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

LG Display (LPL) Price & Analysis

552 Followers

LPL Stock Chart & Stats

$3.17
-$0.04(-1.42%)
At close: 4:00 PM EDT
$3.17
-$0.04(-1.42%)

Bulls Say, Bears Say

Bulls Say
OLED Mix Expansion And Monitor GrowthA shift to OLED (57% of revenue) and rising OLED monitor share materially improves product mix toward higher-margin panels. This structural move diversifies demand beyond TVs into premium IT and monitor segments, supporting steadier ASPs and longer-term design wins versus declining commodity LCDs.
Improved Core Profitability And EBITDA StrengthA 16% EBITDA margin signals durable operating cash generation despite reported one-offs. Core profitability turning positive excluding restructuring indicates lasting gains from cost, yield and mix improvements, enhancing the firm's ability to fund necessary capex and efficiency initiatives over the next several quarters.
Positive Shipment And ASP Guidance (Q3)Management's mid-single-digit shipment growth and high‑teen ASP recovery guidance reflect expected seasonal OLED demand and pricing normalization. If realized, sustained shipment/ASP improvements would underpin revenue stability and validate ongoing capacity and capex prioritization decisions.
Bears Say
Elevated Leverage And Balance Sheet SensitivityVery high debt/equity (260%) and net D/E (156%) leave limited financial flexibility and increase refinancing and interest-rate vulnerability. This leverage profile raises execution risk for multi-year capacity shifts and makes the company more sensitive to cyclical demand or FX swings when funding capex or smoothing cash shortfalls.
Negative And Inconsistent Free Cash FlowWhile operating cash flow is positive, recurring negative free cash flow indicates capex and reinvestment needs exceed operating inflows. This inconsistent cash conversion reduces ability to delever, limits organic funding for fabs, and increases reliance on external financing during downturns.
Structural IT LCD Decline & Intensified CompetitionA structural migration away from IT LCDs toward OLED shrinks a previously stable revenue pool and forces costly fab reconfiguration. Simultaneously, aggressive promotions by Greater China rivals in high-end segments pressure pricing and share, challenging margin sustainability and capital allocation choices over multiple 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 $2.76 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 $3.58B.
      When is LG Display Co.’s upcoming earnings report date?
      LG Display Co.’s upcoming earnings report date is Oct 28, 2026 which is in 75 days.
        How were LG Display Co.’s earnings last quarter?
        LG Display Co. released its earnings results on Jul 22, 2026. The company reported -$0.273 earnings per share for the quarter, missing the consensus estimate of -$0.132 by -$0.141.
          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 0.15.
                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 -$0.273 in its last earnings report, missing expectations of -$0.132. Following the earnings report the stock price went up 0.92%.
                    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. 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 predominantly integrated into consumer products like televisions, laptops, desktop monitors, tablets, and mobile devices, alongside applications in the automotive industry. The company further extends its offerings to industrial sectors, providing displays for entertainment systems, portable navigation devices, and medical diagnostic equipment. Headquartered in Seoul, South Korea, LG Display maintains a broad international footprint, with operations spanning South Korea, China, other Asian territories, the United States, Poland, and various European countries. Founded in 1985, the company was initially known as LG.Philips LCD Co., Ltd. before officially adopting the name LG Display Co., Ltd. in March 2008.

                      LG Display (LPL) Earnings & Revenues

                      LPL Company Deck

                      LPL Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call conveyed a mixed but constructive picture: the company showed meaningful operational progress (area shipment growth, OLED mix expansion, EBITDA margin of 16%, and core profitability turning positive excluding a KRW 240 billion one-off), and achieved first-half profitability for the first time since 2021. However, reported Q2 results were weighed down by a KRW 240 billion restructuring charge, a KRW 418.8 billion net loss driven by FX translation, a 13% QoQ ASP decline, and elevated leverage (D/E 260%, net D/E 156%). Management emphasized continued cost and technology initiatives, optimistic Q3 guidance (mid-single-digit shipment growth and high-teen ASP recovery), and targeted capex, while acknowledging significant macro and competitive headwinds. Overall, positives and negatives are roughly balanced.View all LPL earnings summaries
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      Apple
                      Sony Group

                      Ownership Overview

                      0.08%0.24%99.23%
                      Insiders
                      0.24% Other Institutional Investors
                      99.23% Public Companies and
                      Individual Investors
                      Popular Stocks