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OLED: Expanding Profit Margins Will Drive Stronger Returns Moving Forward

Update shared on 08 Nov 2025

Fair value Decreased 5.38%
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AnalystConsensusTarget's Fair Value
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1Y
-28.6%
7D
-14.3%

Analysts have lowered their price target for Universal Display from $181.89 to $172.11. They cite a higher discount rate as the reason, even though revenue growth projections have increased and profit margins are improving.

What's in the News

  • Universal Display Corporation has revised its earnings guidance for 2025, now expecting revenue to be at the lower end of its previous range of $650 million to $700 million (Key Developments).

Valuation Changes

  • Fair Value Estimate: Decreased from $181.89 to $172.11, reflecting a modest downward revision.
  • Discount Rate: Increased slightly from 9.97% to 10.47%.
  • Revenue Growth Projection: Improved from 11.18% to 12.35%.
  • Net Profit Margin: Increased from 36.84% to 38.71%.
  • Future P/E Ratio: Lowered from 33.93x to 31.04x, indicating a reduced valuation multiple.

Disclaimer

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