Universal Display (OLED) to Release Quarterly Earnings on Thursday

Universal Display (NASDAQ:OLED) will likely be announcing its Q4 2025 results after the market closes on Thursday, February 19th. Analysts expect the company to announce earnings of $1.28 per share and revenue of $173.35 million for the quarter. Parties can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 19, 2026 at 5:00 PM ET.

Universal Display Stock Performance

Shares of NASDAQ OLED opened at $124.90 on Tuesday. Universal Display has a 52-week low of $103.70 and a 52-week high of $164.29. The business has a fifty day moving average of $120.24 and a two-hundred day moving average of $131.06. The stock has a market cap of $5.94 billion, a PE ratio of 26.92, a PEG ratio of 3.51 and a beta of 1.63.

Analyst Ratings Changes

A number of research firms have commented on OLED. Zacks Research lowered shares of Universal Display from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Wall Street Zen cut shares of Universal Display from a “hold” rating to a “sell” rating in a research note on Saturday. Citigroup reduced their target price on Universal Display from $150.00 to $130.00 and set a “neutral” rating on the stock in a report on Tuesday, January 27th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Universal Display in a report on Wednesday, December 24th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $150.00 price objective on shares of Universal Display in a research report on Monday, December 22nd. Two equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $163.25.

Institutional Investors Weigh In On Universal Display

A number of institutional investors and hedge funds have recently modified their holdings of OLED. State Street Corp grew its position in shares of Universal Display by 4.3% in the 4th quarter. State Street Corp now owns 1,694,779 shares of the semiconductor company’s stock valued at $197,916,000 after purchasing an additional 69,163 shares during the period. JPMorgan Chase & Co. lifted its stake in Universal Display by 86.4% in the fourth quarter. JPMorgan Chase & Co. now owns 880,678 shares of the semiconductor company’s stock valued at $102,846,000 after buying an additional 408,315 shares in the last quarter. First Trust Advisors LP boosted its holdings in shares of Universal Display by 17.4% in the fourth quarter. First Trust Advisors LP now owns 806,454 shares of the semiconductor company’s stock valued at $94,178,000 after buying an additional 119,504 shares during the period. Dimensional Fund Advisors LP increased its position in shares of Universal Display by 5.9% during the fourth quarter. Dimensional Fund Advisors LP now owns 726,505 shares of the semiconductor company’s stock worth $84,846,000 after acquiring an additional 40,798 shares in the last quarter. Finally, Rafferty Asset Management LLC increased its position in shares of Universal Display by 63.2% during the second quarter. Rafferty Asset Management LLC now owns 574,161 shares of the semiconductor company’s stock worth $88,685,000 after acquiring an additional 222,327 shares in the last quarter. 78.19% of the stock is owned by institutional investors.

About Universal Display

Universal Display Corporation (NASDAQ: OLED) is a technology company specializing in organic light-emitting diode (OLED) solutions. The company develops and commercializes materials, technologies and software used in the creation of OLED displays and lighting. Its offerings include proprietary phosphorescent OLED (PHOLED) materials, display driver integrated circuits and process technologies that enable higher efficiency, longer lifetimes and improved color performance for a range of display and lighting applications.

Universal Display’s core business is licensing its extensive OLED patent portfolio to display manufacturers and providing them with the key organic materials needed for device fabrication.