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

2,238 Followers

OLED Stock Chart & Stats

$89.38
-$0.15(-0.19%)
At close: 4:00 PM EDT
$89.38
-$0.15(-0.19%)

Bulls Say, Bears Say

Bulls Say
Sustained High ProfitabilityVery high gross and net margins show that UDC’s proprietary materials and intellectual property generate substantial economic value. Margin guidance of 74%–76% indicates management expects this profitability profile to remain resilient over the next several quarters despite softer revenue.
Excellent Balance Sheet And LiquidityMinimal leverage and substantial liquidity give UDC flexibility to fund research, support customers, maintain shareholder returns, and withstand weaker demand. This financial strength reduces dependence on external capital while the OLED industry continues investing in capacity.
Recurring Royalty And License RevenueGrowing royalty and license revenue provides a recurring, high-margin component alongside consumable material sales. Its increase during a weaker quarter suggests UDC’s intellectual-property position can support earnings durability as customers expand OLED production and adoption.
Bears Say
Revenue Growth Has WeakenedLower volumes and a reduced full-year outlook indicate that near-term OLED demand is not translating into steady top-line growth. Prolonged softness would limit operating leverage and could delay the pace at which capacity investments convert into UDC revenue.
Material Sales Are Under PressureMaterial sales remain exposed to production volumes, product mix, and customer demand, and the steep quarterly decline shows that this revenue stream can be volatile. Continued weakness would pressure growth even if royalty revenue remains comparatively resilient.
Cash Flow Growth Is InconsistentUDC generates substantial cash, but the lack of consistent free-cash-flow growth weakens the durability of its otherwise strong earnings profile. Continued volatility could constrain internally funded investment or make shareholder returns less comfortably aligned with cash generation.

Universal Display News

OLED FAQ

What was Universal Display’s price range in the past 12 months?
Universal Display lowest stock price was $70.77 and its highest was $153.38 in the past 12 months.
    What is Universal Display’s market cap?
    Universal Display’s market cap is $3.58B.
      When is Universal Display’s upcoming earnings report date?
      Universal Display’s upcoming earnings report date is Oct 28, 2026 which is in 9 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 2.5%. 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

                      $104.33
                      ▲(16.73% Upside)
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                      Ownership Overview

                      2.25%26.03%1.56%38.32%
                      1.56% Other Institutional Investors
                      38.32% Public Companies and
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