Loading...
Back to narrative

OLED: Long Term Tianma Partnership Will Support Future Return Potential

OLED Investments From Samsung And LG Will Accelerate Market Penetration

OLED logo
OLED
AnalystConsensusTarget
Not Invested
Published 25 Aug 2024
14 viewsusers have viewed this narrative update

Update shared on 10 Jan 2026

Fair value Decreased 1.71%
PreviousNext
05 Jun
US$91.46
AnalystConsensusTarget's Fair Value
US$128.11
28.6% undervalued intrinsic discount
Loading
1Y
-40.4%
7D
6.2%

Analysts have trimmed their price target on Universal Display to around $166 from about $169. This reflects updated views that slightly higher discount rates and modestly lower profit margin assumptions are only partly offset by marginally stronger revenue growth expectations and a somewhat higher future P/E multiple.

What's in the News

  • Universal Display signed long term OLED material supply and license agreements with Tianma, covering continued provision of its proprietary UniversalPHOLED materials and technologies through UDC Ireland Limited, with financial terms undisclosed (Key Developments).
  • The new agreements with Tianma are described as reinforcing the partnership between the two companies and supporting Tianma's next generation OLED display plans (Key Developments).
  • From July 1, 2025 to September 30, 2025, the company reported no share repurchases under the buyback program announced on May 1, 2025, with 0 shares bought for $0m in that period and in total under that authorization (Key Developments).
  • Universal Display revised its 2025 earnings guidance and now expects 2025 revenue to be around the lower end of its prior range of $650m to $700m (Key Developments).

Valuation Changes

  • The fair value estimate has edged down slightly from about $168.78 to roughly $165.89 per share.
  • The discount rate has risen slightly from about 10.43% to around 10.53%.
  • The revenue growth assumption has moved up modestly from roughly 12.33% to about 12.52%.
  • The net profit margin assumption has been reduced from around 38.71% to roughly 36.79%.
  • The future P/E multiple has increased a bit from about 30.42x to roughly 31.39x.

Have other thoughts on Universal Display?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.