Universal Display Beheer
Beheer criteriumcontroles 4/4
Momenteel beschikken wij niet over voldoende informatie over de CEO.
Belangrijke informatie
Steve Abramson
Algemeen directeur
US$8.9m
Totale compensatie
| Percentage CEO-salaris | 10.71% |
| Dienstverband CEO | 30yrs |
| Eigendom CEO | 0.6% |
| Management gemiddelde ambtstermijn | 9.6yrs |
| Gemiddelde ambtstermijn bestuur | 18.9yrs |
Recente managementupdates
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
Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$213m |
| Dec 31 2025 | US$9m | US$954k | US$242m |
| Sep 30 2025 | n/a | n/a | US$222m |
| Jun 30 2025 | n/a | n/a | US$244m |
| Mar 31 2025 | n/a | n/a | US$229m |
| Dec 31 2024 | US$9m | US$918k | US$222m |
| Sep 30 2024 | n/a | n/a | US$237m |
| Jun 30 2024 | n/a | n/a | US$222m |
| Mar 31 2024 | n/a | n/a | US$219m |
| Dec 31 2023 | US$9m | US$878k | US$202m |
| Sep 30 2023 | n/a | n/a | US$205m |
| Jun 30 2023 | n/a | n/a | US$207m |
| Mar 31 2023 | n/a | n/a | US$199m |
| Dec 31 2022 | US$10m | US$843k | US$209m |
| Sep 30 2022 | n/a | n/a | US$190m |
| Jun 30 2022 | n/a | n/a | US$182m |
| Mar 31 2022 | n/a | n/a | US$181m |
| Dec 31 2021 | US$11m | US$814k | US$183m |
| Sep 30 2021 | n/a | n/a | US$191m |
| Jun 30 2021 | n/a | n/a | US$185m |
| Mar 31 2021 | n/a | n/a | US$146m |
| Dec 31 2020 | US$18m | US$781k | US$132m |
| Sep 30 2020 | n/a | n/a | US$105m |
| Jun 30 2020 | n/a | n/a | US$102m |
| Mar 31 2020 | n/a | n/a | US$144m |
| Dec 31 2019 | US$13m | US$744k | US$137m |
Compensatie versus markt: De totale vergoeding ($USD 8.91M ) Steve } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.02M ).
Compensatie versus inkomsten: De vergoeding van Steve is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Steve Abramson (73 yo)
30yrs
Tenure
US$8,909,990
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 30yrs | US$8.91m | 0.63% $ 27.9m | |
| VP, CFO & Treasurer | 3.7yrs | US$3.32m | 0.047% $ 2.1m | |
| Executive VP & Chief Technical Officer | 23.9yrs | US$6.43m | 0.21% $ 9.0m | |
| Senior VP of Planning | 14.1yrs | US$5.10m | 0.078% $ 3.4m | |
| Senior VP of Technology Commercialization & GM of Commercial Sales Business | 5.1yrs | US$4.13m | geen gegevens | |
| Senior Director of Investor Relations & Corporate Communications | no data | geen gegevens | geen gegevens | |
| Chief Executive Officer of OVJP Operations | 1.4yrs | geen gegevens | geen gegevens |
9.6yrs
Gemiddelde duur
61.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van OLED is doorgewinterd en ervaren (gemiddelde ambtstermijn van 9.6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 30yrs | US$8.91m | 0.63% $ 27.9m | |
| Independent Chair of the Board of Directors | 30yrs | US$348.07k | 0.33% $ 14.6m | |
| Lead Independent Director | 29.1yrs | US$369.57k | 0.21% $ 9.4m | |
| Independent Director | 25.7yrs | US$341.57k | 0.18% $ 7.9m | |
| Independent Director | 26.6yrs | US$346.07k | 0.25% $ 11.2m | |
| Member of the Scientific Advisory Board | no data | geen gegevens | geen gegevens | |
| Independent Director | 2.2yrs | US$316.32k | 0.0061% $ 269.4k | |
| Independent Director | 6.3yrs | US$344.82k | 0.018% $ 791.4k | |
| Independent Director | 12.1yrs | US$336.82k | 0.036% $ 1.6m | |
| Member of the Scientific Advisory Board | no data | geen gegevens | geen gegevens | |
| Independent Director | 2.2yrs | US$311.57k | 0.0061% $ 269.4k | |
| Independent Director | 6.3yrs | US$333.07k | 0.018% $ 791.4k |
18.9yrs
Gemiddelde duur
72yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van OLED zijn ervaren en ervaren (gemiddelde ambtstermijn van 18.9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/29 11:18 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Universal Display Corporation wordt gevolgd door 22 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |