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Revenue declined to $152M amid cautious customer demand and rising component costs.

Evaluate Universal Display's (OLED) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Universal Display stock has fallen a long way over the past few years, yet the current market multiples still suggest the shares may be pricing in more weakness than the broader valuation checks fully support. After such a drawn out decline, the question for investors is whether the recent share price now reflects a fair view of the business. Over the past 5 years, Universal Display has declined about 60%, which puts the current valuation into focus after a prolonged reset in...

Universal Display (OLED) just released second quarter 2026 results that showed lower revenue and earnings compared with a year earlier, alongside a dividend affirmation, revised full year revenue guidance and an update on its share repurchase activity. See our latest analysis for Universal Display. Universal Display’s latest earnings update and lower revenue guidance come against a weak share price backdrop, with the stock at US$80.16. The year-to-date share price return is down 34.21%, while...

OLED provider Universal Display (NASDAQ:OLED) fell short of the market’s revenue expectations in Q2 CY2026, with sales falling 11.4% year on year to $152.2 million. On the other hand, the company’s full-year revenue guidance of $650 million at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP profit of $1.06 per share was 2.9% above analysts’ consensus estimates.

Universal Display (NASDAQ:OLED) reported lower second-quarter revenue and earnings as softer material volumes and customer mix weighed on results, while management said it remains confident that new OLED manufacturing capacity and broader adoption across applications will support longer-term growth.

Universal Display Corp (OLED) navigates a challenging Q2 with lower material sales, yet remains optimistic about second-half recovery driven by new product launches and expanding OLED adoption.

Revenue declined to $152M amid cautious customer demand and rising component costs.

Moby summary of Universal Display Corporation's Q2 2026 earnings call

Universal Display (OLED) delivered earnings and revenue surprises of +1.92% and -3.93%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Although the revenue and EPS for Universal Display (OLED) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Universal Display (OLED) is back on investors’ radar after announcing plans to release its second quarter 2026 results on July 30, along with a conference call and webcast for shareholders. See our latest analysis for Universal Display. Universal Display’s share price has been under pressure, with a 30 day share price return down 14.01% and year to date share price return down 35.45%, while the 1 year total shareholder return is down 47.21%. This points to fading momentum despite upcoming...

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Universal Display (NASDAQ:OLED) and the rest of the analog semiconductors stocks fared in Q1.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.

Recent share performance and business snapshot Universal Display (OLED) has drawn attention after a period where the stock is down 29% year to date and about 44% over the past year, despite reporting revenue of US$626.545 million and net income of US$213.446 million. See our latest analysis for Universal Display. That weaker share price momentum, with the stock down 9.68% over the past week and down 29.33% on a year to date share price return basis, sits alongside a 1 year total shareholder...

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.

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.

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.

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