Universal Display（OLED *）株式概要ユニバーサル・ディスプレイ・コーポレーションは、ディスプレイおよび固体照明用途に使用される有機発光ダイオード（OLED）技術および材料の研究、開発、商業化を米国内外で行っている。 詳細OLED * ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績3/6財務の健全性6/6配当金0/6報酬収益は年間10.86%増加すると予測されています 過去1年間で収益は9.7%増加しました リスク分析株式の流動性は非常に低い すべてのリスクチェックを見るOLED * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$3.35k18.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue US$1.1bEarnings US$370.8mAdvancedSet Fair ValueView all narrativesUniversal Display Corporation 競合他社WIN SemiconductorsSymbol: TPEX:3105Market cap: NT$212.0bShanghai Fudan Microelectronics GroupSymbol: SEHK:1385Market cap: HK$56.8bNovatek MicroelectronicsSymbol: TWSE:3034Market cap: NT$268.7bMaxone Semiconductor (Suzhou)Symbol: SHSE:688809Market cap: CN¥56.6b価格と性能株価の高値、安値、推移の概要Universal Display過去の株価現在の株価US$3,346.9152週高値US$3,648.8452週安値US$2,654.68ベータ1.41ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化0.53%5年間の変化13.45%IPOからの変化-18.67%最新ニュースお知らせ • May 03+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for the Full Year 2026Universal Display Corporation revised earnings guidance for the full year 2026. For the period, the company expects revenue will be in the range of $630 million to $670 million, down from prior guidance of $650 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.お知らせ • Apr 24Universal Display Corporation, Annual General Meeting, Jun 18, 2026Universal Display Corporation, Annual General Meeting, Jun 18, 2026.お知らせ • Apr 14Universal Display Corporation to Report Q1, 2026 Results on Apr 30, 2026Universal Display Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Feb 20Universal Display Corporation Increases Cash Dividend for the First Quarter of 2026, Payable on March 31, 2026Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.50 per share on the Company's common stock for the first quarter of 2026, up from the previous quarter’s dividend of $0.45 per share. The dividend is payable on March 31, 2026, to shareholders of record on March 17, 2026. The dividend reflects expected continued cash flow generation, and commitment to return capital to shareholders. Future dividends will be subject to Board approval.お知らせ • Jan 27Universal Display Corporation to Report Q4, 2025 Results on Feb 19, 2026Universal Display Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2026お知らせ • Nov 07+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for 2025Universal Display Corporation revised earnings guidance for 2025. The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.最新情報をもっと見るRecent updatesお知らせ • May 03+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for the Full Year 2026Universal Display Corporation revised earnings guidance for the full year 2026. For the period, the company expects revenue will be in the range of $630 million to $670 million, down from prior guidance of $650 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.お知らせ • Apr 24Universal Display Corporation, Annual General Meeting, Jun 18, 2026Universal Display Corporation, Annual General Meeting, Jun 18, 2026.お知らせ • Apr 14Universal Display Corporation to Report Q1, 2026 Results on Apr 30, 2026Universal Display Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Feb 20Universal Display Corporation Increases Cash Dividend for the First Quarter of 2026, Payable on March 31, 2026Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.50 per share on the Company's common stock for the first quarter of 2026, up from the previous quarter’s dividend of $0.45 per share. The dividend is payable on March 31, 2026, to shareholders of record on March 17, 2026. The dividend reflects expected continued cash flow generation, and commitment to return capital to shareholders. Future dividends will be subject to Board approval.お知らせ • Jan 27Universal Display Corporation to Report Q4, 2025 Results on Feb 19, 2026Universal Display Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2026お知らせ • Nov 07+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for 2025Universal Display Corporation revised earnings guidance for 2025. The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.お知らせ • Oct 14Universal Display Corporation to Report Q3, 2025 Results on Nov 06, 2025Universal Display Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025お知らせ • Aug 01+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for 2025Universal Display Corporation revised revenue guidance for 2025. While the evolving macroeconomic environment this year creates continued uncertainty, the Company has increased the lower end of its previous revenue guidance and believes that 2025 revenue will be in the range of $650 million to $700 million.お知らせ • Jul 15Universal Display Corporation to Report Q2, 2025 Results on Jul 31, 2025Universal Display Corporation announced that they will report Q2, 2025 results After-Market on Jul 31, 2025お知らせ • Jun 30+ 6 more updatesUniversal Display Corporation(NasdaqGS:OLED) dropped from Russell 3000E Growth IndexUniversal Display Corporation(NasdaqGS:OLED) dropped from Russell 3000E Growth Indexお知らせ • May 02+ 2 more updatesUniversal Display Corporation (NasdaqGS:OLED) announces an Equity Buyback for $100 million worth of its shares.Universal Display Corporation (NasdaqGS:OLED) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. The repurchases under this program will be funded from the Company’s existing cash and investments or future cash flow. The program will be effective immediately and repurchase program has no time limit.お知らせ • Apr 28Universal Display Corporation, Annual General Meeting, Jun 18, 2025Universal Display Corporation, Annual General Meeting, Jun 18, 2025.お知らせ • Apr 15Universal Display Corporation to Report Q1, 2025 Results on May 01, 2025Universal Display Corporation announced that they will report Q1, 2025 results After-Market on May 01, 2025お知らせ • Feb 23Universal Display Corporation Announces Dividend for the First Quarter of 2025, Payable on March 31, 2025Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.45 per share on the Company's common stock for the first quarter of 2025, up from the previous quarter’s dividend of $0.40 per share. The dividend is payable on March 31, 2025, to shareholders of record on March 17, 2025.お知らせ • Feb 21Universal Display Corporation Provides Revenue Guidance for the Year 2025Universal Display Corporation provided revenue guidance for the year 2025. The Company believes that its 2025 revenue will be in the range of $640 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.お知らせ • Jan 28Universal Display Corporation to Report Q4, 2024 Results on Feb 20, 2025Universal Display Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025お知らせ • Dec 18Universal Display Corporation Appoints April E. Walker as New Board Member, Effective January 1, 2025Universal Display Corporation announced that April E. Walker has joined the Company’s Board of Directors, effective January 1, 2025. The addition of this new director will expand UDC’s Board to 11 members. April E. Walker is a global leader in the technology industry, known for her passion for digital innovation and transformation, and her knowledge of the strategic adoption of artificial intelligence. With more than 30 years of leadership experience at leading tech and enterprise companies, including Microsoft, MetLife, NBCUniversal, and Salesforce, Ms. Walker has a strong blend of expertise in business strategy, customer experience, technology, sales, and operations. Currently, she is a strategic advisor, columnist, thought leader, and speaker on emerging technology and industry transformation. She serves as an advisory board member for the Drexel University Solutions Institute and an Adjunct Professor for Drexel’s Executive MBA program. Ms. Walker holds an MBA from the MIT Sloan School of Management and specialized executive certifications in Artificial Intelligence, as well as Data Science and Machine Learning (ML), from the MIT Schwarzman College of Computing. Additionally, she has an MS in Engineering Management from The George Washington University School of Engineering and Applied Science. Ms. Walker also serves on the Board of Sangoma Technologies Corporation.お知らせ • Dec 06Universal Display Corporation Closes Its Location in Santa ClaraUniversal Display Corporation will be closing its location in Santa Clara, California.お知らせ • Dec 05Universal Display Corporation Announces the Appointment of Chandran Nair as Chief Executive Officer of its Newly Formed SubsidiaryUniversal Display Corporation announced that Chandran Nair has been appointed Chief Executive Officer of newly formed subsidiary, which will be headquartered in Singapore and responsible for UDC’s OVJP operations, effective December 2, 2024. Mr. Nair brings extensive leadership experience of more than 26 years, together with his established operational expertise in global technology and equipment companies across Asia, Europe and the United States, to lead the next phase for OVJP (organic vapor jet printing). Previously, Mr. Nair was President & Chief Executive Officer at AEM Holdings, a Singaporean multinational technology company. Prior to joining AEM, Mr. Nair was President of the Robotics and Autonomous Systems Business Unit at ST Engineering and before that, he was Managing Director and Vice President of Sales & Marketing for Asia Pacific (APAC) at National Instruments (NI). During his tenure at NI, Mr. Nair was responsible for the successful expansion of its business throughout the APAC region to customers in a variety of major industries. Mr. Nair holds Master’s degrees in Mathematics from Arizona State University and Bangalore University, and a Bachelor of Science in Physics, Chemistry, Mathematics from Christ College, Bangalore University.Declared Dividend • Nov 14Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 17th December 2024 Payment date: 31st December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 35%.お知らせ • Nov 02Universal Display Corporation Revises Revenue Guidance for the Year 2024Universal Display Corporation revised revenue guidance for the year 2024. With recent updates to customer order expectations for the fourth quarter, the company are lowering 2024 revenue forecast range to $625 million to $645 million.お知らせ • Oct 31Universal Display Corporation Approves Fourth Quarter Cash Dividend, Payable on December 31, 2024Universal Display Corporation announced that its Board of Directors approved a fourth quarter cash dividend of $0.40 per share on the Company's common stock. The dividend is payable on December 31, 2024, to shareholders of record on December 17, 2024.お知らせ • Oct 15Universal Display Corporation to Report Q3, 2024 Results on Oct 30, 2024Universal Display Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024お知らせ • Aug 02+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for the Year 2024Universal Display Corporation revised revenue guidance for the year 2024. For the year, the company has increased the lower end of its previous revenue guidance and believes that 2024 revenue will be in the range of $645 million to $675 million.お知らせ • Jul 16Universal Display Corporation to Report Q2, 2024 Results on Aug 01, 2024Universal Display Corporation announced that they will report Q2, 2024 results After-Market on Aug 01, 2024Upcoming Dividend • Jun 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.5%). In line with average of industry peers (0.9%).Declared Dividend • May 13First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 138%.Recent Insider Transactions • May 12Executive VP & Chief Technical Officer recently sold Mex$31m worth of stockOn the 8th of May, Julia Brown sold around 10k shares on-market at roughly Mex$2,963 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$121m more than they bought in the last 12 months.Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$1.20 (vs US$0.83 in 1Q 2023)First quarter 2024 results: EPS: US$1.20 (up from US$0.83 in 1Q 2023). Revenue: US$165.3m (up 27% from 1Q 2023). Net income: US$56.9m (up 44% from 1Q 2023). Profit margin: 34% (up from 30% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • May 03+ 1 more updateUniversal Display Corporation Approves Second Quarter Cash Dividend, Payable on June 28, 2024Universal Display Corporation announced that its board of directors approved a second quarter cash dividend of $0.40 per share on the company's common stock. The dividend is payable on June 28, 2024, to shareholders of record on June 14, 2024.お知らせ • Apr 28Universal Display Corporation, Annual General Meeting, Jun 20, 2024Universal Display Corporation, Annual General Meeting, Jun 20, 2024, at 10:00 Eastern Standard Time. Agenda: To elect ten members of the Board of Directors to hold one-year terms; to approve an advisory resolution regarding executive officer compensation; to ratify the appointment of KPMG LLP as independent registered public accounting firm for 2024 and to transact such other business as may properly come before the meeting or any postponements or adjournments thereof.お知らせ • Apr 16Universal Display Corporation to Report Q1, 2024 Results on May 02, 2024Universal Display Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024お知らせ • Mar 08Universal Display Corporation Announces the Appointment of Dr. Nigel Brown and Dr. Joan Lau to the Board of DirectorsUniversal Display Corporation announced that Dr. Nigel Brown and Dr. Joan Lau have joined the Company’s Board of Directors, effective March 4, 2024. The addition of these new directors expands UDC’s Board to ten members. Nigel Brown has more than 25 years of experience in leadership and strategy in the pharmaceutical, biotechnology and contract research industries. Dr. Brown is the Founder and Chief Executive Officer of Princeton Healthcare Advisory, LLC, an advisory firm specializing in support for growth-focused investors in healthcare and life science sectors. Dr. Brown is an Advisor for Rothschild & Co., Five Arrows Managers LLP and previously served as General Partner for Trevi Health Capital, a healthcare-focused specialty investment firm, and held oversight and advisory roles for numerous organizations. Dr. Brown has extensive experience in acquisitions and strategic partnerships in the biomedical and technology sectors and is a skilled partner in facilitating investments and corporate transactions. Dr. Brown received his BA in Chemistry and PhD in Physiological Sciences from the University of Oxford and his MBA from The Open University. Dr. Brown also serves on the board for Inotiv Inc. Joan Lau has more than 20 years of experience in executive leadership and business development for biopharmaceutical, biotechnology and R&D-focused companies. Dr. Lau is the Co-Founder and Chief Executive Officer of Spirovant (previously called Talee Bio), a gene therapy company developing treatments and cures for respiratory diseases including cystic fibrosis. Dr. Lau is also an Adjunct Professor and Trustee at the University of Pennsylvania. Previously, Dr. Lau co-founded and served as Managing Partner at Militia Hill Ventures, which focuses on building and growing high-quality life science companies. Dr. Lau has also served as CEO for several venture-capital-backed biotech companies. Dr. Lau earned her MBA from the Wharton School of Business at the University of Pennsylvania, her PhD in Neuroscience from the University of Cincinnati College of Medicine, and her BS in Bioengineering from the University of Pennsylvania. Dr. Lau also serves on the boards for Brandywine Realty Trust and Rockwell Medical Inc.Upcoming Dividend • Mar 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (1.0%).Declared Dividend • Mar 04Fourth quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 267%.Recent Insider Transactions • Mar 01Independent Director recently sold Mex$20m worth of stockOn the 27th of February, Lawrence Lacerte sold around 7k shares on-market at roughly Mex$2,922 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$102m more than they bought in the last 12 months.Board Change • Feb 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 23+ 1 more updateUniversal Display Corporation Provides Revenue Guidance for the Year 2024Universal Display Corporation provided revenue guidance for the year 2024. For the year, the company expects revenue will be in the range of $625 million to $675 million.お知らせ • Feb 06Universal Display Corporation to Report Q4, 2023 Results on Feb 22, 2024Universal Display Corporation announced that they will report Q4, 2023 results After-Market on Feb 22, 2024Upcoming Dividend • Dec 07Upcoming dividend of US$0.35 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (1.4%).Board Change • Dec 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 04Universal Display Corporation Provides Revenue Guidance for the 2023Universal Display Corporation are revising revenue forecast by narrowing guidance to a range of $565 million to $590 million.お知らせ • Nov 03Universal Display Corporation Approves Cash Dividend for the Fourth Quarter, Payable on December 29, 2023Universal Display Corporation announced that its Board of Directors approved a fourth quarter cash dividend of $0.35 per share on the Company's common stock. The dividend is payable on December 29, 2023, to shareholders of record on December 15, 2023.お知らせ • Oct 17Universal Display Corporation to Report Q3, 2023 Results on Nov 02, 2023Universal Display Corporation announced that they will report Q3, 2023 results on Nov 02, 2023お知らせ • Aug 04+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for the Year 2023Universal Display Corporation revised revenue guidance for the year 2023. The Company has increased the lower end of its previous revenue guidance and believes that 2023 revenue will be in the range of $560 million to $600 million.お知らせ • Jul 12Universal Display Corporation to Report Q2, 2023 Results on Aug 03, 2023Universal Display Corporation announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023Recent Insider Transactions • Jun 16Executive VP & Chief Technical Officer recently sold Mex$14m worth of stockOn the 7th of June, Julia Brown sold around 5k shares on-market at roughly Mex$2,611 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$36m. Insiders have been net sellers, collectively disposing of Mex$313m more than they bought in the last 12 months.Board Change • Jun 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 05+ 1 more updateUniversal Display Corporation Announces Second Quarter Cash Dividend, Payable on June 30, 2023Universal Display Corporation announced a second quarter cash dividend of $0.35 per share on the company's common stock. The dividend is payable on June 30, 2023 to all shareholders of record on June 16, 2023.Board Change • Apr 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 20Universal Display Corporation to Report Q4, 2022 Results on Feb 23, 2023Universal Display Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023お知らせ • Jan 12Universal Display Corporation Reaffirms Revenue Guidance for the Year 2022Universal Display Corporation reaffirmed revenue guidance for the year 2022. For the period, the company expects to be in the range of $600 million, plus or minus $10 million.Upcoming Dividend • Jun 08Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to Mex$2,515, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,142 per share.Upcoming Dividend • Mar 09Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 16 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (5.4%). Lower than average of industry peers (1.4%).Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.87 (up from US$2.81 in FY 2020). Revenue: US$553.5m (up 29% from FY 2020). Net income: US$183.1m (up 38% from FY 2020). Profit margin: 33% (up from 31% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 26% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$3,243, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,490 per share.Recent Insider Transactions • Aug 13Lead Independent Director recently sold Mex$59m worth of stockOn the 10th of August, Elizabeth Gemmill sold around 15k shares on-market at roughly Mex$4,102 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$143m more than they bought in the last 12 months.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$0.86 (vs US$0.017 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$129.7m (up 124% from 2Q 2020). Net income: US$40.5m (up US$39.7m from 2Q 2020). Profit margin: 31% (up from 1.4% in 2Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • May 07First quarter 2021 earnings released: EPS US$1.09 (vs US$0.80 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$134.0m (up 19% from 1Q 2020). Net income: US$51.7m (up 37% from 1Q 2020). Profit margin: 39% (up from 34% in 1Q 2020). The increase in margin was driven by higher revenue.お知らせ • May 07+ 1 more updateUniversal Display Corporation Provides Earnings Guidance for the Full Year of 2021Universal Display Corporation provided earnings guidance for the full year of 2021. For the period, the company continues to believe that its revenue will be approximately in the range of $530 million to $560 million.Upcoming Dividend • Mar 08Upcoming Dividend of US$0.20 Per ShareWill be paid on the 31st of March to those who are registered shareholders by the 15th of March. The trailing yield of 0.4% is below the top quartile of Mexican dividend payers (4.9%), and is lower than industry peers (1.4%).お知らせ • Jan 20Universal Display Corporation to Report Q4, 2020 Results on Feb 18, 2021Universal Display Corporation announced that they will report Q4, 2020 results After-Market on Feb 18, 2021Recent Insider Transactions • Nov 17Independent Director recently sold Mex$761k worth of stockOn the 10th of November, Richard Elias sold around 177 shares on-market at roughly Mex$4,298 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$44m. Insiders have been net sellers, collectively disposing of Mex$62m more than they bought in the last 12 months.Recent Insider Transactions • Nov 06Independent Director recently sold Mex$8.9m worth of stockOn the 3rd of November, Lawrence Lacerte sold around 2k shares on-market at roughly Mex$4,225 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.お知らせ • Oct 02Universal Display Corporation to Report Q3, 2020 Results on Oct 29, 2020Universal Display Corporation announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 29, 2020お知らせ • Aug 23Universal Display Corporation Not Providing Guidance for the Year 2020Universal Display Corporation announced as a result of the ongoing uncertainties regarding both the scope and duration of the COVID-19 global pandemic, the Company continues to refrain from providing 2020 revenue guidance, which was withdrawn on May 7, 2020.お知らせ • Jul 10Universal Display Corporation to Report Q2, 2020 Results on Aug 06, 2020Universal Display Corporation announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 06, 2020株主還元OLED *MX SemiconductorMX 市場7D0%0%0%1Yn/a0%0%株主還元を見る業界別リターン: OLED *がMX Semiconductor業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: OLED * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is OLED *'s price volatile compared to industry and market?OLED * volatilityOLED * Average Weekly Movementn/aSemiconductor Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: OLED *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のOLED *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1985468Steve Abramsonoled.comユニバーサル・ディスプレイ・コーポレーションは、ディスプレイおよび固体照明用途に使用される有機発光ダイオード（OLED）技術と材料の研究、開発、商業化を米国内外で行っている。同社はUniversalPHOLEDブランドでディスプレイと照明製品用のPHOLED技術と材料を提供している。また、フレキシブル基板上でOLEDを製造するためのフレキシブルOLEDであるFOLEDや、有機ベーパージェット印刷技術であるOVJPなど、その他のOLEDデバイスおよび製造技術の研究、開発、商業化にも携わっている。さらに、OLED製品の商業化のための第三者との協力やサポートを含む技術開発およびサポートサービス、OLED以外の用途の化学合成研究、開発、商業化の分野における受託研究サービス、知的財産および技術ライセンス活動も行っている。ユニバーサル・ディスプレイ・コーポレーションは1985年に設立され、ニュージャージー州ユーイングに本社を置いている。もっと見るUniversal Display Corporation 基礎のまとめUniversal Display の収益と売上を時価総額と比較するとどうか。OLED * 基礎統計学時価総額Mex$152.53b収益（TTM）Mex$4.53b売上高(TTM)Mex$13.23b33.7xPER（株価収益率11.5xP/SレシオOLED * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計OLED * 損益計算書（TTM）収益US$647.68m売上原価US$159.21m売上総利益US$488.48mその他の費用US$266.92m収益US$221.55m直近の収益報告Dec 31, 2024次回決算日該当なし一株当たり利益（EPS）4.67グロス・マージン75.42%純利益率34.21%有利子負債／自己資本比率0%OLED * の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り34%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/02/23 08:31終値2024/11/26 00:00収益2024/12/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Universal Display Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Nam Hyung KimArete Research Services LLPBrett SimpsonArete Research Services LLPScott SearleBenchmark Company18 その他のアナリストを表示
お知らせ • May 03+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for the Full Year 2026Universal Display Corporation revised earnings guidance for the full year 2026. For the period, the company expects revenue will be in the range of $630 million to $670 million, down from prior guidance of $650 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.
お知らせ • Apr 24Universal Display Corporation, Annual General Meeting, Jun 18, 2026Universal Display Corporation, Annual General Meeting, Jun 18, 2026.
お知らせ • Apr 14Universal Display Corporation to Report Q1, 2026 Results on Apr 30, 2026Universal Display Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Feb 20Universal Display Corporation Increases Cash Dividend for the First Quarter of 2026, Payable on March 31, 2026Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.50 per share on the Company's common stock for the first quarter of 2026, up from the previous quarter’s dividend of $0.45 per share. The dividend is payable on March 31, 2026, to shareholders of record on March 17, 2026. The dividend reflects expected continued cash flow generation, and commitment to return capital to shareholders. Future dividends will be subject to Board approval.
お知らせ • Jan 27Universal Display Corporation to Report Q4, 2025 Results on Feb 19, 2026Universal Display Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2026
お知らせ • Nov 07+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for 2025Universal Display Corporation revised earnings guidance for 2025. The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.
お知らせ • May 03+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for the Full Year 2026Universal Display Corporation revised earnings guidance for the full year 2026. For the period, the company expects revenue will be in the range of $630 million to $670 million, down from prior guidance of $650 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.
お知らせ • Apr 24Universal Display Corporation, Annual General Meeting, Jun 18, 2026Universal Display Corporation, Annual General Meeting, Jun 18, 2026.
お知らせ • Apr 14Universal Display Corporation to Report Q1, 2026 Results on Apr 30, 2026Universal Display Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Feb 20Universal Display Corporation Increases Cash Dividend for the First Quarter of 2026, Payable on March 31, 2026Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.50 per share on the Company's common stock for the first quarter of 2026, up from the previous quarter’s dividend of $0.45 per share. The dividend is payable on March 31, 2026, to shareholders of record on March 17, 2026. The dividend reflects expected continued cash flow generation, and commitment to return capital to shareholders. Future dividends will be subject to Board approval.
お知らせ • Jan 27Universal Display Corporation to Report Q4, 2025 Results on Feb 19, 2026Universal Display Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2026
お知らせ • Nov 07+ 1 more updateUniversal Display Corporation Revises Earnings Guidance for 2025Universal Display Corporation revised earnings guidance for 2025. The Company now believes that 2025 revenue will be around the lower end of its previous guidance range of $650 million to $700 million.
お知らせ • Oct 14Universal Display Corporation to Report Q3, 2025 Results on Nov 06, 2025Universal Display Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
お知らせ • Aug 01+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for 2025Universal Display Corporation revised revenue guidance for 2025. While the evolving macroeconomic environment this year creates continued uncertainty, the Company has increased the lower end of its previous revenue guidance and believes that 2025 revenue will be in the range of $650 million to $700 million.
お知らせ • Jul 15Universal Display Corporation to Report Q2, 2025 Results on Jul 31, 2025Universal Display Corporation announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
お知らせ • Jun 30+ 6 more updatesUniversal Display Corporation(NasdaqGS:OLED) dropped from Russell 3000E Growth IndexUniversal Display Corporation(NasdaqGS:OLED) dropped from Russell 3000E Growth Index
お知らせ • May 02+ 2 more updatesUniversal Display Corporation (NasdaqGS:OLED) announces an Equity Buyback for $100 million worth of its shares.Universal Display Corporation (NasdaqGS:OLED) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. The repurchases under this program will be funded from the Company’s existing cash and investments or future cash flow. The program will be effective immediately and repurchase program has no time limit.
お知らせ • Apr 28Universal Display Corporation, Annual General Meeting, Jun 18, 2025Universal Display Corporation, Annual General Meeting, Jun 18, 2025.
お知らせ • Apr 15Universal Display Corporation to Report Q1, 2025 Results on May 01, 2025Universal Display Corporation announced that they will report Q1, 2025 results After-Market on May 01, 2025
お知らせ • Feb 23Universal Display Corporation Announces Dividend for the First Quarter of 2025, Payable on March 31, 2025Universal Display Corporation announced that its Board of Directors approved an increased cash dividend of $0.45 per share on the Company's common stock for the first quarter of 2025, up from the previous quarter’s dividend of $0.40 per share. The dividend is payable on March 31, 2025, to shareholders of record on March 17, 2025.
お知らせ • Feb 21Universal Display Corporation Provides Revenue Guidance for the Year 2025Universal Display Corporation provided revenue guidance for the year 2025. The Company believes that its 2025 revenue will be in the range of $640 million to $700 million. The OLED industry remains at a stage where many variables can have a material impact on results, and the Company thus caveats its financial guidance accordingly.
お知らせ • Jan 28Universal Display Corporation to Report Q4, 2024 Results on Feb 20, 2025Universal Display Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025
お知らせ • Dec 18Universal Display Corporation Appoints April E. Walker as New Board Member, Effective January 1, 2025Universal Display Corporation announced that April E. Walker has joined the Company’s Board of Directors, effective January 1, 2025. The addition of this new director will expand UDC’s Board to 11 members. April E. Walker is a global leader in the technology industry, known for her passion for digital innovation and transformation, and her knowledge of the strategic adoption of artificial intelligence. With more than 30 years of leadership experience at leading tech and enterprise companies, including Microsoft, MetLife, NBCUniversal, and Salesforce, Ms. Walker has a strong blend of expertise in business strategy, customer experience, technology, sales, and operations. Currently, she is a strategic advisor, columnist, thought leader, and speaker on emerging technology and industry transformation. She serves as an advisory board member for the Drexel University Solutions Institute and an Adjunct Professor for Drexel’s Executive MBA program. Ms. Walker holds an MBA from the MIT Sloan School of Management and specialized executive certifications in Artificial Intelligence, as well as Data Science and Machine Learning (ML), from the MIT Schwarzman College of Computing. Additionally, she has an MS in Engineering Management from The George Washington University School of Engineering and Applied Science. Ms. Walker also serves on the Board of Sangoma Technologies Corporation.
お知らせ • Dec 06Universal Display Corporation Closes Its Location in Santa ClaraUniversal Display Corporation will be closing its location in Santa Clara, California.
お知らせ • Dec 05Universal Display Corporation Announces the Appointment of Chandran Nair as Chief Executive Officer of its Newly Formed SubsidiaryUniversal Display Corporation announced that Chandran Nair has been appointed Chief Executive Officer of newly formed subsidiary, which will be headquartered in Singapore and responsible for UDC’s OVJP operations, effective December 2, 2024. Mr. Nair brings extensive leadership experience of more than 26 years, together with his established operational expertise in global technology and equipment companies across Asia, Europe and the United States, to lead the next phase for OVJP (organic vapor jet printing). Previously, Mr. Nair was President & Chief Executive Officer at AEM Holdings, a Singaporean multinational technology company. Prior to joining AEM, Mr. Nair was President of the Robotics and Autonomous Systems Business Unit at ST Engineering and before that, he was Managing Director and Vice President of Sales & Marketing for Asia Pacific (APAC) at National Instruments (NI). During his tenure at NI, Mr. Nair was responsible for the successful expansion of its business throughout the APAC region to customers in a variety of major industries. Mr. Nair holds Master’s degrees in Mathematics from Arizona State University and Bangalore University, and a Bachelor of Science in Physics, Chemistry, Mathematics from Christ College, Bangalore University.
Declared Dividend • Nov 14Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 17th December 2024 Payment date: 31st December 2024 Dividend yield will be 0.7%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 35%.
お知らせ • Nov 02Universal Display Corporation Revises Revenue Guidance for the Year 2024Universal Display Corporation revised revenue guidance for the year 2024. With recent updates to customer order expectations for the fourth quarter, the company are lowering 2024 revenue forecast range to $625 million to $645 million.
お知らせ • Oct 31Universal Display Corporation Approves Fourth Quarter Cash Dividend, Payable on December 31, 2024Universal Display Corporation announced that its Board of Directors approved a fourth quarter cash dividend of $0.40 per share on the Company's common stock. The dividend is payable on December 31, 2024, to shareholders of record on December 17, 2024.
お知らせ • Oct 15Universal Display Corporation to Report Q3, 2024 Results on Oct 30, 2024Universal Display Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
お知らせ • Aug 02+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for the Year 2024Universal Display Corporation revised revenue guidance for the year 2024. For the year, the company has increased the lower end of its previous revenue guidance and believes that 2024 revenue will be in the range of $645 million to $675 million.
お知らせ • Jul 16Universal Display Corporation to Report Q2, 2024 Results on Aug 01, 2024Universal Display Corporation announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
Upcoming Dividend • Jun 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.5%). In line with average of industry peers (0.9%).
Declared Dividend • May 13First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 138%.
Recent Insider Transactions • May 12Executive VP & Chief Technical Officer recently sold Mex$31m worth of stockOn the 8th of May, Julia Brown sold around 10k shares on-market at roughly Mex$2,963 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$121m more than they bought in the last 12 months.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$1.20 (vs US$0.83 in 1Q 2023)First quarter 2024 results: EPS: US$1.20 (up from US$0.83 in 1Q 2023). Revenue: US$165.3m (up 27% from 1Q 2023). Net income: US$56.9m (up 44% from 1Q 2023). Profit margin: 34% (up from 30% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • May 03+ 1 more updateUniversal Display Corporation Approves Second Quarter Cash Dividend, Payable on June 28, 2024Universal Display Corporation announced that its board of directors approved a second quarter cash dividend of $0.40 per share on the company's common stock. The dividend is payable on June 28, 2024, to shareholders of record on June 14, 2024.
お知らせ • Apr 28Universal Display Corporation, Annual General Meeting, Jun 20, 2024Universal Display Corporation, Annual General Meeting, Jun 20, 2024, at 10:00 Eastern Standard Time. Agenda: To elect ten members of the Board of Directors to hold one-year terms; to approve an advisory resolution regarding executive officer compensation; to ratify the appointment of KPMG LLP as independent registered public accounting firm for 2024 and to transact such other business as may properly come before the meeting or any postponements or adjournments thereof.
お知らせ • Apr 16Universal Display Corporation to Report Q1, 2024 Results on May 02, 2024Universal Display Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024
お知らせ • Mar 08Universal Display Corporation Announces the Appointment of Dr. Nigel Brown and Dr. Joan Lau to the Board of DirectorsUniversal Display Corporation announced that Dr. Nigel Brown and Dr. Joan Lau have joined the Company’s Board of Directors, effective March 4, 2024. The addition of these new directors expands UDC’s Board to ten members. Nigel Brown has more than 25 years of experience in leadership and strategy in the pharmaceutical, biotechnology and contract research industries. Dr. Brown is the Founder and Chief Executive Officer of Princeton Healthcare Advisory, LLC, an advisory firm specializing in support for growth-focused investors in healthcare and life science sectors. Dr. Brown is an Advisor for Rothschild & Co., Five Arrows Managers LLP and previously served as General Partner for Trevi Health Capital, a healthcare-focused specialty investment firm, and held oversight and advisory roles for numerous organizations. Dr. Brown has extensive experience in acquisitions and strategic partnerships in the biomedical and technology sectors and is a skilled partner in facilitating investments and corporate transactions. Dr. Brown received his BA in Chemistry and PhD in Physiological Sciences from the University of Oxford and his MBA from The Open University. Dr. Brown also serves on the board for Inotiv Inc. Joan Lau has more than 20 years of experience in executive leadership and business development for biopharmaceutical, biotechnology and R&D-focused companies. Dr. Lau is the Co-Founder and Chief Executive Officer of Spirovant (previously called Talee Bio), a gene therapy company developing treatments and cures for respiratory diseases including cystic fibrosis. Dr. Lau is also an Adjunct Professor and Trustee at the University of Pennsylvania. Previously, Dr. Lau co-founded and served as Managing Partner at Militia Hill Ventures, which focuses on building and growing high-quality life science companies. Dr. Lau has also served as CEO for several venture-capital-backed biotech companies. Dr. Lau earned her MBA from the Wharton School of Business at the University of Pennsylvania, her PhD in Neuroscience from the University of Cincinnati College of Medicine, and her BS in Bioengineering from the University of Pennsylvania. Dr. Lau also serves on the boards for Brandywine Realty Trust and Rockwell Medical Inc.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (1.0%).
Declared Dividend • Mar 04Fourth quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 267%.
Recent Insider Transactions • Mar 01Independent Director recently sold Mex$20m worth of stockOn the 27th of February, Lawrence Lacerte sold around 7k shares on-market at roughly Mex$2,922 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$102m more than they bought in the last 12 months.
Board Change • Feb 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 23+ 1 more updateUniversal Display Corporation Provides Revenue Guidance for the Year 2024Universal Display Corporation provided revenue guidance for the year 2024. For the year, the company expects revenue will be in the range of $625 million to $675 million.
お知らせ • Feb 06Universal Display Corporation to Report Q4, 2023 Results on Feb 22, 2024Universal Display Corporation announced that they will report Q4, 2023 results After-Market on Feb 22, 2024
Upcoming Dividend • Dec 07Upcoming dividend of US$0.35 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (1.4%).
Board Change • Dec 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 04Universal Display Corporation Provides Revenue Guidance for the 2023Universal Display Corporation are revising revenue forecast by narrowing guidance to a range of $565 million to $590 million.
お知らせ • Nov 03Universal Display Corporation Approves Cash Dividend for the Fourth Quarter, Payable on December 29, 2023Universal Display Corporation announced that its Board of Directors approved a fourth quarter cash dividend of $0.35 per share on the Company's common stock. The dividend is payable on December 29, 2023, to shareholders of record on December 15, 2023.
お知らせ • Oct 17Universal Display Corporation to Report Q3, 2023 Results on Nov 02, 2023Universal Display Corporation announced that they will report Q3, 2023 results on Nov 02, 2023
お知らせ • Aug 04+ 1 more updateUniversal Display Corporation Revises Revenue Guidance for the Year 2023Universal Display Corporation revised revenue guidance for the year 2023. The Company has increased the lower end of its previous revenue guidance and believes that 2023 revenue will be in the range of $560 million to $600 million.
お知らせ • Jul 12Universal Display Corporation to Report Q2, 2023 Results on Aug 03, 2023Universal Display Corporation announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023
Recent Insider Transactions • Jun 16Executive VP & Chief Technical Officer recently sold Mex$14m worth of stockOn the 7th of June, Julia Brown sold around 5k shares on-market at roughly Mex$2,611 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$36m. Insiders have been net sellers, collectively disposing of Mex$313m more than they bought in the last 12 months.
Board Change • Jun 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 05+ 1 more updateUniversal Display Corporation Announces Second Quarter Cash Dividend, Payable on June 30, 2023Universal Display Corporation announced a second quarter cash dividend of $0.35 per share on the company's common stock. The dividend is payable on June 30, 2023 to all shareholders of record on June 16, 2023.
Board Change • Apr 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Cynthia Comparin was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 20Universal Display Corporation to Report Q4, 2022 Results on Feb 23, 2023Universal Display Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
お知らせ • Jan 12Universal Display Corporation Reaffirms Revenue Guidance for the Year 2022Universal Display Corporation reaffirmed revenue guidance for the year 2022. For the period, the company expects to be in the range of $600 million, plus or minus $10 million.
Upcoming Dividend • Jun 08Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 15 June 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to Mex$2,515, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,142 per share.
Upcoming Dividend • Mar 09Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 16 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (5.4%). Lower than average of industry peers (1.4%).
Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.87 (up from US$2.81 in FY 2020). Revenue: US$553.5m (up 29% from FY 2020). Net income: US$183.1m (up 38% from FY 2020). Profit margin: 33% (up from 31% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 16%, compared to a 26% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$3,243, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 23x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,490 per share.
Recent Insider Transactions • Aug 13Lead Independent Director recently sold Mex$59m worth of stockOn the 10th of August, Elizabeth Gemmill sold around 15k shares on-market at roughly Mex$4,102 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$143m more than they bought in the last 12 months.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$0.86 (vs US$0.017 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$129.7m (up 124% from 2Q 2020). Net income: US$40.5m (up US$39.7m from 2Q 2020). Profit margin: 31% (up from 1.4% in 2Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • May 07First quarter 2021 earnings released: EPS US$1.09 (vs US$0.80 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$134.0m (up 19% from 1Q 2020). Net income: US$51.7m (up 37% from 1Q 2020). Profit margin: 39% (up from 34% in 1Q 2020). The increase in margin was driven by higher revenue.
お知らせ • May 07+ 1 more updateUniversal Display Corporation Provides Earnings Guidance for the Full Year of 2021Universal Display Corporation provided earnings guidance for the full year of 2021. For the period, the company continues to believe that its revenue will be approximately in the range of $530 million to $560 million.
Upcoming Dividend • Mar 08Upcoming Dividend of US$0.20 Per ShareWill be paid on the 31st of March to those who are registered shareholders by the 15th of March. The trailing yield of 0.4% is below the top quartile of Mexican dividend payers (4.9%), and is lower than industry peers (1.4%).
お知らせ • Jan 20Universal Display Corporation to Report Q4, 2020 Results on Feb 18, 2021Universal Display Corporation announced that they will report Q4, 2020 results After-Market on Feb 18, 2021
Recent Insider Transactions • Nov 17Independent Director recently sold Mex$761k worth of stockOn the 10th of November, Richard Elias sold around 177 shares on-market at roughly Mex$4,298 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$44m. Insiders have been net sellers, collectively disposing of Mex$62m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 06Independent Director recently sold Mex$8.9m worth of stockOn the 3rd of November, Lawrence Lacerte sold around 2k shares on-market at roughly Mex$4,225 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.
お知らせ • Oct 02Universal Display Corporation to Report Q3, 2020 Results on Oct 29, 2020Universal Display Corporation announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 29, 2020
お知らせ • Aug 23Universal Display Corporation Not Providing Guidance for the Year 2020Universal Display Corporation announced as a result of the ongoing uncertainties regarding both the scope and duration of the COVID-19 global pandemic, the Company continues to refrain from providing 2020 revenue guidance, which was withdrawn on May 7, 2020.
お知らせ • Jul 10Universal Display Corporation to Report Q2, 2020 Results on Aug 06, 2020Universal Display Corporation announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 06, 2020
