Roth Capital Forecasts Weaker Earnings for Universal Display

Universal Display Co. (NASDAQ:OLED) – Equities research analysts at Roth Capital lowered their Q3 2025 earnings per share (EPS) estimates for shares of Universal Display in a research note issued to investors on Friday, February 21st. Roth Capital analyst S. Searle now expects that the semiconductor company will earn $1.15 per share for the quarter, down from their previous forecast 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.

A number of other equities analysts have also recently commented on OLED. Susquehanna dropped their target price on Universal Display from $165.00 to $160.00 and set a “neutral” rating for the company in a report on Friday. Roth Mkm raised their price target on Universal Display from $207.00 to $213.00 and gave the stock a “buy” rating in a research report on Friday. 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 research report on Friday. Citigroup lowered their target price on shares of Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a report on Monday, February 10th. Finally, TD Cowen cut their price target on shares of Universal Display from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Thursday, October 31st. Two equities research analysts have rated the stock with a hold rating and five have given a buy rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $190.43.

Universal Display Trading Up 0.4 %

OLED opened at $157.90 on Monday. The stock has a 50-day moving average of $148.39 and a 200 day moving average of $173.84. Universal Display has a 12 month low of $140.17 and a 12 month high of $237.00. The firm has a market cap of $7.50 billion, a P/E ratio of 33.96, a P/E/G ratio of 1.61 and a beta of 1.39.

Universal Display (NASDAQ:OLED) last issued 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 business had revenue of $162.29 million during 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%.

Institutional Investors Weigh In On Universal Display

Large investors have recently added to or reduced their stakes in the stock. Assetmark Inc. purchased a new stake in shares of Universal Display in the third quarter valued at approximately $29,000. Brooklyn Investment Group bought a new stake in shares of Universal Display in the third quarter valued at about $30,000. True Wealth Design LLC purchased a new stake in Universal Display in the third quarter worth about $36,000. Nisa Investment Advisors LLC grew its holdings in Universal Display by 60.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 173 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 65 shares in the last quarter. Finally, Orion Capital Management LLC purchased a new position in Universal Display during the 4th quarter valued at about $29,000. 78.19% of the stock is owned by hedge funds and other institutional investors.

Universal Display Increases Dividend

The business also recently declared 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 annualized dividend and a yield of 1.14%. The ex-dividend date of this dividend is Monday, March 17th. This is an increase from Universal Display’s previous quarterly dividend of $0.40. Universal Display’s dividend payout ratio (DPR) is currently 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.