Semiconductors

Universal Display

Universal Display CEO Buys Company Stocks

CFRA Maintains Hold Rating on Universal Display and Cuts Price Target

Universal Display Releases Investor Presentation on Business Model

Universal Display released FY2026 Q1 earnings on April 30 After-Market EST, actual revenue USD 142.21 M (forecast USD 156.24 M), actual EPS USD 0.76 (forecast USD 1.1519)

Universal Display Corporation Announces $400 Million Stock Repurchase Plan and Declares Quarterly Cash Dividend of $0.50 Per Share

Universal Display to Showcase OLED Technology at SID Display Week

Universal Display to Release FY2026 Q1 Earnings on April 30 After-Market EST, Forecast Revenue USD 160.66 M, EPS USD 1.1519

Universal Display Releases OLED Technology and Materials Investor Presentation

Universal Display released FY2025 Q4 earnings on February 19 After-Market EST, actual revenue USD 172.93 M (forecast USD 173.23 M), actual EPS USD 1.3941 (forecast USD 1.2825)

Universal Display released FY2025 earnings on February 19 After-Market EST, actual revenue USD 650.61 M (forecast USD 651.55 M), actual EPS USD 5.08 (forecast USD 4.943)

Universal Display to Release FY2025 Q4 Earnings on February 19 After-Market EST, Forecast Revenue USD 173.35 M, EPS USD 1.2825

Oppenheimer Analyst Reiterates Buy Rating on Universal Display

Universal Display Corporation's Stock Price Dropped but Maintained a Buy Rating

Universal Display Corporation Updates Investor Presentation

Universal Display released FY2025 9 Months Earnings on November 6 After-Market EST, with actual revenue of USD 477.68 M and EPS of USD 3.6799

Universal Display released FY2025 Q3 earnings on November 6 After-Market (EST), actual revenue USD 139.61 M (forecast USD 165.76 M), actual EPS USD 0.92 (forecast USD 1.1733)

Universal Display to Release FY2025 Q3 Earnings on November 6 After-Market (EST), Forecast Revenue USD 165.76 M, EPS USD 1.1733

Universal Display Launches Global Headquarters and R&D Center in Singapore

Universal Display Corporation Executives Report Common Stock Disposal

Universal Display released FY2025 Semi-Annual earnings on July 31 After-Market (EST), actual revenue USD 338.07 M (forecast USD 310 M), actual EPS USD 2.76 (forecast USD 2.06)

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Universal Display (OLED) has announced a US$400 million share buyback following weaker Q1 results and a lowered 2026 revenue outlook. This move has prompted investors to reassess the stock, which has seen a 1-year total shareholder return of 33.41%. Despite recent negative momentum, some analysts believe OLED is undervalued, estimating a fair value of $154.44, while others, using a DCF model, suggest a fair value of $57.95. The contrasting views highlight the uncertainty surrounding OLED's future growth and cash flow risks.

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A Look At Universal Display (OLED) Valuation As A New US$400 Million Buyback Follows Weaker Results

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Chinese and South Korean display makers are intensifying competition in OLED technologies at SID Display Week 2026, with the next few years critical for global market leadership. Chinese firms are expected to gain market share as their 8.6-generation OLED production capacity comes online. Innovations include Visionox's medium-sized 4K notebook display and TCL's foldable OLED desktop display. South Korean companies like Samsung and LG are also advancing OLED technologies for premium applications. Analysts predict a growing market for OLED panels, with China's market reaching CNY100 billion last year, but challenges remain in production and profitability.

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China’s OLED Push Sets Stage for Critical Showdown With South Korea at SID Display Week

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Apple is set to deepen its partnership with BOE Technology Group, with an estimated shipment of 35 million OLED displays by 2026. This supply will include various iPhone models, notably the iPhone 14, iPhone 16e, and iPhone 17e, with the iPhone 17 Pro series expected to account for 8.2 million panels. While Samsung Display and LG Display remain primary suppliers, BOE is expanding its production capacity and improving yield rates, challenging the dominance of Korean manufacturers in Apple's supply chain.

- BOE Technology Group is projected to ship approximately 35 million OLED displays to Apple in 2026, covering multiple iPhone models.  
- The iPhone 17 Pro series is expected to account for about 8.2 million of these panels.  
- As BOE enhances production capacity and yield rates, it poses a growing challenge to the dominance of Samsung Display and LG Display in Apple’s supply chain.

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Apple and BOE reportedly deepen OLED partnership as BOE targets 35 million iPhone display shipments in 2026

Ewing, New Jersey - UDC has confirmed its presence at various investor and industry conferences throughout May, June, and July of 2026.

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Universal Display Corporation Announces Participation at Upcoming Conferences

Citigroup has lowered its target price for Universal Display (NASDAQ:OLED) from $105.00 to $100.00, maintaining a "neutral" rating. This indicates a potential upside of 4.60% from the current price. Other analysts have varied opinions, with ratings ranging from "buy" to "strong sell." Universal Display's stock is currently trading at $95.61, with a 12-month low of $83.64 and a high of $163.21. The company reported a quarterly EPS of $0.76, missing estimates, and its revenue decreased by 14.5% year-over-year.

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Citigroup Issues Pessimistic Forecast for Universal Display (NASDAQ:OLED) Stock Price

CFRA maintains a hold opinion on Universal Display Corporation, lowering its price target by $18 to $106 due to tariffs and memory supply issues affecting near-term visibility. The 2026 EPS estimate is reduced by $0.90 to $4.36, and the 2027 view is cut by $0.28 to $5.58. Q1 results showed a 14% sales decline, with challenges in consumer device volumes. Despite this, management's 2026 guidance was only reduced by 4%, indicating confidence in growth from upcoming OLED fab openings.

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Research Alert: CFRA Maintains Hold Opinion On Shares Of Universal Display Corporation

LG Display presents future of displays with next-generation OLED technologies at SID Display Week 2026 | LPL Stock News

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LG Display presents future of displays with next-generation OLED technologies at SID Display Week 2026 | LPL Stock News

Universal Display's share price has dropped 32% over the past year, currently trading at around $96. A Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by 54.7%, estimating an intrinsic value of $62.30 per share. Conversely, its P/E ratio of 21.1x is below the industry average of 48.2x, indicating it may be undervalued. The article discusses various valuation approaches and emphasizes the importance of understanding the company's long-term prospects in the semiconductor space.

Is It Time To Reassess Universal Display (OLED) After A 32% Share Price Slide?

Universal Display's shares rose approximately 11% following the announcement of a $400 million stock repurchase plan and Q1 results. The company reported Q1 earnings of $0.76 per diluted share, down from $1.35 a year earlier, with revenue of $142.2 million, also lower than the previous year. The 2026 revenue guidance was revised down to $630 million to $670 million. The quarterly dividend remains at $0.50 per share, payable on June 30.

Update: Universal Display Shares Rise After $400 Million Share Repurchase Plan, Q1 Results

Universal Display(OLED.US)

A Look At Universal Display (OLED) Valuation As A New US$400 Million Buyback Follows Weaker Results

China’s OLED Push Sets Stage for Critical Showdown With South Korea at SID Display Week

Apple and BOE reportedly deepen OLED partnership as BOE targets 35 million iPhone display shipments in 2026

Universal Display Corporation Announces Participation at Upcoming Conferences

Citigroup Issues Pessimistic Forecast for Universal Display (NASDAQ:OLED) Stock Price

Research Alert: CFRA Maintains Hold Opinion On Shares Of Universal Display Corporation

LG Display presents future of displays with next-generation OLED technologies at SID Display Week 2026 | LPL Stock News

Is It Time To Reassess Universal Display (OLED) After A 32% Share Price Slide?

Update: Universal Display Shares Rise After $400 Million Share Repurchase Plan, Q1 Results

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