OLEDOLEDTechnology · Electronic Components

OLED Stock Forecast: Universal Display Corp. Price Predictions for 2026-2027

Last close, 14 Aug 2026
$89
−2.24% on the day

The 9 Wall Street analysts covering Universal Display Corp. hold a median 12-month price target of $115 — +29.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 40 of 100 as at 15 Aug 2026 — in the lower half.

Market cap
$4.1B
Ticker Nerd rank
40 / 100
Median analyst target
$115
Analysts covering
9
Total return, dividends reinvested
1W
−2.5%
1M
+13.1%
YTD
−23.1%
1Y
−37.0%
From 52W high
−40.5%
From 52W low
+14.1%
$78
$149
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

OLED stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Universal Display Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 15 Aug 2026
40 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
81
Quality
80
Value
79
Accruals
55
Revisions
42
Volatility
36
Size
26
Growth
20
Momentum
9

Issuance (81): The share count has been shrinking and the company is not leaning on new borrowing.

Momentum (9): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

OLED stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on OLED, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$80$100$120$140$160Oct 25Jan 26Apr 26Jul 26OLEDHigh $158Median $115Low $80

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says9 analysts
6 Buy3 Hold0 Sell
Low $80Median $115High $158

The green dot is the last close — the median target sits +29.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 6 moved it down.

DateFirmActionRatingTarget
3 Aug 2026CitigroupMaintainsNeutral$100$85
31 July 2026NeedhamMaintainsBuy$120$100
31 July 2026OppenheimerReiteratesOutperform$130$120
31 July 2026SusquehannaMaintainsNeutral$110$90
4 May 2026CitigroupMaintainsNeutral
4 May 2026CitigroupMaintainsNeutral$105$100
1 May 2026NeedhamMaintainsBuy
1 May 2026NeedhamMaintainsBuy$145$120
14 Apr 2026CitigroupMaintainsNeutral
20 Feb 2026NeedhamMaintainsBuy
27 Jan 2026CitigroupMaintainsNeutral
22 Dec 2025NeedhamReiteratesBuy
7 Nov 2025NeedhamMaintainsBuy
2 May 2025NeedhamReiteratesBuy
21 Feb 2025NeedhamMaintainsBuy
21 Feb 2025Roth MKMMaintainsBuy
21 Feb 2025SusquehannaMaintainsNeutral
10 Feb 2025CitigroupMaintainsNeutral
6 Feb 2025Goldman SachsMaintainsBuy
16 Jan 2025NeedhamReiteratesBuy

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. OLED appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

OLED analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−2.5%
Analysts raising
0
Analysts cutting
0
Fundamentals

Universal Display Corp. (OLED) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
21.5×

Cheaper than 37% of US stocks

Price / sales
6.7×

Cheaper than 20% of US stocks

Price / book
2.4×

Cheaper than 41% of US stocks

EV / EBITDA
14.1×

Cheaper than 26% of US stocks

Growth & margins
Revenue growth (YoY)
−11.4%

Higher than 15% of US stocks

Earnings growth (YoY)
−26.5%

Higher than 17% of US stocks

Gross margin
75.8%

Higher than 88% of US stocks

Operating margin
35.3%

Higher than 90% of US stocks

Net margin
32.2%

Higher than 91% of US stocks

Returns & dividend
Return on equity
11.5%

Higher than 67% of US stocks

Return on assets
6.8%

Higher than 84% of US stocks

Dividend yield
2.2%

Higher than 51% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

OLED vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelElectronic Components
CompanyMarket capTKN rank
OLEDUniversal Display Corp.$4.1B
40
BELFBBel Fuse, Inc.$4.1B
90
OSISOSI Systems, Inc.$3.8B
40
OUSTOuster, Inc.$3.5B
39
KNKnowles Corp.$3.3B
95
BHEBenchmark Electronics, Inc.$2.9B
98
ROGRogers Corp.$2.6B
95

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Universal Display Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest OLED news & analysis

Universal Display Sees $20B OLED Capacity Wave Powering Long-Term Growth

MarketBeat · 16 Aug 2026neutral

Universal Display Corp. CEO Steve Abramson stated that the OLED industry's ongoing investment in new manufacturing capacity signals panel makers' confidence in long-term adoption, despite near-term smartphone demand pressure from higher component and memory costs.

Why it matters — OLED watchers would care because the CEO's comments connect industry capacity investments to expectations of sustained long-term OLED adoption even as current smartphone demand faces headwinds.

Universal Display Corporation (OLED) Presents at Oppenheimer 29th Annual Technology, Internet & Communications Conference Transcript

Seeking Alpha · 12 Aug 2026neutral

Universal Display Corporation presented at the Oppenheimer 29th Annual Technology, Internet & Communications Conference, and a transcript of its remarks was published on Seeking Alpha. The item reports on the company's participation in the investor conference.

Why it matters — A company presentation at a major investment conference offers OLED investors a chance to hear Universal Display's corporate commentary firsthand.

Universal Display Q2 Earnings Beat as Material Sales Weigh on Growth

Zacks Investment Research · 11 Aug 2026negative

Universal Display reported second-quarter results that beat earnings estimates, but weaker material sales and a lowered 2026 outlook mean its recovery remains dependent on demand, according to the Zacks item.

Why it matters — An OLED watcher would care because the combination of an earnings beat with softer material sales and a reduced 2026 outlook points to demand-driven uncertainty around Universal Display's OLED material growth.

Universal Display Stock Buy, Hold, or Wait on Growth and Valuation

Zacks Investment Research · 11 Aug 2026negative

A Zacks Investment Research piece discusses Universal Display's stock, noting that its lower valuation offers some support, while declining growth, weaker material volumes and cautious demand favor waiting for improvement before acting.

Why it matters — OLED watchers would care because the item points to softening material demand and growth trends at a key OLED technology supplier, signalling headwinds in the sector's near-term momentum.

Universal Display Stock Climbs 19.7% in a Month: Is it Sustainable?

Zacks Investment Research · 11 Aug 2026negative

Universal Display's stock rose 19.7% over the past month, but the sustainability of that gain is being tested by softer material volumes and cautious 2026 guidance, even as OLED capacity continues to grow.

Why it matters — An OLED watcher would care because the stock's recent climb hinges on whether ongoing OLED capacity growth can offset weaker material demand and conservative forward guidance.

FAQ

Frequently asked questions about OLED stock

What is the OLED stock price forecast for 2026-2027?

The 9 Wall Street analysts covering Universal Display Corp. have a median 12-month price target of $115, with estimates ranging from $80 to $158. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is OLED stock a buy right now?

Of the 9 analysts covering Universal Display Corp., 6 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Universal Display Corp. 40 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank OLED?

As at 15 Aug 2026, Universal Display Corp. ranks 40 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (81 of 100).

Will OLED stock go up?

No one can know that. What the data says: the median 12-month target from 9 analysts implies +29.3% from the last close, and Ticker Nerd's factor model ranks Universal Display Corp. 40 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the OLED stock forecast for 2030?

No analyst covering Universal Display Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for OLED are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $80 to $158 over the next 12 months.

How has OLED stock performed over the past year?

Universal Display Corp. returned -37.0% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Universal Display Corp. do?

Universal Display Corporation is a technology company specializing in organic light-emitting diode, or OLED, technologies and materials for the global display and lighting industries. The company focuses on inventing, developing, and commercializing proprietary OLED technologies, including its phosphorescent OLED (PHOLED) materials, which are designed to enable energy-efficient, high-performance displays.

What is the latest news on OLED?

The most recent item we track (MarketBeat, 16 Aug 2026): "Universal Display Sees $20B OLED Capacity Wave Powering Long-Term Growth". Universal Display Corp. CEO Steve Abramson stated that the OLED industry's ongoing investment in new manufacturing capacity signals panel makers' confidence in long-term adoption, despite near-term smartphone demand pressure from higher component and memory costs.

Company

About Universal Display Corp.

Universal Display Corporation is a technology company specializing in organic light-emitting diode, or OLED, technologies and materials for the global display and lighting industries. The company focuses on inventing, developing, and commercializing proprietary OLED technologies, including its phosphorescent OLED (PHOLED) materials, which are designed to enable energy-efficient, high-performance displays. Universal Display Corporation generates revenue primarily through the development and supply of advanced OLED materials and the licensing of its intellectual property portfolio to leading panel manufacturers worldwide. Its technologies are used across a broad range of applications such as smartphones, tablets, laptops, monitors, televisions, wearables, automotive displays, AR/VR devices, gaming displays, and solid-state lighting. Headquartered in Ewing, New Jersey, and founded in 1994, the company operates internationally with offices in major display manufacturing regions, supporting a central role in the OLED supply chain and contributing key enabling materials and know-how to many of the world’s commercial OLED products.

CEO Mr. Steven V. Abramson · 469 employees · United States · https://oled.com