Universal Display

OLED

Market cap $5.12B

EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC today announced the extension of its long-term OLED material supply and license agreements with LG Display.

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.

Explore Universal Display's (OLED) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC announced participation in upcoming conferences: Investor: Susquehanna and BofA Securities; Industry: LOPEC, Display Korea, ACS Spring, and ICDT.

OLED beats Q4 EPS estimates as revenues rise to $173M on strong material sales and royalties, guides 2026 revenues at $650M-$700M.

Universal Display Corporation (OLED) Q4 2025 Earnings Call Transcript

Although the revenue and EPS for Universal Display (OLED) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Universal Display Corp. (OLED) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.22 per share a year ago.

EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC increases its first quarter 2026 cash dividend to $0.50 per common share, up from the prior quarter's $0.45 per share.

EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--Universal Display Corporation (Nasdaq: OLED) today reported financial results for the fourth quarter and full year ended December 31, 2025.