Universal Display Corporation (NASDAQ:OLED) Stock Has Consensus Target Price of $114.00

Universal Display Corporation (NASDAQ:OLED) has been assigned a consensus rating of “Hold” from the eight research firms that are covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a sell rating, three have issued a hold rating and three have assigned a buy rating to the company. The average twelve-month price target among brokers that have issued a report on the stock in the last year is $114.00.

Several research analysts have weighed in on the stock. BTIG Research cut shares of Universal Display to a “neutral” rating in a report on Friday, July 31st. Susquehanna boosted their price objective on Universal Display from $90.00 to $95.00 and gave the stock a “neutral” rating in a report on Thursday. Zacks Research raised Universal Display from a “strong sell” rating to a “hold” rating in a research report on Thursday, August 13th. Citigroup downgraded Universal Display from a “neutral” rating to a “sell” rating and decreased their target price for the company from $85.00 to $71.00 in a research report on Thursday, October 8th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Universal Display in a research note on Monday, October 26th.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in OLED. Chicago Partners Investment Group LLC bought a new stake in shares of Universal Display during the 3rd quarter valued at approximately $733,000. Covestor Ltd increased its holdings in shares of Universal Display by 55.0% during the third quarter. Covestor Ltd now owns 1,694 shares of the semiconductor company’s stock worth $131,000 after buying an additional 601 shares in the last quarter. American Assets Inc. acquired a new position in shares of Universal Display during the third quarter worth $616,000. ARGA Investment Management LP lifted its stake in shares of Universal Display by 576.6% in the 3rd quarter. ARGA Investment Management LP now owns 22,362 shares of the semiconductor company’s stock valued at $1,723,000 after acquiring an additional 19,057 shares during the last quarter. Finally, ProShare Advisors LLC lifted its stake in shares of Universal Display by 16.8% in the 3rd quarter. ProShare Advisors LLC now owns 90,421 shares of the semiconductor company’s stock valued at $6,966,000 after acquiring an additional 13,015 shares during the last quarter. Institutional investors and hedge funds own 78.19% of the company’s stock.

Universal Display Trading Down 1.2%

NASDAQ OLED opened at $83.92 on Friday. The firm’s fifty day moving average price is $80.75 and its two-hundred day moving average price is $92.20. Universal Display has a 1 year low of $70.77 and a 1 year high of $150.04. The firm has a market capitalization of $3.78 billion, a P/E ratio of 17.02 and a beta of 1.53.

Universal Display (NASDAQ:OLED) last posted its earnings results on Wednesday, October 28th. The semiconductor company reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $1.13 by $0.10. Universal Display had a return on equity of 12.20% and a net margin of 36.74%. The business had revenue of $160.43 million for the quarter, compared to analyst estimates of $162.72 million. During the same period in the previous year, the firm earned $0.92 EPS. The firm’s revenue was up 14.9% compared to the same quarter last year. On average, research analysts anticipate that Universal Display will post 4.40 EPS for the current fiscal year.

Universal Display Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders of record on Thursday, December 17th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Thursday, December 17th. This represents a $2.00 dividend on an annualized basis and a yield of 2.4%. Universal Display’s payout ratio is currently 40.57%.

More Universal Display News

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

• Positive Sentiment: Universal Display reported third-quarter adjusted earnings of $1.23 per share, exceeding consensus estimates of approximately $1.13–$1.14 and rising from $0.92 a year earlier. Revenue increased 14.9% year over year to $160.4 million. Universal Display Q3 earnings article
• Positive Sentiment: Management said demand for foldable phones continues to grow, supporting the long-term outlook for OLED materials and technology. The company is also launching OLEDX and NovaJet, which could provide future growth opportunities. Foldable phone demand article
• Positive Sentiment: The board declared a quarterly dividend of $0.50 per share, equivalent to $2.00 annually and a yield of roughly 2.4%. The payment is scheduled for December 31, 2026, for shareholders of record on December 17. Universal Display dividend announcement
• Neutral Sentiment: Oppenheimer reduced its price target from $120 to $115 but maintained an “outperform” rating, implying substantial potential upside from recent trading levels. Oppenheimer rating information
• Negative Sentiment: Third-quarter revenue of $160.4 million fell short of the approximately $162.7 million consensus estimate, offsetting the earnings beat and likely reinforcing concerns about near-term demand.
• Negative Sentiment: Universal Display maintained 2026 revenue guidance of $630 million–$670 million, but management expects results toward the low end of the range. The midpoint is above consensus, yet the low-end expectation signals limited near-term momentum as new products launch. Universal Display 2026 guidance article

Universal Display Company Profile

Universal Display Corporation (NASDAQ: OLED) develops and commercializes technologies and materials used in organic light-emitting diode (OLED) displays and lighting. The company’s portfolio includes phosphorescent OLED (PHOLED) materials, which are designed to improve display efficiency, along with OLED research, development and manufacturing technologies.

Universal Display supplies OLED emitter materials and related products to display manufacturers and licenses its intellectual property and technology.