Q4 EPS Forecast for Universal Display Lowered by Analyst

Universal Display Corporation (NASDAQ:OLED) – Investment analysts at Zacks Research lowered their Q4 2026 earnings per share estimates for shares of Universal Display in a research report issued on Monday, September 14th. Zacks Research analyst Team now expects that the semiconductor company will post earnings per share of $1.18 for the quarter, down from their previous estimate of $1.19. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Universal Display’s current full-year earnings is $4.17 per share. Zacks Research also issued estimates for Universal Display’s Q1 2027 earnings at $0.95 EPS, Q2 2027 earnings at $1.08 EPS, FY2027 earnings at $4.78 EPS, Q1 2028 earnings at $1.12 EPS, Q2 2028 earnings at $1.10 EPS and FY2028 earnings at $5.14 EPS.

A number of other analysts have also recently weighed in on the stock. Susquehanna dropped their price objective on shares of Universal Display from $110.00 to $90.00 and set a “neutral” rating on the stock in a report on Friday, July 31st. Weiss Ratings cut shares of Universal Display from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, July 28th. Oppenheimer restated an “outperform” rating and issued a $120.00 price target (down from $130.00) on shares of Universal Display in a research note on Friday, July 31st. Citigroup reduced their price objective on Universal Display from $100.00 to $85.00 and set a “neutral” rating for the company in a research report on Monday, August 3rd. Finally, BTIG Research downgraded Universal Display to a “neutral” rating in a research report on Friday, July 31st. Three research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $116.33.

Universal Display Stock Performance

Shares of OLED opened at $76.62 on Tuesday. Universal Display has a 1 year low of $75.89 and a 1 year high of $153.38. The company has a market cap of $3.52 billion, a price-to-earnings ratio of 18.55 and a beta of 1.56. The firm has a fifty day moving average of $83.42 and a 200-day moving average of $89.69.

Universal Display (NASDAQ:OLED) last issued its quarterly earnings data on Thursday, July 30th. The semiconductor company reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Universal Display had a return on equity of 11.35% and a net margin of 32.24%.The firm had revenue of $152.16 million during the quarter, compared to the consensus estimate of $157.54 million. During the same period in the prior year, the business earned $1.41 EPS. The firm’s revenue was down 11.4% on a year-over-year basis.

Universal Display Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $2.00 annualized dividend and a yield of 2.6%. Universal Display’s dividend payout ratio (DPR) is presently 48.43%.

Institutional Trading of Universal Display

A number of institutional investors have recently made changes to their positions in the stock. XXEC Inc. bought a new stake in Universal Display during the second quarter worth approximately $2,508,286,000. California State Teachers Retirement System boosted its stake in Universal Display by 8,176.2% during the 2nd quarter. California State Teachers Retirement System now owns 4,339,198 shares of the semiconductor company’s stock valued at $375,731,000 after purchasing an additional 4,286,768 shares in the last quarter. BlackRock Inc. bought a new position in Universal Display during the 2nd quarter valued at $373,931,000. Primecap Management Co. CA acquired a new position in shares of Universal Display during the 2nd quarter valued at $190,136,000. Finally, Geode Capital Management LLC raised its stake in shares of Universal Display by 25.0% in the 4th quarter. Geode Capital Management LLC now owns 1,109,077 shares of the semiconductor company’s stock worth $129,537,000 after buying an additional 222,108 shares in the last quarter. 78.19% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Universal Display

Here are the key news stories impacting Universal Display this week:

• Neutral Sentiment: Zacks Research maintained a Hold rating on Universal Display while publishing lower estimates across several future periods. The firm now forecasts $1.18 EPS for Q4 2026, $4.78 for FY2027 and $5.14 for FY2028. These estimates remain above the current-year consensus of $4.17 EPS, but the revisions point to more cautious expectations for growth.
• Neutral Sentiment: Analysts also reduced estimates for Q1 2027 EPS to $0.95 from $0.96, Q2 2027 EPS to $1.08 from $1.12, Q1 2028 EPS to $1.12 from $1.14 and Q2 2028 EPS to $1.10 from $1.11. Zacks Research estimates
• Negative Sentiment: Universal Display shares reached a new 52-week low, reinforcing concerns about valuation, demand trends and weakening market sentiment. The stock has a one-year range of $75.89 to $153.38. Universal Display Reaches New 1-Year Low
• Negative Sentiment: The stock declined amid broad selling across the semiconductor sector, suggesting that at least part of the weakness reflected industry-wide risk reduction rather than company-specific news. Universal Display Sector-Wide Selling
• Neutral Sentiment: A separate report compared Universal Display with STMicroelectronics, offering peer context but no new company-specific operating or earnings development. Universal Display versus STMicroelectronics

About Universal Display

Universal Display Corporation (NASDAQ: OLED) develops and commercializes organic light-emitting diode (OLED) technologies and materials. The company’s business is centered on high-efficiency phosphorescent OLED (PHOLED) technology, which is designed to improve the performance and energy efficiency of OLED displays and lighting products.

Universal Display supplies OLED emitter materials and other related products to manufacturers and provides technology licenses, technical assistance and support under agreements covering its intellectual property.