Zacks Research Has Pessimistic Outlook of OLED Q2 Earnings

Universal Display Corporation (NASDAQ:OLED) – Equities research analysts at Zacks Research lowered their Q2 2026 earnings per share (EPS) estimates for Universal Display in a report released on Thursday, May 21st. Zacks Research analyst Team now expects that the semiconductor company will post earnings per share of $1.04 for the quarter, down from their previous forecast of $1.13. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Universal Display’s current full-year earnings is $4.40 per share. Zacks Research also issued estimates for Universal Display’s Q3 2026 earnings at $1.11 EPS, Q4 2026 earnings at $1.25 EPS, Q1 2027 earnings at $1.13 EPS, Q2 2027 earnings at $1.27 EPS, Q3 2027 earnings at $1.30 EPS, Q4 2027 earnings at $1.26 EPS, FY2027 earnings at $4.96 EPS, Q1 2028 earnings at $1.15 EPS and FY2028 earnings at $5.58 EPS.

Universal Display (NASDAQ:OLED) last announced its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $0.76 earnings per share for the quarter, missing the consensus estimate of $1.13 by ($0.37). The firm had revenue of $142.21 million for the quarter, compared to the consensus estimate of $161.23 million. Universal Display had a return on equity of 12.34% and a net margin of 34.08%.The business’s revenue for the quarter was down 14.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.35 earnings per share.

A number of other analysts have also commented on OLED. Needham & Company LLC lowered their target price on shares of Universal Display from $145.00 to $120.00 and set a “buy” rating for the company in a report on Friday, May 1st. Citigroup reduced their price target on Universal Display from $105.00 to $100.00 and set a “neutral” rating on the stock in a research report on Monday, May 4th. Oppenheimer decreased their price objective on Universal Display from $160.00 to $130.00 and set an “outperform” rating for the company in a research note on Friday, May 1st. The Goldman Sachs Group set a $135.00 price objective on Universal Display in a report on Tuesday, April 21st. Finally, Roth Mkm set a $168.00 target price on Universal Display in a research note on Friday, May 1st. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $130.60.

Universal Display Price Performance

OLED opened at $91.57 on Friday. The firm has a 50 day simple moving average of $93.97 and a 200 day simple moving average of $109.60. Universal Display has a fifty-two week low of $83.64 and a fifty-two week high of $163.21. The company has a market cap of $4.28 billion, a price-to-earnings ratio of 20.44 and a beta of 1.54.

Universal Display Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Tuesday, June 16th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Tuesday, June 16th. Universal Display’s dividend payout ratio is 44.64%.

Institutional Investors Weigh In On Universal Display

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Smartleaf Asset Management LLC boosted its stake in Universal Display by 309.8% in the 3rd quarter. Smartleaf Asset Management LLC now owns 209 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 158 shares during the period. Measured Wealth Private Client Group LLC acquired a new position in shares of Universal Display during the third quarter worth about $33,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Universal Display during the third quarter worth about $37,000. Jones Financial Companies Lllp grew its holdings in shares of Universal Display by 104.2% during the third quarter. Jones Financial Companies Lllp now owns 388 shares of the semiconductor company’s stock worth $58,000 after buying an additional 198 shares in the last quarter. Finally, Canada Pension Plan Investment Board acquired a new stake in Universal Display in the 2nd quarter valued at approximately $62,000. 78.19% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Universal Display

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

• Negative Sentiment: Zacks Research cut its FY2027 EPS estimate for Universal Display to $4.96 from $5.43, pointing to a weaker medium-term earnings outlook. Universal Display Corporation stock page
• Negative Sentiment: The firm also lowered its FY2028 EPS estimate to $5.58 from $5.87, along with cuts to Q2 2026, Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, and Q4 2027 estimates, reinforcing concerns about near- and long-term growth. Universal Display Corporation stock page
• Neutral Sentiment: Universal Display’s recent share price has been trading well below its 200-day moving average, and the stock had recently risen 3.5% in a prior session, showing the name can still attract buying interest despite the cautious analyst backdrop.

Universal Display Company Profile

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.