Universal Display (OLED) Projected to Post Earnings on Thursday

Universal Display (NASDAQ:OLED) is projected to post its Q4 2025 results after the market closes on Thursday, February 19th. Analysts expect Universal Display to post earnings of $1.28 per share and revenue of $173.35 million for the quarter. Interested persons may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Thursday, February 19, 2026 at 5:00 PM ET.

Universal Display Trading Down 4.7%

Shares of Universal Display stock opened at $119.06 on Wednesday. The company’s 50-day moving average price is $120.19 and its 200-day moving average price is $130.88. Universal Display has a 12-month low of $103.70 and a 12-month high of $164.29. The company has a market cap of $5.66 billion, a price-to-earnings ratio of 25.66, a PEG ratio of 3.51 and a beta of 1.63.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Citigroup cut their price target on shares of Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a report on Tuesday, January 27th. Zacks Research downgraded Universal Display from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Weiss Ratings restated a “hold (c-)” rating on shares of Universal Display in a research report on Wednesday, December 24th. Needham & Company LLC restated a “buy” rating and issued a $150.00 target price on shares of Universal Display in a research note on Monday, December 22nd. Finally, Wall Street Zen downgraded Universal Display from a “hold” rating to a “sell” rating in a research report on Saturday. Two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $163.25.

Hedge Funds Weigh In On Universal Display

A number of large investors have recently modified their holdings of the company. Cresset Asset Management LLC boosted its stake in shares of Universal Display by 64.2% during the second quarter. Cresset Asset Management LLC now owns 2,512 shares of the semiconductor company’s stock valued at $388,000 after purchasing an additional 982 shares during the period. FIL Ltd increased its stake in shares of Universal Display by 47.0% in the fourth quarter. FIL Ltd now owns 1,931 shares of the semiconductor company’s stock worth $226,000 after buying an additional 617 shares during the period. Marex Group plc bought a new stake in Universal Display during the 4th quarter valued at $200,000. Franklin Resources Inc. purchased a new stake in Universal Display during the 4th quarter valued at $276,000. Finally, O Shaughnessy Asset Management LLC grew its holdings in Universal Display by 61.5% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,281 shares of the semiconductor company’s stock worth $266,000 after acquiring an additional 869 shares during the last quarter. 78.19% of the stock is owned by hedge funds and other institutional investors.

About Universal Display

Universal Display Corporation (NASDAQ: OLED) is a technology company specializing in organic light-emitting diode (OLED) solutions. The company develops and commercializes materials, technologies and software used in the creation of OLED displays and lighting. Its offerings include proprietary phosphorescent OLED (PHOLED) materials, display driver integrated circuits and process technologies that enable higher efficiency, longer lifetimes and improved color performance for a range of display and lighting applications.

Universal Display’s core business is licensing its extensive OLED patent portfolio to display manufacturers and providing them with the key organic materials needed for device fabrication.