FY2025 EPS Estimates for Universal Display Co. Boosted by Analyst (NASDAQ:OLED)

Universal Display Co. (NASDAQ:OLED) – Investment analysts at Zacks Research lifted their FY2025 earnings per share estimates for Universal Display in a report released on Tuesday, April 30th. Zacks Research analyst R. Department now anticipates that the semiconductor company will earn $5.36 per share for the year, up from their prior estimate of $5.35. The consensus estimate for Universal Display’s current full-year earnings is $4.72 per share. Zacks Research also issued estimates for Universal Display’s Q1 2026 earnings at $1.40 EPS.

Several other equities analysts have also recently commented on the stock. Needham & Company LLC reaffirmed a “buy” rating and set a $198.00 price target on shares of Universal Display in a research report on Friday. TD Cowen boosted their price target on Universal Display from $165.00 to $210.00 and gave the company an “outperform” rating in a report on Friday, February 23rd. Oppenheimer restated an “outperform” rating and set a $200.00 price objective (down from $210.00) on shares of Universal Display in a research note on Friday, February 23rd. Finally, Citigroup reiterated a “neutral” rating and set a $180.00 target price (up previously from $161.00) on shares of Universal Display in a research note on Friday, January 19th. Two investment analysts have rated the stock with a hold rating and six have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $199.86.

Universal Display Price Performance

NASDAQ OLED opened at $170.82 on Thursday. The company’s fifty day moving average price is $163.30 and its two-hundred day moving average price is $168.95. The company has a market capitalization of $8.10 billion, a price-to-earnings ratio of 40.29, a price-to-earnings-growth ratio of 1.66 and a beta of 1.44. Universal Display has a 12 month low of $131.00 and a 12 month high of $194.84.

Universal Display (NASDAQ:OLED) last released its earnings results on Thursday, May 2nd. The semiconductor company reported $1.19 EPS for the quarter, beating the consensus estimate of $1.05 by $0.14. The company had revenue of $165.26 million during the quarter, compared to analysts’ expectations of $150.75 million. Universal Display had a return on equity of 14.85% and a net margin of 35.22%. The business’s revenue was up 26.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.83 EPS.

Universal Display Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 29th. Stockholders of record on Friday, March 15th were issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.94%. The ex-dividend date of this dividend was Thursday, March 14th. This is a boost from Universal Display’s previous quarterly dividend of $0.35. Universal Display’s payout ratio is 37.74%.

Hedge Funds Weigh In On Universal Display

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Commonwealth Equity Services LLC grew its stake in shares of Universal Display by 7.6% in the third quarter. Commonwealth Equity Services LLC now owns 15,697 shares of the semiconductor company’s stock worth $2,464,000 after purchasing an additional 1,107 shares in the last quarter. Cambridge Investment Research Advisors Inc. increased its stake in Universal Display by 2.0% during the 3rd quarter. Cambridge Investment Research Advisors Inc. now owns 8,190 shares of the semiconductor company’s stock valued at $1,286,000 after buying an additional 162 shares during the period. Xponance Inc. raised its position in shares of Universal Display by 3.7% during the 3rd quarter. Xponance Inc. now owns 7,838 shares of the semiconductor company’s stock worth $1,230,000 after buying an additional 280 shares in the last quarter. Raymond James Financial Services Advisors Inc. lifted its stake in shares of Universal Display by 1.3% in the 3rd quarter. Raymond James Financial Services Advisors Inc. now owns 21,316 shares of the semiconductor company’s stock worth $3,346,000 after acquiring an additional 282 shares during the period. Finally, Stratos Wealth Partners LTD. bought a new position in shares of Universal Display in the third quarter valued at approximately $340,000. 78.19% of the stock is owned by institutional investors.

Universal Display Company Profile

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.