Universal Display (NASDAQ:OLED) Raised to Strong-Buy at Zacks Research

Key Points

• Universal Display has received a rating upgrade from Zacks Research, moving from a "hold" to a "strong-buy" rating, with projected FY2026 earnings estimated at $5.37 EPS.
• Despite the upgrade, Universal Display’s stock is currently down 2.5%, trading at $145.97, which is lower than its 50-day moving average of $142.73.
• A mix of analyst ratings exists for the company, with one Strong Buy, five Buy, and three Hold ratings, leading to an average rating of "Moderate Buy".

Universal Display (NASDAQ:OLED - Get Free Report) was upgraded by equities researchers at Zacks Research from a "hold" rating to a "strong-buy" rating in a report issued on Tuesday,Zacks.com reports. Zacks Research also issued estimates for Universal Display's FY2026 earnings at $5.37 EPS, FY2026 earnings at $5.38 EPS, Q1 2027 earnings at $1.41 EPS and Q3 2027 earnings at $1.57 EPS.

Separately, Weiss Ratings restated a "hold (c)" rating on shares of Universal Display in a research report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $190.43.

Universal Display Stock Down 2.5%

Shares of Universal Display stock opened at $145.97 on Tuesday. The stock's 50-day simple moving average is $142.73 and its 200-day simple moving average is $143.01. Universal Display has a 52 week low of $103.70 and a 52 week high of $214.57. The company has a market capitalization of $6.94 billion, a price-to-earnings ratio of 28.51, a PEG ratio of 4.39 and a beta of 1.55.

Universal Display (NASDAQ:OLED - Get Free Report) last announced its quarterly earnings data on Thursday, July 31st. The semiconductor company reported $1.41 EPS for the quarter, beating the consensus estimate of $1.18 by $0.23. Universal Display had a return on equity of 15.82% and a net margin of 36.95%.The business had revenue of $171.79 million for the quarter, compared to the consensus estimate of $161.58 million. During the same period in the previous year, the business earned $1.10 earnings per share. The business's revenue was up 8.4% on a year-over-year basis. Universal Display has set its FY 2025 guidance at EPS. On average, equities analysts expect that Universal Display will post 4.71 earnings per share for the current year.

Institutional Investors Weigh In On Universal Display

Several large investors have recently added to or reduced their stakes in OLED. Rise Advisors LLC increased its stake in Universal Display by 87.9% during the first quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company's stock worth $26,000 after acquiring an additional 87 shares during the last quarter. Whittier Trust Co. bought a new stake in Universal Display during the second quarter worth approximately $30,000. Parkside Financial Bank & Trust grew its stake in shares of Universal Display by 236.7% during the second quarter. Parkside Financial Bank & Trust now owns 202 shares of the semiconductor company's stock valued at $31,000 after buying an additional 142 shares during the last quarter. Golden State Wealth Management LLC grew its stake in shares of Universal Display by 4,700.0% during the first quarter. Golden State Wealth Management LLC now owns 240 shares of the semiconductor company's stock valued at $33,000 after buying an additional 235 shares during the last quarter. Finally, Brooklyn Investment Group grew its stake in shares of Universal Display by 98.5% during the first quarter. Brooklyn Investment Group now owns 270 shares of the semiconductor company's stock valued at $38,000 after buying an additional 134 shares during the last quarter. 78.19% of the stock is owned by institutional investors.

About Universal Display

Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications in the United States and internationally. The company offers PHOLED technologies and materials for displays and lighting products under the UniversalPHOLED brand.

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