Shared on 22 Jun 26

Fair value Increased 0.84%

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

Universal Display is pushing deeper into China with a new OLED innovation center meant to work more closely with local customers as new screens are designed and built. Analysts also suggest the market already prices in many economic worries, so what the company delivers on contracts and technology could matter more for where the stock goes next.

5 views

Shared on 05 May 26

Fair value Decreased 7.45%

OLED: IT Demand Recovery And New Capacity Will Support Future Re Rating

Universal Display's analyst price target has been revised from $180 to about $166.60, as analysts reset expectations following a series of target reductions from firms that cite updated views on demand drivers, macro sensitivity, and valuation multiples. Analyst Commentary Bullish analysts continue to highlight long term growth drivers for Universal Display, even as several firms trim price targets and reassess valuation multiples.

2 views

Shared on 21 Apr 26

OLED: IT Demand And Blue Emitters Will Support Future Re Rating

Analysts have trimmed Universal Display’s consensus price target to $180, reflecting updated views on macro risks and OLED demand drivers such as IT, blue emitters and new 8.6 gen capacity, while keeping fair value assumptions largely intact. Analyst Commentary Recent Street research on Universal Display highlights a mix of macro caution and constructive views on the OLED cycle, with bullish analysts emphasizing that current valuation already reflects many of the broader economic concerns.

2 views

Shared on 06 Apr 26

OLED: IT Demand And 8.6 Gen Capacity Will Support Re Rating

Narrative Update on Universal Display The consensus analyst price target for Universal Display has been reduced by $14, from $194 to $180. Analysts cite softer near term demand while also noting expectations for future growth tied to ramping IT OLED demand, blue emitters and added 8.6 gen capacity.

1 view

Shared on 23 Mar 26

Fair value Decreased 2.17%

OLED: IT Demand And 8.6 Gen Capacity Will Drive Future Re Rating

Analysts have trimmed their price target on Universal Display to $180 from $184, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as they weigh near term smartphone and TV softness against expectations for growth tied to IT demand, blue emitters and added 8.6 gen capacity. Analyst Commentary Bullish analysts have trimmed price targets but still highlight several potential growth drivers that they see as important for Universal Display over the medium term.

3 views

Shared on 08 Mar 26

Fair value Decreased 5.15%

OLED: IT Panel Demand Will Drive Future Bullish Re Rating

Analysts have trimmed their price target on Universal Display to $184 from $194, citing updated assumptions around growth, margins and discount rates. They also highlight potential future demand from IT OLED adoption, blue emitters and added 8.6 gen capacity.

4 views

Shared on 08 Feb 26

OLED: Reset P/E Assumptions Will Support Future Bullish Outlook

Analysts trimmed their price targets on Universal Display by about $20, reflecting updated views on future P/E assumptions and slightly adjusted expectations for growth, margins, and risk. Analyst Commentary Bullish analysts largely view the recent price target reduction as a reset of assumptions rather than a shift in long term conviction.

2 views

Shared on 24 Jan 26

OLED: Supply Agreements And Premium P/E Will Support Bullish Outlook

Analysts have kept their price target for Universal Display steady at US$194.00, with slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E to reflect updated expectations while maintaining their overall view of the stock. What's in the News Universal Display signed long term OLED material supply and license agreements with Tianma, extending its UniversalPHOLED material and technology support for Tianma's next generation OLED displays through subsidiary UDC Ireland Limited, with financial terms not disclosed (Key Developments).

1 view

Shared on 25 Dec 25

Fair value Decreased 8.92%

OLED: Cash Retention And Lower Margins Will Support Bullish Outlook

Analysts have trimmed their price target on Universal Display to approximately $194, down from about $213. They are factoring in a higher required return, expectations for faster top line growth, structurally lower margins, and a richer future earnings multiple.

3 views

Shared on 30 Apr 25

Fair value Decreased 2.03%

AnalystHighTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 23 Apr 25

AnalystHighTarget made no meaningful changes to valuation assumptions.

1 view

OLED Adoption Will Transform Consumer Electronics And Automotive Displays

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

OLED: IT Demand Recovery And New Capacity Will Support Future Re Rating

OLED: IT Demand And Blue Emitters Will Support Future Re Rating

OLED: IT Demand And 8.6 Gen Capacity Will Support Re Rating

OLED: IT Demand And 8.6 Gen Capacity Will Drive Future Re Rating

OLED: IT Panel Demand Will Drive Future Bullish Re Rating

OLED: Reset P/E Assumptions Will Support Future Bullish Outlook

OLED: Supply Agreements And Premium P/E Will Support Bullish Outlook

OLED: Cash Retention And Lower Margins Will Support Bullish Outlook

Shared on 30 Apr 25

Shared on 23 Apr 25

Fair Value vs Share Price

Recent News & Updates

Recent updates

Stay ahead on Universal Display

Company analysis

CEO & management