Is LG Display Co., Ltd. (NYSE:LPL) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating LG Display Co., Ltd. at current levels.
Last man standing in large OLED, finally with Apple's iPhone wallet open and the LCD millstone gone.
Where LPL is headed
LG Display in 2028 looks almost nothing like the loss-making LCD lifer most investors still picture. The Guangzhou LCD fab sale to TCL CSOT closed in 2024 for roughly 2 trillion won, and what's left is an OLED pure-play with three real businesses: large OLED TV panels (essentially a duopoly with Samsung Display), automotive displays where they sit at number one globally, and small-medium OLED for iPhones, iPads, and the MacBook Pro OLED transition Apple has been telegraphing for late 2026. The auto book alone now sits north of $14B in backlog, and these are 5-7 year programs with German and Korean OEMs that don't switch suppliers on a whim.
Read the full Compass Direction on LPL
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $5.51).
See the full LPL analysisGet calls like this, free
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Frequently asked questions
Is LG Display Co., Ltd. (NYSE:LPL) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating LG Display Co., Ltd. at current levels. Last man standing in large OLED, finally with Apple's iPhone wallet open and the LCD millstone gone.
What is LPL's Compass Score?
LG Display Co., Ltd. scores 89/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for LPL?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the LPL page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.