Q4 EPS Estimate for Universal Display Reduced by Analyst

Universal Display Corporation (NASDAQ:OLED) – Zacks Research dropped their Q4 2026 EPS estimates for shares of Universal Display in a report released on Wednesday, April 22nd. Zacks Research analyst Team now forecasts that the semiconductor company will post earnings per share of $1.36 for the quarter, down from their previous forecast of $1.38. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Universal Display’s current full-year earnings is $4.83 per share. Zacks Research also issued estimates for Universal Display’s Q1 2027 earnings at $1.30 EPS, Q2 2027 earnings at $1.34 EPS, Q4 2027 earnings at $1.38 EPS and Q1 2028 earnings at $1.29 EPS.

Universal Display (NASDAQ:OLED) last issued its quarterly earnings results on Thursday, February 19th. The semiconductor company reported $1.39 EPS for the quarter, beating the consensus estimate of $1.28 by $0.11. Universal Display had a net margin of 37.21% and a return on equity of 14.07%. The company had revenue of $172.93 million during the quarter, compared to analysts’ expectations of $173.35 million. During the same quarter last year, the company posted $1.22 EPS. The firm’s revenue was up 6.5% compared to the same quarter last year.

Other equities research analysts have also issued reports about the stock. Needham & Company LLC reduced their price objective on shares of Universal Display from $150.00 to $145.00 and set a “buy” rating on the stock in a report on Friday, February 20th. Roth Mkm restated a “buy” rating and issued a $180.00 price objective on shares of Universal Display in a report on Friday, February 20th. Wall Street Zen upgraded shares of Universal Display from a “sell” rating to a “hold” rating in a report on Sunday, February 22nd. The Goldman Sachs Group set a $135.00 price objective on shares of Universal Display in a report on Tuesday. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Universal Display in a report on Monday, March 23rd. Two analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Universal Display has an average rating of “Hold” and a consensus target price of $141.25.

Universal Display Trading Down 1.4%

Shares of OLED opened at $97.78 on Thursday. Universal Display has a twelve month low of $86.43 and a twelve month high of $163.21. The firm’s fifty day simple moving average is $99.70 and its 200-day simple moving average is $116.88. The firm has a market capitalization of $4.61 billion, a price-to-earnings ratio of 19.29, a PEG ratio of 8.03 and a beta of 1.65.

Universal Display Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th were paid a dividend of $0.50 per share. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 annualized dividend and a yield of 2.0%. This is an increase from Universal Display’s previous quarterly dividend of $0.45. Universal Display’s dividend payout ratio (DPR) is 39.45%.

Institutional Investors Weigh In On Universal Display

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Apollon Wealth Management LLC raised its stake in Universal Display by 8.8% during the 1st quarter. Apollon Wealth Management LLC now owns 5,696 shares of the semiconductor company’s stock worth $522,000 after acquiring an additional 463 shares in the last quarter. Janney Montgomery Scott LLC raised its stake in Universal Display by 3.5% during the 1st quarter. Janney Montgomery Scott LLC now owns 56,241 shares of the semiconductor company’s stock worth $5,155,000 after acquiring an additional 1,912 shares in the last quarter. Pictet Asset Management Holding SA raised its stake in Universal Display by 12.6% during the 1st quarter. Pictet Asset Management Holding SA now owns 7,361 shares of the semiconductor company’s stock worth $675,000 after acquiring an additional 822 shares in the last quarter. Louisiana State Employees Retirement System acquired a new stake in Universal Display during the 1st quarter worth $1,173,000. Finally, Apella Capital LLC raised its stake in Universal Display by 128.8% during the 1st quarter. Apella Capital LLC now owns 4,922 shares of the semiconductor company’s stock worth $490,000 after acquiring an additional 2,771 shares in the last quarter. 78.19% of the stock is currently owned by institutional investors and hedge funds.

Universal Display News Summary

Here are the key news stories impacting Universal Display this week:

• Neutral Sentiment: Universal Display is expected to report quarterly results this week, keeping focus on near-term guidance and product demand trends. Read More.
• Negative Sentiment: Zacks published an earnings preview saying OLED lacks the setup for an earnings beat and expects Q1 results to decline, which raises the bar for management commentary and guidance. Read More.
• Negative Sentiment: Zacks Research downgraded OLED from “Hold” to “Strong Sell,” a headline move that typically triggers selling from investors who follow that shop or use third‑party model screens. Read More.
• Negative Sentiment: Zacks also trimmed EPS forecasts across multiple upcoming quarters (slight cuts to Q4 2026, Q1–Q2 2027 and Q1 2028), lowering short-term earnings visibility and contributing to downward revisions in consensus expectations. Read More.

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.