Universal Display Corp. (OLED)
NASDAQ:OLED
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OLED Stock Chart & Stats
$99.55
-$1.44(-0.94%)
At close: 4:00 PM EST
$99.55
-$1.44(-0.94%)
Day’s Range― - ―
52-Week Range$83.64 - $162.36
Previous CloseN/A
Volume91.22K
Average Volume (3M)938.98K
Market Cap
$4.28B
Enterprise Value$4.17B
Total Cash (Recent Filing)$516.41M
Total Debt (Recent Filing)$22.11M
Price to Earnings (P/E)20.5
Beta1.55
Next Earnings
Jul 30, 2026EPS Estimate
1.04Next Dividend Ex-DateN/A
Dividend Yield1.52%
Share Statistics
EPS (TTM)4.49
Shares Outstanding46,750,893
10 Day Avg. Volume684,728
30 Day Avg. Volume938,977
Financial Highlights & Ratios
PEG Ratio2.49
Price to Book (P/B)3.15
Price to Sales (P/S)8.53
P/FCF Ratio35.97
Enterprise Value/Market Cap0.98
Enterprise Value/Revenue6.65
Enterprise Value/Gross Profit9.17
Enterprise Value/Ebitda13.51
Forecast
1Y Price Target
$129.60Price Target Upside30.19% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)4.23
Revenue Forecast (FY)$644.69M
Bulls Say, Bears Say
Bulls Say
High Gross And Net MarginsSustained very high gross and net margins reflect proprietary, IP-driven materials and licensing economics that capture value across the OLED supply chain. Durable margin structure supports robust cash generation, funds R&D and buybacks, and cushions earnings through cyclical volume swings.
Conservative Balance Sheet (no Leverage)Zero reported debt and sizable equity provide long-term financial flexibility to fund multi-year R&D, support customer qualifications, pursue opportunistic buybacks, and absorb demand volatility without forced external financing, lowering structural downside risk.
Strong Operating Cash Flow And FCF ConversionConsistent high operating cash flow and improving free cash flow conversion demonstrate durable cash generation from high-margin materials and recurring royalties. Reliable cash enables sustained R&D, customer support, dividends and sizable share repurchases over multi-year cycles.
Bears Say
Inconsistent Revenue GrowthRevenue volatility and recent TTM declines indicate demand sensitivity and exposure to customer purchasing patterns and cyclicality in display industry investment. Persistent top-line inconsistency complicates long-term planning and slows the conversion of high margins into steadily rising earnings.
Royalty And Licensing VolatilitySignificant swings in royalty income reflect customer mix, contractual timing and regional lumpiness. Because IP monetization is a major earnings driver, recurring volatility in royalties undermines predictability of long-term cash flow and makes earnings more sensitive to customer concentration and product adoption timing.
Weaker Near-term Demand And Guidance CutManagement's reduced guidance and cited demand softness highlight limited visibility in the consumer electronics cycle. Structural reliance on OEM capacity expansions makes revenue prone to external headwinds; prolonged weakness or slower industry capacity ramps could compress growth for multiple quarters.
Universal Display News
OLED FAQ
What was Universal Display Corp.’s price range in the past 12 months?
Universal Display Corp. lowest stock price was $83.64 and its highest was $162.36 in the past 12 months.
What is Universal Display Corp.’s market cap?
Universal Display Corp.’s market cap is $4.28B.
When is Universal Display Corp.’s upcoming earnings report date?
Universal Display Corp.’s upcoming earnings report date is Jul 30, 2026 which is in 43 days.
How were Universal Display Corp.’s earnings last quarter?
Universal Display Corp. released its earnings results on Apr 30, 2026. The company reported $0.76 earnings per share for the quarter, missing the consensus estimate of $1.024 by -$0.264.
Is Universal Display Corp. overvalued?
According to Wall Street analysts Universal Display Corp.’s price is currently Undervalued.
Does Universal Display Corp. pay dividends?
Universal Display Corp. pays a Quarterly dividend of $0.5 which represents an annual dividend yield of 1.52%. See more information on Universal Display Corp. dividends here
What is Universal Display Corp.’s EPS estimate?
Universal Display Corp.’s EPS estimate is 1.04.
How many shares outstanding does Universal Display Corp. have?
Universal Display Corp. has 46,750,893 shares outstanding.
What happened to Universal Display Corp.’s price movement after its last earnings report?
Universal Display Corp. reported an EPS of $0.76 in its last earnings report, missing expectations of $1.024. Following the earnings report the stock price went up 10.679%.
Which hedge fund is a major shareholder of Universal Display Corp.?
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
Universal Display Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$129.60 (30.19% Upside)
$129.60 (30.19% Upside)
Blogger Sentiment
Neutral
OLED Sentiment 50%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 11.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $994.0K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▼ 1.0%
Last 30 Days ▲ 4.2%
Last 30 Days ▲ 4.2%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-38.50%
12-Months-Change
Fundamentals
Return on Equity
12.33%
Trailing 12-Months
Asset Growth
1.62%
Trailing 12-Months
Company Description
Universal Display Corp.
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.
OLED Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presents a mixed near-term picture but retains a positive long-term outlook. Near-term results and guidance reflect meaningful headwinds: revenue declined 14% year-over-year, royalties fell ~27%, operating margin compressed from ~42% to ~30%, and net income dropped ~44%. However, the company maintains a strong balance sheet (~$911M cash), healthy operating cash flow ($109M in Q1), ongoing shareholder returns (new $400M buyback and dividend), clear R&D momentum (AI-driven material discovery and progress on phosphorescent blue with potential ~25% energy-efficiency gains), and continued customer partnerships and industry capacity expansion that support a multiyear growth thesis. On balance, near-term challenges weigh heavily on the quarter, but financial strength and technology leadership underpin confidence in recovery and long-term opportunity.View all OLED earnings summariesOLED Revenue Breakdown
55.95% South Korea
39.85% China
2.22% U.S.
1.21% Japan
0.77% Other non-U.S. locations
OLED Stock 12 Month Forecast
Average Price Target
$129.60
▲(30.19% Upside)
Technical Analysis
Ownership Overview
2.19% Insiders
24.94% Mutual Funds
23.68% Other Institutional Investors
21.63% Public Companies and
Individual Investors