Universal Display Corporation

NasdaqGS:OLED 주식 리포트

시가총액: US$4.4b

Universal Display 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Steve Abramson

최고경영자

US$8.9m

총 보수

CEO 급여 비율10.71%
CEO 재임 기간30yrs
CEO 지분 보유율0.6%
경영진 평균 재임 기간9.6yrs
이사회 평균 재임 기간18.9yrs

최근 경영진 업데이트

분석 기사 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...

Recent updates

Seeking Alpha May 27

Universal Display: Trading At Fair Value While Positioning For Industrial Capacity Expansion

Summary Universal Display is rated a 'Hold,' as shares trade at intrinsic value with flat FY 2026 revenue guidance. OLED's Q1 2026 revenue fell 14.47% YoY, but South Korean sales rose 7%, and material sales remain central to growth. Management is focused on AI-optimized OLED solutions and extended its partnership with LG Display to drive future material sales. The company's $400M buyback, 2.12% dividend yield, and exposure to capacity expansions at Samsung and BOE underpin capital return and growth optionality. Read the full article on Seeking Alpha
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.

CEO 보수 분석

Steve Abramson의 보수는 Universal Display의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$213m

Dec 31 2025US$9mUS$954k

US$242m

Sep 30 2025n/an/a

US$222m

Jun 30 2025n/an/a

US$244m

Mar 31 2025n/an/a

US$229m

Dec 31 2024US$9mUS$918k

US$222m

Sep 30 2024n/an/a

US$237m

Jun 30 2024n/an/a

US$222m

Mar 31 2024n/an/a

US$219m

Dec 31 2023US$9mUS$878k

US$202m

Sep 30 2023n/an/a

US$205m

Jun 30 2023n/an/a

US$207m

Mar 31 2023n/an/a

US$199m

Dec 31 2022US$10mUS$843k

US$209m

Sep 30 2022n/an/a

US$190m

Jun 30 2022n/an/a

US$182m

Mar 31 2022n/an/a

US$181m

Dec 31 2021US$11mUS$814k

US$183m

Sep 30 2021n/an/a

US$191m

Jun 30 2021n/an/a

US$185m

Mar 31 2021n/an/a

US$146m

Dec 31 2020US$18mUS$781k

US$132m

Sep 30 2020n/an/a

US$105m

Jun 30 2020n/an/a

US$102m

Mar 31 2020n/an/a

US$144m

Dec 31 2019US$13mUS$744k

US$137m

보상 대 시장: Steve의 총 보수(USD8.91M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.02M) 수준입니다.

보상과 수익: Steve의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Steve Abramson (73 yo)

30yrs
재임 기간
US$8,909,990
보수

Mr. Steven V. Abramson, also known as Steve, has been the Chief Executive Officer and President of Universal Display Corporation since December 2007 and May 1996 respectively. Mr. Abramson served as the Pr...


리더십 팀

이름직위재임 기간보수지분
Steven Abramson
President30yrsUS$8.91m0.63%
$ 27.9m
Brian Millard
VP, CFO & Treasurer3.7yrsUS$3.32m0.047%
$ 2.1m
Julia Brown
Executive VP & Chief Technical Officer23.9yrsUS$6.43m0.21%
$ 9.0m
Mauro Premutico
Senior VP of Planning14.1yrsUS$5.10m0.078%
$ 3.4m
Janice Mahon
Senior VP of Technology Commercialization & GM of Commercial Sales Business5.1yrsUS$4.13m데이터 없음
Darice Liu
Senior Director of Investor Relations & Corporate Communicationsno data데이터 없음데이터 없음
Chandran Ramesh Nair
Chief Executive Officer of OVJP Operations1.4yrs데이터 없음데이터 없음
9.6yrs
평균 재임 기간
61.5yo
평균 나이

경험이 풍부한 관리: OLED의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.6 년).


이사회 구성원

이름직위재임 기간보수지분
Steven Abramson
President30yrsUS$8.91m0.63%
$ 27.9m
Sidney Rosenblatt
Independent Chair of the Board of Directors30yrsUS$348.07k0.33%
$ 14.6m
Elizabeth Gemmill
Lead Independent Director29.1yrsUS$369.57k0.21%
$ 9.4m
C. Hartley
Independent Director25.7yrsUS$341.57k0.18%
$ 7.9m
Lawrence Lacerte
Independent Director26.6yrsUS$346.07k0.25%
$ 11.2m
Stephen Forrest
Member of the Scientific Advisory Boardno data데이터 없음데이터 없음
Nigel Brown
Independent Director2.2yrsUS$316.32k0.0061%
$ 269.4k
Cynthia Comparin
Independent Director6.3yrsUS$344.82k0.018%
$ 791.4k
Richard Elias
Independent Director12.1yrsUS$336.82k0.036%
$ 1.6m
Mark Thompson
Member of the Scientific Advisory Boardno data데이터 없음데이터 없음
Joan Lau
Independent Director2.2yrsUS$311.57k0.0061%
$ 269.4k
Celia Joseph
Independent Director6.3yrsUS$333.07k0.018%
$ 791.4k
18.9yrs
평균 재임 기간
72yo
평균 나이

경험이 풍부한 이사회: OLED의 이사회는 노련하고 경험이 풍부합니다(평균 재임 18.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 20:46
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Universal Display Corporation는 22명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brett SimpsonArete Research Services LLP
Nam Hyung KimArete Research Services LLP
James FontanelliArete Research Services LLP