Roth Capital Expects Lower Earnings for Universal Display

Universal Display Co. (NASDAQ:OLED) – Research analysts at Roth Capital decreased their Q3 2025 EPS estimates for shares of Universal Display in a research note issued on Friday, February 21st. Roth Capital analyst S. Searle now anticipates that the semiconductor company will earn $1.15 per share for the quarter, down from their previous estimate of $1.16. The consensus estimate for Universal Display’s current full-year earnings is $4.71 per share. Roth Capital also issued estimates for Universal Display’s Q1 2026 earnings at $1.15 EPS, Q2 2026 earnings at $1.26 EPS, Q3 2026 earnings at $1.53 EPS and FY2026 earnings at $5.72 EPS.

Several other equities analysts have also commented on the company. Susquehanna dropped their target price on Universal Display from $165.00 to $160.00 and set a “neutral” rating on the stock in a report on Friday, February 21st. Oppenheimer cut their target price on Universal Display from $220.00 to $200.00 and set an “outperform” rating on the stock in a research report on Thursday, January 2nd. Citigroup lowered their price target on Universal Display from $200.00 to $162.00 and set a “neutral” rating for the company in a report on Monday, February 10th. Roth Mkm raised their price objective on shares of Universal Display from $207.00 to $213.00 and gave the stock a “buy” rating in a report on Friday, February 21st. Finally, The Goldman Sachs Group lowered their target price on shares of Universal Display from $234.00 to $203.00 and set a “buy” rating for the company in a report on Thursday, February 6th. Two research analysts have rated the stock with a hold rating and five have assigned a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $190.43.

Universal Display Stock Performance

Shares of Universal Display stock opened at $157.32 on Monday. The business has a 50-day simple moving average of $148.42 and a 200-day simple moving average of $173.76. Universal Display has a one year low of $140.17 and a one year high of $237.00. The company has a market cap of $7.47 billion, a PE ratio of 33.83, a P/E/G ratio of 1.61 and a beta of 1.39.

Universal Display (NASDAQ:OLED) last announced its earnings results on Thursday, February 20th. The semiconductor company reported $1.22 earnings per share for the quarter, topping the consensus estimate of $1.08 by $0.14. Universal Display had a net margin of 34.29% and a return on equity of 15.51%. The firm had revenue of $162.29 million for the quarter, compared to the consensus estimate of $152.75 million.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Assetmark Inc. acquired a new stake in shares of Universal Display in the 3rd quarter valued at approximately $29,000. Orion Capital Management LLC purchased a new position in Universal Display in the fourth quarter worth $29,000. Brooklyn Investment Group acquired a new stake in Universal Display in the third quarter valued at $30,000. Brown Brothers Harriman & Co. boosted its position in shares of Universal Display by 280.0% during the 4th quarter. Brown Brothers Harriman & Co. now owns 209 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 154 shares in the last quarter. Finally, Nisa Investment Advisors LLC grew its stake in shares of Universal Display by 60.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 173 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 65 shares during the period. 78.19% of the stock is owned by hedge funds and other institutional investors.

Universal Display Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 17th will be issued a $0.45 dividend. This is an increase from Universal Display’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, March 17th. This represents a $1.80 annualized dividend and a dividend yield of 1.14%. Universal Display’s payout ratio is presently 38.71%.

About Universal Display

Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications in the United States and internationally. The company offers PHOLED technologies and materials for displays and lighting products under the UniversalPHOLED brand.