Universal Display Corporation

Universal Display Corporation

OLEDยทNASDAQ

$90.84

-0.035%
TechnologyHardware, Equipment & Parts

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. It owns, exclusively licenses, or has sole rights to sublicense approximately 5,500 issued and pending patents worldwide. The company supplies its proprietary UniversalPHOLED materials to display and lighting manufacturers, and others. It is also involved in the research, development, and commercialization of other OLED device and manufacturing technologies, including FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; OVJP, an organic vapor jet printing technology; thin-film encapsulation technology for the packaging of flexible OLEDs and other thin-film devices, as well as for use as a barrier film for plastic substrates; and UniversalP2OLED, which are printable phosphorescent OLEDs. In addition, the company provides technology development and support services, including third-party collaboration and support to third parties for the commercialization of their OLED products. Further, it provides contract research services in the areas of chemical materials synthesis research, development, and commercialization for non-OLED applications. Universal Display Corporation was founded in 1985 and is headquartered in Ewing, New Jersey.

At a Glance

Live Snapshot
Market Cap$4.25B
EPS5.0900
P/E Ratio17.85
Earnings Date07/30/2026
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Universal Display Corporation Street Expectations Map

OLED ยท NASDAQ

Wall Street analysts project that OLED stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 141.00, with estimates ranging from a low of 120.00 to a high of 168.00.

Lowest Target
120.00
32.10%
Consensus Target
141.00
55.22%
Highest Target
168.00
84.94%

The consensus 1-year price target stands at 141.00, with estimates ranging from a low of 120.00 to a high of 168.00.

Analyst Consensus Analysis

Upside Potential

+55.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

34.0% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Universal Display Corporation Forward Estimates of Revenue

OLED ยท NASDAQ
Latest Revenue
650.61M
FY 2025
Avg Estimate
726.74M
FY 2026
Estimate Range
714.95M - 737.99M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Universal Display Corporation Forward Estimates of Net Income

OLED ยท NASDAQ
Latest Net Income
242.07M
FY 2025
Avg Estimate
262.47M
FY 2026
Estimate Range
252.47M - 286.36M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Universal Display Corporation Forward Estimates of EPS

OLED ยท NASDAQ
Latest EPS
5.09
FY 2025
Avg Estimate
$5.56
FY 2026
Estimate Range
$5.30 - $6.01
Analyst Spread

Forward Growth Analysis

Projected Growth+9.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Universal Display Corporation Forward Estimates of EBIT

OLED ยท NASDAQ
Latest EBIT
250.78M
FY 2025
Avg Estimate
284.48M
FY 2026
Estimate Range
279.86M - 288.89M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Universal Display Corporation Forward Estimates of EBITDA

OLED ยท NASDAQ
Latest EBITDA
297.37M
FY 2025
Avg Estimate
338.92M
FY 2026
Estimate Range
333.42M - 344.17M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Universal Display Corporation Forward Estimates of SG&A Expense

OLED ยท NASDAQ
Latest SG&A Expense
74.32M
FY 2025
Avg Estimate
93.92M
FY 2026
Estimate Range
92.39M - 95.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+26.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Universal Display Corporation Insider Positioning

OLED ยท NASDAQ

During the last 12 months, insiders have purchased $168K and sold $11K worth of OLED shares, resulting in $157K of net buying activity.

3 Months

Bought

1.8K

168.36K

Sold

0

0.00

Net Activity

+168K

+$168K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

80

11.45K

Net Activity

-11K

-$11K

Top Buyers

1
ERC

Elias Richard C

Director

1.0K sharesโ€ข1 transactions

$93K

2
PM

Premutico Mauro

Officer: Svp & Clo

800 sharesโ€ข1 transactions

$76K

Top Sellers

1
MB

Millard Brian

Officer: Vp/Cfo

80 sharesโ€ข1 transactions

$11K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $157K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

14.71:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$168K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Buying

2 insider buyers vs. 1 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.