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

Last close, 9 Sept 2026
$80
−2.90% on the day

The 9 Wall Street analysts covering Universal Display Corp. hold a median 12-month price target of $115 — +43.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 42 of 100 as at 8 Sept 2026 — in the lower half.

Market cap
$3.8B
Ticker Nerd rank
42 / 100
Median analyst target
$115
Analysts covering
9
Revenue$152.2M−11.4% y/y
Operating income$53.6M
Net income$49.4M
Free cash flow$20.3M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.0%
1M
−12.4%
YTD
−30.9%
1Y
−41.9%
From 52W high
−46.5%
From 52W low
+2.5%
$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 8 Sept 2026
42 / 100

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

Value
82
Issuance
81
Quality
80
Accruals
55
Revisions
44
Volatility
36
Size
27
Growth
20
Momentum
10

Value (82): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.

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.

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.

Data provided by Twelve Data

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

The green dot is the last close — the median target sits +43.9% 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.

Performance

OLED vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Sept 2026, Universal Display Corp. returned −41.9% against +18.5% for the S&P 500, dividends included.

OLED vs S&P 500, last 12 monthsTotal return, rebased to 100
6080100120Oct 25Jan 26Apr 26Jul 26OLEDS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

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
−1.9%
Analysts raising
1
Analysts cutting
5
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
19.9×

Cheaper than 38% of US stocks

Price / sales
6.3×

Cheaper than 21% of US stocks

Price / book
2.3×

Cheaper than 42% of US stocks

EV / EBITDA
12.9×

Cheaper than 29% 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 89% 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
2.4%

Higher than 54% of US dividend payers

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

Key statistics

Universal Display Corp. (OLED) statistics: revenue, profit & scale

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 $3.8B and an enterprise value of $3.3B.

  • 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.

  • Shares outstanding: 46.2M.

  • Trailing P/E: 19.9×; forward P/E: 17.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.43%, paying out 46% of earnings.

  • Universal Display Corp. employs 469 people — $1.3M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 8 Sept 2026

Data provided by Twelve Data

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.$3.8B
42
BELFBBel Fuse, Inc.$3.5B
89
OSISOSI Systems, Inc.$3.4B
50
KNKnowles Corp.$3.0B
96
OUSTOuster, Inc.$2.7B
43
BHEBenchmark Electronics, Inc.$2.7B
98
ROGRogers Corp.$2.3B
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 Corporation (OLED) Presents at Citi's 2026 Global TMT Conference Transcript

Seeking Alpha · 9 Sept 2026neutral

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 Corporation Celebrates 10 Years of UDC Innovative Research and Pioneering Technology Awards at IMID Korea, Recognizes 2026 Award Recipients

Business Wire · 25 Aug 2026positive

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.

Universal Display Corporation Unveils OLEDX, A Breakthrough Technology Platform for Driving a New Era of OLED Efficiency and Performance

Business Wire · 19 Aug 2026positive

Universal Display Corporation unveiled OLEDX, a proprietary device architecture designed to improve how light is extracted and utilized within an OLED. The announcement positions OLEDX as a breakthrough technology platform for advancing OLED efficiency and performance.

Why it matters — OLED watchers would care because this new architecture could enhance light extraction and utilization, potentially improving OLED efficiency and performance.

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.

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. 42 out of 100 across roughly 4,600 US stocks as at 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank OLED?

As at 8 Sept 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 Value (82 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 +43.9% from the last close, and Ticker Nerd's factor model ranks Universal Display Corp. 42 out of 100 as at 8 Sept 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 -41.9% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Universal Display Corp. do?

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.

What is the latest news on OLED?

The most recent item we track (Seeking Alpha, 9 Sept 2026): "Universal Display Corporation (OLED) Presents at Citi's 2026 Global TMT Conference Transcript". 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.

Company

About Universal Display Corp.

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