Needham & Company LLC Lowers Universal Display (NASDAQ:OLED) Price Target to $145.00

Universal Display (NASDAQ:OLED) had its price objective lowered by equities research analysts at Needham & Company LLC from $150.00 to $145.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s price target suggests a potential upside of 39.33% from the company’s current price.

A number of other research analysts have also recently commented on OLED. Citigroup dropped their target price on shares of Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a report on Tuesday, January 27th. Wall Street Zen cut shares of Universal Display from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Zacks Research lowered shares of Universal Display from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Universal Display in a research note on Wednesday, December 24th. Two analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Universal Display currently has an average rating of “Hold” and a consensus target price of $151.67.

Universal Display Trading Down 11.1%

NASDAQ OLED opened at $104.07 on Friday. The firm’s 50 day simple moving average is $119.79 and its 200 day simple moving average is $130.37. The firm has a market capitalization of $4.95 billion, a price-to-earnings ratio of 20.53, a P/E/G ratio of 2.93 and a beta of 1.63. Universal Display has a 1 year low of $103.35 and a 1 year high of $164.29.

Universal Display (NASDAQ:OLED) last released its earnings results on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share for the quarter, topping the consensus estimate of $1.28 by $0.11. The firm had revenue of $172.93 million during 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 company’s quarterly revenue was up 6.5% on a year-over-year basis. During the same period in the prior year, the company earned $1.22 earnings per share. On average, equities research analysts forecast that Universal Display will post 4.71 earnings per share for the current year.

Institutional Investors Weigh In On Universal Display

A number of institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in Universal Display by 10.0% in the third quarter. Vanguard Group Inc. now owns 5,069,107 shares of the semiconductor company’s stock valued at $728,076,000 after acquiring an additional 460,792 shares during the last quarter. Primecap Management Co. CA lifted its position in shares of Universal Display by 1.9% in the 3rd quarter. Primecap Management Co. CA now owns 2,258,378 shares of the semiconductor company’s stock worth $324,371,000 after purchasing an additional 43,070 shares during the period. State Street Corp boosted its stake in shares of Universal Display by 4.3% in the 4th quarter. State Street Corp now owns 1,694,779 shares of the semiconductor company’s stock valued at $197,916,000 after purchasing an additional 69,163 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Universal Display by 25.0% in the 4th quarter. Geode Capital Management LLC now owns 1,109,077 shares of the semiconductor company’s stock valued at $129,537,000 after purchasing an additional 222,108 shares during the last quarter. Finally, JPMorgan Chase & Co. increased its position in shares of Universal Display by 86.4% during the fourth quarter. JPMorgan Chase & Co. now owns 880,678 shares of the semiconductor company’s stock worth $102,846,000 after buying an additional 408,315 shares during the period. Institutional investors 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: 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.