tiprankstipranks
LG Display Co. (LPL)
NYSE:LPL
Want to see LPL full AI Analyst Report?

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 & ASP GainsA 60% OLED revenue mix and 55% YoY ASP gain signal a structural shift to premium panels. This supports lasting margin expansion, stronger pricing power versus commodity LCDs, and deeper design-win relevance with OEMs across TV, monitor and automotive segments, improving long-term profitability potential.
Improved Operating ProfitabilityConsistent operating profits and a ~21% EBITDA margin reflect durable cost innovation and mix-led improvements. Sustained positive operating cash conversion at the EBITDA level increases resilience across cycles and underpins the firm's ability to invest in premium technology and customer programs over the next several quarters.
Major OLED Infrastructure InvestmentA committed KRW 1.106t OLED infrastructure program is a multi-year strategic move to solidify technology leadership. This durable capex supports scale, yield improvements and differentiated product roadmaps, reinforcing competitive barriers in premium panels and supporting sustained revenue mix improvements over 2–3 years.
Bears Say
Elevated LeverageVery high leverage materially raises refinancing, interest and covenant risks, limiting strategic flexibility. With debt-to-equity near 2.5x, the company has less cushion against cyclical revenue dips or margin pressure, making sustained capex and R&D funding more contingent on external financing or asset sales.
Negative Net Income & Free Cash FlowA trailing net loss combined with negative free cash flow undermines self-funding for operations and strategic projects. Over 2–6 months this constrains liquidity management, may force additional external funding or equity actions, and raises execution risk for the OLED transition despite operating EBITDA gains.
Demand, Shipment And ASP PressureSharp QoQ shipment and revenue declines plus guided ASP softness reflect cyclical end-market weakness and pricing pressure. These trends can erode realized margins and delay payback on OLED investments, making near-term revenue stabilization and sustained margin recovery uncertain over the coming quarters.

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 $3.15 and its highest was $5.83 in the past 12 months.
    What is LG Display Co.’s market cap?
    LG Display Co.’s market cap is $5.40B.
      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 54 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
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      Apple
                      Sony Group

                      Ownership Overview

                      0.10%0.19%99.32%
                      Insiders
                      0.19% Other Institutional Investors
                      99.32% Public Companies and
                      Individual Investors
                      Popular Stocks