Roth Capital Expects Lower Earnings for Universal Display

Universal Display Co. (NASDAQ:OLED) – Research analysts at Roth Capital dropped their Q2 2025 earnings per share (EPS) estimates for shares of Universal Display in a research note issued to investors on Wednesday, October 30th. Roth Capital analyst S. Searle now expects that the semiconductor company will post earnings per share of $1.00 for the quarter, down from their prior forecast of $1.15. The consensus estimate for Universal Display’s current full-year earnings is $4.81 per share.

Universal Display (NASDAQ:OLED) last announced its earnings results on Wednesday, October 30th. The semiconductor company reported $1.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.20 by $0.20. The company had revenue of $161.63 million during the quarter, compared to analyst estimates of $165.28 million. Universal Display had a return on equity of 16.01% and a net margin of 36.98%. The firm’s quarterly revenue was up 14.6% compared to the same quarter last year. During the same period last year, the company posted $1.08 earnings per share.

OLED has been the topic of several other reports. Oppenheimer decreased their price target on shares of Universal Display from $240.00 to $220.00 and set an “outperform” rating on the stock in a research note on Thursday. Needham & Company LLC decreased their price objective on Universal Display from $242.00 to $215.00 and set a “buy” rating on the stock in a research report on Thursday. The Goldman Sachs Group lifted their target price on Universal Display from $208.00 to $243.00 and gave the company a “buy” rating in a research note on Thursday, July 18th. Susquehanna upped their price target on Universal Display from $170.00 to $175.00 and gave the company a “neutral” rating in a research note on Friday, August 2nd. Finally, Roth Mkm lifted their price objective on Universal Display from $189.00 to $217.00 and gave the stock a “buy” rating in a research report on Friday, August 2nd. Two analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $215.63.

Universal Display Trading Down 11.2 %

OLED opened at $180.32 on Friday. Universal Display has a 1-year low of $133.67 and a 1-year high of $237.00. The stock has a market capitalization of $8.56 billion, a PE ratio of 36.21, a PEG ratio of 2.17 and a beta of 1.42. The firm has a 50-day moving average price of $201.79 and a two-hundred day moving average price of $193.89.

Universal Display Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 31st. Shareholders of record on Tuesday, December 17th will be issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 0.89%. The ex-dividend date is Tuesday, December 17th. Universal Display’s dividend payout ratio (DPR) is currently 32.13%.

Institutional Trading of Universal Display

A number of institutional investors and hedge funds have recently modified their holdings of the stock. ORG Partners LLC bought a new position in Universal Display during the 1st quarter worth approximately $27,000. V Square Quantitative Management LLC acquired a new stake in Universal Display in the third quarter worth $31,000. Nisa Investment Advisors LLC boosted its position in shares of Universal Display by 60.2% during the third quarter. Nisa Investment Advisors LLC now owns 173 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 65 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in shares of Universal Display by 210.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 233 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 158 shares during the period. Finally, Itau Unibanco Holding S.A. bought a new stake in shares of Universal Display in the 2nd quarter valued at $44,000. 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.