Research Analysts Offer Predictions for OLED Q1 Earnings

Key Points

• Zacks Research has lowered its earnings per share (EPS) forecast for Universal Display Corporation for Q1 2026 from $1.18 to $1.17, while the full-year EPS estimate stands at $4.71.
• Despite the negative earnings forecast, other analysts have maintained a "buy" rating for the stock, with a consensus price target of $190.43.
• Universal Display recently announced a quarterly dividend of $0.45 per share, representing a 1.20% dividend yield, with a payout ratio of 37.42%.

Universal Display Corporation (NASDAQ:OLED - Free Report) - Research analysts at Zacks Research lowered their Q1 2026 EPS estimates for Universal Display in a report released on Tuesday, July 22nd. Zacks Research analyst R. Department now expects that the semiconductor company will earn $1.17 per share for the quarter, down from their prior forecast of $1.18. 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 FY2027 earnings at $6.17 EPS.

Universal Display (NASDAQ:OLED - Get Free Report) last released its quarterly earnings results on Thursday, May 1st. The semiconductor company reported $1.35 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.07 by $0.28. Universal Display had a net margin of 35.40% and a return on equity of 15.35%. The company had revenue of $166.28 million for the quarter, compared to the consensus estimate of $154.76 million. During the same quarter in the prior year, the firm earned $1.19 earnings per share. Universal Display's revenue was up .6% on a year-over-year basis.

A number of other research analysts have also recently commented on OLED. Wall Street Zen upgraded shares of Universal Display from a "sell" rating to a "hold" rating in a report on Friday, May 2nd. Needham & Company LLC reiterated a "buy" rating and set a $170.00 target price on shares of Universal Display in a report on Friday, May 2nd. Three equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $190.43.

Universal Display Price Performance

Shares of OLED traded down $2.92 during midday trading on Friday, hitting $147.87. The stock had a trading volume of 241,843 shares, compared to its average volume of 662,343. Universal Display has a 1 year low of $103.70 and a 1 year high of $229.47. The firm has a market cap of $7.03 billion, a PE ratio of 30.65, a price-to-earnings-growth ratio of 1.61 and a beta of 1.51. The stock's 50 day moving average is $152.51 and its 200 day moving average is $145.12.

Hedge Funds Weigh In On Universal Display

A number of institutional investors have recently bought and sold shares of the business. Impact Capital Partners LLC raised its position in Universal Display by 1.4% during the 2nd quarter. Impact Capital Partners LLC now owns 4,823 shares of the semiconductor company's stock worth $745,000 after buying an additional 67 shares during the last quarter. Parallel Advisors LLC increased its holdings in shares of Universal Display by 9.7% during the 2nd quarter. Parallel Advisors LLC now owns 848 shares of the semiconductor company's stock valued at $131,000 after purchasing an additional 75 shares in the last quarter. Prudential PLC increased its holdings in shares of Universal Display by 2.1% during the 1st quarter. Prudential PLC now owns 4,109 shares of the semiconductor company's stock valued at $573,000 after purchasing an additional 83 shares in the last quarter. CIBC Private Wealth Group LLC increased its holdings in shares of Universal Display by 5.6% during the 4th quarter. CIBC Private Wealth Group LLC now owns 1,615 shares of the semiconductor company's stock valued at $245,000 after purchasing an additional 85 shares in the last quarter. Finally, Rise Advisors LLC increased its holdings in shares of Universal Display by 87.9% during the 1st quarter. Rise Advisors LLC now owns 186 shares of the semiconductor company's stock valued at $26,000 after purchasing an additional 87 shares in the last quarter. 78.19% of the stock is owned by hedge funds and other institutional investors.

Universal Display Company Profile

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.