Zacks Research Has Optimistic Outlook of OLED Q2 Earnings

Universal Display Co. (NASDAQ:OLED) – Analysts at Zacks Research upped their Q2 2025 earnings estimates for shares of Universal Display in a research note issued on Thursday, March 13th. Zacks Research analyst R. Department now forecasts that the semiconductor company will post earnings of $1.02 per share for the quarter, up from their previous forecast of $1.01. 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 FY2025 earnings at $4.56 EPS, Q1 2026 earnings at $1.23 EPS, Q2 2026 earnings at $1.27 EPS, Q3 2026 earnings at $1.34 EPS, FY2026 earnings at $5.42 EPS and FY2027 earnings at $6.13 EPS.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings data on Thursday, February 20th. The semiconductor company reported $1.22 EPS for the quarter, topping the consensus estimate of $1.08 by $0.14. The firm had revenue of $162.29 million during the quarter, compared to analyst estimates of $152.75 million. Universal Display had a net margin of 34.29% and a return on equity of 15.51%.

OLED has been the topic of several other research reports. Oppenheimer dropped their target price on shares of Universal Display from $220.00 to $200.00 and set an “outperform” rating on the stock in a research report on Thursday, January 2nd. StockNews.com downgraded shares of Universal Display from a “hold” rating to a “sell” rating in a research report on Friday, March 7th. Roth Mkm boosted their target price on shares of Universal Display from $207.00 to $213.00 and gave the stock a “buy” rating in a research report on Friday, February 21st. Needham & Company LLC dropped their target price on shares of Universal Display from $215.00 to $170.00 and set a “buy” rating on the stock in a research report on Friday, February 21st. Finally, The Goldman Sachs Group dropped their target price on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating on the stock in a research report on Thursday, February 6th. One research analyst has rated the stock with a sell rating, two have issued a hold rating and five have issued a buy rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $190.43.

Universal Display Trading Up 4.1 %

NASDAQ:OLED opened at $156.51 on Monday. The company has a market cap of $7.43 billion, a PE ratio of 33.66, a P/E/G ratio of 1.61 and a beta of 1.40. Universal Display has a twelve month low of $140.17 and a twelve month high of $237.00. The company’s 50 day moving average is $148.99 and its two-hundred day moving average is $170.31.

Institutional Trading of Universal Display

Several large investors have recently made changes to their positions in the business. Norges Bank purchased a new stake in Universal Display during the fourth quarter worth $95,924,000. Raymond James Financial Inc. purchased a new stake in Universal Display during the fourth quarter worth $41,504,000. Point72 Asset Management L.P. purchased a new stake in Universal Display during the fourth quarter worth $38,981,000. Jennison Associates LLC boosted its holdings in Universal Display by 58.2% during the fourth quarter. Jennison Associates LLC now owns 683,822 shares of the semiconductor company’s stock worth $99,975,000 after buying an additional 251,557 shares in the last quarter. Finally, Citigroup Inc. boosted its holdings in Universal Display by 1,387.6% during the third quarter. Citigroup Inc. now owns 261,723 shares of the semiconductor company’s stock worth $54,936,000 after buying an additional 244,129 shares in the last quarter. 78.19% of the stock is owned by hedge funds and other institutional investors.

Universal Display Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 17th will be issued a $0.45 dividend. This is an increase from Universal Display’s previous quarterly dividend of $0.40. This represents a $1.80 annualized dividend and a dividend yield of 1.15%. The ex-dividend date is Monday, March 17th. Universal Display’s dividend payout ratio is 38.71%.

Universal Display Company Profile

Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications in the United States and internationally. The company offers PHOLED technologies and materials for displays and lighting products under the UniversalPHOLED brand.