LG Display (NYSE:LPL) Shares Gap Down After Earnings Miss

LG Display Co., Ltd. (NYSE:LPL)’s share price gapped down prior to trading on Wednesday following a dissappointing earnings announcement. The stock had previously closed at $4.36, but opened at $4.18. LG Display shares last traded at $3.9850, with a volume of 410,114 shares changing hands.

The electronics maker reported ($0.24) EPS for the quarter, missing the consensus estimate of $0.17 by ($0.41). LG Display had a net margin of 0.98% and a return on equity of 3.29%. The firm had revenue of $5.06 billion during the quarter, compared to the consensus estimate of $5 billion.

Key LG Display News

Here are the key news stories impacting LG Display this week:

• Positive Sentiment: Returned to profit and OLED strength — LGD said OLED demand and execution helped it return to profitability after a multi‑year slump, supporting hopes for a structural earnings recovery. LG Display returns to profit after 4-year slump, fueled by OLED push
• Positive Sentiment: Revenue beat and core profit indicators — Q4 revenue came in slightly above consensus ($5.06B vs ~$5.0B) and management highlighted core profit metrics that outperformed some expectations, giving nearer‑term confidence in the OLED margin trajectory. Core Profit Beat And Memory Headwinds Draw Attention (Downgrade)
• Neutral Sentiment: Earnings call context on strategy and headwinds — Management reiterated focus on OLED expansion and gave details on product mix, but flagged market uncertainty; the call/slide deck provide more color for investors assessing guidance and capex plans. Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Full earnings materials available — Complete transcripts and the presentation are posted for deeper read‑through of margins, segment trends and management Q&A (useful for modeling forward margins). Earnings Call Transcript
• Negative Sentiment: Big EPS miss and weak profitability metrics — GAAP EPS was ($0.24) vs. consensus $0.17, and reported net margin/ROE remained weak, raising near‑term earnings uncertainty despite the revenue beat. MarketBeat Q4 earnings summary
• Negative Sentiment: Analyst downgrade over memory headwinds — At least one sell‑side note downgraded LG Display citing weak memory/server demand that could depress panel orders and profit cycles, increasing downside risk to near‑term estimates. Downgrade article

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on LPL shares. Weiss Ratings restated a “sell (d-)” rating on shares of LG Display in a report on Thursday, January 22nd. Wall Street Zen raised LG Display from a “hold” rating to a “buy” rating in a research note on Saturday, November 22nd. Three analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Reduce”.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Savant Capital LLC bought a new stake in shares of LG Display during the third quarter worth approximately $54,000. Creative Planning acquired a new stake in LG Display during the 2nd quarter worth approximately $39,000. MGO One Seven LLC bought a new stake in LG Display in the 2nd quarter valued at $40,000. Mercer Global Advisors Inc. ADV acquired a new position in LG Display in the 3rd quarter valued at $63,000. Finally, Fragasso Financial Advisors Inc bought a new position in LG Display during the 3rd quarter worth $67,000.

LG Display Stock Up 1.6%

The stock has a fifty day moving average price of $4.28 and a two-hundred day moving average price of $4.44. The company has a market cap of $4.04 billion, a price-to-earnings ratio of 21.24, a P/E/G ratio of 0.55 and a beta of 1.50. The company has a quick ratio of 0.37, a current ratio of 0.62 and a debt-to-equity ratio of 1.06.

About LG Display

LG Display Co, Ltd., headquartered in Seoul, South Korea, is a global manufacturer of thin-film transistor liquid crystal display (TFT-LCD) and organic light-emitting diode (OLED) panels. The company designs and produces display solutions for a wide range of applications, including televisions, desktop monitors, notebook computers, tablets, smartphones, signage and automotive screens. Its product offerings span large-screen television modules, ultra-high definition monitors, flexible and transparent OLED displays, and specialized industrial panels.

LG Display operates a network of production facilities and research centers across Asia, including major manufacturing sites in Paju and Gumi, South Korea, as well as Wuhan, China.