Universal Display Corporation

Informe acción NasdaqGS:OLED

Capitalización de mercado: US$4.2b

Universal Display Dividendos y recompras

Dividendo controles de criterios 3/6

Universal Display es una empresa que paga dividendos con una rentabilidad actual de 2.28% que está bien cubierta por los beneficios. La próxima fecha de pago es en 30th June, 2026 con una fecha ex dividendo de 16th June, 2026.

Información clave

2.3%

Rentabilidad por dividendo

2.5%

Rendimiento de la recompra

Rendimiento total para el accionista4.8%
Rendimiento futuro de los dividendos2.7%
Crecimiento de los dividendos25.4%
Próxima fecha de pago de dividendos30 Jun 26
Fecha ex dividendo16 Jun 26
Dividendo por acciónn/a
Ratio de pago41%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa May 05

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.
Artículo de análisis May 04

Earnings Miss: Universal Display Corporation Missed EPS By 34% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on Universal Display Corporation ( NASDAQ:OLED ), given that the company...
Actualización de narrativa Apr 21

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.
Actualización de narrativa Apr 06

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.
Actualización de narrativa Mar 23

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.
Actualización de narrativa Mar 08

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.
Seeking Alpha Feb 25

Universal Display: Weak Demand Hurts Growth

Summary Universal Display Corporation remains a 'Buy' despite underperformance, with a revised price target of $130/share reflecting increased competition and slower growth. Recent earnings misses and weaker OLED demand, coupled with rising competition from Micro/MiniLED and Chinese manufacturers, have pressured pricing and outlook. Client concentration, especially reliance on LG Display, and elevated inventory levels highlight ongoing risks and forecast uncertainty for OLED. At $102/share, OLED offers an 18-22% annualized upside and a 1.9% yield, but risk/reward is now more speculative and requires properly set expectations. Read the full article on Seeking Alpha
Actualización de narrativa Feb 22

OLED: IT Demand And 8.6 Gen Capacity Will Support Future Returns

Analysts have trimmed their average price target on Universal Display to about $154 from roughly $166, citing more muted assumptions for revenue growth and profit margins, even as they highlight potential long term demand from ramping IT OLED adoption, blue emitters, and added 8.6 gen capacity. Analyst Commentary Recent research has focused on how Universal Display’s setup around IT OLED demand, blue emitters, and added 8.6 gen capacity lines up with execution risks and current valuation after the latest round of target cuts.
Actualización de narrativa Feb 08

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.
Nueva narrativa Jan 28

OLED Fab Timing Risks And Blue Emitter Delays Will Eventually Reward Patient Belief

Catalysts About Universal Display Universal Display develops and licenses OLED materials and technologies used in a wide range of display applications. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jan 24

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).
Actualización de narrativa Jan 10

OLED: Long Term Tianma Partnership Will Support Future Return Potential

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.
Artículo de análisis Jan 04

Slowing Rates Of Return At Universal Display (NASDAQ:OLED) Leave Little Room For Excitement

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Actualización de narrativa Dec 25

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.
Actualización de narrativa Dec 11

OLED: Future Returns Will Benefit From Stable Margins And Disciplined Buybacks

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.
Actualización de narrativa Nov 27

OLED: Margins Will Strengthen As Revenue Outlook Remains Favorable

Analysts have slightly revised their price target for Universal Display, lowering it from $172.11 to $168.78. This change reflects modest adjustments in fair value assumptions.
Actualización de narrativa Nov 08

OLED: Expanding Profit Margins Will Drive Stronger Returns Moving Forward

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.
Artículo de análisis Sep 12

Unpleasant Surprises Could Be In Store For Universal Display Corporation's (NASDAQ:OLED) Shares

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Artículo de análisis Aug 03

Universal Display Corporation Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Universal Display Corporation ( NASDAQ:OLED ) investors will be delighted, with the company turning in some strong...
Artículo de análisis Jul 09

Is Universal Display Corporation (NASDAQ:OLED) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Universal Display is US$126 based on 2 Stage Free Cash Flow to Equity...
Artículo de análisis Jun 26

Returns On Capital At Universal Display (NASDAQ:OLED) Have Stalled

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Jun 11

Shareholders Will Most Likely Find Universal Display Corporation's (NASDAQ:OLED) CEO Compensation Acceptable

Key Insights Universal Display will host its Annual General Meeting on 18th of June Salary of US$917.8k is part of CEO...
Artículo de análisis May 20

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

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Apr 01

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

Key Insights Universal Display's estimated fair value is US$123 based on 2 Stage Free Cash Flow to Equity Universal...
Artículo de análisis Mar 19

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

With a price-to-earnings (or "P/E") ratio of 33.5x Universal Display Corporation ( NASDAQ:OLED ) may be sending very...
Artículo de análisis Mar 05

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

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Jan 23

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

Summary Universal Display Corporation remains a fundamentally attractive investment, with a market-leading position in OLED technology and strong partnerships with LG and Samsung. Despite a recent decline in valuation and lowered revenue forecasts, OLED's long-term growth prospects remain solid, driven by increasing adoption and cost efficiencies. The company's current valuation offers a potential upside of 18-22% annualized, making it a compelling "Buy" at around $168/share. OLED meets key investment criteria: it's qualitative, fundamentally safe, pays a well-covered dividend, and has realistic growth potential, justifying a "Buy" rating. Read the full article on Seeking Alpha
Artículo de análisis Oct 27

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

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Artículo de análisis Sep 29

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

Universal Display Corporation ( NASDAQ:OLED ), might not be a large cap stock, but it led the NASDAQGS gainers with a...
Artículo de análisis Sep 15

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

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Sep 02

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

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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Nueva narrativa Aug 25

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

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.

Próximo pago de dividendos

HoyMay 20 2026Fecha ex dividendoJun 16 2026Fecha de pago de dividendosJun 30 202614 days desde ex dividendoCompra en los próximos 27 days para recibir el próximo dividendo

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Aunque el pago de dividendos se ha mantenido estable, OLED lleva pagando dividendos menos de 10 años.

Dividendo creciente: El pago de dividendos de OLED ha aumentado, pero la empresa sólo ha pagado dividendos durante 9 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Universal Display vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de OLED con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (OLED)2.3%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.3%
Media de la industria (Semiconductor)0.3%
Analista de previsiones (OLED) (hasta 3 años)2.7%

Dividendo destacado: El dividendo de OLED(2.28%) es más alto que el 25% inferior de los pagadores de dividendos del mercado US (1.44%).

Alto dividendo: El (2.28%) del dividendo de OLED es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.32%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (41.1%), los pagos de dividendos de OLED están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonablemente bajo ratio de pago en efectivo (50%), los pagos de dividendos de OLED están bien cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/19 04:41
Precio de las acciones al final del día2026/05/19 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Universal Display Corporation está cubierta por 22 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brett SimpsonArete Research Services LLP
Nam Hyung KimArete Research Services LLP
James FontanelliArete Research Services LLP