Universal Display (OLED)

Nov 5, 2026

ProShare Advisors LLC increased its stake in Universal Display Corporation (NASDAQ:OLED) by 16.8% in the third quarter, bringing its total holdings to 90,421 shares valued at approximately $6.97 million. The semiconductor company reported quarterly EPS of $1.23, beating expectations, though revenue of $160.43 million fell short of estimates. Universal Display also declared a quarterly dividend of $0.50 per share, offering a 2.2% annualized yield.

Oct 30, 2026

Roth Capital Partners analyst Scott Searle maintained his "Buy" rating and US$158.00 target on Universal Display Corporation (NASDAQ:OLED), anticipating growth in 2027 driven by new manufacturing capacity and the potential commercialization of blue OLED technology. Despite slightly weaker-than-expected Q3 results and lowered revenue estimates for 2026 and 2027, Searle believes the shares are attractively valued, with significant growth potential from IT applications and blue emitter technology contributing to future revenue and earnings.

Oct 30, 2026

Oppenheimer has maintained its "Outperform" rating for Universal Display (OLED), but lowered the price target from $120.00 to $115.00. Despite this adjustment, GuruFocus indicates that OLED is significantly undervalued by 41.1% with a GF Value™ of $148.75 against a current price of $87.63, supported by a strong GF Score™ of 85/100, particularly in profitability and financial strength. Gurus show positive sentiment, though insider selling has occurred, the overall outlook remains cautiously optimistic.