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Universal Display (OLED)
NASDAQ:OLED
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Universal Display (OLED) Price & Analysis

2,234 Followers

OLED Stock Chart & Stats

$79.27
-$0.15(-0.19%)
At close: 4:00 PM EDT
$79.27
-$0.15(-0.19%)

Bulls Say, Bears Say

Bulls Say
High Profitability And Durable MarginsUniversal Display's persistently high gross and net margins provide structural resilience versus volume swings. Elevated margins (Q2 76%, FY guide 74–76%) reflect valuable materials/IP mix and give the company durable cash generation capacity to fund R&D, shareholder returns, and withstand cyclical downturns.
Very Strong Balance Sheet And Capital ReturnsA large cash/investment balance and minimal leverage create long-term financial flexibility. That liquidity supports sustained R&D investment and predictable capital returns (buybacks, dividend), reduces refinancing risk, and enables the company to invest through cycles or support customers during multi‑year qualification processes.
R&D And Technology Leadership (materials & IP)Ongoing technical advances in blue emitters, tandem architectures and AI-accelerated materials discovery strengthen the company’s IP moat. These durable R&D wins improve manufacturability and lifetime for customers, underpin long-term licensing/royalty streams and sustain leadership across future OLED generations.
Bears Say
Near-term Revenue And Materials WeaknessSignificant YoY declines in revenue and especially materials sales point to durable near-term headwinds if end-market volumes remain soft. Because materials revenue is tied to panel production, prolonged volume weakness can compress top-line and reduce scale benefits for materials margins and license catch-ups over multiple quarters.
Negative Free Cash Flow Growth And Conversion VolatilityAlthough cash generation is strong on aggregate, negative FCF growth and historical volatility weaken predictability of internal funding. If revenue softening persists, swings in FCF conversion could constrain discretionary R&D, capital allocation, or shareholder returns without drawing on cash reserves.
Exposure To Cyclical Device And Supply‑chain DynamicsMaterial sales and royalties depend on OEM capex and device cycles. Structural headwinds—like component cost increases—can delay fab ramps and depress panel volumes, creating sustained variability in demand for UDC materials and royalties and making revenue timing from new fabs and applications uncertain.

Universal Display News

OLED FAQ

What was Universal Display’s price range in the past 12 months?
Universal Display lowest stock price was $76.42 and its highest was $153.38 in the past 12 months.
    What is Universal Display’s market cap?
    Universal Display’s market cap is $3.95B.
      When is Universal Display’s upcoming earnings report date?
      Universal Display’s upcoming earnings report date is Oct 29, 2026 which is in 67 days.
        How were Universal Display’s earnings last quarter?
        Universal Display released its earnings results on Jul 30, 2026. The company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03.
          Is Universal Display overvalued?
          According to Wall Street analysts Universal Display’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Universal Display pay dividends?
            Universal Display pays a Quarterly dividend of $0.5 which represents an annual dividend yield of 2.21%. See more information on Universal Display dividends here
              What is Universal Display’s EPS estimate?
              Universal Display’s EPS estimate is 1.13.
                How many shares outstanding does Universal Display have?
                Universal Display has 45,966,835 shares outstanding.
                  What happened to Universal Display’s price movement after its last earnings report?
                  Universal Display reported an EPS of $1.06 in its last earnings report, beating expectations of $1.03. Following the earnings report the stock price went down -0.249%.
                    Which hedge fund is a major shareholder of Universal Display?
                    Currently, no hedge funds are holding shares in OLED
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Universal Display

                      Universal Display Corporation is dedicated to the investigation, advancement, and market deployment of organic light-emitting diode (OLED) innovations and their constituent materials, primarily for use in display and solid-state illumination applications. The company safeguards its intellectual property with a vast global portfolio of roughly 5,500 patents, encompassing both granted and pending applications, which it either owns outright, licenses exclusively, or holds sole sublicensing authority over. Manufacturers of displays, lighting, and other goods procure its specialized UniversalPHOLED materials. Beyond these core offerings, Universal Display actively cultivates and commercializes a diverse array of other OLED device and production methodologies. Notable among these are FOLED (flexible OLEDs for crafting devices on pliable substrates), OVJP (an organic vapor jet printing technique), thin-film encapsulation (critical for packaging flexible OLEDs and other thin-film components, as well as serving as a protective barrier for plastic bases), and UniversalP2OLED (phosphorescent OLEDs designed for printing). The corporation also extends technology development and support services, collaborating with and assisting external entities in launching their OLED products. Furthermore, it undertakes contract research initiatives, delving into the synthesis, development, and commercialization of chemical materials for uses outside the OLED domain. Established in 1985, Universal Display Corporation maintains its primary corporate offices in Ewing, New Jersey.

                      Universal Display (OLED) Earnings & Revenues

                      OLED Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call reflects a balanced outlook: meaningful near-term headwinds and notable year-over-year declines in revenue and earnings were contrasted with durable profitability (high gross margins), a strong cash position, continued industry investment and capacity ramps, and ongoing R&D progress (notably on phosphorescent blue and advanced OLED architectures). Management lowered its revenue outlook toward the low end of the prior range due to volume softness but expects seasonally stronger second-half results and highlights long-term growth drivers tied to new fabs, applications (IT, automotive, TV, foldables), and technology advances.View all OLED earnings summaries

                      OLED Revenue Breakdown

                      55.95%55.95%39.85%2.22%1.21%0.77%
                      55.95% South Korea
                      39.85% China
                      2.22% U.S.
                      1.21% Japan
                      0.77% Other non-U.S. locations
                      tipranks

                      OLED Stock 12 Month Forecast

                      Average Price Target

                      $106.67
                      ▲(34.56% Upside)
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