Equities Analysts Offer Predictions for OLED Q3 Earnings

Universal Display Co. (NASDAQ:OLED) – Equities researchers at Roth Capital decreased their Q3 2025 EPS estimates for shares of Universal Display in a research report issued to clients and investors on Friday, February 21st. Roth Capital analyst S. Searle now anticipates that the semiconductor company will earn $1.15 per share for the quarter, down from their prior estimate of $1.16. The consensus estimate for Universal Display’s current full-year earnings is $4.71 per share. Roth Capital also issued estimates for Universal Display’s Q1 2026 earnings at $1.15 EPS, Q2 2026 earnings at $1.26 EPS, Q3 2026 earnings at $1.53 EPS and FY2026 earnings at $5.72 EPS.

Universal Display (NASDAQ:OLED) last announced its quarterly earnings data on Thursday, February 20th. The semiconductor company reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.08 by $0.14. The company had revenue of $162.29 million during the quarter, compared to the consensus estimate 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. The Goldman Sachs Group lowered their price target on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating on the stock in a research note on Thursday, February 6th. Citigroup lowered their price target on shares of Universal Display from $200.00 to $162.00 and set a “neutral” rating on the stock in a research note on Monday, February 10th. Susquehanna lowered their price target on shares of Universal Display from $165.00 to $160.00 and set a “neutral” rating on the stock in a research note on Friday. Oppenheimer lowered their price target on shares of 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, Roth Mkm upped their price target on shares of Universal Display from $207.00 to $213.00 and gave the stock a “buy” rating in a research note on Friday. Two analysts have rated the stock with a hold rating and five have assigned a buy rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $190.43.

Universal Display Stock Performance

Shares of Universal Display stock opened at $157.30 on Monday. The company has a market cap of $7.47 billion, a P/E ratio of 33.83, a PEG ratio of 1.61 and a beta of 1.39. Universal Display has a one year low of $140.17 and a one year high of $237.00. The firm has a fifty day moving average of $148.41 and a two-hundred day moving average of $173.91.

Universal Display Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Investors of record on Monday, March 17th will be paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 1.14%. This is a boost from Universal Display’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, March 17th. Universal Display’s dividend payout ratio is presently 38.71%.

Institutional Investors Weigh In On Universal Display

A number of large investors have recently added to or reduced their stakes in OLED. Assetmark Inc. acquired a new stake in Universal Display in the 3rd quarter valued at about $29,000. Orion Capital Management LLC purchased a new position in Universal Display in the 4th quarter valued at about $29,000. Brooklyn Investment Group purchased a new position in Universal Display in the 3rd quarter valued at about $30,000. Brown Brothers Harriman & Co. lifted its holdings in Universal Display by 280.0% in the 4th quarter. Brown Brothers Harriman & Co. now owns 209 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 154 shares in the last quarter. Finally, Nisa Investment Advisors LLC lifted its holdings in Universal Display by 60.2% in the 3rd quarter. Nisa Investment Advisors LLC now owns 173 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 65 shares in the last quarter. 78.19% of the stock is owned by institutional investors and hedge funds.

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.