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Universal Display (OLED)
NASDAQ:OLED
Earnings Data
Report Date
Feb 19, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1.28Last Year’s EPS
0.96Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call reflected a mixed sentiment with significant strategic advancements and growth projections in the OLED market, counterbalanced by a decline in revenue, profit, and royalty and licensing fees. While the company is positioned for future growth with new acquisitions and capacity expansions, current financial metrics indicate challenges.Company Guidance
Strategic Acquisition of OLED Patent Assets
Universal Display announced a definitive agreement to acquire OLED patent assets from Merck KGaA for $50 million, expected to close in January 2026. This acquisition aims to bolster next-generation OLED performance and accelerate their roadmap for high-efficiency devices.
Strong AI and Machine Learning Platform
The company has built a powerful AI and machine learning platform that is accelerating material discovery, identifying breakthrough compositions faster, reducing development cycles, and expanding the frontiers of phosphorescent OLED.
Growth in OLED Market Projections
OLED IT units are expected to increase by 170%, OLED smartphones by 14%, OLED TVs by 11%, and foldable OLED and automotive markets are projected to nearly triple by 2028. New Gen 8.6 OLED fabs in Korea and China will come online next year, marking a pivotal growth stage.
Expansion into New Markets
Universal Vapor Jet Corporation opened a new global headquarters and R&D center in Singapore, targeting new frontiers including semiconductors, pharmaceuticals, batteries, and photovoltaics, alongside positioning for future opportunities in OLED TVs.
OLED Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OLED Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $135.34 | $124.93 | -7.69% |
Jul 31, 2025 | $143.92 | $144.49 | +0.40% |
May 01, 2025 | $140.31 | $143.12 | +2.00% |
Feb 20, 2025 | $145.98 | $155.84 | +6.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Universal Display (OLED) report earnings?
Universal Display (OLED) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
What is Universal Display (OLED) earnings time?
Universal Display (OLED) earnings time is at Feb 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OLED EPS forecast?
OLED EPS forecast for the fiscal quarter 2025 (Q4) is 1.28.