Zacks Research Issues Positive Estimate for OLED Earnings

Universal Display Corporation (NASDAQ:OLED) – Zacks Research lifted their Q3 2027 earnings per share (EPS) estimates for shares of Universal Display in a note issued to investors on Monday, September 14th. Zacks Research analyst Team now anticipates that the semiconductor company will post earnings of $1.39 per share for the quarter, up from their previous forecast of $1.36. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Universal Display’s current full-year earnings is $4.17 per share. Zacks Research also issued estimates for Universal Display’s Q4 2027 earnings at $1.35 EPS.

OLED has been the topic of a number of other reports. Susquehanna decreased their price objective on Universal Display from $110.00 to $90.00 and set a “neutral” rating on the stock in a research report on Friday, July 31st. Citigroup decreased their price objective on shares of Universal Display from $100.00 to $85.00 and set a “neutral” rating for the company in a report on Monday, August 3rd. Weiss Ratings downgraded Universal Display from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, July 28th. Oppenheimer reiterated an “outperform” rating and set a $120.00 target price (down from $130.00) on shares of Universal Display in a report on Friday, July 31st. Finally, BTIG Research cut Universal Display to a “neutral” rating in a research note on Friday, July 31st. Three analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $116.33.

Universal Display Stock Up 1.7%

Shares of NASDAQ:OLED opened at $77.89 on Wednesday. Universal Display has a 12 month low of $75.77 and a 12 month high of $153.38. The company’s 50-day moving average price is $83.38 and its two-hundred day moving average price is $89.49. The firm has a market cap of $3.58 billion, a P/E ratio of 18.86 and a beta of 1.56.

Universal Display (NASDAQ:OLED) last released its quarterly earnings results on Thursday, July 30th. The semiconductor company reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $152.16 million for the quarter, compared to analyst estimates of $157.54 million. Universal Display had a return on equity of 11.35% and a net margin of 32.24%.Universal Display’s revenue for the quarter was down 11.4% on a year-over-year basis. During the same period in the prior year, the company earned $1.41 EPS.

Universal Display Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Wednesday, September 16th will be given a $0.50 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.6%. Universal Display’s payout ratio is currently 48.43%.

Institutional Trading of Universal Display

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. XXEC Inc. bought a new stake in shares of Universal Display in the 2nd quarter valued at about $2,508,286,000. BlackRock Inc. acquired a new stake in Universal Display during the 2nd quarter worth approximately $373,931,000. Primecap Management Co. CA bought a new stake in shares of Universal Display in the second quarter valued at about $190,136,000. Geode Capital Management LLC boosted its holdings in Universal Display by 25.0% in the 4th quarter. Geode Capital Management LLC now owns 1,109,077 shares of the semiconductor company’s stock valued at $129,537,000 after purchasing an additional 222,108 shares during the period. Finally, First Trust Advisors LP raised its position in shares of Universal Display by 21.1% in the first quarter. First Trust Advisors LP now owns 976,423 shares of the semiconductor company’s stock valued at $89,499,000 after buying an additional 169,969 shares in the last quarter. 78.19% of the stock is owned by institutional investors.

Key Universal Display News

Here are the key news stories impacting Universal Display this week:

• Neutral Sentiment: A second-quarter 2026 investor letter from Prosper Stars & Stripes highlighted a 30.1% fund return, led by its long positions. However, the discussion raises questions about whether strong artificial-intelligence infrastructure investment could create a hidden risk for display suppliers by diverting capital or weakening demand and sentiment elsewhere in the technology supply chain. The article does not identify a specific new development at Universal Display. Universal Display (OLED): Is the AI Infrastructure Boom Becoming a Hidden Risk for Display Suppliers?
• Neutral Sentiment: A head-to-head review compared Universal Display with STMicroelectronics, but it did not announce a material change in OLED’s business outlook or valuation. Head to Head Review: Universal Display versus STMicroelectronics
• Negative Sentiment: Zacks Research lowered its EPS forecasts across several periods, including Q4 2026, Q1 and Q2 2027, FY2027, Q1 and Q2 2028, and FY2028. Its FY2028 estimate declined to $5.14 from $5.19, while the firm maintained a “Hold” rating. The repeated estimate cuts suggest softer expectations for future earnings growth. Zacks Research estimate changes for Universal Display
• Negative Sentiment: Universal Display declined 7.2% amid sector-wide selling, indicating that broader weakness in semiconductor and display stocks is adding pressure beyond company-specific concerns. Universal Display Drops 7.2% Amid Sector-Wide Selling
• Negative Sentiment: The stock reached a new one-year low, reinforcing the market’s currently cautious view of OLED’s earnings outlook and sector exposure. Universal Display Reaches New 1-Year Low

Universal Display Company Profile

Universal Display Corporation (NASDAQ: OLED) develops and commercializes organic light-emitting diode (OLED) technologies and materials. The company’s business is centered on high-efficiency phosphorescent OLED (PHOLED) technology, which is designed to improve the performance and energy efficiency of OLED displays and lighting products.

Universal Display supplies OLED emitter materials and other related products to manufacturers and provides technology licenses, technical assistance and support under agreements covering its intellectual property.