Universal Display (NASDAQ:OLED) Price Target Lowered to $90.00 at Susquehanna

Posted by George Bondi on Aug 1st, 2026

Universal Display (NASDAQ:OLED – Free Report) had its target price reduced by Susquehanna from $110.00 to $90.00 in a report issued on Friday morning, Marketbeat Ratings reports. Susquehanna currently has a neutral rating on the semiconductor company’s stock.

A number of other equities analysts also recently weighed in on OLED. The Goldman Sachs Group set a $135.00 price target on Universal Display in a research report on Tuesday, April 21st. Needham & Company LLC cut their price objective on shares of Universal Display from $120.00 to $100.00 and set a “buy” rating on the stock in a research report on Friday. BTIG Research lowered shares of Universal Display to a “neutral” rating in a research report on Friday. Weiss Ratings cut shares of Universal Display from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday. Finally, Zacks Research downgraded shares of Universal Display from a “hold” rating to a “strong sell” rating in a research report on Tuesday, April 21st. Three research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Universal Display has an average rating of “Hold” and an average target price of $118.83.

Get Our Latest Analysis on Universal Display

Universal Display Price Performance

Shares of Universal Display stock opened at $80.16 on Friday. The firm has a market cap of $3.75 billion, a price-to-earnings ratio of 19.41 and a beta of 1.54. The stock’s 50-day moving average is $85.44 and its 200-day moving average is $97.14. Universal Display has a one year low of $76.42 and a one year high of $153.38.

Universal Display (NASDAQ:OLED – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The semiconductor company reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Universal Display had a return on equity of 11.27% and a net margin of 32.24%.The business had revenue of $152.16 million during the quarter, compared to the consensus estimate of $157.54 million. During the same period last year, the company earned $1.41 earnings per share. Universal Display’s quarterly revenue was down 11.4% on a year-over-year basis. On average, equities analysts expect that Universal Display will post 4.23 EPS for the current year.

Universal Display Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date is Wednesday, September 16th. Universal Display’s dividend payout ratio (DPR) is currently 44.64%.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in OLED. Measured Wealth Private Client Group LLC acquired a new stake in shares of Universal Display in the 3rd quarter valued at approximately $33,000. RHL Group LLC acquired a new position in Universal Display during the fourth quarter worth $60,000. Canada Pension Plan Investment Board acquired a new position in Universal Display during the second quarter worth $62,000. UMB Bank n.a. raised its position in Universal Display by 28.3% during the fourth quarter. UMB Bank n.a. now owns 549 shares of the semiconductor company’s stock worth $64,000 after acquiring an additional 121 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. acquired a new stake in Universal Display in the fourth quarter valued at $75,000. Institutional investors and hedge funds own 78.19% of the company’s stock.

More Universal Display News

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

Positive Sentiment: Universal Display reported second-quarter earnings of $1.06 per share, exceeding the $1.04 consensus estimate. Royalty revenue growth helped offset weaker-than-expected materials sales. OLED Q2 Earnings Beat Estimates on Royalty Growth, Material Sales Lag
Positive Sentiment: The company declared a quarterly cash dividend of $0.50 per share, payable September 30 to shareholders of record September 16. The payment represents an annualized dividend of approximately $2.00 and a yield near 2.5%, providing ongoing shareholder support. Universal Display Corporation Announces Quarterly Cash Dividend
Neutral Sentiment: Susquehanna lowered its price target on OLED from $110 to $90 and changed its rating to “neutral.” Although the revised target still implies upside from recent trading levels, the downgrade signals reduced confidence in near-term growth. Susquehanna Price-Target Update
Negative Sentiment: Second-quarter revenue was $152.16 million, below the roughly $157.5 million consensus estimate and down 11.4% year over year. EPS also declined from $1.41 a year earlier, indicating that the earnings beat was not driven by broad-based growth. Universal Display Second-Quarter Earnings Report
Negative Sentiment: Universal Display’s fiscal 2026 revenue outlook of approximately $630 million trails the $646.4 million analyst consensus. Demand softness and weaker materials sales have pushed expectations toward the low end of guidance, raising concerns about OLED industry momentum.

About Universal Display

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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.