What is Zacks Research’s Estimate for OLED Q1 Earnings?

Universal Display Co. (NASDAQ:OLED) – Equities research analysts at Zacks Research boosted their Q1 2026 EPS estimates for Universal Display in a research note issued on Monday, March 24th. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings per share of $1.25 for the quarter, up from their prior estimate of $1.23. 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 $1.28 EPS, Q3 2026 earnings at $1.35 EPS and FY2026 earnings at $5.47 EPS.

Universal Display (NASDAQ:OLED) last announced its quarterly earnings results on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.08 by $0.14. The business had revenue of $162.29 million for the quarter, compared to analysts’ expectations 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 a number of other reports. Needham & Company LLC cut their price objective on shares of Universal Display from $215.00 to $170.00 and set a “buy” rating on the stock in a report on Friday, February 21st. Roth Mkm boosted their price target on shares of Universal Display from $207.00 to $213.00 and gave the stock a “buy” rating in a report on Friday, February 21st. Susquehanna decreased their price objective on shares of Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a research note on Friday, February 21st. Oppenheimer cut their target price on Universal Display from $220.00 to $200.00 and set an “outperform” rating on the stock in a research note on Thursday, January 2nd. Finally, StockNews.com raised Universal Display from a “sell” rating to a “hold” rating in a research report on Friday, March 21st. Three equities research analysts have rated the stock with a hold rating and five have given a buy rating to the company. According to data from MarketBeat, Universal Display has an average rating of “Moderate Buy” and a consensus target price of $190.43.

Universal Display Trading Down 1.4 %

Shares of Universal Display stock opened at $149.74 on Thursday. The company has a market capitalization of $7.11 billion, a P/E ratio of 32.20, a price-to-earnings-growth ratio of 1.61 and a beta of 1.40. The stock has a fifty day simple moving average of $149.55 and a 200 day simple moving average of $168.57. Universal Display has a 12-month low of $140.17 and a 12-month high of $237.00.

Institutional Trading of Universal Display

Several hedge funds and other institutional investors have recently modified their holdings of the business. Pathstone Holdings LLC grew its stake in Universal Display by 7.6% in the 3rd quarter. Pathstone Holdings LLC now owns 9,668 shares of the semiconductor company’s stock valued at $2,029,000 after buying an additional 686 shares in the last quarter. Advisors Asset Management Inc. grew its position in shares of Universal Display by 164.3% in the third quarter. Advisors Asset Management Inc. now owns 999 shares of the semiconductor company’s stock valued at $210,000 after purchasing an additional 621 shares in the last quarter. Charles Schwab Investment Management Inc. grew its position in shares of Universal Display by 3.1% in the third quarter. Charles Schwab Investment Management Inc. now owns 333,872 shares of the semiconductor company’s stock valued at $70,080,000 after purchasing an additional 10,046 shares in the last quarter. Raymond James Trust N.A. bought a new stake in shares of Universal Display during the 3rd quarter valued at $207,000. Finally, Cerity Partners LLC lifted its holdings in Universal Display by 385.2% during the 3rd quarter. Cerity Partners LLC now owns 8,588 shares of the semiconductor company’s stock worth $1,803,000 after purchasing an additional 6,818 shares in the last quarter. Institutional investors own 78.19% of the company’s stock.

Universal Display Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Monday, March 17th will be given a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 1.20%. The ex-dividend date is Monday, March 17th. This is a positive change from Universal Display’s previous quarterly dividend of $0.40. Universal Display’s dividend payout ratio (DPR) is currently 38.71%.

About Universal Display

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.