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Universal Display Corporation Stock Price

NasdaqGS:OLED Community·US$3.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 49 Fair Values set on narratives written by author

OLED Share Price Performance

US$80.52
-74.79 (-48.16%)
US$168.00
Fair Value
US$80.52
-74.79 (-48.16%)
52.1% undervalued intrinsic discount
US$168.00
Fair Value
Price US$80.52
AnalystHighTarget US$168.00
AnalystConsensusTarget US$128.11
AnalystLowTarget US$130.00

OLED Community Narratives

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Fair Value US$168 52.1% undervalued intrinsic discount

OLED Adoption Will Transform Consumer Electronics And Automotive Displays

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Fair Value US$128.11 37.1% undervalued intrinsic discount

OLED Investments From Samsung And LG Will Accelerate Market Penetration

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Fair Value US$100 19.5% undervalued intrinsic discount

OLED Fab Timing Risks And Blue Emitter Delays Will Eventually Reward Patient Belief

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US$100
19.5% undervalued intrinsic discount
Revenue
9.59% p.a.
Profit Margin
38.21%
Future PE
19.13x
Price in 2029
US$135.54
US$128.11
37.1% undervalued intrinsic discount
Revenue
9.26% p.a.
Profit Margin
33.18%
Future PE
28.51x
Price in 2029
US$173.81

Trending Discussion

Updated Narratives

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OLED: Recent Weak Quarter And Rebased Expectations Will Set Up Future Upside

Fair Value: US$100 19.5% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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OLED: China Expansion And Macros Being Discounted Will Support Future Re Rating

Fair Value: US$168 52.1% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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OLED: Chengdu Expansion And Buybacks Will Support Future Returns

Fair Value: US$128.11 37.1% undervalued intrinsic discount
22 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet and fair value.

0 Risks
3 Rewards

Universal Display Corporation Key Details

US$626.5m

Revenue

US$161.9m

Cost of Revenue

US$464.7m

Gross Profit

US$251.2m

Other Expenses

US$213.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.57
74.17%
34.07%
0%
View Full Analysis

About OLED

Founded
1985
Employees
469
CEO
Steven Abramson
WebsiteView website
oled.com

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 offers phosphorescent organic light-emitting diode (PHOLED) technologies and materials for displays and lighting products under the UniversalPHOLED brand. The company also offers FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; and OVJP, an organic vapor jet printing technology. In addition, it provides technology development and support services, including third-party collaboration and support to third parties for the commercialization of their OLED products; and contract research services in the areas of chemical synthesis research, development, and commercialization for non-OLED applications, as well as engages in the intellectual property and technology licensing activities. The company has operations in South Korea, China, Japan, the United States, and internationally. Universal Display Corporation was incorporated in 1985 and is headquartered in Ewing, New Jersey.

Recent OLED News & Updates

Narrative Update Jun 22

OLED: China Expansion And Macros Being Discounted Will Support Future Re Rating

Analysts have trimmed their average price target on Universal Display to about $168, reflecting slightly more conservative assumptions for revenue growth and discount rates, along with modestly higher estimates for profit margins and future P/E ratios. Analyst Commentary Recent Street research on Universal Display shows a cluster of price target revisions and updated views as analysts recalibrate their models around revenue, margins, and appropriate P/E levels.
Narrative Update Jun 05

OLED: Chengdu Expansion And Buybacks Will Support Future Returns

Narrative Update: Universal Display Analyst Target Reset Analysts have trimmed their average price target on Universal Display from about $154 to roughly $128, citing a higher required discount rate, more measured revenue growth assumptions, a slightly stronger profit margin outlook, and a lower expected future P/E multiple. Analyst Commentary Recent research updates on Universal Display cluster around lower price targets, which signals a reset in expectations rather than a single outlier view.

Recent updates

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