LPL Financial: The Street Is Looking At AI Risk, Not The Earnings Story (Upgrade)
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.
LPL Financial's Brokerage & Advisory Assets Rise in April 2026
LPLA's client assets climb to $2.48 trillion in April 2026 as advisory assets surge 51.5% year over year.
LG Display: The Market Is Right To Be Nervous (Rating Downgrade)
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.
LG Display: Mixed Q1 Results And Guidance
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
LG Display Co., Ltd. (LPL) Q1 2026 Earnings Call Transcript
LG Display to invest $745 mln in OLED display infrastructure
South Korea's LG Display said on Wednesday that it plans to invest 1.1 trillion won ($744.94 million) in building infrastructure for organic light-emitting diode, or OLED, displays to improve its technological competitiveness.
LPL Financial Gets a UBS Buy Rating: Wall Street Sees $380 for This Wealth Management Play
LPL Financial (NASDAQ:LPLA) just got a stamp of approval from a Wall Street firm.
LPL Financial's Brokerage & Advisory Assets Rise in February
LPLA's total brokerage and advisory assets hit $2.43T in February, up 33% YoY, while client cash and NNAs showed mixed trends.
LPL Financial Reports Rise in January Brokerage & Advisory Assets
LPLA's total brokerage and advisory assets hit $2.41T in January, rising 1.6% month over month and 32.9% year over year.
LPL Financial: AI Selloff Is Your Opportunity
LPL Financial, along with the rest of the brokerage sector, sold off sharply last week on AI disruption concerns. A closer look at the fundamentals points to more than a few silver linings for LPL. Currently discounted valuations tip the risk/reward firmly in investors' favor.
LG Display: Going Lower In The Short Term For Several Reasons
The release of the Q4 2025 report sent the stock tumbling, which may have left a clue as to which direction the stock is favoring. The year 2025 was better for LG Display than preceding years, but there are a number of reasons why 2026 could turn out quite different. The latest CES 2026 offered consumers a chance to observe and compare LCD and OLED and what was shown should raise questions about LPL.
LPL Financial Dips Despite Q4 Earnings Beat, Revenues & Costs Rise Y/Y
LPLA slips despite Q4 earnings beat, as strong revenues and asset growth are overshadowed by a sharp rise in expenses.
