Update shared on 11 Dec 2025
Analysts have modestly raised their price target on Universal Display by aligning it more closely with an updated intrinsic value estimate of approximately $169 per share, reflecting steady expectations for revenue growth, profit margins, and long term valuation multiples.
What's in the News
- Revised 2025 outlook, with management now expecting revenue at the lower end of the prior 650 million to 700 million dollar range, signaling more cautious growth assumptions for next year (Corporate guidance)
- Buyback update for the July 1 to September 30, 2025 period shows zero shares repurchased for zero dollars, indicating no recent capital returned via the existing authorization (Buyback tranche update)
Valuation Changes
- Fair Value Estimate: Unchanged at approximately 168.78 dollars per share, indicating no material revision to the intrinsic valuation.
- Discount Rate: Risen slightly from about 10.42 percent to 10.43 percent, reflecting a marginally higher required return.
- Revenue Growth: Effectively unchanged at roughly 12.33 percent, signaling stable long term growth assumptions.
- Net Profit Margin: Flat at approximately 38.71 percent, with no meaningful adjustment to long term profitability expectations.
- Future P/E: Unchanged at about 30.42 times, implying virtually no change in forward valuation multiples.
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