Roth Capital Issues Pessimistic Forecast for OLED Earnings

Universal Display Co. (NASDAQ:OLED) – Stock analysts at Roth Capital cut their Q3 2025 earnings per share (EPS) estimates for shares of Universal Display in a report released on Friday, February 21st. Roth Capital analyst S. Searle now expects that the semiconductor company will post earnings per share of $1.15 for the quarter, down from their prior forecast of $1.16. The consensus estimate for Universal Display’s current full-year earnings is $4.71 per share. Roth Capital also issued estimates for Universal Display’s Q1 2026 earnings at $1.15 EPS, Q2 2026 earnings at $1.26 EPS, Q3 2026 earnings at $1.53 EPS and FY2026 earnings at $5.72 EPS.

Other equities research analysts also recently issued research reports about the company. Susquehanna decreased their target price on Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a report on Friday. TD Cowen reduced their price objective on Universal Display from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Thursday, October 31st. The Goldman Sachs Group lowered their target price on Universal Display from $234.00 to $203.00 and set a “buy” rating on the stock in a research note on Thursday, February 6th. Needham & Company LLC dropped their target price on Universal Display from $215.00 to $170.00 and set a “buy” rating on the stock in a report on Friday. Finally, Roth Mkm boosted their price target on Universal Display from $207.00 to $213.00 and gave the company a “buy” rating in a report on Friday. Two investment analysts have rated the stock with a hold rating and five have issued a buy rating to the company. Based on data from MarketBeat, Universal Display currently has a consensus rating of “Moderate Buy” and an average target price of $190.43.

Universal Display Trading Up 0.4 %

NASDAQ:OLED opened at $157.90 on Monday. The company has a market capitalization of $7.50 billion, a P/E ratio of 33.96, a PEG ratio of 1.61 and a beta of 1.39. Universal Display has a 12 month low of $140.17 and a 12 month high of $237.00. The firm has a fifty day simple moving average of $148.39 and a 200-day simple moving average of $173.84.

Universal Display (NASDAQ:OLED) last released its earnings results on Thursday, February 20th. The semiconductor company reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.08 by $0.14. The company had revenue of $162.29 million during the quarter, compared to analysts’ expectations of $152.75 million. Universal Display had a net margin of 34.29% and a return on equity of 15.51%.

Institutional Trading of Universal Display

Several institutional investors have recently bought and sold shares of OLED. International Assets Investment Management LLC acquired a new stake in Universal Display in the 3rd quarter valued at $6,785,000. State of Alaska Department of Revenue lifted its holdings in Universal Display by 7.3% during the third quarter. State of Alaska Department of Revenue now owns 5,072 shares of the semiconductor company’s stock valued at $1,064,000 after purchasing an additional 345 shares in the last quarter. Nisa Investment Advisors LLC grew its position in shares of Universal Display by 60.2% in the third quarter. Nisa Investment Advisors LLC now owns 173 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 65 shares during the period. Pallas Capital Advisors LLC purchased a new stake in shares of Universal Display during the third quarter worth about $333,000. Finally, US Bancorp DE raised its position in shares of Universal Display by 43.9% during the 3rd quarter. US Bancorp DE now owns 5,037 shares of the semiconductor company’s stock worth $1,057,000 after purchasing an additional 1,536 shares during the last quarter. 78.19% of the stock is owned by institutional investors and hedge funds.

Universal Display Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Monday, March 17th will be given a dividend of $0.45 per share. The ex-dividend date of this dividend is Monday, March 17th. This represents a $1.80 dividend on an annualized basis and a yield of 1.14%. This is an increase from Universal Display’s previous quarterly dividend of $0.40. Universal Display’s dividend payout ratio is currently 38.71%.

Universal Display Company Profile

Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications in the United States and internationally. The company offers PHOLED technologies and materials for displays and lighting products under the UniversalPHOLED brand.