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Universal Display Corporation OLED

Technology — Electronic Components
Dividend Champion (5y) Insider Buys (last 12m)
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
1.47
Total sells
0.42
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — 3 — — — —
Sell — — — — — — — — — — 1 —
Insider Ownership
9.61%

Capital & Financial Ratios

Market Cap
3,570.00
Revenue
606.91
Net Income
195.68
Free Cash Flow
170.02
Net Debt
(471.31)
Current Ratio
8.50
Debt/Equity
0.00
P/E ratio
18.87
P/S ratio
6.02
P/B ratio
2.17
Past 5Y EPS Growth
9.75%
This Y EPS Growth
(17.59%)
Next Y EPS Growth
12.50%
Next 5Y EPS Growth
4.22%
in millions of $

Dividends

Payout Ratio
0.30
Annual Dividend Rate
1.40
Annual Dividend Yield
0.75%
total individual payouts
2028 ‡‡‡
2027 ‡‡‡‡‡
2026 2.03
—
—
—
2025 1.80
—
—
—
—
2024 1.60
—
—
—
—
2023 1.40
—
—
—
—
2022 1.20
—
—
—
—
2021 0.80
—
—
—
—
2020 0.60
—
—
—
—
2019 0.40
—
—
—
—
2018 0.24
—
—
—
—
2017 0.12
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 514.12 492.67 602.36 471.31
Receivables 139.85 113.65 119.95 126.20
Inventory 175.80 182.94 240.91 249.65
Other 87.37 110.58 123.84 94.60
917.13 899.83 1,087.06 941.76
2023 2024 2025 Q'26
Payables 10.93 36.59 23.34 18.60
ST’ Debt — — — —
Other 8.10 9.72 11.09 11.58
118.82 125.41 108.01 110.82
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 142.21 152.16 — —
—
’25 166.28 171.79 139.61 172.93
650.61
’24 165.26 158.51 161.63 162.29
647.68
’23 130.47 146.57 141.08 158.32
576.43
’22 150.47 136.56 160.56 169.03
616.62
’21 134.00 129.66 143.62 146.25
553.53
’20 112.28 57.97 117.08 141.54
428.87
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 108.88 24.98 — —
—
’25 30.56 51.94 97.18 31.15
210.83
’24 72.16 67.01 79.86 34.71
253.74
’23 47.62 9.78 60.31 37.07
154.78
’22 52.61 33.52 38.04 2.64
126.82
’21 29.50 29.62 75.21 56.78
191.11
’20 5.75 26.28 43.80 72.97
148.79
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 60.27 20.35 — —
—
’25 17.50 37.46 84.34 5.06
144.36
’24 64.95 57.89 66.23 22.04
211.10
’23 38.47 (74.41) 34.88 29.49
28.42
’22 41.85 22.94 23.51 (8.68)
79.61
’21 19.26 18.79 66.38 43.11
147.55
’20 0.96 19.24 36.39 64.15
120.74
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.76 1.06 — —
—
’25 1.35 1.41 0.92 1.39
5.08
’24 1.19 1.10 1.40 0.96
4.65
’23 0.83 1.04 1.08 1.29
4.24
’22 1.05 0.87 1.12 1.36
4.40
’21 1.08 0.85 0.97 0.96
3.87
’20 0.80 0.02 0.85 1.13
2.80

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

1.6
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 89.41 105.73 145.26 103.70 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 178.75 194.84 237.00 164.29 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 445 456 468 469 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.39 1.26 1.38 1.39 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 616.62 576.43 647.68 650.61 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 79.26% 76.51% 77.08% 76.31% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 268.23 245.17 272.13 294.80 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 43.50% 42.53% 42.02% 45.31% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 210.06 203.01 222.08 242.08 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.81 43.40 44.14 46.59 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.01 12.12 13.62 13.68 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡ ‡‡‡‡ 4.41 4.25 4.66 5.09 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.68 3.25 5.34 4.43 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.00) (2.66) (0.90) (1.40) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.68 0.60 4.44 3.04 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 26.91 30.43 34.00 37.04 ‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 47.39 47.56 47.55 47.55 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24.14 43.90 31.37 22.94 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.20 15.39 10.73 8.53 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.96 6.13 4.30 3.15 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.32 14.55 10.01 7.65 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 56.67 295.04 44.87 63.92 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 126.82 154.78 253.74 210.83 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (47.21) (126.35) (42.64) (66.47) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 79.61 28.42 211.10 144.36 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 763.75 798.31 774.42 979.05 — — —
Working Cap'
— — — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 33.00 — — — — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (544.77) (514.12) (492.67) (602.36) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,275.37 1,447.23 1,616.53 1,761.02 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.92% 12.62% 12.66% 12.75% ‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.85% 14.55% 13.28% 13.41% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 17.58% 14.84% 14.46% 14.33% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Universal Display Corporation (OLED), a leader in phosphorescent OLED materials powering premium displays in smartphones, TVs, and wearables, trades at a compelling 24% discount to average analyst price targets, signaling recovery potential amid cyclical sector dynamics. Despite moderating gross margins and scant insider buying, the company’s fortress balance sheet, surging free cash flow ($4.44 per share in 2024), and resilient IP licensing to giants like Samsung and LG underpin stability, even as U.S.-China tensions add volatility.

Historical revenue has compounded at 12% CAGR over the past decade to $648 million in 2024, with EBT margins above 40% and ROIC superior to peers, fueled by smartphone and TV OLED adoption. Stock performance has mirrored sector booms and busts—peaking at $263 in 2021 before halving—yet current multiples (31x trailing P/E, 10.7x P/S) reflect de-rating, positioning OLED for upside if fundamentals hold.

Analysts project 12-13% revenue CAGR through 2027 ($807 million), EPS to $6.40 (+37%), and net income to $307 million, driven by foldables, automotive, and AR/VR tailwinds like Apple Vision Pro. With mean targets implying 32% gains and potential P/E re-rating to 20-25x, OLED offers high-conviction exposure to display onshoring and AI upgrades—though margin pressures and China risks warrant caution.

Read full commentary →

Universal Display Corporation (OLED) Latest News

News by impact score

Fine-tune

15 Sep

3 , 8:59 AM
AI infrastructure expansion introduces potential risks for display suppliers like Universal Display Corporation through shifts in supply chains, market priorities and competitive dynamics that could affect long-term performance. AI infrastructure trends may moderately influence Universal Display's positioning and operations without fundamentally redefining its trajectory.

19 Aug

4 investorshub.advfn.com, 9:22 AM
Universal Display shares rose after the company unveiled its new OLEDX architecture. New OLEDX architecture launch marks major product innovation with strong potential to shift company trajectory and market sentiment.

4 , 8:30 AM
Universal Display Corporation introduces OLEDX, a breakthrough technology platform designed to enhance OLED efficiency and performance. OLEDX launch constitutes a major strategic technology advancement likely to significantly boost company trajectory and investor sentiment.

18 Aug

3 , 12:11 PM
Universal Display (OLED) stock could be 32% undervalued following plans for an August conference. Conference plans may prompt short-term reassessment of valuation and investor sentiment without shifting core operations.

15 Aug

4 www.marketbeat.com, 11:01 PM
Universal Display projects a $20B OLED capacity wave that will drive long-term growth. $20B OLED capacity expansion signals major market dynamics shift boosting long-term growth.

11 Aug

3 , 1:07 PM
Universal Display reported Q2 earnings that beat expectations while material sales weighed on growth. Mixed Q2 results with earnings beat offset by material sales pressure indicate moderate effects on future performance and investor views.

3 Aug

3 transcript www.fool.com, 8:16 PM
Universal Display Corporation held its Q2 2026 earnings call to review financial results and business outlook. Quarterly earnings calls deliver performance updates that can shift near-term investor sentiment and stock price.

3 , 9:15 AM
Universal Display Corporation international revenues display evolving trends with surprises that shape future prospects. Revenue trend analysis points to moderate influence on financial performance and positioning.

2 Aug

3 , 5:08 PM
Universal Display lowered its revenue outlook, yet the stock remains reasonably valued amid the adjustment. Lowered revenue guidance introduces moderate pressure on near-term financial results and sentiment.

3 , 2:09 AM
Universal Display lowered 2026 guidance, yet valuation analysis indicates the stock could still be 37% undervalued. Lowered 2026 guidance reduces expected revenue and earnings growth, influencing near-term financial outlook and investor sentiment.

31 Jul

3 , 9:55 PM
Weak smartphone demand and supply chain headwinds are shaping Universal Display Corporation's Q2 outlook. Weak smartphone demand and supply chain issues may affect OLED's financial performance without fundamentally altering its trajectory.

3 www.marketbeat.com, 9:02 PM
Universal Display Corporation held its Q2 earnings call covering financial results, OLED technology updates, and market outlook. Q2 earnings call delivers financial metrics and strategic details that moderately influence near-term investor sentiment and operations.

3 , 9:26 AM
Universal Display Corporation beat Q2 earnings estimates on royalty growth while material sales lagged. Mixed Q2 results with royalty gains lifting earnings but material sales weakness capping broader effects on trajectory.

3 transcript , 1:02 AM
Universal Display Corp reported revenue declines in Q2 2026 amid market challenges during its earnings call. Revenue declines during earnings call point to short-term pressure on financial results and sentiment without indicating lasting structural shifts.

30 Jul

3 transcript www.fool.com, 11:15 PM
Universal Display Corporation held its Q2 2026 earnings call covering financial results, operational updates, and forward guidance for OLED technology and partnerships. Quarterly earnings calls deliver financial metrics and outlook that can shift near-term sentiment and valuation for OLED.

3 app.moby.co, 11:10 PM
Universal Display Corporation held its Q2 2026 earnings call, reporting quarterly financial results and operational updates. Quarterly earnings calls deliver financial metrics and guidance that moderately influence short-term stock movement and operational outlook.

3 , 7:30 PM
Universal Display Corp. (OLED) surpassed Q2 earnings estimates. Q2 earnings beat signals better than projected financial results that can lift near-term stock sentiment.

3 , 6:30 PM
Universal Display Corporation reported Q2 earnings with analysis of key financial metrics. Q2 earnings metrics typically produce moderate effects on stock performance and investor views.

3 , 4:46 PM
Universal Display (NASDAQ:OLED) missed Q2 sales targets. Missing quarterly sales targets typically triggers negative stock reaction and short-term pressure on valuation.

3 , 4:05 PM
Universal Display Corporation announced its second quarter 2026 financial results. Quarterly earnings releases deliver performance data that can shift near-term investor sentiment and valuation.

16 Jul

4 www.trefis.com, 9:13 AM
Market speculation focuses on potential strategic buyers for Universal Display Corporation amid interest in its OLED technology and patent portfolio. Takeover speculation directly signals possible ownership change that would reshape company strategy and valuation.

7 Jun

3 Simply Wall St., 5:18 PM
Analysts rework Universal Display Corporation growth estimates and valuation metrics, resetting the investment narrative around the company. Analyst revisions to growth forecasts and valuations shift market perceptions of Universal Display's trajectory.

2 Jun

3 Business Wire, 8:30 AM
Universal Display Corporation opens Chengdu OLED Technology and Innovation Center to expand operations in China. China center opening supports OLED market expansion but does not alter core trajectory.

19 May

4 Simply Wall St., 12:35 AM
Universal Display Corporation reported weaker Q1 2026 results and cut its multi-year outlook, triggering a fresh valuation assessment of the stock. Weaker results combined with a lowered multi-year outlook directly reduce growth forecasts and pressure valuation multiples.

18 May

4 Simply Wall St., 10:11 AM
Universal Display (OLED) cut its outlook and reported softer Q1 results, drawing investor reactions. Outlook cut and softer quarterly results likely to negatively affect investor sentiment and company trajectory.

3 May

4 StockStory, 12:04 PM
Universal Display Corporation (OLED) cut Q1 CY2026 guidance due to softer demand and inventory headwinds. Guidance reduction from softer demand and inventory buildup signals significant pressure on near-term revenue and stock performance.

4 Simply Wall St., 10:35 AM
Universal Display Corporation (OLED) missed EPS expectations by 34%, prompting analysts to revise forecasts downward. 34% EPS miss and analyst forecast cuts pose significant risks to OLED's financial performance and investor sentiment.

4 StockStory, 3:40 AM
Universal Display Corporation (OLED) shares skyrocketed amid key developments boosting investor confidence and market performance. Skyrocketing shares reflect major positive market dynamics likely to significantly enhance OLED's trajectory and investor sentiment.

1 May

4 www.fool.com, 11:38 AM
Universal Display Corporation's stock jumped 13.7% Friday morning on reports of strong demand for its OLED materials and positive analyst upgrades. A 13.7% single-day stock surge reflects significant positive market reaction to developments boosting OLED's revenue outlook and competitive edge in display technology.

4 Zacks, 11:08 AM
Universal Display Corporation (OLED) Q1 earnings missed estimates due to weak demand environment. Earnings miss on weak demand directly threatens revenue growth and investor confidence in core operations.
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