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LG Display Co. (LPL)
NYSE:LPL
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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
Premium OLED Mix And ASP ExpansionA sustained shift to OLED (60% of revenue) and a 55% YoY rise in ASP per sqm indicate durable product mix improvement toward higher‑margin panels. This structural premium positioning supports long‑term EBITDA resilience and pricing power versus commodity LCD cycles.
Improved Operating Profitability And EBITDA MarginsReturn to consistent operating profit and mid‑teens to low‑20s EBITDA margins reflects cost innovation and operating leverage. Sustained positive EBITDA across quarters enhances cash generation potential from operations and supports reinvestment in OLED capex and strategic programs.
Strategic OLED Investment And Capacity UpgradeA multi‑year KRW 1.106 trillion OLED infrastructure commit is a structural bet to secure technology leadership and future supply for premium customers. This disciplined, targeted capex underpins durable competitive advantage in high‑growth OLED segments and supports long‑term revenue mix improvement.
Bears Say
Elevated Leverage And Weak Liquidity MetricsDebt roughly twice equity and very high debt‑to‑equity ratios materially constrain financial flexibility. Elevated leverage increases refinancing and covenant risk, magnifies FX translation losses, and limits capacity to absorb cyclical downturns without dilutive or costly financing.
Negative Free Cash Flow And Inconsistent Cash ConversionNegative FCF despite positive operating cash in TTM shows capex and reinvestment needs absorb operating inflows. Volatile historic free cash flow undermines sustained deleveraging and forces reliance on external funding to finance strategic OLED investments and working capital.
Revenue And Shipment Declines With Near‑term Pricing PressureMaterial QoQ shipment and revenue declines, plus guidance for meaningful ASP easing, reflect structural cyclical sensitivity and ongoing mix/streamlining effects. Lower utilization and periodic price weakness can compress margins and prolong recovery despite premium product shifts.

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 $3.30 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 $3.70B.
      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 31 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. 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

                      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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                      Ownership Overview

                      0.08%0.19%99.34%
                      Insiders
                      0.19% Other Institutional Investors
                      99.34% Public Companies and
                      Individual Investors
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