Zacks Research Issues Positive Outlook for OLED Earnings

Key Points

• Zacks Research raised Universal Display’s Q3 2027 EPS estimate to $1.39 from $1.36 and forecast Q4 2027 EPS of $1.35, while maintaining a “Hold” rating.
• Universal Display’s latest quarterly EPS of $1.06 exceeded the $1.03 consensus estimate, but revenue of $152.16 million missed expectations and fell 11.4% year over year.
• The stock opened at $77.89, near its 12-month low, while analysts’ consensus rating remained “Hold” with an average price target of $116.33; the company also declared a quarterly dividend of $0.50.

Universal Display Corporation (NASDAQ:OLED - Free Report) - Analysts at Zacks Research raised their Q3 2027 EPS estimates for shares of Universal Display in a research note issued to investors on Monday, September 14th. Zacks Research analyst Team now anticipates that the semiconductor company will earn $1.39 per share for the quarter, up from their prior forecast of $1.36. Zacks Research has a "Hold" rating on the stock. The consensus estimate for Universal Display's current full-year earnings is $4.17 per share. Zacks Research also issued estimates for Universal Display's Q4 2027 earnings at $1.35 EPS.

Universal Display (NASDAQ:OLED - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The semiconductor company reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. Universal Display had a return on equity of 11.35% and a net margin of 32.24%.The business had revenue of $152.16 million for the quarter, compared to analysts' expectations of $157.54 million. During the same quarter in the previous year, the firm posted $1.41 earnings per share. The company's revenue was down 11.4% compared to the same quarter last year.

Other equities analysts have also recently issued research reports about the stock. Citigroup reduced their price target on shares of Universal Display from $100.00 to $85.00 and set a "neutral" rating on the stock in a research report on Monday, August 3rd. Needham & Company LLC dropped their price objective on shares of Universal Display from $120.00 to $100.00 and set a "buy" rating on the stock in a report on Friday, July 31st. Weiss Ratings cut Universal Display from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Tuesday, July 28th. Susquehanna dropped their price target on shares of Universal Display from $110.00 to $90.00 and set a "neutral" rating on the stock in a research report on Friday, July 31st. Finally, Oppenheimer reissued an "outperform" rating and issued a $120.00 price objective (down from $130.00) on shares of Universal Display in a research note on Friday, July 31st. Three analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Universal Display has a consensus rating of "Hold" and an average price target of $116.33.

Universal Display Trading Up 1.7%

OLED stock opened at $77.89 on Wednesday. Universal Display has a twelve month low of $75.77 and a twelve month high of $153.38. The company has a market capitalization of $3.58 billion, a P/E ratio of 18.86 and a beta of 1.56. The firm has a 50 day simple moving average of $83.38 and a 200-day simple moving average of $89.49.

Universal Display Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Wednesday, September 16th. Universal Display's dividend payout ratio (DPR) is presently 48.43%.

Institutional Trading of Universal Display

Several hedge funds and other institutional investors have recently modified their holdings of the business. Tidal Investments LLC boosted its position in Universal Display by 84.0% during the second quarter. Tidal Investments LLC now owns 25,257 shares of the semiconductor company's stock worth $2,187,000 after purchasing an additional 11,529 shares during the period. WINTON GROUP Ltd grew its position in Universal Display by 381.2% in the 2nd quarter. WINTON GROUP Ltd now owns 62,919 shares of the semiconductor company's stock worth $5,448,000 after purchasing an additional 49,844 shares during the last quarter. Integrated Wealth Concepts LLC acquired a new stake in Universal Display during the second quarter worth about $195,000. Governors Lane LP bought a new position in Universal Display during the second quarter valued at about $11,358,000. Finally, Allworth Financial LP increased its stake in Universal Display by 82.2% during the second quarter. Allworth Financial LP now owns 2,074 shares of the semiconductor company's stock valued at $180,000 after acquiring an additional 936 shares during the period. Institutional investors and hedge funds own 78.19% of the company's stock.

Key Universal Display News

Here are the key news stories impacting Universal Display this week:

• Neutral Sentiment: A second-quarter 2026 investor letter from Prosper Stars & Stripes highlighted a 30.1% fund return, led by its long positions. However, the discussion raises questions about whether strong artificial-intelligence infrastructure investment could create a hidden risk for display suppliers by diverting capital or weakening demand and sentiment elsewhere in the technology supply chain. The article does not identify a specific new development at Universal Display. Universal Display (OLED): Is the AI Infrastructure Boom Becoming a Hidden Risk for Display Suppliers?
• Neutral Sentiment: A head-to-head review compared Universal Display with STMicroelectronics, but it did not announce a material change in OLED’s business outlook or valuation. Head to Head Review: Universal Display versus STMicroelectronics
• Negative Sentiment: Zacks Research lowered its EPS forecasts across several periods, including Q4 2026, Q1 and Q2 2027, FY2027, Q1 and Q2 2028, and FY2028. Its FY2028 estimate declined to $5.14 from $5.19, while the firm maintained a “Hold” rating. The repeated estimate cuts suggest softer expectations for future earnings growth. Zacks Research estimate changes for Universal Display
• Negative Sentiment: Universal Display declined 7.2% amid sector-wide selling, indicating that broader weakness in semiconductor and display stocks is adding pressure beyond company-specific concerns. Universal Display Drops 7.2% Amid Sector-Wide Selling
• Negative Sentiment: The stock reached a new one-year low, reinforcing the market’s currently cautious view of OLED’s earnings outlook and sector exposure. Universal Display Reaches New 1-Year Low

Universal Display Company Profile

Universal Display Corporation NASDAQ: OLED develops and commercializes organic light-emitting diode (OLED) technologies and materials. The company's business is centered on high-efficiency phosphorescent OLED (PHOLED) technology, which is designed to improve the performance and energy efficiency of OLED displays and lighting products.

Universal Display supplies OLED emitter materials and other related products to manufacturers and provides technology licenses, technical assistance and support under agreements covering its intellectual property.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.