Wall Street Zen Upgrades Universal Display (NASDAQ:OLED) to Hold

Universal Display (NASDAQ:OLED) was upgraded by equities researchers at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Sunday.

Other research analysts have also issued reports about the company. Citigroup cut their price target on Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a report on Tuesday, January 27th. Zacks Research cut shares of Universal Display from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Roth Mkm restated a “buy” rating and issued a $180.00 price target on shares of Universal Display in a research report on Friday. Needham & Company LLC cut their price objective on shares of Universal Display from $150.00 to $145.00 and set a “buy” rating for the company in a research report on Friday. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Universal Display in a research report on Wednesday, December 24th. Two equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $151.67.

Universal Display Stock Down 11.1%

NASDAQ:OLED opened at $104.07 on Friday. The company’s 50 day moving average is $119.79 and its 200-day moving average is $130.37. Universal Display has a 12 month low of $103.35 and a 12 month high of $164.29. The firm has a market cap 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 (NASDAQ:OLED) last posted its earnings results on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.11. The business had revenue of $172.93 million for the quarter, compared to analyst estimates of $173.35 million. Universal Display had a net margin of 37.21% and a return on equity of 14.19%. Universal Display’s revenue was up 6.5% compared to the same quarter last year. During the same period last year, the business posted $1.22 EPS. Research analysts predict that Universal Display will post 4.71 EPS for the current fiscal year.

Institutional Investors Weigh In On Universal Display

Several large investors have recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of 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 buying an additional 460,792 shares in the last quarter. Primecap Management Co. CA grew its holdings in Universal Display by 1.9% during the 3rd quarter. Primecap Management Co. CA now owns 2,258,378 shares of the semiconductor company’s stock worth $324,371,000 after acquiring an additional 43,070 shares during the last quarter. State Street Corp grew its holdings in Universal Display by 4.3% during the 4th quarter. State Street Corp now owns 1,694,779 shares of the semiconductor company’s stock worth $197,916,000 after acquiring an additional 69,163 shares during the last quarter. Geode Capital Management LLC increased its position in 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 acquiring an additional 222,108 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its stake in shares of Universal Display by 86.4% in the fourth quarter. JPMorgan Chase & Co. now owns 880,678 shares of the semiconductor company’s stock worth $102,846,000 after acquiring an additional 408,315 shares during the last quarter. 78.19% of the stock is currently owned by institutional investors.

Universal Display News Roundup

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

About Universal Display

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.