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の有機発光ダイオード（OLED）技術と材料の研究、開発、商業化に従事している。 詳細
報酬
リスク分析
OLED リスクチェックを通過した。
OLED Community Fair Values
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Analyst Price Targets
Universal Display Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$87.61 |
| 52週高値 | US$163.21 |
| 52週安値 | US$83.64 |
| ベータ | 1.54 |
| 1ヶ月の変化 | -11.99% |
| 3ヶ月変化 | -26.94% |
| 1年変化 | -42.02% |
| 3年間の変化 | -40.47% |
| 5年間の変化 | -58.54% |
| IPOからの変化 | 1,609.46% |
最新ニュース
ナラティブの更新 • 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.分析記事 • May 04
Earnings Miss: Universal Display Corporation Missed EPS By 34% And Analysts Are Revising Their Forecasts
The analysts might have been a bit too bullish on Universal Display Corporation ( NASDAQ:OLED ), given that the company...Recent updates
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • Mar 08
OLED: IT Panel Demand Will Drive Future Bullish Re Rating
Analysts have trimmed their price target on Universal Display to $184 from $194, citing updated assumptions around growth, margins and discount rates. They also highlight potential future demand from IT OLED adoption, blue emitters and added 8.6 gen capacity.Seeking Alpha • Feb 25
Universal Display: Weak Demand Hurts Growth
Summary Universal Display Corporation remains a 'Buy' despite underperformance, with a revised price target of $130/share reflecting increased competition and slower growth. Recent earnings misses and weaker OLED demand, coupled with rising competition from Micro/MiniLED and Chinese manufacturers, have pressured pricing and outlook. Client concentration, especially reliance on LG Display, and elevated inventory levels highlight ongoing risks and forecast uncertainty for OLED. At $102/share, OLED offers an 18-22% annualized upside and a 1.9% yield, but risk/reward is now more speculative and requires properly set expectations. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • Oct 27
Universal Display Corporation's (NASDAQ:OLED) Popularity With Investors Is Clear
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...分析記事 • Sep 29
When Should You Buy Universal Display Corporation (NASDAQ:OLED)?
Universal Display Corporation ( NASDAQ:OLED ), might not be a large cap stock, but it led the NASDAQGS gainers with a...分析記事 • Sep 15
With EPS Growth And More, Universal Display (NASDAQ:OLED) Makes An Interesting Case
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Sep 02
Returns At Universal Display (NASDAQ:OLED) Appear To Be Weighed Down
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
新しいナラティブ • Aug 25
OLED Technology's Bright Future Powers Robust Market Expansion And Revenue Growth
Growing market demand for OLED technology in consumer electronics and significant market expansion in the IT and gaming sectors indicate increased revenue streams for Universal Display.株主還元
| OLED | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -5.0% | -2.4% | -1.0% |
| 1Y | -42.0% | 96.9% | 23.3% |
業界別リターン: OLED過去 1 年間で96.9 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: OLEDは、過去 1 年間で23.3 % のリターンを上げたUS市場を下回りました。
価格変動
| OLED volatility | |
|---|---|
| OLED Average Weekly Movement | 6.4% |
| Semiconductor Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: OLED 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: OLEDの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1985 | 469 | Steve Abramson | oled.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の有機発光ダイオード（OLED）技術と材料の研究、開発、商業化に従事している。UniversalPHOLEDブランドでディスプレイや照明製品用の燐光有機発光ダイオード（PHOLED）技術と材料を提供している。また、フレキシブル基板上に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も提供している。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。同社は韓国、中国、日本、米国、および国際的に事業を展開している。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。
Universal Display Corporation 基礎のまとめ
| OLED 基礎統計学 | |
|---|---|
| 時価総額 | US$4.18b |
| 収益（TTM） | US$213.45m |
| 売上高(TTM) | US$626.55m |
19.2x
PER（株価収益率6.5x
P/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
| OLED 損益計算書（TTM） | |
|---|---|
| 収益 | US$626.55m |
| 売上原価 | US$161.86m |
| 売上総利益 | US$464.69m |
| その他の費用 | US$251.24m |
| 収益 | US$213.45m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.57 |
| グロス・マージン | 74.17% |
| 純利益率 | 34.07% |
| 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| Universal Display 配当日 | |
|---|---|
| 配当落ち日 | Jun 16 2026 |
| 配当支払日 | Jun 30 2026 |
| 配当落ちまでの日数 | 26 days |
| 配当支払日までの日数 | 40 days |
OLED 配当は確実ですか？
OLED 配当履歴とベンチマークを見る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 | 2026/05/19 15:59 |
| 終値 | 2026/05/19 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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。22
| アナリスト | 機関 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |