Universal Display

OLED

Market cap $5.62B

Universal Display remains a compelling long-term investment, despite a recent share price decline and near-term revenue softness. OLED is poised for multi-year growth driven by Gen 8.6 fab ramps, IT display adoption, and commercialization of phosphorescent blue technology. The stock trades at a significant valuation discount to peers, supported by high margins, strong free cash flow, and a robust balance sheet.

Explore how Universal Display's (OLED) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

Wingstop is one the strongest restaurant businesses, and the stock has pulled back to a below-average valuation. Universal Display has competitive advantages that should help it benefit from a growing opportunity over the next several years.

EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC announced participation at the upcoming J.P. Morgan and Nasdaq investor conferences, as well as the IDW industry conference.

Universal Display missed on sales and missed on earnings last night. Sales declined sharply, with management saying sales appear to have been pulled forward in Q2.

OLED's Q3 earnings and revenues miss estimates as lower material sales and royalty fees weighed on results.

Although the revenue and EPS for Universal Display (OLED) give a sense of how its business performed in the quarter ended September 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 $0.92 per share, missing the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.4 per share a year ago.

Universal Display Corporation ( OLED ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Darice Liu - Senior Director of Investor Relations & Corporate Communications Steven V. Abramson - President, CEO & Director Brian Millard - VP, CFO & Treasurer Conference Call Participants Brian Lee - Goldman Sachs Group, Inc., Research Division Martin Yang - Oppenheimer & Co. Inc., Research Division Presentation Operator Good day, ladies and gentlemen.

EWING, N.J.--(BUSINESS WIRE)---- $OLED #OLED--UDC today announced that it has entered into a definitive agreement to acquire OLED patent assets from Merck KGaA, Darmstadt, Germany.