Zacks Research Issues Pessimistic Estimate for OLED Earnings

Universal Display Corporation (NASDAQ:OLED) – Equities researchers at Zacks Research reduced their Q2 2026 earnings per share (EPS) estimates for shares of Universal Display in a research note issued on Wednesday, April 22nd. Zacks Research analyst Team now forecasts that the semiconductor company will post earnings per share of $1.13 for the quarter, down from their previous estimate of $1.15. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Universal Display’s current full-year earnings is $4.83 per share. Zacks Research also issued estimates for Universal Display’s FY2026 earnings at $4.83 EPS, Q3 2027 earnings at $1.41 EPS and FY2027 earnings at $5.43 EPS.

Several other equities analysts have also recently weighed in on the company. Roth Mkm restated a “buy” rating and set a $180.00 price target on shares of Universal Display in a report on Friday, February 20th. Wall Street Zen upgraded Universal Display from a “sell” rating to a “hold” rating in a report on Sunday, February 22nd. Citigroup cut their price target on Universal Display from $130.00 to $105.00 and set a “neutral” rating for the company in a report on Tuesday, April 14th. Needham & Company LLC cut their price target on Universal Display from $150.00 to $145.00 and set a “buy” rating for the company in a report on Friday, February 20th. Finally, The Goldman Sachs Group set a $135.00 price target on Universal Display in a report on Tuesday. Two research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $141.25.

Universal Display Trading Down 1.4%

Shares of OLED opened at $97.78 on Friday. The business’s 50 day moving average is $99.70 and its 200 day moving average is $116.88. The company has a market capitalization of $4.61 billion, a PE ratio of 19.29, a price-to-earnings-growth ratio of 8.03 and a beta of 1.65. Universal Display has a 12-month low of $86.43 and a 12-month high of $163.21.

Universal Display (NASDAQ:OLED) last issued its earnings results on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.28 by $0.11. The company had revenue of $172.93 million for the quarter, compared to the consensus estimate of $173.35 million. Universal Display had a return on equity of 14.07% and a net margin of 37.21%.The firm’s quarterly revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the company earned $1.22 EPS.

Universal Display Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th were issued a $0.50 dividend. This is a positive change from Universal Display’s previous quarterly dividend of $0.45. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.0%. Universal Display’s dividend payout ratio (DPR) is presently 39.45%.

Hedge Funds Weigh In On Universal Display

A number of institutional investors and hedge funds have recently modified their holdings of the stock. MQS Management LLC purchased a new position in shares of Universal Display in the 1st quarter worth approximately $309,000. Apollon Wealth Management LLC boosted its holdings in shares of Universal Display by 8.8% in the 1st quarter. Apollon Wealth Management LLC now owns 5,696 shares of the semiconductor company’s stock worth $522,000 after purchasing an additional 463 shares during the period. Janney Montgomery Scott LLC boosted its holdings in shares of Universal Display by 3.5% in the 1st quarter. Janney Montgomery Scott LLC now owns 56,241 shares of the semiconductor company’s stock worth $5,155,000 after purchasing an additional 1,912 shares during the period. Pictet Asset Management Holding SA boosted its holdings in shares of Universal Display by 12.6% in the 1st quarter. Pictet Asset Management Holding SA now owns 7,361 shares of the semiconductor company’s stock worth $675,000 after purchasing an additional 822 shares during the period. Finally, Louisiana State Employees Retirement System purchased a new position in shares of Universal Display in the 1st quarter worth approximately $1,173,000. Hedge funds and other institutional investors own 78.19% of the company’s stock.

Trending Headlines about Universal Display

Here are the key news stories impacting Universal Display this week:

• Neutral Sentiment: Earnings preview: Zacks says OLED lacks the setup for an earnings beat and expects Q1 results to decline — this frames investor expectations ahead of the print. Earnings Preview
• Neutral Sentiment: Company expected to report quarterly earnings on Thursday — investors will watch actual results and forward guidance for catalysts. Earnings Date
• Negative Sentiment: Zacks downgraded OLED from “Hold” to “Strong Sell” and cut a series of near‑term and FY estimates, signaling weaker analyst conviction and added downside risk. Ticker coverage highlighted the downgrade alongside the current ~$97.78 share price. Downgrade Coverage
• Negative Sentiment: Specific estimate revisions from Zacks include: Q2 2026 EPS cut to $1.13 (from $1.15), Q3 2027 to $1.41 (from $1.43), FY2027 to $5.43 (from $5.57), and FY2026 to $4.83 (from $4.87). Multiple other quarterly trims (Q4 2026/Q1 2027/Q4 2027/Q1 2028) were also issued — collectively lowering near‑term earnings expectations and pressuring valuation.

Universal Display Company Profile

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.