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Technology - Semiconductors - NASDAQ - US
$ 164.03
-1.47 %
$ 7.79 B
Market Cap
32.94
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one OLED stock under the base case scenario is HIDDEN Compared to the current market price of 164 USD, Universal Display Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart OLED

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FINANCIALS
576 M REVENUE
-6.52%
217 M OPERATING INCOME
-18.69%
203 M NET INCOME
-3.36%
155 M OPERATING CASH FLOW
22.05%
-83.3 M INVESTING CASH FLOW
70.33%
-72.9 M FINANCING CASH FLOW
-12.83%
162 M REVENUE
1.97%
67 M OPERATING INCOME
18.73%
67.2 M NET INCOME
28.68%
79.9 M OPERATING CASH FLOW
19.17%
-73.7 M INVESTING CASH FLOW
-151.54%
-19.5 M FINANCING CASH FLOW
-3.20%
Balance Sheet Decomposition Universal Display Corporation
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Current Assets 917 M
Cash & Short-Term Investments 514 M
Receivables 140 M
Other Current Assets 263 M
Non-Current Assets 752 M
Long-Term Investments 300 M
PP&E 200 M
Other Non-Current Assets 252 M
Current Liabilities 119 M
Accounts Payable 10.9 M
Short-Term Debt 0
Other Current Liabilities 108 M
Non-Current Liabilities 103 M
Long-Term Debt 22.9 M
Other Non-Current Liabilities 80.1 M
EFFICIENCY
Earnings Waterfall Universal Display Corporation
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Revenue 576 M
Cost Of Revenue 135 M
Gross Profit 441 M
Operating Expenses 224 M
Operating Income 217 M
Other Expenses 14.2 M
Net Income 203 M
RATIOS
76.51% GROSS MARGIN
76.51%
37.68% OPERATING MARGIN
37.68%
35.22% NET MARGIN
35.22%
14.03% ROE
14.03%
12.16% ROA
12.16%
12.43% ROIC
12.43%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Universal Display Corporation
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Net Income 203 M
Depreciation & Amortization 43.4 M
Capital Expenditures -59.8 M
Stock-Based Compensation 24.1 M
Change in Working Capital -104 M
Others -76.3 M
Free Cash Flow 28.4 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Universal Display Corporation
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Wall Street analysts predict an average 1-year price target for OLED of $216 , with forecasts ranging from a low of $172 to a high of $250 .
OLED Lowest Price Target Wall Street Target
172 USD 4.86%
OLED Average Price Target Wall Street Target
216 USD 31.99%
OLED Highest Price Target Wall Street Target
250 USD 52.41%
4. DIVIDEND ANALYSIS
0.19% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Universal Display Corporation
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Sold
0-3 MONTHS
975 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
4.46 M USD 3
9-12 MONTHS
0 USD 0
Bought
322 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
1 week ago
Nov 04, 2024
Bought 134 K USD
LACERTE LAWRENCE
Director
+ 742
180.89 USD
2 months ago
Aug 29, 2024
Sell 975 K USD
ELIAS RICHARD C
Director
- 5064
192.6 USD
2 months ago
Aug 28, 2024
Bought 188 K USD
LACERTE LAWRENCE
Director
+ 1000
187.99 USD
6 months ago
May 08, 2024
Sell 1.81 M USD
BROWN JULIA J
EVP & Chief Technical Officer
- 10358
175 USD
6 months ago
May 07, 2024
Sell 462 K USD
Premutico Mauro
SVP & CLO
- 2633
175.3 USD
6 months ago
May 07, 2024
Sell 206 K USD
Premutico Mauro
SVP & CLO
- 1168
176.39 USD
6 months ago
May 07, 2024
Sell 426 K USD
Premutico Mauro
SVP & CLO
- 2400
177.5 USD
6 months ago
May 07, 2024
Sell 357 K USD
Premutico Mauro
SVP & CLO
- 2001
178.24 USD
8 months ago
Feb 27, 2024
Sell 228 K USD
LACERTE LAWRENCE
Director
- 1342
169.9 USD
8 months ago
Feb 27, 2024
Sell 291 K USD
LACERTE LAWRENCE
Director
- 1702
170.99 USD
8 months ago
Feb 27, 2024
Sell 680 K USD
LACERTE LAWRENCE
Director
- 3956
171.95 USD
7 years ago
May 16, 2017
Bought 16.4 K USD
ROSENBLATT SIDNEY D
Director
+ 140
117.24 USD
1 year ago
Sep 06, 2023
Sell 1.51 M USD
Premutico Mauro
SVP & GM, Licensing
- 9351
161.17 USD
1 year ago
Aug 09, 2023
Sell 155 K USD
ELIAS RICHARD C
Director
- 986
157.21 USD
1 year ago
Aug 09, 2023
Sell 160 K USD
ELIAS RICHARD C
Director
- 1014
158.14 USD
1 year ago
Jun 06, 2023
Sell 265 K USD
BROWN JULIA J
EVP & Chief Technical Officer
- 1764
150.14 USD
1 year ago
Jun 07, 2023
Sell 392 K USD
BROWN JULIA J
EVP & Chief Technical Officer
- 2601
150.53 USD
1 year ago
Jun 07, 2023
Sell 128 K USD
BROWN JULIA J
EVP & Chief Technical Officer
- 849
151.24 USD
1 year ago
May 09, 2023
Sell 2.05 M USD
LACERTE LAWRENCE
Director
- 15000
136.73 USD
1 year ago
Feb 28, 2023
Sell 2.9 M USD
LACERTE LAWRENCE
Director
- 21098
137.56 USD
2 years ago
Nov 14, 2022
Sell 1.86 M USD
LACERTE LAWRENCE
Director
- 16980
109.76 USD
2 years ago
Nov 14, 2022
Sell 1.44 M USD
LACERTE LAWRENCE
Director
- 13020
110.49 USD
2 years ago
Nov 14, 2022
Sell 399 K USD
Comparin Cynthia Jane
Director
- 3628
109.88 USD
2 years ago
Sep 01, 2022
Sell 1.22 M USD
ROSENBLATT SIDNEY D
EVP and CFO
- 11500
105.71 USD
2 years ago
Sep 01, 2022
Sell 1.18 M USD
ROSENBLATT SIDNEY D
EVP and CFO
- 11038
106.75 USD
2 years ago
Sep 01, 2022
Sell 2.33 M USD
ROSENBLATT SIDNEY D
EVP and CFO
- 21576
107.94 USD
2 years ago
Sep 01, 2022
Sell 640 K USD
ROSENBLATT SIDNEY D
EVP and CFO
- 5886
108.65 USD
2 years ago
Aug 10, 2022
Sell 173 K USD
ELIAS RICHARD C
director:
- 1400
123.86 USD
2 years ago
Aug 10, 2022
Sell 74.3 K USD
ELIAS RICHARD C
Director
- 600
123.89 USD
2 years ago
Aug 09, 2022
Sell 1.15 M USD
LACERTE LAWRENCE
Director
- 10000
115.16 USD
2 years ago
Aug 09, 2022
Sell 42.7 K USD
LACERTE LAWRENCE
director:
- 366
116.67 USD
2 years ago
May 12, 2022
Sell 871 K USD
Premutico Mauro
SVP & GM, Licensing
- 7618
114.27 USD
3 years ago
Sep 01, 2021
Sell 3.96 M USD
LACERTE LAWRENCE
Director
- 18987
208.38 USD
3 years ago
Sep 01, 2021
Sell 1.26 M USD
LACERTE LAWRENCE
Director
- 6013
209.13 USD
3 years ago
Aug 10, 2021
Sell 861 K USD
GEMMILL ELIZABETH H
Director
- 4261
202.17 USD
3 years ago
Aug 10, 2021
Sell 213 K USD
GEMMILL ELIZABETH H
Director
- 1052
202.8 USD
3 years ago
Aug 10, 2021
Sell 1.09 M USD
GEMMILL ELIZABETH H
Director
- 5318
204.73 USD
3 years ago
Aug 10, 2021
Sell 795 K USD
GEMMILL ELIZABETH H
Director
- 3869
205.38 USD
3 years ago
Jun 28, 2021
Sell 4.95 M USD
BROWN JULIA J
Chief Technical Officer
- 22007
225 USD
3 years ago
May 11, 2021
Sell 78 K USD
LACERTE LAWRENCE
Director
- 400
194.92 USD
3 years ago
May 11, 2021
Sell 275 K USD
LACERTE LAWRENCE
Director
- 1400
196.3 USD
3 years ago
May 11, 2021
Sell 257 K USD
LACERTE LAWRENCE
Director
- 1300
197.48 USD
3 years ago
May 11, 2021
Sell 579 K USD
LACERTE LAWRENCE
Director
- 2916
198.48 USD
3 years ago
May 11, 2021
Sell 397 K USD
LACERTE LAWRENCE
Director
- 1991
199.31 USD
3 years ago
May 11, 2021
Sell 399 K USD
LACERTE LAWRENCE
Director
- 1993
200.39 USD
3 years ago
Feb 23, 2021
Bought 96.1 K USD
Comparin Cynthia Jane
Director
+ 458
209.85 USD
3 years ago
Feb 23, 2021
Bought 93.6 K USD
Comparin Cynthia Jane
Director
+ 448
208.97 USD
3 years ago
Feb 23, 2021
Bought 85.6 K USD
Comparin Cynthia Jane
Director
+ 412
207.86 USD
3 years ago
Feb 23, 2021
Bought 66 K USD
Comparin Cynthia Jane
Director
+ 320
206.15 USD
3 years ago
Feb 23, 2021
Bought 101 K USD
Comparin Cynthia Jane
Director
+ 492
205.18 USD
3 years ago
Feb 23, 2021
Bought 34.7 K USD
Comparin Cynthia Jane
Director
+ 170
203.94 USD
3 years ago
Dec 14, 2020
Sell 2.37 M USD
ROSENBLATT SIDNEY D
EVP and CFO
- 10233
232.08 USD
3 years ago
Dec 14, 2020
Sell 6.34 M USD
ROSENBLATT SIDNEY D
EVP and CFO
- 27193
233.13 USD
3 years ago
Dec 14, 2020
Sell 2.77 M USD
ROSENBLATT SIDNEY D
EVP and CFO
- 11856
233.96 USD
3 years ago
Dec 14, 2020
Sell 252 K USD
ROSENBLATT SIDNEY D
EVP and CFO
- 1074
234.8 USD
4 years ago
Nov 10, 2020
Sell 37.3 K USD
ELIAS RICHARD C
Director
- 177
210.5 USD
4 years ago
Nov 05, 2020
Sell 530 K USD
HARTLEY C KEITH
Director
- 2500
212.07 USD
4 years ago
Nov 05, 2020
Sell 1.6 M USD
HARTLEY C KEITH
Director
- 7500
213.72 USD
4 years ago
Nov 04, 2020
Sell 222 K USD
Mahon Janice K
VP of Tech Commercialization
- 1100
201.49 USD
4 years ago
Nov 04, 2020
Sell 181 K USD
Mahon Janice K
VP of Tech Commercialization
- 892
202.52 USD
4 years ago
Nov 04, 2020
Sell 184 K USD
Mahon Janice K
VP of Tech Commercialization
- 904
203.77 USD
4 years ago
Nov 04, 2020
Sell 165 K USD
Mahon Janice K
VP of Tech Commercialization
- 806
205 USD
4 years ago
Nov 04, 2020
Sell 103 K USD
Mahon Janice K
VP of Tech Commercialization
- 500
205.51 USD
4 years ago
Nov 04, 2020
Sell 398 K USD
Mahon Janice K
VP of Tech Commercialization
- 1924
206.92 USD
4 years ago
Nov 04, 2020
Sell 62.3 K USD
Mahon Janice K
VP of Tech Commercialization
- 300
207.64 USD
4 years ago
Nov 03, 2020
Sell 422 K USD
LACERTE LAWRENCE
Director
- 2111
199.97 USD
4 years ago
Oct 12, 2020
Sell 826 K USD
BROWN JULIA J
Chief Technical Officer
- 4156
198.76 USD
4 years ago
Oct 12, 2020
Sell 2.89 M USD
BROWN JULIA J
Chief Technical Officer
- 14461
199.64 USD
4 years ago
Oct 12, 2020
Sell 468 K USD
BROWN JULIA J
Chief Technical Officer
- 2335
200.59 USD
4 years ago
Oct 12, 2020
Sell 92.7 K USD
BROWN JULIA J
Chief Technical Officer
- 459
201.93 USD
4 years ago
Oct 12, 2020
Sell 32 K USD
BROWN JULIA J
Chief Technical Officer
- 158
202.36 USD
4 years ago
Oct 12, 2020
Sell 13.6 K USD
BROWN JULIA J
Chief Technical Officer
- 67
203.71 USD
4 years ago
Aug 12, 2020
Sell 260 K USD
Premutico Mauro
VP, Legal & GM, Licensing
- 1401
185.45 USD
4 years ago
Aug 12, 2020
Sell 321 K USD
Premutico Mauro
VP, Legal & GM, Licensing
- 1722
186.14 USD
4 years ago
Aug 12, 2020
Sell 581 K USD
Premutico Mauro
VP, Legal & GM, Licensing
- 3102
187.18 USD
4 years ago
Aug 12, 2020
Sell 798 K USD
Premutico Mauro
VP, Legal & GM, Licensing
- 4240
188.27 USD
4 years ago
Aug 12, 2020
Sell 113 K USD
Premutico Mauro
VP, Legal & GM, Licensing
- 600
188.87 USD
4 years ago
Aug 11, 2020
Sell 294 K USD
LACERTE LAWRENCE
Director
- 1594
184.18 USD
4 years ago
Aug 11, 2020
Sell 18.5 K USD
LACERTE LAWRENCE
Director
- 100
184.82 USD
4 years ago
May 18, 2020
Sell 188 K USD
LACERTE LAWRENCE
Director
- 1253
149.75 USD
4 years ago
Mar 18, 2020
Sell 13.6 K USD
HARTLEY C KEITH
Director
- 128
106.11 USD
4 years ago
Feb 27, 2020
Bought 99.5 K USD
Comparin Cynthia Jane
Director
+ 683
145.73 USD
4 years ago
Feb 26, 2020
Bought 99.5 K USD
Comparin Cynthia Jane
Director
+ 645
154.25 USD
5 years ago
Nov 06, 2019
Sell 646 K USD
BROWN JULIA J
Chief Technical Officer
- 3255
198.39 USD
5 years ago
Nov 06, 2019
Sell 1.68 M USD
BROWN JULIA J
Chief Technical Officer
- 8439
199.34 USD
5 years ago
Nov 06, 2019
Sell 1.95 M USD
BROWN JULIA J
Chief Technical Officer
- 9734
200.38 USD
5 years ago
Nov 06, 2019
Sell 699 K USD
BROWN JULIA J
Chief Technical Officer
- 3477
200.98 USD
5 years ago
Nov 04, 2019
Sell 4 M USD
LACERTE LAWRENCE
Director
- 20000
200 USD
5 years ago
Oct 02, 2019
Sell 29.5 K USD
HARTLEY C KEITH
Director
- 185
159.57 USD
5 years ago
Sep 05, 2019
Sell 6.92 M USD
ABRAMSON STEVEN V
President and CEO
- 31182
222.0154 USD
5 years ago
Aug 08, 2019
Sell 1.2 M USD
HARTLEY C KEITH
Director
- 5528
216.316 USD
5 years ago
Aug 09, 2019
Sell 1.06 M USD
HARTLEY C KEITH
Director
- 5000
212 USD
5 years ago
Aug 07, 2019
Sell 567 K USD
ROSENBLATT SIDNEY D
EVP and CFO
- 2708
209.1987 USD
5 years ago
Aug 07, 2019
Sell 5.47 M USD
ROSENBLATT SIDNEY D
EVP and CFO
- 26082
209.8677 USD
5 years ago
Aug 07, 2019
Sell 508 K USD
ROSENBLATT SIDNEY D
EVP and CFO
- 2445
207.8698 USD
5 years ago
Aug 07, 2019
Sell 534 K USD
ROSENBLATT SIDNEY D
EVP and CFO
- 2555
208.8157 USD
5 years ago
Aug 06, 2019
Sell 1.02 M USD
LACERTE LAWRENCE
Director
- 5000
204.0336 USD
5 years ago
Aug 06, 2019
Sell 1.02 M USD
LACERTE LAWRENCE
Director
- 5000
205 USD
5 years ago
Aug 07, 2019
Sell 2.73 M USD
LACERTE LAWRENCE
Director
- 13245
205.9327 USD
5 years ago
Aug 07, 2019
Sell 591 K USD
LACERTE LAWRENCE
Director
- 2856
206.8701 USD
5 years ago
Aug 07, 2019
Sell 705 K USD
LACERTE LAWRENCE
Director
- 3388
207.997 USD
5 years ago
Aug 07, 2019
Sell 107 K USD
LACERTE LAWRENCE
Director
- 511
208.9808 USD
5 years ago
Jul 12, 2019
Sell 5.1 M USD
BROWN JULIA J
Chief Technical Officer
- 25477
200 USD
7. News
ATTENTION Universal Display Corporation Investors: You May Have Been Affected by Fraud - Contact Levi & Korsinsky to Discuss Your Rights NEW YORK, NY / ACCESSWIRE / November 15, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Universal Display Corporation ("Universal Display Corporation") (NASDAQ:OLED) concerning possible violations of federal securities laws. On August 1, 2024, Universal reported solid 2Q 2024 results and raised the bottom-end of its full year revenue outlook. accesswire.com - 2 days ago
Did Universal Display Corporation Mislead Investors? Shareholder Rights Advocates at Levi & Korsinsky Investigate- OLED NEW YORK, NY / ACCESSWIRE / November 14, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Universal Display Corporation ("Universal Display Corporation") (NASDAQ:OLED) concerning possible violations of federal securities laws. On August 1, 2024, Universal reported solid 2Q 2024 results and raised the bottom-end of its full year revenue outlook. accesswire.com - 3 days ago
OLED ALERT: Levi & Korsinsky Reminds Investors of an Investigation Involving Possible Securities Fraud Violations by Universal Display Corporation NEW YORK, NY / ACCESSWIRE / November 13, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Universal Display Corporation ("Universal Display Corporation") (NASDAQ:OLED) concerning possible violations of federal securities laws. On August 1, 2024, Universal reported solid 2Q 2024 results and raised the bottom-end of its full year revenue outlook. accesswire.com - 4 days ago
Universal Display Corporation (OLED) Shareholders May Have Been Affected by Fraud- Levi & Korsinsky Investigates NEW YORK, NY / ACCESSWIRE / November 11, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Universal Display Corporation ("Universal Display Corporation") (NASDAQ:OLED) concerning possible violations of federal securities laws. On August 1, 2024, Universal reported solid 2Q 2024 results and raised the bottom-end of its full year revenue outlook. accesswire.com - 5 days ago
Universal Display Corporation Announces Participation at Upcoming Conferences EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC announced participation in the J.P. Morgan and Nasdaq investor conferences and SID Mid-Atlantic and OLEDs World Summit industry conferences. businesswire.com - 1 week ago
KYOCY vs. OLED: Which Stock Is the Better Value Option? Investors interested in Electronics - Miscellaneous Components stocks are likely familiar with Kyocera (KYOCY) and Universal Display Corp. (OLED). But which of these two stocks offers value investors a better bang for their buck right now? zacks.com - 1 week ago
Universal Display: Strong Growth Ahead Universal Display's revenue growth is expected to recover in 2024, with analysts forecasting a 15% increase following a 2023 decline. The OLED market growth, key licensing agreements, and increased demand in China and South Korea support our revenue forecast of 16.2% CAGR through 2026. Based on a Discounted Cash Flow Valuation, we estimate a 29% stock price upside and rate OLED stock as a Buy. seekingalpha.com - 1 week ago
Don't Overlook Universal Display (OLED) International Revenue Trends While Assessing the Stock Examine Universal Display's (OLED) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock. zacks.com - 1 week ago
Universal Display Q3 Earnings Beat on Higher Licensing Revenues Despite declining material sales, OLED reports y/y top-line growth in the third quarter on higher royalty and license fees. zacks.com - 2 weeks ago
Universal Display (OLED) Upgraded to Strong Buy: Here's What You Should Know Universal Display (OLED) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy). zacks.com - 2 weeks ago
Universal Display (OLED) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates The headline numbers for Universal Display (OLED) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 2 weeks ago
Universal Display Corp. (OLED) Tops Q3 Earnings Estimates Universal Display Corp. (OLED) came out with quarterly earnings of $1.40 per share, beating the Zacks Consensus Estimate of $1.20 per share. This compares to earnings of $1.08 per share a year ago. zacks.com - 2 weeks ago
8. Profile Summary

Universal Display Corporation OLED

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COUNTRY US
INDUSTRY Semiconductors
MARKET CAP $ 7.79 B
Dividend Yield 0.19%
Description 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.
Contact 250 Phillips Boulevard, Ewing, NJ, 08618 https://oled.com
IPO Date April 11, 1996
Employees 456
Officers Ms. Darice Liu Senior Director of Investor Relations & Corporate Communications Mr. Steven V. Abramson President, Chief Executive Officer & Director Dr. Julia J. Brown Ph.D. Executive Vice President & Chief Technical Officer Ms. Janice K. Mahon Senior Vice President of Technology Commercialization & GM of Commercial Sales Business