Zacks Research Analysts Lower Earnings Estimates for OLED

Universal Display Corporation (NASDAQ:OLED) – Equities researchers at Zacks Research decreased their Q1 2026 earnings per share estimates for Universal Display in a note issued to investors on Thursday, March 12th. Zacks Research analyst Team now expects that the semiconductor company will post earnings per share of $1.12 for the quarter, down from their prior forecast of $1.18. Zacks Research has a “Hold” rating on the stock. 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 Q2 2026 earnings at $1.14 EPS, Q3 2026 earnings at $1.22 EPS, Q4 2026 earnings at $1.38 EPS, FY2026 earnings at $4.86 EPS, Q1 2027 earnings at $1.31 EPS, Q3 2027 earnings at $1.42 EPS, Q4 2027 earnings at $1.48 EPS and FY2028 earnings at $5.87 EPS.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings data on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 14.07% and a net margin of 37.21%.The company’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same period in the prior year, the business earned $1.22 EPS.

Other research analysts have also recently issued reports about the stock. Needham & Company LLC reduced their price target on shares of Universal Display from $150.00 to $145.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Universal Display in a research note on Wednesday, December 24th. Roth Mkm reaffirmed a “buy” rating and set a $180.00 target price 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 research report on Sunday, February 22nd. Finally, Citigroup cut their price target on shares of Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a research report on Tuesday, January 27th. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $151.67.

Universal Display Price Performance

NASDAQ:OLED opened at $94.07 on Friday. The company has a market capitalization of $4.43 billion, a price-to-earnings ratio of 18.55, a PEG ratio of 7.44 and a beta of 1.65. The business has a 50 day moving average of $114.74 and a 200 day moving average of $126.32. Universal Display has a 1-year low of $93.03 and a 1-year high of $163.21.

Institutional Investors Weigh In On Universal Display

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in OLED. Smartleaf Asset Management LLC grew its holdings in Universal Display by 309.8% in the 3rd quarter. Smartleaf Asset Management LLC now owns 209 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 158 shares during the last quarter. Parkside Financial Bank & Trust raised its stake in shares of Universal Display by 236.7% during the second quarter. Parkside Financial Bank & Trust now owns 202 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 142 shares during the last quarter. Measured Wealth Private Client Group LLC bought a new position in shares of Universal Display during the third quarter valued at about $33,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Universal Display during the third quarter worth about $37,000. Finally, Rise Advisors LLC grew its stake in shares of Universal Display by 53.3% in the third quarter. Rise Advisors LLC now owns 299 shares of the semiconductor company’s stock worth $43,000 after purchasing an additional 104 shares during the last quarter. 78.19% of the stock is currently owned by institutional investors.

Universal Display Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be issued a $0.50 dividend. This is a positive change from Universal Display’s previous quarterly dividend of $0.45. This represents a $2.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Tuesday, March 17th. Universal Display’s dividend payout ratio (DPR) is 35.50%.

Universal Display News Roundup

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

• Neutral Sentiment: Unrelated industry note — Fabrinet (FN) has risen recently on strong demand for optical and AI‑driven HPC components; this is sector context but not directly tied to OLED. Fabrinet Stock Rises 9% in 3 Months
• Negative Sentiment: Zacks Research cut multiple 2026 and 2027 quarterly EPS estimates for Universal Display and maintained a “Hold” rating — reductions include Q1–Q4 2026 and several 2027 quarters, plus a lower FY2026 view (from $5.28 to $4.86). This broad set of downward revisions signals weaker near‑term growth expectations and is the primary driver of the stock decline. MarketBeat OLED Coverage
• Negative Sentiment: Zacks also lowered specific mid‑ and late‑2027 quarterly forecasts (examples: Q1 2027 to $1.31 from $1.44; Q3 2027 to $1.42 from $1.57; Q4 2027 to $1.48) while issuing an FY2028 estimate of $5.87 — mixed longer‑term view but the immediate impact is negative because near‑term EPS were trimmed. MarketBeat OLED Coverage

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.