OLED

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Universal Display (OLED) is back on investors’ radar after announcing plans to release its second quarter 2026 results on July 30, along with a conference call and webcast for shareholders. See our latest analysis for Universal Display. Universal Display’s share price has been under pressure, with a 30 day share price return down 14.01% and year to date share price return down 35.45%, while the 1 year total shareholder return is down 47.21%. This points to fading momentum despite upcoming earnings and recent sector wide selling. If you are comparing Universal Display with other chip related plays, this could be a good moment to review 52 AI infrastructure stocks After Universal Display’s sharp reset and a share price far below analyst targets, the live question is whether most of the upside now lies ahead or if the stock has already given you the best part of the story. At a last close of $78.65 versus a narrative fair value of $128.11, Universal Display is framed as materially undervalued, with that gap built on detailed growth and margin assumptions. Read the complete narrative. Want to see what sits behind that higher price? The narrative leans on steady revenue expansion, resilient margins and a future earnings multiple that contrasts sharply with today. Result: Fair Value of $128.11 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the Universal Display narrative still faces real tests, with revenue volatility tied to customer ordering patterns and competitive pressure from alternative display technologies, both capable of challenging that upside case. Find out about the key risks to this Universal Display narrative. The narrative fair value suggests Universal Display is undervalued, but the SWS DCF model points the other way. On that cash flow view, Universal Display’s share price of $78.65 sits above an estimated value of $44.91, framing the stock as expensive rather than cheap. Which story do you think fits your own expectations? Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Universal Display for example). We show the entire calculation in full....

EWING, N.J., July 13, 2026--(BUSINESS WIRE)--Universal Display Corporation (Nasdaq: OLED), a global leader in energy-efficient OLED technologies and materials, today announced its results for the second quarter, ended June 30, 2026, will be released on Thursday, July 30, 2026, after market close. At that time, a copy of the financial results release will be available on the Company’s website at https://oled.com/. In conjunction with this release, Universal Display will host a conference call on Thursday, July 30, 2026, at 5:00 p.m. Eastern Time. The live webcast of the conference call can be accessed under the events page of the Company's Investor Relations website at ir.oled.com. Those wishing to participate in the live call should dial 1-877-524-8416 (toll-free) or 1-412-902-1028. Please dial in 5-10 minutes prior to the scheduled conference call time. An online archive of the webcast will be available within two hours of the conclusion of the call. About Universal Display CorporationUniversal Display Corporation (Nasdaq: OLED) is a leader in the research, development and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. Founded in 1994 and with subsidiaries and offices around the world, the Company currently owns, exclusively licenses or has the sole right to sublicense more than 6,500 patents issued and pending worldwide. Universal Display licenses its proprietary technologies, including its breakthrough high-efficiency UniversalPHOLED® phosphorescent OLED technology that can enable the development of energy-efficient and eco-friendly displays and solid-state lighting. The Company also develops and offers high-quality, state-of-the-art UniversalPHOLED materials that are recognized as key ingredients in the fabrication of OLEDs with peak performance. In addition, Universal Display delivers innovative and customized solutions to its clients and partners through technology transfer, collaborative technology development and on-site training. To learn more about Universal Display Corporation, please visit https://oled.com/. Universal Display Corporation and the Universal Display Corporation logo are trademarks or registered trademarks of Universal Display Corporation. All other Company, brand or product names may be trademarks or registered trademarks. All statements i...

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Universal Display (NASDAQ:OLED) and the rest of the analog semiconductors stocks fared in Q1. Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years. The 15 analog semiconductors stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was 5.7% above. Thankfully, share prices of the companies have been resilient as they are up 7.4% on average since the latest earnings results. Serving major consumer electronics manufacturers, Universal Display (NASDAQ:OLED) is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications. Universal Display reported revenues of $142.2 million, down 14.5% year on year. This print fell short of analysts’ expectations by 11%. Overall, it was a disappointing quarter for the company with full-year revenue guidance missing analysts’ expectations. Universal Display delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. The market seems disappointed with the results as the stock is down 2.5% since reporting and currently trades at $84.95. Read our full report on Universal Display here, it’s free. Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ:TXN) is the world’s largest producer of analog semiconductors. Texas Instruments reported revenues of $4.83 billion, up 18.6% year on year, outperforming analysts’ expectations by 6.6%. The business had a stunning quarter with a beat of analysts’ EPS and operating income estimates. Texas Instruments delivered the biggest analyst estimate beat among its peers. The market seems happy with the results as the stock is up 20.8% since reporting. It currently trades at $285.36. Is now the time to buy Texas Instruments? Access our full analysis of the e...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Universal Display (OLED) is back in focus after Q1 2026 results showed revenue and operating income declines, as well as a reduced multi-year outlook, with management pointing to more measured demand and upcoming capacity additions in Korea and China. See our latest analysis for Universal Display. The Q1 setback and lowered outlook have come alongside a share price that has fallen 10.2% over the past month and 26.6% year to date, while the 1 year total shareholder return is down 40.4%, pointing to fading momentum as investors reassess growth and risk. If this kind of reset has you thinking about where else capital could work harder, it may be worth scanning 18 top founder-led companies With Universal Display shares down sharply over multiple time frames and analysts trimming expectations, the key question now is whether recent weakness has already reset valuations, or if the stock still fully reflects future growth risks and opportunities. Universal Display's most followed narrative pegs fair value at $154.44 versus the last close of $89.40, framing a wide gap that hinges on long term OLED adoption and earnings power. Read the complete narrative. That fair value view leans heavily on steady revenue expansion, resilient margins, and a richer earnings base, backed by a higher future earnings multiple than today. The tension between current share price weakness and these assumptions is what really matters. Result: Fair Value of $154.44 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upside story still competes with real risks, particularly uneven OLED material demand and potential delays or disappointments in the ramp up of IT OLED capacity. Find out about the key risks to this Universal Display narrative. While the crowd narrative flags Universal Display as 42.1% undervalued at a fair value of $154.44, the SWS DCF model lands in a very different place, with an estimated future cash flow value of $57.53 versus the current $89.40 share price, implying the stock screens as overvalued on this measure. The gap between a cash flow based value below the market price and a narrative fair value well above it raises a simple question for you as an investor: which lens do y...

Universal Display recently reported weaker Q1 2026 results, with revenue and operating income falling due to shifts in customer mix and lower unit volumes, and management reduced its multi-year revenue outlook amid more measured market conditions. Despite this softer backdrop, the company highlighted resilient margins, a strong cash position, and ongoing investment in phosphorescent blue OLED technology and new capacity additions in Korea and China as longer-term growth drivers. Next, we’ll examine how the reduced multi-year revenue outlook and softer Q1 results may reshape Universal Display’s investment narrative. Invest in the nuclear renaissance through our list of 88 elite nuclear energy infrastructure plays powering the global AI revolution. To own Universal Display, you have to believe OLED remains central to future display upgrades and that the company can translate its materials and IP into steady royalties, even as customer orders swing. The softer Q1 2026 results and trimmed revenue outlook matter mainly because they highlight how dependent the near term catalyst is on Gen 8.6 fab ramps and IT OLED adoption, while reinforcing the key risk of ongoing volatility in material shipments and revenue visibility. In this context, the board’s approval of a share repurchase program of up to US$400,000,000, alongside active buybacks in Q1 2026, stands out. It sits against weaker near term trends but underscores management’s willingness to return capital while continuing to invest in phosphorescent blue and support expected capacity additions in Korea and China, both of which are central to the coming wave of IT and automotive OLED demand. Yet beneath these long term opportunities, there is a less visible risk around uneven fab utilization and how it could affect the timing of material orders that investors should be aware of... Read the full narrative on Universal Display (it's free!) Universal Display's narrative projects $909.7 million revenue and $335.1 million earnings by 2028. Uncover how Universal Display's forecasts yield a $154.44 fair value, a 67% upside to its current price. Some of the most pessimistic analysts were already assuming only about US$947.4 million of revenue and US$342.3 million of earnings by 2029, and the latest Q1 setback may prompt them to lean even harder on risks such as slower than expected Gen 8.6 utilization, so it is worth se...

The analysts might have been a bit too bullish on Universal Display Corporation (NASDAQ:OLED), given that the company fell short of expectations when it released its quarterly results last week. Results showed a clear earnings miss, with US$142m revenue coming in 10.0% lower than what the analystsexpected. Statutory earnings per share (EPS) of US$0.76 missed the mark badly, arriving some 34% below what was expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. After the latest results, the eight analysts covering Universal Display are now predicting revenues of US$659.4m in 2026. If met, this would reflect a modest 5.2% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to shrink 2.3% to US$4.46 in the same period. Before this earnings report, the analysts had been forecasting revenues of US$673.6m and earnings per share (EPS) of US$4.83 in 2026. It's pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a minor downgrade to earnings per share estimates. View our latest analysis for Universal Display Despite the cuts to forecast earnings, there was no real change to the US$138 price target, showing that the analysts don't think the changes have a meaningful impact on its intrinsic value. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Universal Display at US$168 per share, while the most bearish prices it at US$100.00. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure. Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The analysts are definitely expecting Unive...

Image source: The Motley Fool. Thursday, April 30, 2026 at 5 p.m. ET President and Chief Executive Officer — Steven V. Abramson Vice President and Chief Financial Officer — Brian Millard Steven V. Abramson: Thanks, Darice, and good afternoon, everyone. Thank you for joining us today and for your continued interest in Universal Display. Let me begin with how we are thinking about the business, both in the context of today's environment and the longer-term opportunity we continue to see ahead. While the near-term backdrop has become more challenging, our long-term view remains unchanged. Our leadership in OLED built on sustained innovation and deep customer integration positions us well to navigate the near-term macro uncertainty while continuing to capture the industry's long-term growth opportunities. We operate a high-margin business model with strong free cash flow generation, long-standing partnerships across the OLED ecosystem and a balance sheet that provides meaningful strategic and financial flexibility. At the same time, visibility across the consumer electronics value chain has become more limited in recent months. A more cautious demand environment, higher component costs and supply constraints are adding complexity to demand forecasting. These dynamics are consistent with what we are hearing broadly across the industry and reflected in newly published conservative outlooks from third-party market research firms. Against this backdrop of increased uncertainty, we believe it is prudent to moderate our near-term revenue expectations. Brian will provide additional details shortly. Despite these near-term dynamics, our profitability, cash flow generation and lean operating model remains strong. We ended the quarter with approximately $911 million in cash and investments, supporting a measured and balanced capital allocation approach centered on investing in innovation, pursuing strategic opportunities and returning capital to shareholders. Over the last 12 months, we returned more than $187 million to shareholders through dividends and share repurchases. We announced today the authorization of a new $400 million share repurchase program following the full utilization of our prior $100 million authorization. While we remain disciplined in our approach, this authorization underscores our confidence in the long-term trajectory of the business and the stre...

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(Bloomberg) -- Apple Inc. reports quarterly earnings after the close on Thursday, but investors will be largely looking past the numbers and seeking clues to incoming Chief Executive Officer John Ternus’ strategic plans. Most Read from Bloomberg US Seeks to Deploy Hypersonic Missile for the First Time Against Iran North Korea Confirms Suicide Rule for Soldiers Ukraine Captures Two NJ Malls Separated by Just Four Miles — and Very Different Fates Junior Bankers Sick of Grunt Work Build $2 Billion AI Tool to Do the Job Meta Shares Plunge on Rising Concern About AI Spending Spree The iPhone maker announced last week that Ternus, its current head of hardware infrastructure, will take over for CEO Tim Cook on Sept. 1. That makes Apple’s fiscal second-quarter earnings report, outlook and conference call the first significant opportunity for Wall Street to get a reading on the new leader’s priorities. It isn’t clear if Ternus will appear on the call, and a company spokesperson declined to comment. “It isn’t really about the numbers,” said Anthony Saglimbene, chief market strategist at Ameriprise. “We want to know what the CEO transition looks like.” Ternus is taking over at a complex time for one of the world’s biggest companies, which is expected to debut a number of major products in upcoming months — notably a foldable iPhone. But while growth trends are improving, Apple has been grappling with skyrocketing costs for key components like memory chips and a volatile macro backdrop driven by the war in Iran and advances in AI that have minted stock market winners and losers. “Investors have reason to be excited about Ternus since he was an overseer of some of Apple’s most successful recent products, but his strategy will be a long-term story,” said David Wagner, portfolio manager at Aptus Capital Advisors, which has about $14 billion in assets and holds Apple in a variety of portfolios. “In the short term, the impact of component costs will be the focal point.” Apple shares are up less than 1% this year after a relatively disappointing 8.6% gain in 2025. By contrast, the technology-heavy Nasdaq 100 Index is up 8.3% in 2026 and the S&P 500 Index has gained 4.9%. Apple’s stock was up 1.2% on Thursday afternoon. While the company is accelerating development of AI-powered hardware devices and features, it has also seen a number of delays with its own artificial intellig...

This article first appeared on GuruFocus. Revenue: $142 million for Q1 2026, down from $166 million in Q1 2025. Material Sales: $84 million in Q1 2026, compared to $86 million in Q1 2025. Green Emitter Sales: $64 million in both Q1 2026 and Q1 2025. Red Emitter Sales: $20 million in Q1 2026, down from $21 million in Q1 2025. Royalty and Licensing Fees: $54 million in Q1 2026, down from $74 million in Q1 2025. Adesis Revenue: $4.3 million in Q1 2026, down from $6.6 million in Q1 2025. Gross Margin: 75% in Q1 2026, compared to 77% in Q1 2025. Operating Expenses: $63 million in Q1 2026, up from $58 million in Q1 2025. Operating Income: $43 million in Q1 2026, down from $70 million in Q1 2025. Operating Margin: Approximately 30% in Q1 2026, compared to 42% in Q1 2025. Net Income: $36 million in Q1 2026, or $0.76 per diluted share, down from $64 million, or $1.35 per diluted share in Q1 2025. Operating Cash Flow: $109 million generated in Q1 2026. Cash and Investments: Approximately $911 million at the end of March 2026. Share Repurchase: 633,000 shares repurchased for $66 million in Q1 2026; new $400 million share repurchase program authorized. Dividend: Declared a cash dividend of $0.50 per share for Q2 2026. Warning! GuruFocus has detected 2 Warning Sign with OLED. Is OLED fairly valued? Test your thesis with our free DCF calculator. Release Date: April 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Universal Display Corp (NASDAQ:OLED) maintains a high-margin business model with strong free cash flow generation. The company has announced a new $400 million share repurchase program, reflecting confidence in its long-term growth trajectory. Universal Display Corp (NASDAQ:OLED) is leveraging AI and machine learning to enhance material discovery and accelerate innovation. The company has strong partnerships and long-term agreements with major players like Tianma and LG Display. Universal Display Corp (NASDAQ:OLED) is positioned to benefit from a multi-year capacity expansion cycle in the OLED industry. The company revised its full-year revenue guidance downward due to reduced near-term visibility and macroeconomic pressures. Revenue for the first quarter of 2026 decreased by 14% year-over-year, primarily due to customer mix and a softer macro environment. There is increased uncertainty in demand foreca...

Universal Display Corporation OLED reported first-quarter 2026 earnings of 76 cents per share, down 43.7% year over year and missing the Zacks Consensus Estimate of $1.13 by 32.7%. Revenues of $142.2 million declined 14.5% year over year and missed the consensus mark of $156 million by 8.6%. The downside was primarily driven by softer demand conditions, unfavorable customer mix and lower material volumes. Royalty and licensing revenues were notably pressured, reflecting mix shifts and reduced unit activity. Universal Display Corporation price-consensus-eps-surprise-chart | Universal Display Corporation Quote OLED generated total revenues of $142.2 million, down from $166.3 million in the year-ago quarter. The decline was broad-based across its major revenue components. Material sales slipped 2.8% year over year to $83.7 million, reflecting lower unit volumes and customer mix changes. Meanwhile, royalty and license fees dropped sharply by 26.3% to $54.2 million, driven primarily by shifts in customer purchasing patterns and reduced licensing activity. Contract research services revenues also declined to $4.3 million from $6.6 million in the prior-year quarter. The overall revenue mix reflected a material-to-license ratio of roughly 1.5:1 during the period, influenced by customer ordering patterns. Gross margin narrowed to 75% from 77% in the year-ago quarter, reflecting higher input costs and unfavorable product mix. Cost of sales declined modestly to $36.1 million, but did not offset revenue pressure. Operating expenses increased to $63.3 million from $58.5 million a year earlier, driven by higher selling, general and administrative expenses and increased amortization. As a result, operating income declined significantly to $42.8 million from $69.7 million, with operating margin contracting to about 30% from roughly 42% in the prior-year period. Net income fell to $35.9 million from $64.4 million in the prior-year quarter. The decline reflects lower operating income and unfavorable non-operating items. The company reported non-operating losses driven by foreign exchange impacts and investment-related losses, including currency fluctuations tied to the Korean won and equity investment write-downs. The effective tax rate for the quarter was approximately 20.7%, slightly higher than 19.6% in the prior-year period. Universal Display generated a strong operating...

For the quarter ended March 2026, Universal Display Corp. (OLED) reported revenue of $142.21 million, down 14.5% over the same period last year. EPS came in at $0.76, compared to $1.35 in the year-ago quarter. The reported revenue represents a surprise of -8.62% over the Zacks Consensus Estimate of $155.62 million. With the consensus EPS estimate being $1.13, the EPS surprise was -32.59%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Universal Display performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- Material sales: $83.75 million compared to the $85.81 million average estimate based on three analysts. The reported number represents a change of -2.8% year over year. Revenue- Contract research services: $4.25 million compared to the $5.68 million average estimate based on three analysts. The reported number represents a change of -35.1% year over year. Revenue- Royalty and license fees: $54.21 million versus the three-analyst average estimate of $64.18 million. The reported number represents a year-over-year change of -26.3%. View all Key Company Metrics for Universal Display here>>> Shares of Universal Display have remained unchanged over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Universal Display Corporation (OLED) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research