Universal Display (OLED) Aperçu de l'action
Universal Display Corporation se consacre à la recherche, au développement et à la commercialisation de technologies et de matériaux de diodes électroluminescentes organiques (OLED) destinés à des applications d'affichage et d'éclairage à semi-conducteurs. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 1/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
OLED ont passé avec succès nos contrôles de risques.
OLED Community Fair Values
Create NarrativeSee what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Universal Display Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$94.31 |
| Plus haut sur 52 semaines | US$163.21 |
| Plus bas sur 52 semaines | US$83.64 |
| Bêta | 1.54 |
| Variation sur 1 mois | -4.77% |
| Variation sur 3 mois | -11.40% |
| Variation sur 1 an | -34.05% |
| Variation sur 3 ans | -38.73% |
| Variation sur 5 ans | -56.31% |
| Évolution depuis l'introduction en bourse | 1,740.20% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Article d’analyse • 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...Recent updates
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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
Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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).Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Rendement pour les actionnaires
| OLED | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 5.5% | 1.9% | 1.1% |
| 1Y | -34.1% | 110.1% | 28.7% |
Rendement vs Industrie: OLED a sous-performé le secteur US Semiconductor qui a rapporté 110.1 % au cours de l'année écoulée.
Rendement vs marché: OLED a sous-performé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.
Volatilité des prix
| OLED volatility | |
|---|---|
| OLED Average Weekly Movement | 5.7% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: OLED n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de OLED ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1985 | 469 | Steve Abramson | oled.com |
Universal Display Corporation se consacre à la recherche, au développement et à la commercialisation de technologies et de matériaux de diodes électroluminescentes organiques (OLED) destinés aux applications d'affichage et d'éclairage à semi-conducteurs. Elle propose des technologies et des matériaux de diodes électroluminescentes organiques phosphorescentes (PHOLED) pour les écrans et les produits d'éclairage sous la marque UniversalPHOLED. La société propose également des FOLED qui sont des OLED flexibles pour la fabrication d'OLED sur des substrats flexibles, et OVJP, une technologie d'impression par jet de vapeur organique.
Universal Display Corporation Résumé des fondamentaux
| OLED statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$4.41b |
| Bénéfices(TTM) | US$213.45m |
| Recettes(TTM) | US$626.55m |
20.7x
Ratio P/E7.0x
Ratio P/SLe site OLED est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| OLED compte de résultat (TTM) | |
|---|---|
| Recettes | US$626.55m |
| Coût des recettes | US$161.86m |
| Marge brute | US$464.69m |
| Autres dépenses | US$251.24m |
| Les revenus | US$213.45m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 4.57 |
| Marge brute | 74.17% |
| Marge bénéficiaire nette | 34.07% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de OLED?
Voir les performances historiques et les comparaisonsDividendes
2.1%
Rendement actuel des dividendes41%
Ratio de distributionLe site OLED verse-t-il des dividendes fiables ?
Voir OLED l'historique des dividendes et les indices de référence| Universal Display dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 16 2026 |
| Date de paiement du dividende | Jun 30 2026 |
| Jours jusqu'au dividende Ex | 21 days |
| Jours jusqu'à la date de paiement du dividende | 35 days |
Le site OLED verse-t-il des dividendes fiables ?
Voir OLED l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/25 13:56 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Universal Display Corporation est couverte par 22 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |