Universal Display Corporation

Informe acción NasdaqGS:OLED

Capitalización de mercado: US$4.5b

Universal Display Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Universal Display de 8.8% y 8.4% respectivamente, mientras que el BPA crecerá en un 9.3% al año.

Información clave

8.8%

Tasa de crecimiento de los beneficios

9.26%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Semiconductor26.0%
Tasa de crecimiento de los ingresos8.4%
Rentabilidad financiera futuran/a
Cobertura de analistas

Good

Última actualización04 May 2026

Actualizaciones recientes sobre el crecimiento futuro

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

May 04
Earnings Miss: Universal Display Corporation Missed EPS By 34% And Analysts Are Revising Their Forecasts

Recent updates

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

May 04
Earnings Miss: Universal Display Corporation Missed EPS By 34% And Analysts Are Revising Their Forecasts

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.

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.

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.

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.

Universal Display: Weak Demand Hurts Growth

Feb 25

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.

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.

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?

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).

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.

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

Jan 04
Slowing Rates Of Return At Universal Display (NASDAQ:OLED) Leave Little Room For Excitement

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.

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.

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.

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.

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

Sep 12
Unpleasant Surprises Could Be In Store For Universal Display Corporation's (NASDAQ:OLED) Shares

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

Aug 03
Universal Display Corporation Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

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

Jul 09
Is Universal Display Corporation (NASDAQ:OLED) Expensive For A Reason? A Look At Its Intrinsic Value

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

Jun 26
Returns On Capital At Universal Display (NASDAQ:OLED) Have Stalled

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

Jun 11
Shareholders Will Most Likely Find Universal Display Corporation's (NASDAQ:OLED) CEO Compensation Acceptable

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

May 20
With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case

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
User avatar

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.

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

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

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:OLED - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20287993021912202
12/31/20277052321962458
12/31/20266491992442928
3/31/2026627213187289N/A
12/31/2025651242144211N/A
9/30/2025640222161214N/A
6/30/2025662244143197N/A
3/31/2025649229164212N/A
12/31/2024648222211254N/A
9/30/2024644237219256N/A
6/30/2024623222187237N/A
3/31/202461121955179N/A
12/31/202357620228155N/A
9/30/2023587205-10120N/A
6/30/2023607207-2198N/A
3/31/202359719976122N/A
12/31/202261720980127N/A
9/30/2022594190131181N/A
6/30/2022577182174218N/A
3/31/2022570181170214N/A
12/31/2021554183148191N/A
9/30/2021549191169207N/A
6/30/2021522185139176N/A
3/31/2021451146139173N/A
12/31/2020429132121149N/A
9/30/2020389105108132N/A
6/30/2020369102120142N/A
3/31/2020430144144166N/A
12/31/2019405137N/A194N/A
9/30/2019374130N/A165N/A
6/30/2019354116N/A156N/A
3/31/201929283N/A117N/A
12/31/201824758N/A122N/A
9/30/201829371N/A157N/A
6/30/201827762N/A127N/A
3/31/201832498N/A171N/A
12/31/2017336102N/A133N/A
9/30/201729495N/A111N/A
6/30/201726380N/A101N/A
3/31/201722556N/A82N/A
12/31/201619947N/A80N/A
9/30/201618740N/A73N/A
6/30/201619649N/A75N/A
3/31/201619015N/A67N/A
12/31/201519115N/A114N/A
9/30/201518510N/A109N/A
6/30/20151787N/A97N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (8.8% al año) de OLED es superior a la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que los beneficios (8.8% al año) de OLED crezcan menos que el mercado US (16% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de OLED crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (8.4% al año) de OLED crezcan más despacio que el mercado de US (11.2% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 8.4% al año) de OLED crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de OLED se prevé que sea elevada dentro de 3 años.

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 11:14
Precio de las acciones al final del día2026/05/04 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 21 analistas. 8 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
Nam Hyung KimArete Research Services LLP
Brett SimpsonArete Research Services LLP
Scott SearleBenchmark Company