Universal Display Corporation
OLED
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Universal Display Corporation is well-positioned in the OLED market, which is expected to grow significantly as demand for high-quality displays increases across various sectors, including smartphones and televisions.
- In Q2 2026, Universal Display reported a revenue increase of 7% compared to the previous quarter, reaching $152 million.
- The company's gross margin improved to 75.8% in Q2 2026, up from 74.6% in Q1 2026.
- Despite its strong market position, Universal Display faces challenges with declining revenue growth, which was reported at -11.4% year-over-year.
- The company's earnings growth has also been negative, with a decline of 24.9% reported in recent periods.
- The trailing P/E ratio stands at 19.24, indicating that the stock may be overvalued given the current earnings trends.
Fundamentals
| Market cap | $3.35B | Enterprise value | $2.90B | Trailing P/E | 17.61 | Forward P/E | 15.31 |
| PEG | 1.00 | Price / book | 2.00 | Beta | 1.53 | Dividend yield | 2.74% |
| Revenue growth | -11.4% | Earnings growth | -24.9% | Gross margin | 73.8% | Operating margin | 35.3% |
| Profit margin | 32.2% | ROE | 11.5% | ROA | 6.8% | Debt / equity | 0.01 |
| Current ratio | 8.50 | Free cash flow | $111.84M | Analyst recommendation | none | Mean target | $113.82 |
| 52w high | $153.38 | 52w low | $71.71 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $152M | $142M | $173M | $140M | $172M |
| Op margin | 35.3% | 30.1% | 38.9% | 30.9% | 39.9% |
| Net income | $49.4M | $35.9M | $66.3M | $44.0M | $67.3M |
| Gross margin | 75.8% | 74.6% | 76.1% | 74.6% | 77.2% |
| Gross profit | $115M | $106M | $132M | $104M | $133M |
| Operating income | $53.6M | $42.8M | $67.2M | $43.1M | $68.5M |
- Revenue +7% vs prior quarter ($152M vs $142M).
- Gross margin 75.8% (was 74.6% prior quarter).
- Operating margin expanded to 35.3%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $651M | $648M | $576M | $617M |
| Op margin | 38.2% | 36.9% | 37.7% | 43.3% |
| Net income | $242M | $222M | $203M | $210M |
| Gross margin | 76.3% | 77.1% | 76.5% | 79.3% |
| Gross profit | $496M | $499M | $441M | $489M |
| Operating income | $249M | $239M | $217M | $267M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Universal Display Corporation Announces Third Quarter 2026 Earnings Conference Call
2026-10-08 · Why Universal Display (OLED) Shares Are Trading Lower Today
2026-10-08 · Universal Display Shares Fall After Citigroup Downgrade
2026-10-08 · Stock Market Midday, Oct. 8: Stocks Edge Lower on Growing AI Caution
2026-10-08 · Citigroup Downgrades Universal Display to Sell From Neutral, $71 Price Target
2026-10-08 · Universal Display Shares Fall Nearly 3% After Citi Downgrade and Price Target Cut
2026-09-30 · UDC Korea Honored with Forbes 2026 Korea Trusted Innovation Award
2026-09-24 · Skyworks Solutions and Universal Display Stocks Trade Down, What You Need To Know
2026-09-24 · Microchip Technology, Skyworks Solutions, and Universal Display Shares Are Falling, What You Need To Know
2026-09-24 · Universal Display (OLED) Stock May Be Underpriced Despite Its 53% Slide
2026-09-23 · Is Universal Display (OLED) Undervalued Following Its NovaJet Debut Plans?
Price (daily)
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