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 | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
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OLED Community Fair Values
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Analyst Price Targets
Concorrenti di Universal Display Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$87.09 |
| Massimo di 52 settimane | US$163.21 |
| Minimo di 52 settimane | US$83.64 |
| Beta | 1.65 |
| Variazione di 1 mese | -4.99% |
| Variazione a 3 mesi | -24.15% |
| Variazione di 1 anno | -38.32% |
| Variazione a 3 anni | -35.46% |
| Variazione a 5 anni | -60.09% |
| Variazione dall'IPO | 1,599.32% |
Notizie e aggiornamenti recenti
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.Recent updates
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
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 12Universal Display Corporation Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next
Aug 03Is Universal Display Corporation (NASDAQ:OLED) Expensive For A Reason? A Look At Its Intrinsic Value
Jul 09Returns On Capital At Universal Display (NASDAQ:OLED) Have Stalled
Jun 26Shareholders Will Most Likely Find Universal Display Corporation's (NASDAQ:OLED) CEO Compensation Acceptable
Jun 11With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case
May 20Calculating The Fair Value Of Universal Display Corporation (NASDAQ:OLED)
Apr 01Getting In Cheap On Universal Display Corporation (NASDAQ:OLED) Is Unlikely
Mar 19Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down
Mar 05Universal Display: Good Returns, But Not As Good As The S&P500 - Updating For 2025E
Jan 23Universal Display Corporation's (NASDAQ:OLED) Popularity With Investors Is Clear
Oct 27When Should You Buy Universal Display Corporation (NASDAQ:OLED)?
Sep 29With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case
Sep 15Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down
Sep 02
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 20Here's Why Universal Display (NASDAQ:OLED) Has Caught The Eye Of Investors
Jun 05With Universal Display Corporation (NASDAQ:OLED) It Looks Like You'll Get What You Pay For
May 21Rendimenti per gli azionisti
| OLED | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | -10.9% | -0.2% | 0.6% |
| 1Y | -38.3% | 111.5% | 28.7% |
Ritorno vs Industria: OLED ha avuto una performance inferiore rispetto al US Semiconductor che ha registrato un rendimento 111.5 % nell'ultimo anno.
Rendimento vs Mercato: OLED ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| OLED volatility | |
|---|---|
| OLED Average Weekly Movement | 6.4% |
| Semiconductor Industry Average Movement | 10.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
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$4.19b |
| Utili (TTM) | US$241.92m |
| Ricavi(TTM) | US$650.61m |
16.8x
Rapporto P/E6.3x
Rapporto P/SOLED è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| OLED Conto economico (TTM) | |
|---|---|
| Ricavi | US$650.61m |
| Costo del fatturato | US$163.42m |
| Profitto lordo | US$487.19m |
| Altre spese | US$245.27m |
| Utili | US$241.92m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 5.17 |
| Margine lordo | 74.88% |
| Margine di profitto netto | 37.18% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato OLED nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.3%
Rendimento attuale del dividendo35%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/04/30 04:27 |
| Prezzo dell'azione a fine giornata | 2026/04/30 00:00 |
| Utili | 2025/12/31 |
| 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 |
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| 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 guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale 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 21 analisti. 8 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 |
|---|---|
| Nam Hyung Kim | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| Scott Searle | Benchmark Company |