OLEDTechnology · Electronic ComponentsThe 9 Wall Street analysts covering Universal Display Corp. hold a median 12-month price target of $115 — +48.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 42 of 100 as at 7 Oct 2026 — in the lower half.
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.
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): The share count has been shrinking and the company is not leaning on new borrowing.
Momentum (10): 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.
The bullish and bearish analyst opinions on OLED, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +48.9% from it.
Of the 20 most recent actions, 0 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 3 Aug 2026 | Citigroup | Maintains | Neutral | $100 → $85 |
| 31 July 2026 | Needham | Maintains | Buy | $120 → $100 |
| 31 July 2026 | Oppenheimer | Reiterates | Outperform | $130 → $120 |
| 31 July 2026 | Susquehanna | Maintains | Neutral | $110 → $90 |
| 4 May 2026 | Citigroup | Maintains | Neutral | — |
| 4 May 2026 | Citigroup | Maintains | Neutral | $105 → $100 |
| 1 May 2026 | Needham | Maintains | Buy | — |
| 1 May 2026 | Needham | Maintains | Buy | $145 → $120 |
| 14 Apr 2026 | Citigroup | Maintains | Neutral | — |
| 20 Feb 2026 | Needham | Maintains | Buy | — |
| 27 Jan 2026 | Citigroup | Maintains | Neutral | — |
| 22 Dec 2025 | Needham | Reiterates | Buy | — |
| 7 Nov 2025 | Needham | Maintains | Buy | — |
| 2 May 2025 | Needham | Reiterates | Buy | — |
| 21 Feb 2025 | Needham | Maintains | Buy | — |
| 21 Feb 2025 | Roth MKM | Maintains | Buy | — |
| 21 Feb 2025 | Susquehanna | Maintains | Neutral | — |
| 10 Feb 2025 | Citigroup | Maintains | Neutral | — |
| 6 Feb 2025 | Goldman Sachs | Maintains | Buy | — |
| 16 Jan 2025 | Needham | Reiterates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 7 Oct 2026, Universal Display Corp. returned −43.9% against +17.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 39% of US stocks
Cheaper than 21% of US stocks
Cheaper than 41% of US stocks
Cheaper than 29% of US stocks
Higher than 15% of US stocks
Higher than 18% of US stocks
Higher than 88% of US stocks
Higher than 90% of US stocks
Higher than 91% of US stocks
Higher than 67% of US stocks
Higher than 84% of US stocks
Higher than 82% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Universal Display Corp. has a market value of $3.7B and an enterprise value of $3.2B.
Revenue in the twelve months to 30 June 2026: $606.9M. The latest quarter shrank 11.4% year on year.
Net income over the same four quarters: $195.7M, a 32.2% net margin.
Diluted earnings per share, trailing twelve months: $4.13.
Free cash flow in the twelve months to 30 June 2026: $170.0M.
Universal Display Corp. spent $89.4M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 19.2×; forward P/E: 16.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.51%, paying out 46% of earnings.
Universal Display Corp. employs 469 people — $1.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
UDC Korea received the Forbes 2026 Korea Trusted Innovation Award in Technology Innovation for its phosphorescent OLED materials and technology.
Why it matters — The recognition highlights UDC Korea's standing in phosphorescent OLED technology, a core focus for those following OLED materials development.
Universal Display Corporation (UDC) congratulated Stephen R. Forrest and Mark E. Thompson on being named 2026 Clarivate Citation Laureates, according to a Business Wire announcement.
Why it matters — This recognition highlights the work of key figures tied to OLED research, reflecting positively on the field central to UDC's technology focus.
UVJC, a wholly owned subsidiary of UDC, announced it will introduce NovaJet at WESEMiBAY 2026 in Shenzhen, China. The launch comes as the semiconductor industry looks beyond traditional scaling.
Why it matters — A UDC subsidiary is expanding into the semiconductor sector with a new product launch, which could broaden the company's market presence beyond its core OLED business.
Universal Display Corporation presented at Citi's 2026 Global TMT Conference, with a full transcript of the presentation published on Seeking Alpha. The item records that the company participated in the conference event.
Why it matters — An OLED watcher would care because the conference presentation transcript offers insights into Universal Display's positioning and messaging at a major technology, media, and telecom industry event.
Universal Display Corp. announced the recipients of its 10th annual UDC Innovative Research and Pioneering Technology Awards during the 26th International Meeting on Information Display (IMID 2026) in Busan, Korea. The awards mark a decade of recognizing contributions to OLED research and technology.
Why it matters — The awards signal ongoing industry recognition and engagement for OLED innovation, highlighting UDC's continued role in the advancement of display technology.
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.
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. 42 out of 100 across roughly 4,600 US stocks as at 7 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 7 Oct 2026, Universal Display Corp. ranks 42 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).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +48.9% from the last close, and Ticker Nerd's factor model ranks Universal Display Corp. 42 out of 100 as at 7 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Universal Display Corp. returned -43.9% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Universal Display Corp. is a technology company focused on organic light-emitting diode, or OLED, materials and enabling technologies used in modern display and lighting applications.
The most recent item we track (Business Wire, 30 Sept 2026): "UDC Korea Honored with Forbes 2026 Korea Trusted Innovation Award". UDC Korea received the Forbes 2026 Korea Trusted Innovation Award in Technology Innovation for its phosphorescent OLED materials and technology.
Universal Display Corp. is a technology company focused on organic light-emitting diode, or OLED, materials and enabling technologies used in modern display and lighting applications. Its core business centers on developing, licensing, and commercializing proprietary OLED solutions that help manufacturers create high-performance screens for smartphones, tablets, televisions, wearables, laptops, and automotive displays. The company also supports solid-state lighting applications, where OLED materials can contribute to energy-efficient and thin, flexible lighting designs. Universal Display Corp. is recognized for its phosphorescent OLED material portfolio, which is used across the display supply chain by electronics and lighting manufacturers. Headquartered in Ewing, New Jersey, Universal Display Corp. plays a specialized role in the global display market by supplying the advanced materials and intellectual property that underpin many premium OLED products today.
CEO Mr. Steven V. Abramson · 469 employees · United States · https://oled.com
