What is Zacks Research’s Forecast for OLED Q2 Earnings?

Universal Display Co. (NASDAQ:OLED) – Equities researchers at Zacks Research lifted their Q2 2025 EPS estimates for Universal Display in a research report issued on Thursday, May 22nd. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings of $1.10 per share for the quarter, up from their prior forecast of $1.05. The consensus estimate for Universal Display’s current full-year earnings is $4.71 per share. Zacks Research also issued estimates for Universal Display’s Q3 2025 earnings at $1.22 EPS, Q4 2025 earnings at $1.28 EPS, Q1 2026 earnings at $1.19 EPS, Q2 2026 earnings at $1.33 EPS, Q3 2026 earnings at $1.36 EPS, FY2026 earnings at $5.25 EPS and FY2027 earnings at $6.16 EPS.

Other equities research analysts also recently issued research reports about the stock. Needham & Company LLC reaffirmed a “buy” rating and issued a $170.00 target price on shares of Universal Display in a research note on Friday, May 2nd. Citigroup lowered their target price on shares of Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a research note on Monday, February 10th. Wall Street Zen raised shares of Universal Display from a “sell” rating to a “hold” rating in a research note on Friday, May 2nd. The Goldman Sachs Group lowered their target price on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating for the company in a research note on Thursday, February 6th. Finally, Susquehanna lowered their target price on shares of Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a research note on Friday, February 21st. Three research analysts have rated the stock with a hold rating and five have issued a buy rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $190.43.

Universal Display Stock Performance

Shares of NASDAQ:OLED opened at $143.01 on Monday. Universal Display has a 52 week low of $103.70 and a 52 week high of $237.00. The company has a market capitalization of $6.80 billion, a PE ratio of 30.75, a PEG ratio of 1.61 and a beta of 1.46. The company has a 50 day moving average price of $134.23 and a two-hundred day moving average price of $146.95.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings results on Thursday, May 1st. The semiconductor company reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.07 by $0.28. The business had revenue of $166.28 million during the quarter, compared to the consensus estimate of $154.76 million. Universal Display had a net margin of 34.29% and a return on equity of 15.51%. Universal Display’s revenue for the quarter was up .6% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.19 earnings per share.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in shares of Universal Display by 1.4% in the fourth quarter. Vanguard Group Inc. now owns 4,784,099 shares of the semiconductor company’s stock valued at $699,435,000 after buying an additional 67,590 shares during the period. Kayne Anderson Rudnick Investment Management LLC boosted its holdings in shares of Universal Display by 73.8% in the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,407,846 shares of the semiconductor company’s stock valued at $614,806,000 after buying an additional 1,871,333 shares during the period. Primecap Management Co. CA boosted its holdings in shares of Universal Display by 2.1% in the first quarter. Primecap Management Co. CA now owns 1,835,722 shares of the semiconductor company’s stock valued at $256,047,000 after buying an additional 38,590 shares during the period. Geode Capital Management LLC boosted its holdings in Universal Display by 12.8% during the fourth quarter. Geode Capital Management LLC now owns 901,315 shares of the semiconductor company’s stock worth $131,806,000 after purchasing an additional 101,963 shares during the last quarter. Finally, Jennison Associates LLC boosted its holdings in Universal Display by 58.2% during the fourth quarter. Jennison Associates LLC now owns 683,822 shares of the semiconductor company’s stock worth $99,975,000 after purchasing an additional 251,557 shares during the last quarter. Institutional investors and hedge funds own 78.19% of the company’s stock.

Universal Display Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, June 30th. Stockholders of record on Monday, June 16th will be issued a $0.45 dividend. This represents a $1.80 annualized dividend and a dividend yield of 1.26%. The ex-dividend date is Monday, June 16th. Universal Display’s dividend payout ratio (DPR) is presently 37.42%.

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.