Universal Display (OLED) Panoramica del titolo
Universal Display Corporation è impegnata nella ricerca, nello sviluppo e nella commercializzazione di tecnologie e materiali per diodi organici a emissione di luce (OLED) da utilizzare in applicazioni di visualizzazione e illuminazione a stato solido. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 5/6 |
Premi
Analisi del rischio
OLED Community Fair Values
Create NarrativeSee what 45 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Universal Display Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$77.89 |
| Massimo di 52 settimane | US$153.38 |
| Minimo di 52 settimane | US$75.77 |
| Beta | 1.56 |
| Variazione di 1 mese | -12.40% |
| Variazione a 3 mesi | -7.84% |
| Variazione di 1 anno | -43.14% |
| Variazione a 3 anni | -51.97% |
| Variazione a 5 anni | -58.96% |
| Variazione dall'IPO | 1,419.80% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento narrativa • Sep 03
OLED: Rebased Expectations And New Display Architecture Will Shape Future Upside
Analysts have trimmed their price expectations for Universal Display, with the fair value estimate moving from about $100 to roughly $80 as they factor in lower Street price targets and ongoing uncertainty around smartphone and consumer electronics demand for its OLED materials business. Analyst Commentary Recent research on Universal Display points to a more cautious tone, with several bearish analysts cutting price targets and highlighting execution and growth risks around the OLED materials business.
Aggiornamento narrativa • Aug 16
OLED: China Expansion And Guidance Reset Will Support Future Recovery Re Rating
Universal Display's analyst fair value estimate has been revised from $166.40 to $158.00, as analysts factor in reduced price targets, softer revenue growth assumptions, and pressure on margins linked to ongoing weakness in smartphone and consumer electronics demand. Analyst Commentary Recent Street research on Universal Display shows a mix of caution on near term demand and some measured optimism on the longer term setup.Seeking Alpha • Aug 14
Universal Display: I'm Not Seeing A Turnaround Anytime Soon
Summary Universal Display remains a Sell as growth slows and recent financials disappoint. Gross margin and EPS declined sharply in H1 2026, despite share buybacks and cost controls. Customer concentration is shifting, with Samsung Display gaining share and LG Display revenues declining. Aggressive buybacks amid falling earnings and delayed product launches raise concerns about capital allocation. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 02
OLED: China Expansion And Guidance Reset Will Support Future Re Rating
Universal Display's updated analyst price target has edged lower by about $1.60 to roughly $166.40 as analysts factor in reduced targets across the Street tied to softer smartphone demand and uncertainty around the timing of a broader recovery in OLED-driven consumer electronics. Analyst Commentary Street research on Universal Display points to a mixed backdrop, with lower price targets and a focus on weaker smartphone demand, yet there are still some constructive signals that investors are watching closely.Aggiornamento narrativa • Jul 07
OLED: Recent Weak Quarter And Rebased Expectations Will Set Up Future Upside
The analyst price target for Universal Display has been reduced from $130 to $100, with the change tied to updated analyst views on growth assumptions, profitability, and valuation multiples reflected in recent research from several firms. Analyst Commentary Recent Street research on Universal Display points to a more cautious tone, with several bearish analysts trimming price targets and stressing risks around growth assumptions, profitability, and valuation.Aggiornamento narrativa • Jun 22
OLED: China Expansion And Macros Being Discounted Will Support Future Re Rating
Analysts have trimmed their average price target on Universal Display to about $168, reflecting slightly more conservative assumptions for revenue growth and discount rates, along with modestly higher estimates for profit margins and future P/E ratios. Analyst Commentary Recent Street research on Universal Display shows a cluster of price target revisions and updated views as analysts recalibrate their models around revenue, margins, and appropriate P/E levels.
Aggiornamento narrativa • Jun 05
OLED: Chengdu Expansion And Buybacks Will Support Future Returns
Narrative Update: Universal Display Analyst Target Reset Analysts have trimmed their average price target on Universal Display from about $154 to roughly $128, citing a higher required discount rate, more measured revenue growth assumptions, a slightly stronger profit margin outlook, and a lower expected future P/E multiple. Analyst Commentary Recent research updates on Universal Display cluster around lower price targets, which signals a reset in expectations rather than a single outlier view.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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?Aggiornamento 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).Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaRendimenti per gli azionisti
| OLED | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | -5.4% | -6.2% | -1.6% |
| 1Y | -43.1% | 44.5% | 12.1% |
Ritorno vs Industria: OLED ha avuto una performance inferiore rispetto al US Semiconductor che ha registrato un rendimento 43.6 % nell'ultimo anno.
Rendimento vs Mercato: OLED ha avuto una performance inferiore al mercato US che ha registrato un rendimento 13.3 % nell'ultimo anno.
Volatilità dei prezzi
| OLED volatility | |
|---|---|
| OLED Average Weekly Movement | 6.3% |
| Semiconductor Industry Average Movement | 11.3% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: OLED non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di OLED è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1985 | 469 | Steve Abramson | oled.com |
Universal Display Corporation è impegnata nella ricerca, nello sviluppo e nella commercializzazione di tecnologie e materiali per diodi organici a emissione di luce (OLED) da utilizzare nei display e nelle applicazioni di illuminazione a stato solido. Con il marchio UniversalPHOLED offre tecnologie e materiali per diodi organici fosforescenti a emissione di luce (PHOLED) per display e prodotti per l'illuminazione. L'azienda offre anche FOLED, OLED flessibili per la fabbricazione di OLED su substrati flessibili, e OVJP, una tecnologia di stampa a getto di vapore organico.
Universal Display Corporation Riepilogo dei fondamenti
| OLED statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.52b |
| Utili (TTM) | US$195.64m |
| Ricavi(TTM) | US$606.91m |
18.3x
Rapporto P/E5.9x
Rapporto P/SOLED è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| OLED Conto economico (TTM) | |
|---|---|
| Ricavi | US$606.91m |
| Costo del fatturato | US$159.20m |
| Profitto lordo | US$447.71m |
| Altre spese | US$252.06m |
| Utili | US$195.64m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 4.26 |
| Margine lordo | 73.77% |
| Margine di profitto netto | 32.24% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato OLED nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.6%
Rendimento attuale del dividendo46%
Rapporto di remunerazioneOLED paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di OLED| Universal Display date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Sep 16 2026 |
| Data di pagamento dei dividendi | Sep 30 2026 |
| Giorni fino al dividendo Ex | 0 days |
| Giorni prima della data di pagamento dei dividendi | 14 days |
OLED paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di OLEDAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/15 03:00 |
| Prezzo dell'azione a fine giornata | 2026/09/15 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Universal Display Corporation è coperta da 22 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |