Universal Display Corporation (NASDAQ:OLED) Given Consensus Rating of "Hold" by Analysts

Key Points

• Analysts give Universal Display a consensus rating of Hold (1 sell, 2 hold, 3 buy) with an average 12‑month price target of $131.60.
• The board authorized a $400 million share repurchase program and declared a $0.50 quarterly dividend (annualized yield ~2.1%).
• Q1 results missed expectations—EPS $0.76 vs. $1.13 and revenue $142.2M vs. $161.2M (down ~14.5% YoY)—and management narrowed 2026 revenue guidance to $630–$670M, signaling near‑term headwinds.

Shares of Universal Display Corporation (NASDAQ:OLED - Get Free Report) have been given a consensus rating of "Hold" by the six brokerages that are presently covering the company, Marketbeat.com reports. One research analyst has rated the stock with a sell recommendation, two have given a hold recommendation and three have assigned a buy recommendation to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $131.60.

A number of brokerages recently issued reports on OLED. Weiss Ratings reiterated a "hold (c-)" rating on shares of Universal Display in a report on Monday, March 23rd. Citigroup reduced their price target on Universal Display from $130.00 to $105.00 and set a "neutral" rating for the company in a research report on Tuesday, April 14th. Zacks Research downgraded Universal Display from a "hold" rating to a "strong sell" rating in a research note on Tuesday, April 21st. Wall Street Zen raised Universal Display from a "sell" rating to a "hold" rating in a report on Sunday, February 22nd. Finally, The Goldman Sachs Group set a $135.00 price objective on Universal Display in a research note on Tuesday, April 21st.

Institutional Trading of Universal Display

A number of institutional investors and hedge funds have recently modified their holdings of the company. JPMorgan Chase & Co. raised its holdings in Universal Display by 3.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 472,363 shares of the semiconductor company's stock worth $67,846,000 after acquiring an additional 14,356 shares during the period. Peregrine Investment Management Inc. lifted its position in Universal Display by 24.7% during the 3rd quarter. Peregrine Investment Management Inc. now owns 50,560 shares of the semiconductor company's stock worth $7,262,000 after acquiring an additional 10,000 shares during the last quarter. Truist Financial Corp boosted its holdings in Universal Display by 54.7% during the third quarter. Truist Financial Corp now owns 63,262 shares of the semiconductor company's stock valued at $9,086,000 after acquiring an additional 22,380 shares during the period. AI Squared Management Ltd bought a new stake in Universal Display during the third quarter valued at about $5,515,000. Finally, Aquatic Capital Management LLC grew its position in shares of Universal Display by 891.6% in the third quarter. Aquatic Capital Management LLC now owns 28,588 shares of the semiconductor company's stock valued at $4,106,000 after purchasing an additional 25,705 shares during the last quarter. 78.19% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Universal Display

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

• Positive Sentiment: Board authorized a $400 million share repurchase program, which reduces float and signals management confidence — a key bullish catalyst for the stock. Business Wire: Buyback & Dividend
• Positive Sentiment: Company declared a $0.50 quarterly dividend (annualized yield ~2.1%), giving income-focused investors an additional reason to buy shares. Business Wire: Buyback & Dividend
• Neutral Sentiment: Needham cut its price target from $145 to $120 but maintained a "buy" rating — still constructive, though the lower target trims upside. Benzinga: Analyst Update
• Negative Sentiment: Q1 results missed expectations: EPS $0.76 vs. $1.13 consensus and revenue $142.21M vs. $161.23M; revenue fell ~14.5% year-over-year — a clear near-term headwind. Zacks: Q1 Miss
• Negative Sentiment: Company narrowed 2026 revenue guidance to $630M–$670M (below some Street forecasts) citing softer demand and mix shifts, increasing near-term uncertainty. Seeking Alpha: Guidance Revision

Universal Display Stock Up 10.7%

NASDAQ OLED opened at $96.39 on Friday. The stock has a market capitalization of $4.51 billion, a PE ratio of 21.52, a price-to-earnings-growth ratio of 7.82 and a beta of 1.54. Universal Display has a 12-month low of $83.64 and a 12-month high of $163.21. The company has a 50 day moving average price of $96.82 and a two-hundred day moving average price of $114.94.

Universal Display (NASDAQ:OLED - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.13 by ($0.37). The business had revenue of $142.21 million for the quarter, compared to analyst estimates of $161.23 million. Universal Display had a return on equity of 12.27% and a net margin of 34.08%.The business's revenue for the quarter was down 14.5% compared to the same quarter last year. During the same quarter last year, the company earned $1.35 EPS. As a group, equities analysts anticipate that Universal Display will post 4.73 EPS for the current year.

Universal Display Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 16th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 2.1%. The ex-dividend date is Tuesday, June 16th. Universal Display's dividend payout ratio (DPR) is 39.45%.

About Universal Display

Universal Display Corporation NASDAQ: OLED is a technology company specializing in organic light-emitting diode (OLED) solutions. The company develops and commercializes materials, technologies and software used in the creation of OLED displays and lighting. Its offerings include proprietary phosphorescent OLED (PHOLED) materials, display driver integrated circuits and process technologies that enable higher efficiency, longer lifetimes and improved color performance for a range of display and lighting applications.

Universal Display's core business is licensing its extensive OLED patent portfolio to display manufacturers and providing them with the key organic materials needed for device fabrication.

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