Zacks Research Analysts Reduce Earnings Estimates for OLED

Universal Display Corporation (NASDAQ:OLED) – Equities research analysts at Zacks Research reduced their Q2 2027 earnings per share estimates for Universal Display in a report issued on Thursday, March 12th. Zacks Research analyst Team now anticipates that the semiconductor company will post earnings of $1.35 per share for the quarter, down from their prior estimate of $1.65. 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 FY2027 earnings at $5.55 EPS.

Universal Display (NASDAQ:OLED) last announced its earnings results 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. Universal Display had a net margin of 37.21% and a return on equity of 14.07%. The business had revenue of $172.93 million for the quarter, compared to analyst estimates of $173.35 million. During the same period last year, the firm posted $1.22 earnings per share. The company’s revenue for the quarter was up 6.5% compared to the same quarter last year.

OLED has been the topic of a number of other reports. Roth Mkm restated a “buy” rating and issued a $180.00 price objective on shares of Universal Display in a research note on Friday, February 20th. Citigroup decreased their target price on shares of Universal Display from $150.00 to $130.00 and set a “neutral” rating for the company in a research note on Tuesday, January 27th. Wall Street Zen upgraded Universal Display from a “sell” rating to a “hold” rating in a research report on Sunday, February 22nd. Needham & Company LLC reduced their price objective on Universal Display from $150.00 to $145.00 and set a “buy” rating for the company in a research note on Friday, February 20th. Finally, Weiss Ratings reaffirmed 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 given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $151.67.

Universal Display Price Performance

Shares of NASDAQ:OLED opened at $94.07 on Monday. The stock has a market cap of $4.43 billion, a P/E ratio of 18.55, a P/E/G ratio of 7.39 and a beta of 1.65. The firm has a fifty day moving average price of $114.74 and a 200 day moving average price of $126.10. Universal Display has a 1-year low of $93.03 and a 1-year high of $163.21.

Institutional Trading of Universal Display

Institutional investors have recently added to or reduced their stakes in the stock. Smartleaf Asset Management LLC increased its holdings in Universal Display by 309.8% in the third quarter. Smartleaf Asset Management LLC now owns 209 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 158 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in shares of Universal Display during the 3rd quarter valued at approximately $33,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of Universal Display during the 3rd quarter worth approximately $37,000. Rise Advisors LLC grew its holdings in shares of Universal Display by 53.3% in the 3rd quarter. Rise Advisors LLC now owns 299 shares of the semiconductor company’s stock worth $43,000 after acquiring an additional 104 shares during the period. Finally, Country Trust Bank acquired a new stake in shares of Universal Display in the 2nd quarter worth approximately $46,000. Hedge funds and other institutional investors own 78.19% of the company’s stock.

Universal Display Increases Dividend

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

More Universal Display News

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

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.