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OLED Overview

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0.000
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ET
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0.000
0.000(0.000%)
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ET
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Intellectia

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High
92.500
Open
92.500
VWAP
89.74
Vol
783.03K
Mkt Cap
4.20B
Low
87.590
Amount
70.27M
EV/EBITDA(TTM)
12.18
Total Shares
47.10M
EV
3.60B
EV/OCF(TTM)
17.05
P/S(TTM)
6.53
Universal Display Corporation is engaged in the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. OLED displays can be used in the mobile phone, television, monitor, wearable, tablet, notebook and personal computer, augmented reality (AR), virtual reality (VR) and automotive markets. It has an intellectual property portfolio surrounding its existing PHOLED technologies and materials for both displays and lighting products, which the Company markets under the UniversalPHOLED brand. It licenses its proprietary technologies, including UniversalPHOLED phosphorescent OLED technology that can enable the development of energy-efficient and eco-friendly displays and solid-state lighting. The Company also develops and offers UniversalPHOLED materials. Its additional OLED technologies include FOLED Flexible OLEDs and OVJP Organic Vapor Jet Printing.
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Events Timeline

(ET)
2026-02-19
16:20:00
Universal Display Increases Q1 2026 Cash Dividend to $0.50
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2026-02-19
16:20:00
Universal Display Corporation Reports Q4 Revenue of $179.93M
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2026-02-19
16:20:00
Universal Display Sees FY26 Revenue of $650M-$700M
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2026-01-05 (ET)
2026-01-05
16:20:00
Universal Display Corporation Signs Long-Term OLED Supply Agreements with Tianma
select
2025-12-01 (ET)
2025-12-01
06:22:00
Goldman Sachs Removes Universal Display from US Conviction List
select

News

Newsfilter
8.5
03-25Newsfilter
UDC Sponsors ICDT 2026, Showcasing OLED Innovations
  • Technology Showcase: UDC will highlight its latest advancements in OLED emissive layer technology at the International Conference on Display Technology (ICDT 2026) in Chongqing from March 31 to April 3, 2026, aiming to enhance OLED performance and drive future developments.
  • Key Presentation: UDC's Principal Technologist Dr. Zhaoqun Zhou will deliver a technical presentation on April 2, 2026, discussing how PHOLED materials enable low-power OLED displays with excellent color performance and long operational lifetimes, emphasizing their critical role in next-generation OLED products.
  • 10th Anniversary Celebration: ICDT 2026 marks the 10th anniversary of the conference, with UDC participating as a Gold-Level sponsor, highlighting its long-standing collaboration with China's OLED academic and industry community, thereby reinforcing its leadership position in the sector.
  • Industry Outlook: UDC CEO Steven V. Abramson noted that as technology advances rapidly and AI proliferates, the importance of display technology in consumer electronics is increasing, and UDC's materials and technologies will drive efficiency improvements in OLED architectures, unlocking new market opportunities.
Fool
6.5
03-11Fool
Numerai GP Increases OLED Stake to Top Position
  • Share Increase: According to a SEC filing dated February 17, 2026, Numerai GP increased its stake in Universal Display Corporation (OLED) by 71,257 shares during Q4 2025, with an estimated transaction value of approximately $9.24 million, indicating confidence in OLED's future growth potential.
  • Holding Proportion Rise: Following this purchase, Numerai GP's total holdings in OLED reached 75,391 shares, valued at $8.80 million, representing 1.06% of its assets under management, reflecting the firm's increasing commitment to OLED.
  • Market Performance Analysis: Despite a 35% decline in OLED's stock price over the past year, Universal Display generated a record revenue of $650.6 million in 2025, demonstrating solid profitability even amid a slower electronics market.
  • Promising Technology Outlook: Universal Display focuses on R&D for next-generation materials, with management highlighting future demand drivers such as foldable displays and augmented reality devices, which could present long-term growth opportunities for the company.
Newsfilter
7.5
02-26Newsfilter
UDC Extends OLED Material Agreements with LG Display
  • Long-Term Partnership: UDC has extended its OLED material supply and license agreements with LG Display, building on over 20 years of successful collaboration, which reinforces their shared vision to accelerate OLED innovation and expand next-generation display applications globally.
  • Technical Support Assurance: Under the agreements, UDC will continue supplying its industry-leading UniversalPHOLED® materials and OLED technologies through its wholly owned subsidiary, UDC Ireland Limited, ensuring cutting-edge support for LG Display's OLED product roadmap.
  • Industry Milestone: UDC's CEO Steven V. Abramson stated that the extension of these agreements marks another important milestone in their partnership, which has continuously pushed the boundaries of OLED technology and fostered industry growth.
  • Patent Technology Advantage: UDC holds over 7,000 patents worldwide, focusing on its high-efficiency UniversalPHOLED® technology aimed at developing energy-efficient and eco-friendly display and solid-state lighting solutions, further solidifying its leadership position in the OLED market.
Benzinga
8.0
02-20Benzinga
Supreme Court Strikes Down Trump's Tariffs, Impacting Markets
  • Tariff Ruling Impact: The Supreme Court's decision to strike down Trump's global tariffs led to a 0.4% decline in the Russell 2000, indicating negative sentiment towards small-cap stocks while boosting internationally exposed equities.
  • Legal Basis: The Court ruled that the International Emergency Economic Powers Act does not grant the president the authority to impose tariffs, emphasizing that only Congress holds this power during peacetime, leaving unresolved issues regarding over $130 billion in tariffs already collected.
  • Market Reaction: The ruling intensifies competitive pressures on small-cap firms that previously benefited from elevated import duties, reflecting investor concerns about domestic economic stability amid increasing foreign competition.
  • Macroeconomic Context: The U.S. GDP growth rate for Q4 2025 was just 1.4%, significantly below the expected 3%, while the Personal Consumption Expenditures index rose by 0.4%, indicating rising inflationary pressures that further affect market sentiment.
seekingalpha
9.5
02-20seekingalpha
Universal Display Corporation Reports Record 2025 Earnings and 2026 Outlook
  • Record Financial Performance: Universal Display Corporation achieved a record revenue of $651 million in 2025, with operating income of $249 million and net income of $242 million, translating to $5.08 per diluted share, showcasing strong execution and customer engagement in the OLED market.
  • R&D and Market Opportunities: The company continues to invest in R&D, with global OLED shipments projected to exceed 1.4 billion units by 2030, particularly in IT, automotive, and foldable devices, marking a new phase for the industry.
  • Shareholder Returns and Dividend Increase: The company repurchased approximately 454,000 shares for $53 million and raised the quarterly cash dividend to $0.50 per share, reflecting confidence in future growth opportunities and commitment to shareholders.
  • 2026 Outlook: Revenue for 2026 is expected to range between $650 million and $700 million, with slightly lower gross margins anticipated due to rising raw material costs, yet management remains confident in the commercial potential of blue OLED technology.
Fool
6.5
02-19Fool
Peregrine Investment Management Fully Liquidates OLED Position
  • Full Liquidation: Peregrine Investment Management disclosed on February 4, 2026, that it fully liquidated its position in Universal Display by divesting 50,560 shares valued at $7.26 million, reducing its stake from 3.6% to 0% of its portfolio.
  • AUM Decline: This liquidation resulted in a decrease in Peregrine's 13F assets under management (AUM) from $161.04 million, reflecting an overall drop of $42.5 million, or about 20%, in the firm's total assets during the fourth quarter of 2025.
  • Performance Decline: Universal Display faced a challenging end to 2025, with a 14% year-over-year decline in sales and a 34% drop in net income, alongside an almost 20% decrease in stock price during the last quarter, indicating weakened market competitiveness.
  • Strategic Shift: Despite Peregrine's liquidation, Universal Display is actively pursuing the acquisition of OLED patent assets from Merck KGaA, which is expected to enhance its technological capabilities and potentially improve performance in the future.
Wall Street analysts forecast OLED stock price to rise
5 Analyst Rating
Wall Street analysts forecast OLED stock price to rise
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
150.00
Averages
174.75
High
194.00
Current: 0.000
sliders
Low
150.00
Averages
174.75
High
194.00
Roth Capital
Scott Searle
Buy
downgrade
$194 -> $180
AI Analysis
2026-02-20
Reason
Roth Capital
Scott Searle
Price Target
$194 -> $180
AI Analysis
2026-02-20
downgrade
Buy
Reason
Roth Capital analyst Scott Searle lowered the firm's price target on Universal Display to $180 from $194 and keeps a Buy rating on the shares after its Q4 earnings beat. After a stagnating period of demand from somewhat saturated smartphones and stagnating OLED TVs, Universal Display and the materials market appear poised to return to growth with ramping IT demand, blue emitters and additional 8.6 gen capacity, the analyst tells investors in a research note.
Citi
Neutral
downgrade
$150 -> $130
2026-01-27
Reason
Citi
Price Target
$150 -> $130
2026-01-27
downgrade
Neutral
Reason
Citi lowered the firm's price target on Universal Display to $130 from $150 and keeps a Neutral rating on the shares. The firm reduced estimates ahead of the company's earnings report citing weaker smartphone and PC market units due to higher component pricing.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for OLED
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Valuation Metrics

The current forward P/E ratio for Universal Display Corp (OLED.O) is 22.89, compared to its 5-year average forward P/E of 34.05. For a more detailed relative valuation and DCF analysis to assess Universal Display Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
34.05
Current PE
22.89
Overvalued PE
41.19
Undervalued PE
26.91

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
24.22
Current EV/EBITDA
17.32
Overvalued EV/EBITDA
29.95
Undervalued EV/EBITDA
18.49

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
11.70
Current PS
8.31
Overvalued PS
14.33
Undervalued PS
9.08

Financials

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Quarterly

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Whales Holding OLED

A
Analog Century Management, LP
Holding
OLED
+19.93%
3M Return
H
Hardman Johnston Global Advisors LLC
Holding
OLED
+8.14%
3M Return
P
Polar Asset Management Partners Inc.
Holding
OLED
+4.87%
3M Return
C
Copeland Capital Management, LLC
Holding
OLED
+4.62%
3M Return
D
DePrince, Race & Zollo, Inc.
Holding
OLED
+3.59%
3M Return
K
Kayne Anderson Rudnick Investment Management, LLC
Holding
OLED
-1.22%
3M Return

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Frequently Asked Questions

What is Universal Display Corp (OLED) stock price today?

The current price of OLED is 89.13 USD — it has decreased -2.98

What is Universal Display Corp (OLED)'s business?

Universal Display Corporation is engaged in the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. OLED displays can be used in the mobile phone, television, monitor, wearable, tablet, notebook and personal computer, augmented reality (AR), virtual reality (VR) and automotive markets. It has an intellectual property portfolio surrounding its existing PHOLED technologies and materials for both displays and lighting products, which the Company markets under the UniversalPHOLED brand. It licenses its proprietary technologies, including UniversalPHOLED phosphorescent OLED technology that can enable the development of energy-efficient and eco-friendly displays and solid-state lighting. The Company also develops and offers UniversalPHOLED materials. Its additional OLED technologies include FOLED Flexible OLEDs and OVJP Organic Vapor Jet Printing.

What is the price predicton of OLED Stock?

Wall Street analysts forecast OLED stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OLED is174.75 USD with a low forecast of 150.00 USD and a high forecast of 194.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Universal Display Corp (OLED)'s revenue for the last quarter?

Universal Display Corp revenue for the last quarter amounts to 172.93M USD, increased 6.55

What is Universal Display Corp (OLED)'s earnings per share (EPS) for the last quarter?

Universal Display Corp. EPS for the last quarter amounts to 1.39 USD, increased 44.79

How many employees does Universal Display Corp (OLED). have?

Universal Display Corp (OLED) has 469 emplpoyees as of March 31 2026.

What is Universal Display Corp (OLED) market cap?

Today OLED has the market capitalization of 4.20B USD.