Universal Display (OLED) Stock Trades Down, Here Is Why
Shares of Universal Display (NASDAQ:OLED) experienced an 11.4% drop after the company's full-year revenue forecast disappointed investors, despite meeting revenue expectations and beating profit estimates in its fourth-quarter report. The projected full-year revenue range of $650 million to $700 million was about 6.3% below consensus estimates, causing concern among investors regarding future growth. This market reaction highlights the emphasis investors place on future prospects over past performance, leading to significant stock volatility.
Needham cuts Universal Display stock price target on 2026 outlook
Needham has lowered its price target for Universal Display (NASDAQ:OLED) to $145 from $150, while maintaining a Buy rating. This adjustment follows the company's 2026 outlook, which projected revenue growth of flat to 7.5%, falling short of the Street's 10% expectation. Despite the modest outlook and concerns about higher memory prices impacting consumer electronics, Universal Display demonstrated strong fundamentals with a 75% gross profit margin and a "GOOD" financial health score from InvestingPro.
Universal Display Corporation (NASDAQ:OLED) Q4 2025 Earnings Call Transcript
Universal Display Corporation reported record Q4 and full-year 2025 revenues of $173 million and $651 million respectively, beating EPS expectations. The company highlighted the expansion of OLED adoption across various consumer electronics and is investing heavily in R&D, including AI and machine learning, to support future growth and the commercialization of phosphorescent blue OLEDs. For 2026, Universal Display anticipates revenues between $650 million and $700 million, with a focus on growing IT and automotive OLED markets and addressing competitive pressures and raw material costs.
Universal Display (OLED) Boosts Dividend by 11.1%
Universal Display Corporation (OLED) has announced an 11.1% increase in its quarterly dividend to $0.50 per share, resulting in a 1.71% forward yield. The company reported GAAP EPS of $1.39, exceeding estimates, and aims for $650-700 million in revenue by 2026 while advancing blue OLED technology. Despite strong financial health indicators like high liquidity and minimal leverage, there are warning signs such as a declining gross margin.
Universal Display Q4 2025 Results: Earnings Beat, Revenue in Line, Guidance Below Estimates
Universal Display reported its Q4 2025 financial results, showing revenue of $172.9 million, in line with expectations, and GAAP EPS of $1.39, beating analyst estimates. Despite an improved operating margin, free cash flow margin declined, and inventory days outstanding increased. The company's full-year revenue guidance was below analyst estimates, though it has maintained a compounded annual sales growth rate of 8.7% over the past five years.
No Surprises In Universal Display's (NASDAQ:OLED) Q4 Sales Numbers
Universal Display (NASDAQ:OLED) reported Q4 CY2025 sales of $172.9 million, meeting Wall Street's revenue expectations, though its full-year guidance was below analyst estimates. The company's GAAP profit surprisingly exceeded consensus, but its inventory days outstanding increased, suggesting higher inventory levels. While revenue growth was in line, the full-year guidance miss and increased inventory indicate a mixed quarter for the semiconductor company.
Universal Display Corporation Increases Quarterly Cash Dividend to $0.50 per Share
Universal Display Corporation (Nasdaq: OLED) has announced that its Board of Directors approved an increased quarterly cash dividend of $0.50 per share, up from $0.45 per share. This dividend is for the first quarter of 2026, payable on March 31, 2026, to shareholders of record on March 17, 2026. The increase reflects the company's expected continued cash flow generation and commitment to returning capital to shareholders.
Universal Display Corporation Announces Fourth Quarter and Full Year 2025 Financial Results
Universal Display Corporation (Nasdaq: OLED) reported record fourth-quarter and annual revenues for 2025, in line with expectations. Total revenue for Q4 2025 reached $172.9 million, and for the full year, it was $650.6 million. The company issued 2026 revenue guidance between $650 million and $700 million and announced a first-quarter 2026 cash dividend of $0.50 per share.
Universal Display (OLED) Q4 Earnings Report Preview: What To Look For
Universal Display (OLED) is set to report its Q4 earnings this Thursday after market close. Analysts expect revenue to grow 6.8% year-on-year to $173.4 million, with adjusted earnings projected at $1.26 per share. The company has missed revenue estimates in four of the last eight quarters, and investors will be watching closely to see if Q4 reverses this trend.
What Analyst Projections for Key Metrics Reveal About Universal Display (OLED) Q4 Earnings
Wall Street analysts expect Universal Display (OLED) to report Q4 earnings of $1.28 per share, a 4.9% year-over-year increase, with revenues projected at $173.25 million, up 6.8%. Key metric forecasts include $95.47 million for material sales, $5.46 million for contract research services, and $72.31 million for royalty and license fees. The company's stock has outperformed the S&P 500 recently and holds a Zacks Rank #3 (Hold).
What analyst projections for key metrics reveal about Universal Display (OLED) Q4 earnings
This article focuses on analyst projections for Universal Display (OLED) Q4 earnings. It likely discusses key financial metrics and provides insights into the company's expected performance, offering a preview of what investors and the market can anticipate from the upcoming earnings report.
Universal Display (NASDAQ:OLED) Downgraded by Wall Street Zen to Sell
Wall Street Zen has downgraded Universal Display (NASDAQ:OLED) from a "hold" to a "sell" rating, citing mixed analyst opinions while other firms maintain varied outlooks. Citigroup notably reduced its price target to $130, contributing to a consensus target of $163.25. The stock opened down about 1.5% at $124.90, reflecting a market capitalization of $5.94 billion and a P/E ratio of 26.92, with institutional investors holding a significant portion of its shares.
Universal Display (OLED) Projected to Post Earnings on Thursday
Universal Display (NASDAQ:OLED) is expected to announce its Q4 2025 earnings after market close on Thursday, February 19th, with analysts projecting earnings of $1.28 per share and revenue of $173.35 million. The company's stock performance, institutional ownership, and recent analyst ratings are also reviewed, showing a consensus "Hold" rating with an average price target of $163.25. The article highlights Universal Display's role as a technology company specializing in OLED solutions and intellectual property.
Envestnet Asset Management Inc. Purchases 24,244 Shares of Universal Display Corporation $OLED
Envestnet Asset Management Inc. increased its stake in Universal Display Corporation (NASDAQ:OLED) by 8.3% during the third quarter, acquiring an additional 24,244 shares. The institutional investor now owns 316,955 shares valued at approximately $45.5 million, representing 0.67% of Universal Display. Shares of Universal Display were trading up about 3.0% at $129.53, with a market capitalization of $6.16 billion.
1 of Wall Street's Favorite Stock with Solid Fundamentals and 2 We Question
This article analyzes three stocks, identifying one with solid fundamentals and two that are questionable despite Wall Street's bullish outlook. Universal Display (OLED) is highlighted as a stock to watch due to its strong revenue growth, high gross margin, and effective cost controls. Conversely, Best Buy (BBY) and Stratasys (SSYS) are identified as stocks to sell, citing concerns such as lagging sales, low margins, inefficient cost structures, and declining free cash flow.
Universal Display: A Closer Look at Its Market Potential
This article explores the market potential of Universal Display (NASDAQ: OLED) through an analysis by Motley Fool experts. It includes a video discussion on market trends and investment opportunities, noting that Universal Display was not among The Motley Fool's top 10 stock picks for current investment. The piece also highlights the significant returns achieved by past Stock Advisor recommendations like Netflix and Nvidia.
Atlantic Union Bankshares Corp Acquires 15,359 Shares of Universal Display Corporation $OLED
Atlantic Union Bankshares Corp significantly increased its stake in Universal Display Corporation by 6,143.6%, acquiring an additional 15,359 shares. This brings their total holdings to 15,609 shares, valued at approximately $2.24 million. Universal Display recently missed its quarterly earnings and revenue estimates, reporting EPS of $0.92 versus an expected $1.19 and revenue of $139.6 million against an expected $165.6 million.
Universal Display Corp (OLED) Shares Up 4.57% on Feb 2
Shares of Universal Display Corp (OLED) rose 4.57% to $120.18 on Feb 2, trading 26.85% below its 52-week high and 15.89% above its 52-week low. Wall Street analysts forecast an average target price of $164.54, implying a 36.91% upside, with a consensus "Outperform" recommendation. GuruFocus estimates the fair value (GF Value) at $179.94, suggesting a 49.73% upside.
Universal Display Corporation Announces Fourth Quarter and Fiscal Year 2025 Conference Call
Universal Display Corporation (UDC) announced it will release its financial results for the fourth quarter and full year, ended December 31, 2025, on Thursday, February 19, 2026, after market close. The company will also host a conference call on the same day at 5:00 p.m. Eastern Time to discuss these results. Details for accessing the webcast and participating in the call have been provided.
Universal Display Corp (OLED) Q3 2025 Earnings Call Transcript
Universal Display Corp (OLED) reported Q3 2025 revenues of $140 million, with full-year revenues expected at the lower end of the $650-$700 million guidance due to earlier customer pull-ins. The company highlights significant growth opportunities in OLED IT applications, driven by new Gen 8.6 OLED fabs coming online and increasing adoption across consumer electronics. Universal Display also emphasized strategic moves like the acquisition of OLED patent assets from Merck KGaA and the ongoing development of its phosphorescent blue technology, which is expected to enhance energy efficiency and performance.
Universal Display Corp (OLED) Q3 2025 Earnings Call Transcript
Universal Display Corp (OLED) held its Q3 2025 earnings call, reporting revenues of $140 million and net income of $44 million ($0.92 per diluted share). The company expects full-year revenues to be at the lower end of its $650-$700 million guidance due to earlier customer pull-ins. Key announcements included a strategic acquisition of OLED patent assets from Merck KGaA for $50 million and positive outlooks for growth driven by OLED adoption in IT applications and new Gen 8.6 OLED fab capacity coming online in 2026.
Q3 Earnings Roundup: Universal Display (NASDAQ:OLED) And The Rest Of The Analog Semiconductors Segment
This article provides a Q3 earnings roundup for Universal Display (NASDAQ:OLED) and other analog semiconductor companies. Universal Display reported a disappointing Q3 with revenues down 13.6% year-on-year, missing analyst expectations, while Skyworks Solutions (NASDAQ:SWKS) had a strong quarter with revenues up 7.3%. The report also covers Magnachip (NYSE:MX), onsemi (NASDAQ:ON), and Monolithic Power Systems (NASDAQ:MPWR), detailing their Q3 performance.
Hardman Johnston Global Advisors LLC Has $30.46 Million Stock Holdings in Universal Display Corporation $OLED
Hardman Johnston Global Advisors LLC reduced its stake in Universal Display Corporation (NASDAQ:OLED) by 19.1% in the third quarter, holding 212,103 shares valued at $30.46 million. This reduction comes as Universal Display missed Q3 earnings and revenue expectations, reporting $0.92 EPS versus $1.19 expected and $139.6 million in revenue against $165.6 million. Analyst sentiment for OLED is currently mixed, resulting in a consensus "Hold" rating with an average target price of $177.60.
Universal Display’s Patent-Powered OLED Play Faces A Demand Reality Check
Universal Display Corporation (OLED) is a key player in the OLED market, specializing in materials, technology licensing, and research. Despite maintaining a strong patent portfolio and shareholder-friendly practices, the company faces challenges from cyclical demand in panel shipments and a premium valuation. Investors are looking to 2026 guidance for clearer direction amidst these market dynamics.
Universal Display Corporation Announces Participation at Upcoming Conferences
Universal Display Corporation (Nasdaq: OLED) announced its participation in two upcoming events: the 28th Annual Needham Growth Conference on January 14, 2026, where CFO Brian Millard will present, and the SID-LA Symposium 2026 on February 13, 2026, where Dr. Mike Hack will discuss the future of Phosphorescent OLEDs. The company, a leader in OLED technology and materials, will provide webcasts for the investor presentation.
Universal Display Corporation Announces Participation at Upcoming Conferences
Universal Display Corporation (Nasdaq: OLED) will be participating in two upcoming conferences: the 28th Annual Needham Growth Conference on January 14, 2026, where CFO Brian Millard will present, and the SID-LA Symposium 2026 on February 13, 2026, where VP of Business Development Dr. Mike Hack will discuss phosphorescent OLEDs. The company is a leader in OLED technology and materials, holding over 6,500 patents globally.
Universal Display Corporation Announces Participation at Upcoming Conferences
Universal Display Corporation (Nasdaq: OLED) announced its participation in two upcoming events: the 28th Annual Needham Growth Conference on January 14, 2026, where CFO Brian Millard will present, and the SID-LA Symposium 2026 on February 13, 2026, where Dr. Mike Hack will discuss phosphorescent OLEDs. The company, a leader in OLED technology and materials, highlighted its licensing of proprietary technologies and development of UniversalPHOLED materials for energy-efficient displays and lighting.
Universal Display Corporation Announces Participation at Upcoming Conferences
Universal Display Corporation (Nasdaq: OLED) announced its participation in two upcoming events: the 28th Annual Needham Growth Conference on January 14, 2026, where CFO Brian Millard will present, and the SID-LA Symposium 2026 on February 13, 2026, featuring a presentation by Dr. Mike Hack on phosphorescent OLEDs. The company, a leader in OLED technologies and materials, will provide a live webcast of the investor presentation on its Investor Relations website.
New OLED partnership will supply materials for next-gen energy-saving screens
Universal Display Corporation (UDC) has signed new long-term agreements with Tianma, a leading flat panel display manufacturer, to supply its proprietary UniversalPHOLED phosphorescent OLED materials and technologies. This partnership aims to advance OLED technology and deliver energy-efficient display solutions globally. UDC emphasizes its commitment to innovation and expanding its presence in China, reinforcing its role in the global display ecosystem.
Universal Display signs long-term OLED supply agreements with Tianma By Investing.com
Universal Display Corporation has signed long-term agreements with Tianma, a global flat panel display manufacturer, for the supply of its proprietary UniversalPHOLED phosphorescent OLED materials and technologies. This collaboration aims to support Tianma's development of next-generation OLED displays and expands Universal Display's presence in the Chinese market. The financial terms and specific duration of the agreements were not disclosed, and this follows Universal Display's recent third-quarter 2025 financial results, which missed analyst expectations for EPS and revenue.
Assessing Universal Display (OLED) Valuation After New Long Term Tianma OLED Supply Agreements
Universal Display (OLED) shares are attracting attention following new long-term OLED material supply and license agreements with Tianma, extending their collaboration for next-generation displays. Despite mixed recent share price performance, analysts project a higher fair value for OLED, with a consensus price target of $181.889. The company's current P/E ratio is lower than the semiconductor industry and peers, suggesting potential for both risk and opportunity despite a fair value assessment of $168.78 (undervalued).
Tianma and Universal Display Ink Long-Term OLED Agreements
Universal Display Corp. (UDC) has signed new long-term OLED material supply and license agreements with flat panel display manufacturer Tianma. These agreements extend their partnership, with UDC providing its proprietary UniversalPHOLED phosphorescent OLED materials and technologies to support Tianma’s next-generation OLED displays. Both companies aim to advance OLED technology for sustainable and energy-efficient solutions globally.
Universal Display signs long-term OLED supply agreements with Tianma By Investing.com
Universal Display Corporation announced long-term OLED material supply and license agreements with Tianma, a global flat panel display manufacturer. Under the agreements, Universal Display will provide its proprietary UniversalPHOLED phosphorescent OLED materials and technologies to support Tianma’s development of next-generation OLED displays. This partnership extends an existing relationship and aims to expand Universal Display's presence in the Chinese market, despite a recent earnings miss that fell short of analyst expectations.
Tianma and Universal Display Corporation Enter into Long-Term OLED Agreements
Universal Display Corporation (UDC) has announced long-term agreements with Tianma for the supply and licensing of its UniversalPHOLED phosphorescent OLED materials and technologies. This extends their existing partnership, aiming to advance OLED technology and provide energy-efficient display solutions. The financial terms were not disclosed, but the collaboration reinforces UDC's presence in China and Tianma's role in the small and medium display industry.
Slowing Rates Of Return At Universal Display (NASDAQ:OLED) Leave Little Room For Excitement
Universal Display (NASDAQ:OLED) has shown a consistent 13% Return on Capital Employed (ROCE) over the past five years, indicating steady reinvestment but not necessarily high growth. Despite this stable operational performance, the stock has seen a 48% decline over the same period, suggesting a potential opportunity for astute investors if the company is currently undervalued. The article advises further investigation into Universal Display's intrinsic value.
Universal Display Corp Is Powering Your Screens In Secret – But Is OLED Stock Still Worth the Hype
Universal Display Corp is a key player behind OLED screens, powering many popular devices, yet its role often goes unrecognized. The article explores whether investing in OLED stock is a worthwhile endeavor, considering its strong patent portfolio, broad adoption of OLED technology, and the inherent volatility of the display market. It advises potential investors to carefully evaluate market conditions and the company's long-term relevance.
Needham Reiterates Buy Rating for Universal Display (OLED) with $150 PT | OLED Stock News
Needham analyst James Ricchiuti has reiterated a Buy rating for Universal Display (OLED) and maintained a price target of $150.00 USD, reflecting ongoing confidence in the company's market position. Universal Display, a developer of OLED technologies, receives consistent positive analyst ratings. The average analyst target price is $169.14, indicating a potential upside of 44.78% from its current price, while GuruFocus estimates a 52.02% upside based on its GF Value of $177.61.
Universal Display (OLED): Revisiting Valuation After a Year of Double‑Digit Growth but Negative Shareholder Returns
Universal Display (OLED) has seen its stock decline by approximately 21% year to date despite experiencing double-digit growth in revenue and net income. While one valuation narrative suggests the company is 30.2% undervalued with a fair value of $168.78, another discounted cash flow model indicates the stock may be trading above its estimated fair value of $87.43. This discrepancy highlights differing perspectives on whether OLED is currently a quiet undervaluation or if its future growth is already priced in.
1 of Wall Street's Favorite Stock for Long-Term Investors and 2 We Turn Down
This article evaluates three stocks that Wall Street analysts have given high price targets. StockStory recommends Universal Display (OLED) as a strong long-term investment due to its unique value proposition, strong sales growth, and high margins. Conversely, Shutterstock (SSTK) and Amdocs (DOX) are flagged as less promising due to concerns about monetization, sales decline, and capital intensiveness.
Does Universal Display’s 2025 Valuation Reflect OLED Growth After Recent Share Price Slide?
Universal Display's stock has faced recent volatility, dropping significantly over the past year despite being a key player in OLED technology. Analysis using Discounted Cash Flow and Price vs Earnings ratios suggests the stock may be overvalued or trading at a slight premium based on current fundamentals. The article encourages investors to use "Narratives" to apply their own assumptions about future growth and competition to determine a fair value for the company.
Universal Display Corporation Earns Spot on Newsweek’s America’s Most Responsible Companies 2026 List
Universal Display Corporation (UDC) has been recognized for the fifth time on Newsweek’s America’s Most Responsible Companies 2026 list, acknowledging its commitment to responsible business practices. UDC's President and CEO, Steven V. Abramson, emphasized the company's dedication to energy-efficient OLED innovations and a culture of curiosity and collaboration. This recognition is based on an evaluation of various ESG metrics and a reputation survey of U.S. residents.
Universal Display Corporation Earns Spot on Newsweek’s America’s Most Responsible Companies 2026 List
Universal Display Corporation (UDC) has been named to Newsweek’s America’s Most Responsible Companies 2026 list for the fifth time, recognized for its commitment to responsible business practices. UDC's CEO, Steven V. Abramson, highlighted the company's focus on energy-efficient OLED innovations and its culture of curiosity, creativity, and collaboration. This achievement is based on an evaluation of over 30 key performance indicators across environmental, social, and governance (ESG) pillars for the top 2,000 public U.S. companies.
Universal Display (Nasdaq: OLED) earns Newsweek 2026 Responsible Companies honor
Universal Display Corporation (UDC) has been named one of Newsweek's America's Most Responsible Companies for 2026, marking its fifth appearance on the list. UDC was recognized for its commitment to responsible business practices, particularly in developing energy-efficient OLED innovations. The evaluation by Newsweek and Statista considered over 30 key performance indicators across environmental, social, and governance (ESG) pillars for the top 2,000 public U.S. companies.
Universal Display Corp expected to post earnings of $1.19 a share - Earnings Preview
Universal Display Corp (OLED) is projected to report an increase in quarterly revenue and earnings per share when it announces results for the period ending September 30, 2025. Analysts expect revenue of $164.153 million, a 1.6% rise year-over-year, and earnings of $1.19 per share. The average analyst rating for OLED shares is "buy," with a median 12-month price target of $177.06.
Universal Display’s Revenue Falls Short But Wall Street Stays Optimistic
Universal Display's third-quarter revenue fell short of analysts' expectations, dropping to $139.6 million from last year, and net income decreased to $44 million due to customer mix shifts and a one-time charge. Despite narrowed 2025 revenue forecasts, Wall Street analysts maintain a positive "buy" outlook with a median 12-month price target 17% above its current close, buoyed by strong fundamentals like high gross margins. The company, a leader in OLED materials, is expected to weather market cycles through its technology and long-term agreements.
Universal Display to acquire OLED patent assets from Merck KGaA
Universal Display Corporation (NASDAQ:OLED) announced it would acquire OLED patent assets from Merck KGaA, Darmstadt, Germany. This acquisition includes over 300 patents related to advanced OLED emissive device structures and material components, expanding Universal Display's coverage in high-efficiency OLED devices. The deal aligns with Merck KGaA's strategy to focus on charge transport and triplet host materials, while Universal Display aims to strengthen its R&D and materials discovery platforms.
Universal Display Corporation Announces Participation at Upcoming Conferences
Universal Display Corporation (Nasdaq: OLED) announced its participation in several upcoming investor and industry conferences. CFO Brian Millard will represent the company at the J.P. Morgan Global Technology, Media and Telecom Conference in Asia and the Nasdaq 53rd Investor Conference. Additionally, Senior Research Scientist Dr. Haridas Mundoor will present on "Plasmonic PHOLEDs for the Next Generation OLED Displays" at The 32nd International Display Workshops (IDW ’25).
PPG, Universal Display Corporation celebrate 25 years of partnership with community donations
PPG and Universal Display Corporation (UDC) are celebrating 25 years of partnership by making significant donations to the Boys & Girls Clubs of Mercer County. This joint effort reflects their shared commitment to fostering innovation, education, and community engagement. The donations include a $25,000 grant from the PPG Foundation and 25 Apple iPad Pro OLED tablets from UDC, aimed at supporting STEM education for young people.
Universal Display Corporation Announces Third Quarter 2025 Financial Results
Universal Display Corporation reported its third-quarter 2025 financial results, with total revenue of $139.6 million, a decrease from $161.6 million in Q3 2024. The company stated that results reflect timing shifts and a one-time adjustment, but expressed confidence in its technology leadership and market growth. Universal Display Corporation also revised its full-year 2025 revenue guidance to the lower end of its previous range and declared a quarterly dividend of $0.45 per share.
Universal Display Corp. to Acquire Emissive OLED Patent Assets from Merck KGaA, Darmstadt, Germany
Universal Display Corporation (UDC) has announced a definitive agreement to acquire over 300 issued and pending OLED patent assets from Merck KGaA, Darmstadt, Germany. This acquisition aims to expand UDC's patent coverage in advanced OLED emissive device structures and related material components, enhancing its technology roadmap. Merck KGaA, meanwhile, will focus on charge transport and triplet host materials, while deepening its partnership with UDC to advance the OLED industry.
