Zacks Research Analysts Raise Earnings Estimates for OLED

Universal Display Co. (NASDAQ:OLED - Free Report) - Equities research analysts at Zacks Research raised their Q2 2025 earnings per share (EPS) estimates for Universal Display in a report issued on Thursday, May 22nd. Zacks Research analyst R. Department now forecasts that the semiconductor company will earn $1.10 per share for the quarter, up from their previous forecast of $1.05. The consensus estimate for Universal Display's current full-year earnings is $4.71 per share. Zacks Research also issued estimates for Universal Display's Q3 2025 earnings at $1.22 EPS, Q4 2025 earnings at $1.28 EPS, Q1 2026 earnings at $1.19 EPS, Q2 2026 earnings at $1.33 EPS, Q3 2026 earnings at $1.36 EPS, FY2026 earnings at $5.25 EPS and FY2027 earnings at $6.16 EPS.

A number of other research firms have also issued reports on OLED. Wall Street Zen upgraded Universal Display from a "sell" rating to a "hold" rating in a research note on Friday, May 2nd. Susquehanna lowered their target price on Universal Display from $165.00 to $160.00 and set a "neutral" rating for the company in a research note on Friday, February 21st. The Goldman Sachs Group lowered their target price on Universal Display from $234.00 to $203.00 and set a "buy" rating for the company in a research note on Thursday, February 6th. Needham & Company LLC reissued a "buy" rating and issued a $170.00 price target on shares of Universal Display in a report on Friday, May 2nd. Finally, Roth Mkm increased their price target on Universal Display from $207.00 to $213.00 and gave the company a "buy" rating in a report on Friday, February 21st. Three analysts have rated the stock with a hold rating and five have assigned a buy rating to the stock. According to MarketBeat.com, Universal Display has a consensus rating of "Moderate Buy" and a consensus target price of $190.43.

Universal Display Stock Performance

Shares of OLED stock traded up $3.94 during trading hours on Monday, reaching $146.95. The company had a trading volume of 518,648 shares, compared to its average volume of 593,398. Universal Display has a twelve month low of $103.70 and a twelve month high of $237.00. The company has a market capitalization of $6.98 billion, a P/E ratio of 31.60, a price-to-earnings-growth ratio of 1.61 and a beta of 1.46. The stock's fifty day simple moving average is $133.91 and its 200 day simple moving average is $146.69.

Universal Display (NASDAQ:OLED - Get Free Report) last announced its quarterly earnings results on Thursday, May 1st. The semiconductor company reported $1.35 EPS for the quarter, topping the consensus estimate of $1.07 by $0.28. The company had revenue of $166.28 million during the quarter, compared to analyst estimates of $154.76 million. Universal Display had a return on equity of 15.51% and a net margin of 34.29%. The firm's revenue was up .6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.19 earnings per share.

Universal Display Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 30th. Investors of record on Monday, June 16th will be issued a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 1.22%. The ex-dividend date is Monday, June 16th. Universal Display's dividend payout ratio is currently 37.42%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Rise Advisors LLC lifted its holdings in Universal Display by 87.9% during the 1st quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company's stock worth $26,000 after buying an additional 87 shares during the last quarter. Orion Capital Management LLC bought a new position in Universal Display during the 4th quarter worth approximately $29,000. Brown Brothers Harriman & Co. lifted its holdings in Universal Display by 280.0% during the 4th quarter. Brown Brothers Harriman & Co. now owns 209 shares of the semiconductor company's stock worth $31,000 after buying an additional 154 shares during the last quarter. Golden State Wealth Management LLC lifted its holdings in Universal Display by 4,700.0% during the 1st quarter. Golden State Wealth Management LLC now owns 240 shares of the semiconductor company's stock worth $33,000 after buying an additional 235 shares during the last quarter. Finally, Blue Trust Inc. lifted its holdings in Universal Display by 401.9% during the 4th quarter. Blue Trust Inc. now owns 261 shares of the semiconductor company's stock worth $38,000 after buying an additional 209 shares during the last quarter. Institutional investors own 78.19% of the company's stock.

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.