Universal Display (NASDAQ:OLED) Upgraded to Hold at Wall Street Zen

Universal Display (NASDAQ:OLED) was upgraded by Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued on Sunday.

OLED has been the subject of a number of other reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Universal Display in a research note on Wednesday, December 24th. Roth Mkm restated a “buy” rating and set a $180.00 target price on shares of Universal Display in a report on Friday. Citigroup lowered their price target on Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a research note on Tuesday, January 27th. Zacks Research downgraded shares of Universal Display from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Finally, Needham & Company LLC decreased their price objective on shares of Universal Display from $150.00 to $145.00 and set a “buy” rating for the company in a report on Friday. Two investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $151.67.

Universal Display Stock Performance

NASDAQ OLED opened at $104.07 on Friday. The stock has a market capitalization of $4.95 billion, a P/E ratio of 20.53, a price-to-earnings-growth ratio of 2.93 and a beta of 1.63. Universal Display has a 52 week low of $103.35 and a 52 week high of $164.29. The stock has a fifty day moving average of $119.79 and a 200-day moving average of $130.37.

Universal Display (NASDAQ:OLED) last posted its quarterly 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 business had revenue of $172.93 million for the quarter, compared to analysts’ expectations of $173.35 million. Universal Display had a return on equity of 14.19% and a net margin of 37.21%.The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. During the same quarter last year, the business earned $1.22 earnings per share. Equities research analysts forecast that Universal Display will post 4.71 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Universal Display

Several large investors have recently made changes to their positions in OLED. HM Payson & Co. raised its holdings in shares of Universal Display by 10.7% during the third quarter. HM Payson & Co. now owns 734 shares of the semiconductor company’s stock worth $105,000 after acquiring an additional 71 shares during the period. Farther Finance Advisors LLC increased its holdings in Universal Display by 27.2% during the 3rd quarter. Farther Finance Advisors LLC now owns 351 shares of the semiconductor company’s stock worth $50,000 after purchasing an additional 75 shares in the last quarter. Wealth Alliance LLC raised its stake in shares of Universal Display by 4.0% in the 2nd quarter. Wealth Alliance LLC now owns 2,186 shares of the semiconductor company’s stock valued at $338,000 after purchasing an additional 85 shares during the period. Lido Advisors LLC lifted its holdings in shares of Universal Display by 1.7% in the third quarter. Lido Advisors LLC now owns 5,783 shares of the semiconductor company’s stock valued at $831,000 after purchasing an additional 95 shares in the last quarter. Finally, Sigma Planning Corp boosted its position in shares of Universal Display by 1.0% during the fourth quarter. Sigma Planning Corp now owns 10,390 shares of the semiconductor company’s stock worth $1,210,000 after buying an additional 103 shares during the period. 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:

• Positive Sentiment: Q4 EPS beat and revenue growth — OLED reported $1.39 EPS vs. $1.28 expected and revenue of ~$173M, up 6.5% year-over-year, driven by strong material sales and royalties. OLED’s Q4 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: Dividend increase — UDC raised its quarterly cash dividend to $0.50/share (11.1% increase), which supports yield and shareholder return expectations. Universal Display Corporation Increases Quarterly Cash Dividend to $0.50 per Share
• Neutral Sentiment: Earnings call details available — Management provided color in the Q4/2025 earnings call and transcript; useful for judging cadence of material sales, royalty trajectory and margin outlook. Universal Display Corporation (OLED) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst target adjusted — Needham cut its price target from $150 to $145 but kept a “buy” rating, signaling continued confidence despite near-term headwinds. Analyst price target update
• Negative Sentiment: 2026 revenue guide below consensus — UDC guided revenue of $650M–$700M for FY2026, under the consensus (~$718.5M), which likely drove today’s selloff despite the beat. Investors are focused on the slower near-term demand outlook implied by the guide. Universal Display Corporation Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Large holder exit — Peregrine sold ~50,560 shares (~$7.3M), reducing an institutional position; while not decisive alone, it can add selling pressure in thin windows. Peregrine Closes 50,000-Share OLED Position Worth USD7.3 Million

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.