Zacks Research Has Positive Estimate for OLED Q2 Earnings

Universal Display Corporation (NASDAQ:OLED - Free Report) - Zacks Research upped their Q2 2026 earnings estimates for Universal Display in a research report issued on Tuesday, July 22nd. Zacks Research analyst R. Department now forecasts 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.

A number of other research analysts have also issued reports on the stock. 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 restated a "buy" rating and issued a $170.00 price objective on shares of Universal Display in a research note on Friday, May 2nd. Three investment analysts have rated the stock with a hold rating and five have assigned a buy rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $190.43.

Universal Display Trading Up 1.2%

Shares of Universal Display stock traded up $1.73 during trading on Thursday, reaching $150.94. The stock had a trading volume of 81,740 shares, compared to its average volume of 663,582. Universal Display has a 52 week low of $103.70 and a 52 week high of $231.83. The stock has a fifty day moving average price of $152.54 and a two-hundred day moving average price of $145.10. The company has a market capitalization of $7.17 billion, a price-to-earnings ratio of 31.36, a P/E/G ratio of 1.61 and a beta of 1.51.

Universal Display (NASDAQ:OLED - Get Free Report) last announced its quarterly earnings data on Thursday, May 1st. The semiconductor company reported $1.35 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 business had revenue of $166.28 million during the quarter, compared to analyst estimates of $154.76 million. During the same quarter in the prior year, the business earned $1.19 earnings per share. The firm's revenue for the quarter was up .6% on a year-over-year basis.

Universal Display Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 30th. Shareholders of record on Monday, June 16th were paid a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a yield of 1.19%. The ex-dividend date of this dividend was Monday, June 16th. Universal Display's payout ratio is 37.42%.

Institutional Trading of Universal Display

Several institutional investors and hedge funds have recently made changes to their positions in OLED. Commonwealth Equity Services LLC increased its holdings in shares of Universal Display by 0.9% in the 4th quarter. Commonwealth Equity Services LLC now owns 10,091 shares of the semiconductor company's stock valued at $1,475,000 after acquiring an additional 90 shares during the last quarter. Virtu Financial LLC acquired a new position in Universal Display in the fourth quarter worth $537,000. Quantbot Technologies LP acquired a new position in shares of Universal Display during the fourth quarter valued at $436,000. American Century Companies Inc. raised its stake in shares of Universal Display by 2.0% during the fourth quarter. American Century Companies Inc. now owns 12,220 shares of the semiconductor company's stock valued at $1,787,000 after purchasing an additional 245 shares in the last quarter. Finally, KLP Kapitalforvaltning AS acquired a new position in shares of Universal Display in the 4th quarter worth approximately $1,345,000. 78.19% of the stock is currently owned by 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.