LG Display remains under pressure, with shares down 42% in the last year and no clear signs of a turnaround. Q3 revenue is expected to rise 31% sequentially to $4.97B, but year-over-year growth remains flat, reflecting weak demand and macro headwinds. Apple's extension of inventory holding periods could drive future panel sales for LPL, but immediate impact may be limited.
LPL Financial is reaffirmed as a long-term buy, driven by robust organic asset growth, investment-grade balance sheet, and resilient earnings trends. LPLA benefits from macro tailwinds—rising equity markets and generational wealth transfer—fueling advisor demand and platform expansion. Despite rich valuation and near-term flat upside, LPLA's quality earnings, safe dividend coverage, and capital-light model support its premium.
LPL Financial Holdings Inc. LPLA reported its July 2026 activity, showing continued growth in client assets and positive organic net new assets (NNA), despite modest sequential declines across some key metrics.
LPLA's Q2 results benefit from strong revenue and advisory asset growth while boosting its buyback authorization. Yet, higher expenses partly offset the gains.
LG Display Co., Ltd. (LPL) Q2 2026 Earnings Call Transcript
LG Display NYSE: LPL reported a second-quarter operating loss for fiscal 2026 as seasonal weakness in mobile panels and a one-time workforce restructuring charge offset improved underlying profitability and stronger shipments of medium and large displays.
Investors need to pay close attention to LPLA stock based on the movements in the options market lately.
LPL Financial Holdings Inc. is upgraded to buy, with valuation now attractive and strong earnings growth projected for 2026 and beyond. LPLA's Q1 saw 30% YoY client asset growth to $2.3 trillion, robust pre-tax margins, and resumed share buybacks. Despite lagging SPY and XLF, LPLA targets mid- to high single-digit organic growth and potential upside to $336/share at 16x P/E.
LPLA's client assets climb to $2.48 trillion in April 2026 as advisory assets surge 51.5% year over year.
LG Display Co., Ltd. maintains operating profitability for a third consecutive quarter, driven by OLED panels now comprising 60% of revenue. Q1 revenue declined 9% YoY and 23% QoQ, impacted by seasonality and the exit from LCD TV panel sales. Net loss resulted from foreign currency translation losses, as a weak won inflated the value of LPL's foreign-denominated debt.
I continue to rate LG Display as a 'Hold' following my review of its performance and prospects. The company's operating profit rose substantially in 1Q2026, but its bottom-line remains negative. It's likely to report flattish 2Q2026 revenue, as volume increases are offset by price declines.
LG Display Co., Ltd. (LPL) Q1 2026 Earnings Call Transcript