OLED

Universal Display Corp

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135.810

-1.84(-1.337%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

138.7717

Open

137.620

VWAP

137.01

Vol

533.50K

Mkt Cap

6.46B

Low

135.190

Amount

73.09M

EV/EBITDA(TTM)

19.62

Total Shares

47.44M

5.93B

EV/OCF(TTM)

30.09

P/S(TTM)

9.78

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q4

FY2026Q1

164.74M

+1.92%

1.182

-15.56%

173.37M

+6.82%

1.264

+31.67%

171.99M

+3.44%

1.338

-0.87%

Estimates Revision

The market is revising Upward the revenue expectations for Universal Display Corporation (OLED) for FY2025, with the revenue forecasts being adjusted by 0.38% over the past three months. During the same period, the stock price has changed by -12.35%.

Revenue Estimates for FY2025

Revise Upward

+0.38%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+2.67%

In Past 3 Month

Stock Price

Go Down

-12.35%

In Past 3 Month

5 Analyst Rating

37.69% Upside

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 is 187.00 USD with a low forecast of 162.00 USD and a high forecast of 220.00 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.

4 Buy

1 Hold

0 Sell

Strong Buy

37.69% Upside

Current: 135.810

Low

162.00

Averages

187.00

High

220.00

37.69% Upside

Current: 135.810

Low

162.00

Averages

187.00

High

220.00

Roth Capital

Buy

maintain

$213 -> $220

2025-08-01

Reason

Roth Capital

Price Target

$213 -> $220

2025-08-01

maintain

Buy

Reason

Roth Capital raised the firm's price target on Universal Display to $220 from $213 and keeps a Buy rating on the shares. The company reported solid Q2 upside and raised the low end of its 2025 guidance, the analyst tells investors in a research note. In the near-term, the market appears to have stabilized with demand from IT, while longer-term, IT and the emerging auto markets, as well as new 8.6 gen capacity, position the company for a sustained growth cycle in 2026 and beyond, the firm added.

Goldman Sachs

NULL -> Buy

initiated

$183

2025-06-02

Reason

Goldman Sachs

Price Target

$183

2025-06-02

initiated

NULL -> Buy

Reason

Goldman Sachs analysts added Universal Display to the firm's US Conviction List as part of its monthly update. Goldman has a Buy rating on the shares with a $183 price target. The company is poised to introduce a new material, blue, that will allow its customers to build displays that use less energy and thus extend battery life for devices like smartphones and tablets, the analyst tells investors in a research note.

BofA

Simon Woo

Buy

downgrade

$220 -> $160

2025-04-24

Reason

BofA

Simon Woo

Price Target

$220 -> $160

2025-04-24

downgrade

Buy

Reason

BofA analyst Simon Woo lowered the firm's price target on Universal Display to $160 from $220 and keeps a Buy rating on the shares. The firm sees U.S. tariffs and slow progress in blue color material commercialization as "the new discount factors," but reiterates a Buy due to the company's high margin profile and strong net-cash position.

Susquehanna

Mehdi Hosseini

Hold

Maintains

$165 → $160

2025-02-21

Reason

Susquehanna

Mehdi Hosseini

Price Target

$165 → $160

2025-02-21

Maintains

Hold

Reason

Susquehanna lowered the firm's price target on Universal Display to $160 from $165 and keeps a Neutral rating on the shares. The firm updated its estiimates Updating following its4Q24 earnings. The 2025 guide falls below consensus though was expected. But, the key disappointing take away is the "Blue" commentary; that "it remains only months away from commercialization."

Needham

James Ricchiuti

Strong Buy

Maintains

$215 → $170

2025-02-21

Reason

Needham

James Ricchiuti

Price Target

$215 → $170

2025-02-21

Maintains

Strong Buy

Reason

Needham lowered the firm's price target on Universal Display to $170 from $215 but keeps a Buy rating on the shares. The company's disappointing outlook for 2025 despite better-than-expected Q4 revenues last night did have a bit of reassuring news regarding its blue emitter development efforts as the management reiterated that commercialization of the blue phosphorescent material is closer than ever, also noting that the slippage beyond its original year-end 2024 expectations can be measured in months, the analyst tells investors in a research note.

Roth MKM

Scott Searle

Strong Buy

Maintains

$207 → $213

2025-02-21

Reason

Roth MKM

Scott Searle

Price Target

$207 → $213

2025-02-21

Maintains

Strong Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Universal Display Corp (OLED.O) is 27.27, compared to its 5-year average forward P/E of 37.91. 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.

Undervalued

5Y Average PE

37.91

Current PE

27.27

Overvalued PE

48.39

Undervalued PE

27.44

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.

Fair

5Y Average EV/EBITDA

26.35

Current EV/EBITDA

21.48

Overvalued EV/EBITDA

33.51

Undervalued EV/EBITDA

19.19

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.

Fair

5Y Average PS

12.93

Current PS

9.55

Overvalued PS

16.52

Undervalued PS

9.33