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

Universal Display Co. (NASDAQ:OLED) – Investment analysts at Zacks Research lifted their Q1 2026 earnings per share (EPS) estimates for shares of Universal Display in a report issued on Monday, March 24th. Zacks Research analyst R. Department now expects that the semiconductor company will earn $1.25 per share for the quarter, up from their prior forecast 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.

Other equities research analysts also recently issued reports about the company. Needham & Company LLC cut their price target on Universal Display from $215.00 to $170.00 and set a “buy” rating for the company in a research note on Friday, February 21st. StockNews.com raised shares of Universal Display from a “sell” rating to a “hold” rating in a research report on Friday, March 21st. The Goldman Sachs Group reduced their target price on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating for the company in a research note on Thursday, February 6th. Citigroup dropped 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. Finally, Susquehanna reduced 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. Three equities research analysts have rated the stock with a hold rating and five have issued a buy rating to the company’s stock. According to data from MarketBeat, Universal Display currently has a consensus rating of “Moderate Buy” and a consensus target price of $190.43.

Universal Display Trading Down 0.2 %

Shares of NASDAQ:OLED opened at $151.93 on Thursday. The firm has a market cap of $7.21 billion, a price-to-earnings ratio of 32.67, a P/E/G ratio of 1.61 and a beta of 1.40. Universal Display has a 1 year low of $140.17 and a 1 year high of $237.00. The business has a fifty day simple moving average of $149.50 and a 200 day simple moving average of $168.70.

Universal Display (NASDAQ:OLED) last released its quarterly earnings data 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 firm had revenue of $162.29 million for 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%.

Universal Display Increases Dividend

The company also recently announced 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. The ex-dividend date is Monday, March 17th. This is a positive change from Universal Display’s previous quarterly dividend of $0.40. This represents a $1.80 dividend on an annualized basis and a yield of 1.18%. Universal Display’s dividend payout ratio (DPR) is presently 38.71%.

Institutional Inflows and Outflows

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

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.