LG Display Co., Ltd. (LPL) AI Stock Analysis

NYSE: LPLAI research summary: business, growth, valuation, analysts, bull and bear case.

LPL AI stock analysis summary

AI Research

LG Display Co., Ltd. (LPL) is a global manufacturer of TFT-LCD and OLED display panels for consumer electronics and industrial applications. Over the trailing twelve months, the company generated $25.30T in revenue but recorded an operating margin of -1.9% and an EPS of -$0.93. The stock trades at a forward P/E of 3.1x after declining 48.9% over the past year.

Market cap
$2.63B
Revenue (TTM)
$25.30T
P/E
—
fwd 3.1x
1Y return
-48.9%
S&P 500 16.8%
Avg. target
$4.30
63.7% vs last close

Bull case

  • Net income turned positive in FY2025 at $226.31B following substantial losses in FY2022, FY2023, and FY2024.
  • The stock trades at an EV/EBITDA of 5.0x and a forward P/E of 3.1x, below the median of its US-listed Technology peers of 16.6x EV/EBITDA and 18.8x forward P/E.
  • The mean analyst price target of $4.30 reflects potential upside of 63.7% from the last close of $2.63.

Bear case

  • Net debt is elevated at $11.87T as of June 30, 2026, contributing to a debt-to-equity ratio of 2.13.
  • Trailing twelve-month results remain negative, showing a profit margin of -5.3% and an EPS of -$0.93.
  • The stock has dropped 48.9% over the past year and trades 33.4% below its 200-day moving average.

What LG Display does

LG Display Co., Ltd. specializes in the design, manufacturing, and distribution of thin-film transistor liquid crystal display (TFT-LCD) and organic light emitting diode (OLED) technology-based display panels. Its panels serve as key components in consumer electronics, including televisions, notebook computers, desktop monitors, tablet computers, mobile devices, and automotive displays. The company also produces panels for industrial uses such as medical diagnostic equipment, entertainment systems, and portable navigation devices. Operating across South Korea, China, Asia, the United States, and Europe, the Seoul-headquartered company employs 23,490 people.

Growth and profitability

Between FY2020 and FY2025, LG Display generated a 5-year revenue compound annual growth rate of 1.2%. Annual revenue peaked at $29.88T in FY2021 before falling to $21.33T in FY2023, then rebounded to $26.62T in FY2024 and reached $25.81T in FY2025. Operating margins moved from 7.5% in FY2021 to -11.8% in FY2023, recovering to 2.0% in FY2025 alongside net income of $226.31B. Over the trailing twelve months, revenue totaled $25.30T with a profit margin of -5.3%. In the quarter ended June 30, 2026, revenue increased 0.4% year-over-year, while quarterly earnings declined 76.3%.

LPL income statement →

Balance sheet and cash flow

As of June 30, 2026, LG Display held $1.44T in cash and short-term investments against total debt of $13.31T, resulting in net debt of $11.87T. Total assets were $27.21T and shareholders' equity stood at $6.24T, giving a debt-to-equity ratio of 2.13 and a current ratio of 0.63. For FY2025, operating cash flow was $1.60B, free cash flow was $652.4M, and capital expenditures totaled $947.7M. Over the past five years, the company's share count increased 39.7%.

LPL balance sheet →

Valuation and performance

At a last close of $2.63, LG Display has a market capitalization of $2.63B and an enterprise value of $12.02B. The stock trades at a forward P/E of 3.1x, a price-to-book of 0.7x, and an EV/EBITDA of 5.0x, compared to the median of its US-listed Technology peers of 18.8x forward P/E, 2.8x price-to-sales, and 16.6x EV/EBITDA. The stock has posted a 1-year return of -48.9% and a year-to-date return of -37.5%, trailing the S&P 500 (SPY) 1-year return of 16.8%.

LPL key metrics →

What analysts expect

Wall Street analysts hold 1 Strong Buy, 0 Buys, 0 Holds, 1 Sell, and 0 Strong Sells on the stock. The mean price target is $4.30, which is 63.7% above the last close of $2.63. For the fiscal year ending December 31, 2026, consensus estimates project an EPS of -$0.51 on revenue of $24.78T. For the following fiscal year, 1 analyst estimates an EPS of $0.11 on revenue of $25.45T. LG Display beat EPS estimates in 1 of the last 4 quarters, with its next earnings date scheduled for November 13, 2026.

LPL forecast and price target →

Key risks and what to watch

  • A current ratio of 0.63 indicates short-term obligations exceed current liquid assets.
  • A five-year share count increase of 39.7% has diluted existing equity holders.
  • Quarterly earnings fell 76.3% year-over-year in the latest quarter ended June 30, 2026.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this LPL AI stock analysis

This page is an AI-written research summary of LG Display Co., Ltd. (LPL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: LPL income statement, LPL balance sheet, LPL key metrics, LPL analyst forecast, LPL chart. See the LPL stock overview for the latest quote and news.

LPL AI stock analysis FAQ

What is LG Display's ticker and exchange?

LG Display trades on the New York Stock Exchange under the ticker symbol LPL.

Does LG Display pay a dividend?

LG Display does not currently have reported dividend payments.

What is LG Display's net debt?

As of June 30, 2026, LG Display reported total debt of $13.31T and cash and short-term investments of $1.44T, resulting in net debt of $11.87T.

When is LG Display's next earnings date?

LG Display is scheduled to report earnings on November 13, 2026.

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