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OLED logo

Universal Display NasdaqGS:OLED Stock Report

Last Price

US$125.45

Market Cap

US$6.0b

7D

10.1%

1Y

-19.9%

Updated

24 Apr, 2025

Data

Company Financials +

Universal Display Corporation

NasdaqGS:OLED Stock Report

Market Cap: US$6.0b

OLED Stock Overview

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. More details

OLED fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance3/6
Financial Health6/6
Dividends2/6

Rewards

Earnings are forecast to grow 14.3% per year

Earnings grew by 9.7% over the past year

Analysts in good agreement that stock price will rise by 40.8%

Risk Analysis

No risks detected for OLED from our risk checks.

Community vs My Fair Value

Select a narrative for quick price alerts from the community, or create your own.

OLED logo
Universal Display
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts

OLED Adoption Will Transform Consumer Electronics And Automotive Displays

Key Takeaways Commercialization of advanced phosphorescent blue emitters and broad OLED adoption are set to drive consistent material sales, premium pricing, and recurring royalties. Automotive and expanded manufacturing investments, along with rising sustainability demand, position Universal Display for sustained revenue and margin growth.
View narrative
US$220.00
FV
43.0% undervalued intrinsic discount
11.75%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
1 day ago author updated this narrative
OLED logo
Universal Display
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts

Phosphorescent Blue Commercialization Will Improve OLED Efficiency By Up To 25%

Key Takeaways Anticipated phosphorescent blue commercialization and increased OLED usage in various markets could significantly boost demand and revenue. Substantial investments in new OLED capacity and market vertical development could drive long-term revenue growth and enhance earnings potential.
View narrative
US$182.69
FV
31.3% undervalued intrinsic discount
11.61%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
1 day ago author updated this narrative
View Universal Display Community

Universal Display Corporation Competitors

Lattice Semiconductor

NasdaqGS:LSCC

US$6.0b

Cirrus Logic

NasdaqGS:CRUS

US$4.7b

Rambus

NasdaqGS:RMBS

US$5.3b

Tower Semiconductor

NasdaqGS:TSEM

US$4.0b

Price History & Performance

Summary of share price highs, lows and changes for Universal Display
Historical stock prices
Current Share PriceUS$125.45
52 Week HighUS$237.00
52 Week LowUS$103.70
Beta1.42
1 Month Change-17.63%
3 Month Change-16.76%
1 Year Change-19.88%
3 Year Change-4.98%
5 Year Change-16.43%
Change since IPO2,347.80%

Recent News & Updates

Calculating The Fair Value Of Universal Display Corporation (NASDAQ:OLED)

Apr 01
Calculating The Fair Value Of Universal Display Corporation (NASDAQ:OLED)

Getting In Cheap On Universal Display Corporation (NASDAQ:OLED) Is Unlikely

Mar 19
Getting In Cheap On Universal Display Corporation (NASDAQ:OLED) Is Unlikely

Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down

Mar 05
Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down

Recent updates

Calculating The Fair Value Of Universal Display Corporation (NASDAQ:OLED)

Apr 01
Calculating The Fair Value Of Universal Display Corporation (NASDAQ:OLED)

Getting In Cheap On Universal Display Corporation (NASDAQ:OLED) Is Unlikely

Mar 19
Getting In Cheap On Universal Display Corporation (NASDAQ:OLED) Is Unlikely

Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down

Mar 05
Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down

Universal Display: Good Returns, But Not As Good As The S&P500 - Updating For 2025E

Jan 23

Universal Display Corporation's (NASDAQ:OLED) Popularity With Investors Is Clear

Oct 27
Universal Display Corporation's (NASDAQ:OLED) Popularity With Investors Is Clear

When Should You Buy Universal Display Corporation (NASDAQ:OLED)?

Sep 29
When Should You Buy Universal Display Corporation (NASDAQ:OLED)?

With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case

Sep 15
With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case

Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down

Sep 02
Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down
author-image

OLED Technology's Bright Future Powers Robust Market Expansion And Revenue Growth

Aug 25 Growing market demand for OLED technology in consumer electronics and significant market expansion in the IT and gaming sectors indicate increased revenue streams for Universal Display.

Is It Time To Consider Buying Universal Display Corporation (NASDAQ:OLED)?

Jun 20
Is It Time To Consider Buying Universal Display Corporation (NASDAQ:OLED)?

Here's Why Universal Display (NASDAQ:OLED) Has Caught The Eye Of Investors

Jun 05
Here's Why Universal Display (NASDAQ:OLED) Has Caught The Eye Of Investors

With Universal Display Corporation (NASDAQ:OLED) It Looks Like You'll Get What You Pay For

May 21
With Universal Display Corporation (NASDAQ:OLED) It Looks Like You'll Get What You Pay For

Returns On Capital Are Showing Encouraging Signs At Universal Display (NASDAQ:OLED)

May 01
Returns On Capital Are Showing Encouraging Signs At Universal Display (NASDAQ:OLED)

Universal Display Corporation: Growth Is Set To Return, But Risks Should Be Considered

Apr 01

Shareholder Returns

OLEDUS SemiconductorUS Market
7D10.1%7.3%4.1%
1Y-19.9%9.9%7.9%

Return vs Industry: OLED underperformed the US Semiconductor industry which returned 5.1% over the past year.

Return vs Market: OLED underperformed the US Market which returned 5.9% over the past year.

Price Volatility

Is OLED's price volatile compared to industry and market?
OLED volatility
OLED Average Weekly Movement9.8%
Semiconductor Industry Average Movement11.1%
Market Average Movement7.8%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market4.1%

Stable Share Price: OLED has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: OLED's weekly volatility (10%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1985468Steve Abramsonoled.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 is also involved in the research, development, and commercialization of other OLED device and manufacturing technologies, including FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; and OVJP, an organic vapor jet printing technology.

Universal Display Corporation Fundamentals Summary

How do Universal Display's earnings and revenue compare to its market cap?
OLED fundamental statistics
Market capUS$5.95b
Earnings (TTM)US$221.55m
Revenue (TTM)US$647.68m

26.9x

P/E Ratio

9.2x

P/S Ratio

Is OLED overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
OLED income statement (TTM)
RevenueUS$647.68m
Cost of RevenueUS$159.21m
Gross ProfitUS$488.48m
Other ExpensesUS$266.92m
EarningsUS$221.55m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

May 01, 2025

Earnings per share (EPS)4.67
Gross Margin75.42%
Net Profit Margin34.21%
Debt/Equity Ratio0%

How did OLED perform over the long term?

See historical performance and comparison

Dividends

1.4%

Current Dividend Yield

34%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/24 04:27
End of Day Share Price 2025/04/24 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Universal Display Corporation is covered by 27 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nam Hyung KimArete Research Services LLP
John BrightAvondale Partners
Ishan MajumdarBaptista Research