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Universal Display’s fair value estimate has been trimmed from US$154.44 to US$128.11, a reset of about 17% in the modeled central price target. Analysts are clustering around these lower targets as they weigh long term potential against nearer term execution and macro risks, rather than reacting to a single outlier opinion. As you read on, you will see how this evolving narrative could shape expectations and what to watch as new research comes out. Wall Street's queuing for one rocket. While...

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

A number of stocks jumped in the afternoon session after risk-on sentiment returned on Iran peace progress as Treasury yields cooled.

Over the past six months, Universal Display’s stock price fell to $87.50. Shareholders have lost 19.5% of their capital, which is disappointing considering the S&P 500 has climbed by 13.2%. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Universal Display (OLED) is back in focus after Q1 2026 results showed revenue and operating income declines, as well as a reduced multi-year outlook, with management pointing to more measured demand and upcoming capacity additions in Korea and China. See our latest analysis for Universal Display. The Q1 setback and lowered outlook have come alongside a share price that has fallen 10.2% over the past month and 26.6% year to date, while the 1 year total shareholder return is down 40.4%,...

Universal Display recently reported weaker Q1 2026 results, with revenue and operating income falling due to shifts in customer mix and lower unit volumes, and management reduced its multi-year revenue outlook amid more measured market conditions. Despite this softer backdrop, the company highlighted resilient margins, a strong cash position, and ongoing investment in phosphorescent blue OLED technology and new capacity additions in Korea and China as longer-term growth drivers. Next, we’ll...

Universal Display Corporation (NASDAQ:OLED) is one of the 9 Most Profitable Tech Stocks to Buy Right Now. On May 4, Citi lowered its price target on Universal Display Corporation (NASDAQ:OLED) to $100 from $105. It retained a “Neutral” rating on the shares. On April 30, Universal Display Corporation (NASDAQ:OLED) reported revenue of $142.2 million for […]

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Examine the evolution of Universal Display's (OLED) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

OLED provider Universal Display (NASDAQ:OLED) fell short of the market’s revenue expectations in Q1 CY2026, with sales falling 14.5% year on year to $142.2 million. The company’s full-year revenue guidance of $650 million at the midpoint came in 3.5% below analysts’ estimates. Its non-GAAP profit of $0.76 per share was 36.7% below analysts’ consensus estimates.

The analysts might have been a bit too bullish on Universal Display Corporation ( NASDAQ:OLED ), given that the company...

Shares of OLED provider Universal Display (NASDAQ:OLED) jumped 9.1% in the morning session after the company announced a new $400 million share repurchase program, which appeared to overshadow weak first-quarter financial results and a reduced full-year forecast.

Universal Display missed earnings estimates by a mile and cut its guidance. So why did the stock jump 14%?

OLED Q1 earnings and revenues miss as weak demand, mix shifts and lower volumes weigh, prompting a 2026 revenue outlook cut amid uncertainty.

Moby summary of Universal Display Corporation's Q1 2026 earnings call

Universal Display Corp (OLED) reports a 14% revenue drop in Q1 2026 while focusing on innovation and a new $400 million share repurchase program.

Universal Display (NASDAQ:OLED) reported lower first-quarter revenue year over year and narrowed its full-year outlook as management pointed to a more cautious consumer electronics demand environment, higher component costs, and supply constraints that are complicating forecasting across the value c

While the top- and bottom-line numbers for Universal Display (OLED) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.