What is Zacks Research's Forecast for OLED Q2 Earnings?

Universal Display Corporation (NASDAQ:OLED - Free Report) - Research analysts at Zacks Research upped their Q2 2026 EPS estimates for Universal Display in a research note issued to investors on Tuesday, July 22nd. Zacks Research analyst R. Department now anticipates that the semiconductor company will post earnings of $1.38 per share for the quarter, up from their prior forecast of $1.36. 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 2026 earnings at $1.39 EPS, FY2026 earnings at $5.32 EPS and Q2 2027 earnings at $1.65 EPS.

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

Universal Display Stock Down 0.2%

Universal Display stock traded down $0.30 during midday trading on Thursday, hitting $149.21. The company's stock had a trading volume of 296,815 shares, compared to its average volume of 412,889. The stock's 50-day moving average price is $152.54 and its 200-day moving average price is $145.19. Universal Display has a 12 month low of $103.70 and a 12 month high of $231.83. The company has a market capitalization of $7.09 billion, a PE ratio of 31.02, a price-to-earnings-growth ratio of 1.62 and a beta of 1.51.

Universal Display (NASDAQ:OLED - Get Free Report) last issued 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. Universal Display had a net margin of 35.40% and a return on equity of 15.35%. The firm had revenue of $166.28 million for the quarter, compared to analysts' expectations of $154.76 million. During the same period in the previous year, the business earned $1.19 earnings per share. Universal Display's revenue for the quarter was up .6% compared to the same quarter last year.

Universal Display Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 30th. Investors of record on Monday, June 16th were paid a $0.45 dividend. The ex-dividend date was Monday, June 16th. This represents a $1.80 dividend on an annualized basis and a yield of 1.21%. Universal Display's dividend payout ratio is currently 37.42%.

Hedge Funds Weigh In On Universal Display

A number of institutional investors have recently bought and sold shares of the stock. Rise Advisors LLC grew its stake in 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 acquiring an additional 87 shares in the last quarter. Orion Capital Management LLC purchased a new position in Universal Display during the 4th quarter valued at about $29,000. Brown Brothers Harriman & Co. grew its stake in Universal Display by 280.0% during the 4th quarter. Brown Brothers Harriman & Co. now owns 209 shares of the semiconductor company's stock valued at $31,000 after acquiring an additional 154 shares in the last quarter. Golden State Wealth Management LLC grew its stake 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 valued at $33,000 after acquiring an additional 235 shares in the last quarter. Finally, Brooklyn Investment Group grew its stake in Universal Display by 98.5% during the 1st quarter. Brooklyn Investment Group now owns 270 shares of the semiconductor company's stock valued at $38,000 after acquiring an additional 134 shares in the last quarter. Hedge funds and other institutional investors own 78.19% of the company's stock.

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.