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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 & Premium MixA sustained shift to premium OLED (60% of revenue) with ASPs up 55% YoY indicates structural product mix improvement. This raises durable gross margin potential, strengthens customer stickiness in high‑spec segments (TV, IT, mobile, automotive) and reduces exposure to commoditized LCD competition over time.
Consistent Cash GenerationPositive operating cash flow across 2020–2025 and a swing to roughly KRW 1.0T free cash flow in 2025 provide durable internal funding. Stronger cash generation supports deleveraging, funding of strategic OLED capex, and reduces reliance on external financing during cyclical industry downturns.
Strategic OLED CapExA committed KRW 1.106T investment in OLED infrastructure is a structural move to upgrade technology and capacity. This reinforces the company’s competitive moat in premium panels, aligns production with long‑term demand trends, and supports sustainable margin expansion if execution and market uptake persist.
Bears Say
High LeverageVery elevated leverage (debt/equity >2x) constrains financial flexibility and increases refinancing and interest risks. High debt amplifies vulnerability to cyclical revenue swings, FX moves, and rising rates, limiting ability to absorb shocks or opportunistically invest without materially improving cash flows or capital structure.
Revenue & Shipment VolatilitySharp quarter‑over‑quarter declines in revenue and area shipments show demand and mix volatility tied to seasonality and product rationalization. Persistent top‑line inconsistency weakens predictability of margins and cash flow, complicating planning for capex and deleveraging over the next several quarters.
Net Loss Drivers & Restructuring CostsA large net loss driven by FX translation on foreign debt underscores currency mismatches and balance‑sheet sensitivity. Repeated workforce reductions and associated one‑time costs also signal ongoing restructuring, which can depress near‑term cash flow and indicate persistent structural challenges to sustain margins.

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 $2.97 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 $4.15B.
      When is LG Display Co.’s upcoming earnings report date?
      LG Display Co.’s upcoming earnings report date is Jul 23, 2026 which is in 71 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
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                      0.10%0.15%99.38%
                      Insiders
                      0.15% Other Institutional Investors
                      99.38% Public Companies and
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