Zacks Research Predicts Lower Earnings for Universal Display

Universal Display Corporation (NASDAQ:OLED) – Zacks Research decreased their Q1 2026 EPS estimates for shares of Universal Display in a report issued on Thursday, March 12th. Zacks Research analyst Team now anticipates that the semiconductor company will earn $1.12 per share for the quarter, down from their previous forecast of $1.18. Zacks Research currently has a “Hold” rating on the stock. 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 $1.14 EPS, Q3 2026 earnings at $1.22 EPS, Q4 2026 earnings at $1.38 EPS, FY2026 earnings at $4.86 EPS, Q1 2027 earnings at $1.31 EPS, Q3 2027 earnings at $1.42 EPS, Q4 2027 earnings at $1.48 EPS and FY2028 earnings at $5.87 EPS.

A number of other brokerages also recently commented on OLED. Needham & Company LLC lowered their target price on Universal Display from $150.00 to $145.00 and set a “buy” rating on the stock in a research note on Friday, February 20th. Wall Street Zen upgraded shares of Universal Display from a “sell” rating to a “hold” rating in a research report on Sunday, February 22nd. Citigroup lowered their target price on shares of Universal Display from $150.00 to $130.00 and set a “neutral” rating on the stock in a research note on Tuesday, January 27th. Weiss Ratings restated a “hold (c-)” rating on shares of Universal Display in a research report on Wednesday, December 24th. Finally, Roth Mkm restated a “buy” rating and issued a $180.00 price target on shares of Universal Display in a research note on Friday, February 20th. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $151.67.

Universal Display Stock Performance

NASDAQ OLED opened at $94.71 on Friday. The firm has a market capitalization of $4.46 billion, a P/E ratio of 18.68, a PEG ratio of 7.57 and a beta of 1.65. The stock has a 50-day simple moving average of $115.29 and a two-hundred day simple moving average of $126.66. Universal Display has a fifty-two week low of $93.03 and a fifty-two week high of $163.21.

Universal Display (NASDAQ:OLED) last posted its earnings results on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.11. The company had revenue of $172.93 million during the quarter, compared to the consensus estimate of $173.35 million. Universal Display had a net margin of 37.21% and a return on equity of 14.07%. The firm’s quarterly revenue was up 6.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.22 earnings per share.

Universal Display Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be paid a $0.50 dividend. This is a positive change from Universal Display’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.1%. Universal Display’s payout ratio is presently 35.50%.

Hedge Funds Weigh In On Universal Display

Large investors have recently made changes to their positions in the stock. Hsbc Holdings PLC increased its holdings in Universal Display by 890.9% in the 4th quarter. Hsbc Holdings PLC now owns 38,091 shares of the semiconductor company’s stock valued at $4,489,000 after purchasing an additional 34,247 shares during the last quarter. XXEC Inc. lifted its stake in Universal Display by 26.2% during the fourth quarter. XXEC Inc. now owns 65,661 shares of the semiconductor company’s stock worth $7,668,000 after purchasing an additional 13,615 shares in the last quarter. MidFirst Bank purchased a new position in shares of Universal Display during the fourth quarter worth $227,000. Pacer Advisors Inc. boosted its position in shares of Universal Display by 1,820.1% during the fourth quarter. Pacer Advisors Inc. now owns 113,207 shares of the semiconductor company’s stock worth $13,220,000 after buying an additional 107,311 shares during the period. Finally, Invesco Ltd. grew its stake in shares of Universal Display by 47.1% in the fourth quarter. Invesco Ltd. now owns 219,059 shares of the semiconductor company’s stock valued at $25,582,000 after buying an additional 70,141 shares in the last quarter. 78.19% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Universal Display

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

• Positive Sentiment: Numerai GP LLC increased its OLED position in Q4, buying ~71,257 shares (≈$9.24M) and leaving a larger quarter‑end holding — an institutional purchase that can signal conviction or provide buying support. OLED Stock Down 35% This Past Year, but One Fund Invested $9 Million More Anyway
• Neutral Sentiment: Separate filings coverage notes other semiconductor institutional activity (Skyworks example) — relevant as sector context but not specific to OLED’s fundamentals. This $9 Million Institutional Buy Targeted a Semiconductor Stock Down 19% Over the Past Year
• Negative Sentiment: Zacks Research cut multiple quarterly and full‑year EPS forecasts for OLED (notably trimming FY2026 from $5.28 to $4.86 and lowering several 2026–2027 quarter estimates). Zacks kept a “Hold” rating — the downward revisions signal weaker near‑term growth expectations and are the primary driver of selling pressure. MarketBeat OLED page (Zacks coverage)

About Universal Display

Universal Display Corporation (NASDAQ: OLED) is a technology company specializing in organic light-emitting diode (OLED) solutions. The company develops and commercializes materials, technologies and software used in the creation of OLED displays and lighting. Its offerings include proprietary phosphorescent OLED (PHOLED) materials, display driver integrated circuits and process technologies that enable higher efficiency, longer lifetimes and improved color performance for a range of display and lighting applications.

Universal Display’s core business is licensing its extensive OLED patent portfolio to display manufacturers and providing them with the key organic materials needed for device fabrication.