies of scale. Limited large‑gen capacity could constrain market share and unit-cost competitiveness in larger TV/display segments over the medium term.

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 $2.43 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 $3.60B.
      When is LG Display Co.’s upcoming earnings report date?
      LG Display Co.’s upcoming earnings report date is Apr 23, 2026 which is in 21 days.
        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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                      0.09%0.17%99.38%
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                      0.17% Other Institutional Investors
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