Universal Display (OLED) Could Be 32% Undervalued After August Conference Plans
Universal Display (OLED) is considered potentially 32% undervalued based on a narrative that predicts a fair value of $128.11, driven by the increasing demand for high-efficiency displays in connected devices. However, a different analysis using a Discounted Cash Flow (DCF) model suggests the stock is overvalued at its current price of $86.64, pointing to revenue uncertainty and uneven ordering as key risks. The article advises investors to examine the underlying data and assumptions for themselves given the mixed sentiment.
Universal Display Shares Rise After Unveiling New OLEDX Architecture
Universal Display Corporation's shares rose after introducing OLEDX, a new architecture designed to enhance the efficiency and performance of OLED displays. The technology aims to improve light extraction and utilization, offering display manufacturers greater control and compatibility with existing production methods. OLEDX is expected to broaden OLED design possibilities across various devices, including smartphones and foldable screens.
Universal Display unveils OLEDX architecture for displays
Universal Display Corporation has introduced OLEDX, a new device architecture designed to enhance light extraction and utilization in OLED displays. This technology aims to extract 100% of light from OLEDs, offering ultra-wide viewing angles and customizable efficiency profiles for various applications like smartphones and televisions. OLEDX is designed to be compatible with existing OLED manufacturing processes.
Meeder Asset Management Inc. Purchases Shares of 44,289 Universal Display Corporation $OLED
Meeder Asset Management Inc. recently acquired 44,289 shares of Universal Display Corporation (NASDAQ:OLED), valued at approximately $3,835,000, as disclosed in its latest 13F filing. Other institutional investors like BlackRock Inc. and Deutsche Bank AG have also increased their stakes. The stock currently holds a "Hold" rating from analysts, with an average price target of $116.33, and recently traded down 2.5% after announcing quarterly earnings that beat estimates but showed a revenue decline.
Universal Display (NASDAQ: OLED) director to sell 4,967 shares
Universal Display Corp (OLED) director Lawrence Lacerte has filed a Rule 144 notice to sell 4,967 shares of common stock through Charles Schwab Corp. The proposed sale has an indicated aggregate market value of $423,138.00 and is expected to be completed on or before August 18, 2026, on Nasdaq. The shares originated from various equity compensation grants received between June 2023 and September 2025.
GSA Capital Partners LLP Invests $2.02 Million in Universal Display Corporation $OLED
GSA Capital Partners LLP has invested approximately $2.02 million in Universal Display Corporation (NASDAQ:OLED) by acquiring 23,383 shares, making up 0.05% of the company. Universal Display reported quarterly earnings that beat estimates but revenue that fell short, and declared a quarterly dividend of $0.50 per share. Institutional investors collectively own 78.19% of the semiconductor company, which holds an average "Hold" rating from analysts with a consensus price target of $116.33.
Zacks Research Upgrades Universal Display (NASDAQ:OLED) to "Hold"
Zacks Research has upgraded Universal Display (NASDAQ:OLED) from a "strong sell" to a "hold" rating, aligning with the broader analyst sentiment. The company's shares opened at $88.92, significantly below its 52-week high, and it reported mixed quarterly results with adjusted EPS beating estimates but revenue missing expectations and declining year-over-year. Institutional investors have shown considerable activity in OLED, with many increasing their stakes.
Kayne Anderson Rudnick (OLED) reports 2.17M Universal Display shares, below 5% stake
Kayne Anderson Rudnick Investment Management, LLC filed an amended ownership report (SCHEDULE 13G/A) for Universal Display Corp (OLED), indicating beneficial ownership of 2,166,263 shares, which represents 4.6% of the outstanding common stock. This percentage is below the 5% threshold, categorizing it as a passive investment. The report details both sole and shared voting and dispositive powers held by Kayne Anderson Rudnick over these shares.
Universal Display Corporation $OLED Stock Holdings Reduced by Pacer Advisors Inc.
Pacer Advisors Inc. significantly reduced its stake in Universal Display Corporation (NASDAQ:OLED) by 95.3% in the first quarter, selling 107,837 shares and retaining 5,370 shares valued at $492,000. Despite beating EPS estimates, the company's revenue declined by 11.4% year-over-year, leading to a "Hold" consensus rating from analysts with an average price target of $116.33. Universal Display also declared a quarterly dividend of $0.50 per share.
Universal Display Q2 Earnings Beat as Material Sales Weigh on Growth
Universal Display Corporation (OLED) exceeded second-quarter earnings estimates, driven by resilient royalty revenues, but fell short on revenue due to weakened material sales. The company now expects its 2026 revenue to be at the lower end of its forecast range, with a recovery in the second half dependent on increased material demand and improved margins. Despite the earnings beat, the overall outlook remains cautious due to the revenue shortfall and reduced visibility for 2026.
Universal Display Stock Buy, Hold, or Wait on Growth and Valuation
Universal Display Corporation (OLED) presents a mixed investment case due to declining growth expectations for 2026 despite a moderate forward valuation. The company's financial flexibility and long-term OLED technology opportunity are positives, but investors face challenges from weaker material volumes and cautious customer demand. The article suggests a "wait-and-see" approach until there is clearer evidence of improving material volumes and earnings expectations.
Universal Display Stock Climbs 19.7% in a Month: Is it Sustainable?
Universal Display Corporation (OLED) stock has gained 19.7% in the past month despite weaker first-half results and reduced 2026 revenue guidance. The company anticipates a stronger second half driven by new OLED capacity and product cycles, but faces challenges with near-term demand visibility in the consumer electronics sector. While the stock shows momentum, Zacks Investment Research maintains a "Sell" rating due to unresolved fundamental concerns.
Universal Display Corporation (NASDAQ:OLED) Receives Consensus Rating of "Hold" from Brokerages
Universal Display Corporation (NASDAQ:OLED) has received a consensus "Hold" rating from brokerages, with an average 12-month price target of $116.33. The company recently reported Q2 EPS of $1.06, beating estimates, but revenue of $152.16 million fell short and declined 11.4% year-over-year. Universal Display declared a quarterly dividend of $0.50 per share, resulting in a 2.2% yield, and institutional investors hold a significant 78.19% stake in the stock.
Royal Bank of Canada Has $13.61 Million Position in Universal Display Corporation $OLED
Royal Bank of Canada reduced its stake in Universal Display Corporation by 7.2% in the first quarter, now holding 148,442 shares valued at $13.61 million. Despite beating EPS expectations with $1.06 per share, the company's revenue dropped 11.4% year-over-year to $152.16 million, missing estimates. Universal Display declared a quarterly dividend of $0.50 per share, and analysts currently have a "Hold" rating with an average price target of $116.33.
Red Spruce Capital LLC Buys 13,610 Shares of Universal Display Corporation $OLED
Red Spruce Capital LLC significantly increased its stake in Universal Display Corporation (OLED) by 119.8% in Q2, acquiring 13,610 additional shares, bringing its total holdings to 24,968 shares valued at $2.16 million. Despite beating EPS estimates, Universal Display's Q2 revenue fell short of expectations and declined year-over-year. The company declared a $0.50 quarterly dividend, and analysts maintain a "Hold" rating with an average price target of $116.33.
Universal Display Corp (OLED) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Universal Display Corp (OLED), noting its current price momentum score of 3.74 and ranking within its industry. It details the stock's trading range between resistance and support levels, suitable for range-bound swing trading, and evaluates various technical indicators and moving averages to offer a neutral signal for the stock.
ETFs Investing in Universal Display Corporation Stocks
This article lists various Exchange Traded Funds (ETFs) that hold Universal Display Corporation (UVD) stocks. The ETFs are sorted by market value and include details such as issuer, management style, focus, expense ratio, assets under management (AUM), price, and performance metrics. The information aims to help investors identify funds that offer diversified opportunities in UVD stocks.
Universal Display Corp Announces Q2 2026 Financial Results
Universal Display Corporation reported its financial results for the second quarter of 2026, showing a decrease in total revenue to $152.2 million from $171.8 million in Q2 2025. Despite a challenging consumer electronics market, CFO Brian Millard noted significant investment in the OLED ecosystem and the company's focus on materials and innovation for the next generation of OLED performance. Material sales decreased, but royalty and license fees increased, while net income and diluted EPS also saw a decline compared to the previous year.
Universal Display Corporation Announces Participation at Upcoming Conferences
Universal Display Corporation (Nasdaq: OLED) has announced its participation in several upcoming investor and industry conferences. The company's executives will be presenting at investor conferences such as Oppenheimer's Technology, Internet & Communications Conference, Needham's Industrial Tech, Robotics, & Power Conference, and Citi's Global TMT Conference. Additionally, Universal Display will be featured at industry events like the International Meeting on Information Display (IMID) 2026 and the International Conference on Luminescence (ICL) 2026, with presentations on next-generation OLED platforms and machine learning for OLEDs.
Universal Display expects 2026 revenue around the low end of $630M-$670M
Universal Display Corporation reported its second-quarter 2026 financial results, with total revenue reaching $152.2 million, a decrease from $171.8 million in Q2 2025. The company revised its 2026 revenue guidance to the lower end of its previously projected range of $630 million to $670 million. Despite near-term challenges in consumer electronics, Universal Display sees growth in the OLED ecosystem through new capacity, expanding adoption in various sectors, and ongoing technological advancements.
Universal Display Corporation $OLED Shares Bought by Quantinno Capital Management LP
Quantinno Capital Management LP significantly increased its stake in Universal Display Corporation ($OLED) during the first quarter, purchasing an additional 222,561 shares, bringing its total holdings to 251,218 shares valued at approximately $23 million. Other institutional investors also adjusted their positions in the semiconductor company, which reported mixed Q2 earnings with EPS beating estimates but revenue falling short and declining year-over-year. The company declared a quarterly dividend of $0.50 per share, while analyst sentiment remains cautious with a consensus "Hold" rating.
Universal Display Corporation $OLED Shares Sold by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC reduced its stake in Universal Display Corporation (OLED) by 9.8% in the first quarter, selling 29,126 shares but retaining 268,760 shares valued at approximately $24.6 million. Despite beating EPS estimates in Q2, the company's revenue declined 11.4% year-over-year and missed expectations, with fiscal 2026 revenue guidance also falling below analyst consensus. Analyst sentiment remains mixed, with a "Hold" consensus rating and an average price target of $118.83, following a downgrade and price target reduction by Susquehanna.
Universal Display Q2 Earnings Call Highlights
Universal Display (NASDAQ:OLED) reported a decline in Q2 revenue and net income due to softer material volumes and customer mix, with full-year revenue now expected at the lower end of projections. Despite near-term softness, management remains optimistic about long-term growth driven by new OLED manufacturing capacity, broader adoption in various applications like IT and automotive, and continued development of phosphorescent blue OLED technology. The company also repurchased shares and declared a dividend, ending the quarter with strong cash reserves.
Universal Display Corporation (NASDAQ:OLED) Announces $0.50 Quarterly Dividend
Universal Display Corporation (NASDAQ:OLED) declared a quarterly dividend of $0.50 per share, to be paid on September 30th to shareholders of record on September 16th. This represents an annualized dividend of $2.00 and a 2.5% yield. The company has consistently increased its dividend for eight consecutive years, with a sustainable payout ratio of 35.3%.
Needham cuts Universal Display stock price target on weak smartphone demand
Needham has lowered its price target for Universal Display (NASDAQ:OLED) to $100 from $120, while maintaining a Buy rating, due to weak smartphone demand and higher memory costs that led the company to revise its revenue guidance. Despite near-term challenges and recent mixed Q2 2026 earnings, Needham anticipates a better year for Universal Display in 2027, driven by OLED technology's continued adoption in portable devices and scaling production capacity. InvestingPro analysis suggests the stock is currently undervalued, holding strong fundamentals with more cash than debt.
Press Release: Universal Display Corporation Announces Second Quarter 2026 Financial Results
Universal Display Corporation has announced its financial results for the second quarter of 2026. The company will be discussing these results in detail during a conference call and webcast.
Universal Display (NASDAQ: OLED) shifts to low end of 2026 revenue guidance
Universal Display reported a decline in Q2 2026 revenue to $152.2 million from $171.8 million a year earlier, with material sales decreasing while royalty and license fees increased. The company now anticipates 2026 revenue to be at the lower end of its previously guided range of $630 million to $670 million. Despite weakening revenue and earnings, Universal Display demonstrated strong operating cash flow and significant capital returns, including a raised quarterly dividend and substantial share repurchases.
Universal Display Corporation Announces Quarterly Cash Dividend of $0.50 per Share
Universal Display Corporation (Nasdaq: OLED) has declared a cash dividend of $0.50 per share for the third quarter, payable on September 30, 2026, to shareholders of record on September 16, 2026. This decision reflects the company's anticipated strong cash flow generation and its dedication to returning capital to its shareholders. Future dividends will be subject to further Board approval.
Universal Display approves $0.50 quarterly dividend
Universal Display Corporation (NASDAQ:OLED) has announced that its Board of Directors approved a cash dividend of $0.50 per share for the third quarter. This dividend is scheduled to be paid on September 30, 2026, to shareholders recorded by September 16, 2026. The company stated this decision reflects its consistent cash flow generation and commitment to returning capital to shareholders.
Universal Display (OLED) Q2 2026 Earnings Call Transcript
Universal Display Corporation (OLED) reported Q2 2026 revenue of $152 million, down from $172 million in Q2 2025, and updated its full-year revenue guidance to the lower end of $630 million to $670 million due to limited visibility in consumer electronics and cautious customer demand. The company highlighted ongoing investments in OLED manufacturing capacity, the commercialization of phosphorescent blue materials, and expansion into IT, automotive, and TV markets. Despite near-term headwinds from rising component costs and supply constraints, Universal Display expects a stronger second half of the year driven by product launch cycles and anticipates continued long-term growth in the OLED industry.
Universal Display Corp 2Q 2026: Revenue $152.2M, EPS $1.06— 10-Q Summary
Universal Display Corp reported its second-quarter 2026 financial results, with revenue declining to $152.2M from $171.8M in the prior year and diluted EPS falling to $1.06 from $1.41. Net income also decreased from $67.3M to $49.4M, driven by lower material sales and weaker demand for contract research, impacting gross margins and unit volumes. The company experienced shifts in sales channels and customer mix, with green and red material volumes decreasing, while operational changes included expanded manufacturing and consolidation of UVJP operations.
Universal Display Corporation Announces Quarterly Cash Dividend of $0.50 per Share
Universal Display Corporation (Nasdaq: OLED) has declared a third-quarter cash dividend of $0.50 per share, payable on September 30, 2026, to shareholders of record on September 16, 2026. This dividend reflects the company's expected continued cash flow generation and commitment to returning capital to shareholders. Future dividends will be subject to Board approval.
Universal Display Corporation Q2 2026 Earnings Call Summary
Universal Display Corporation (UDC) reported its Q2 2026 earnings, with performance impacted by a challenging consumer electronics environment and rising memory costs affecting smartphone demand. The company narrowed its full-year revenue guidance and expects second-half revenue to exceed the first half. Strategic initiatives include the commercialization of Gen 8.6 manufacturing facilities and accelerating phosphorescent blue development, while operating expenses are projected to increase by low single digits.
Universal Display Corp (OLED) Institutional Confidence
The article analyzes the institutional confidence score for Universal Display Corp (OLED), which stands at 10.00, placing it first in the Semiconductors & Semiconductor Equipment industry. Institutional shareholding for OLED has increased by 14.32% quarter-over-quarter, with 97.66% of shares currently held by institutions. The largest institutional shareholder is ETHSX, holding 187.15K shares, representing 0.40% of outstanding shares.
Universal Display Corp expected to post earnings of $1.03 a share - Earnings Preview
Universal Display Corp (OLED) is projected to report earnings of $1.03 per share. This information comes from a Reuters article, highlighting an upcoming earnings preview for the company.
Universal Display Corp Shs Unsponsored Brazilian Depositary Receipt Repr 0.0555555 Sh
The article provides a revenue breakdown for Universal Display Corp Brazilian Depositary Receipts (O2LE34) on TradingView. It highlights that South Korea was the primary contributor to revenue, generating 2.14 billion BRL in the past year. The content focuses on the financial performance metrics of the company's BDRs.
Universal Display Corp (OLED) - Price:81.580 - Chg%:+2.310
This article provides a comprehensive stock analysis of Universal Display Corp (OLED) by TradingKey, highlighting its healthy fundamentals, high growth potential, and "fairly valued" status within the Semiconductors & Semiconductor Equipment industry. The analysis notes high institutional ownership, a stable stock price expectation in the medium term, and a strong fundamental despite recent weak market performance. It also details the company's business activities, key strengths like high profit growth and dividends, and analyst ratings, with a target price of 124.233 USD.
OLED|Universal Display Corp|Price:79.340|Chg%:-0.080
Universal Display Corp (OLED) is engaged in the R&D and commercialization of OLED technologies and materials, which are used in various display and lighting applications. The company shows strong fundamentals with high profit growth and a high dividend payout. Despite a recent weak stock market performance, analysts maintain a "Buy" rating with a target price indicating significant upside potential.
Universal Display Corporation (OLED) Stock Forecasts
Argus has raised its target price for Universal Display Corporation (OLED) to $78.00, citing the company's role in the OLED technology market for various display applications. The company researches, develops, and manufactures OLED technologies for use in mobile phones, tablets, televisions, wearables, personal computers, automotive interiors, and solid-state lighting. The current price of OLED stock is $79.27.
Universal Display Corp (OLED) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Universal Display Corp (OLED), noting its current valuation score of 8.36, which ranks 41 out of 105 in the Semiconductors & Semiconductor Equipment industry. The P/E ratio is 17.63, significantly below its recent high but slightly above its recent low. The article indicates that relevant data for P/B, P/S, and P/CF ratios have not yet been disclosed by the company.
Universal Display (OLED) Projected to Post Earnings on Thursday
Universal Display (OLED) is expected to report its Q2 2026 earnings after market close on Thursday, July 30th, with analysts projecting EPS of $1.04 and revenue of $157.5 million. The company's previous quarter saw weaker-than-expected results, and its stock is currently trading down 0.7%. Wall Street maintains a "Hold" consensus rating with an average price target of $130.60.
Jennison Associates LLC Has $12.89 Million Holdings in Universal Display Corporation $OLED
Jennison Associates LLC significantly reduced its stake in Universal Display Corporation (NASDAQ: OLED) by 65.7% in the first quarter, now holding 140,591 shares valued at $12.89 million. This adjustment follows Universal Display's weaker-than-expected Q1 earnings, with EPS missing estimates and revenue declining year-over-year. Despite the stock's current trading price around $82.18 and a $0.50 quarterly dividend, analysts maintain a "Hold" consensus rating with an average target price of $130.60.
Universal Display Corp (OLED) Stock Price, Trades & News
This GuruFocus article provides a comprehensive overview of Universal Display Corp (OLED), including its current stock price, key financial metrics, warnings, and business description. It details the company's financial strength, growth rank, profitability, and valuation, alongside upcoming earnings dates and recent press releases.
Who Is Positioned to Buy Universal Display?
Universal Display (OLED) is identified as a prime takeover target due to its strong balance sheet, extensive patent portfolio in OLED technology, and significant net cash position. The article suggests that a specialty chemicals giant would be the most logical acquirer, seeking its high-margin, IP-rich advanced electronic materials capability. A deal could value Universal Display between $4.5 billion and $5.3 billion, representing a 20% to 40% premium over its current undisturbed price.
Universal Display (OLED) Sets Q2 Results Date, Is The Stock A Bargain?
Universal Display (OLED) is set to release its Q2 2026 results on July 30, amidst significant share price pressure, with declines of 14.01% (30-day), 35.45% (YTD), and 47.21% (1-year). Despite analyst targets suggesting it is 38.6% undervalued with a narrative fair value of $128.11 against its current $78.65, a DCF model from Simply Wall St indicates the stock might be overvalued at $78.65 compared to an estimated value of $44.91. Investors are urged to examine underlying drivers and risks such as revenue volatility and competition.
Universal Display (OLED) director makes 910-share stock gifts to trusts and self
Universal Display director Richard C. Elias reported bona fide gifts of 910 shares of common stock on July 10, 2026. These gifts, valued at $0.00 per share, were made from a family trust and his direct holdings. Following these transactions, Elias holds shares both directly and indirectly through various family and grandchild trusts.
Universal Display Corp Shs Unsponsored Brazilian Depositary Receipt Repr 0.0555555 Sh
This article provides financial information for Universal Display Corp Shs Unsponsored Brazilian Depositary Receipt Repr 0.0555555 Sh (O2LE34) on the BMFBOVESPA via TradingView. It focuses on the price to earnings forward metric for the company. The market was closed with no trades at the time of the article.
Universal Display Corp investors focus on OLED patents and royalty growth
Universal Display Corp (OLED) continues to attract investor attention due to its extensive patent portfolio and royalty-driven business model in the global display market. The company licenses its organic light-emitting diode (OLED) technologies and sells proprietary emissive materials, maintaining a strong position as an intellectual property holder in advanced display solutions. This model provides revenue stability and operating leverage as OLED adoption grows across various consumer devices.
OLED - Universal Display Corp Options
This article provides a detailed financial overview and key statistics for Universal Display Corp (OLED), including its latest stock performance, valuation ratios, dividend information, and institutional ownership. It highlights a recent close of $78.70, a 5.24% decrease, and lists various performance metrics over different periods. The data also includes insider transactions, analyst recommendations, and short interest figures for the company.
Universal Display Corp outlook on OLED technology and licensing revenues
Universal Display Corp (OLED) is a key enabler of OLED technology, licensing its patent portfolio and supplying materials to display manufacturers. The company's revenue model combines high-margin licensing income and material sales, with its financial performance tied to OLED adoption in various consumer electronics and automotive applications. Universal Display maintains a strategic position in the OLED ecosystem by developing high-performance emissive materials and adapting its technology for emerging form factors like flexible and foldable displays.
