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

Last close, 30 Oct 2026
$84
−1.13% on the day

The 9 Wall Street analysts covering Universal Display Corp. hold a median 12-month price target of $115 — +37.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 56 of 100 as at 29 Oct 2026 — in the upper half.

Market cap
$3.9B
Ticker Nerd rank
56/ 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
−3.5%
1M
+9.0%
YTD
−26.9%
1Y
−41.7%
From 52W high
−41.9%
From 52W low
+15.1%
$73
$144
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 29 Oct 2026
56/ 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
88
Value
82
Quality
82
Revisions
62
Accruals
48
Volatility
42
Growth
34
Size
27
Momentum
13

Issuance (88): The share count has been shrinking and the company is not leaning on new borrowing.

Momentum (13): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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
$60$80$100$120$140$160Jan 26Apr 26Jul 26Oct 26OLEDHigh $158Median $115Low $71

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 Buy2 Hold1 Sell
Low $71Median $115High $158

The green dot is the last close — the median target sits +37.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 8 moved it down.

DateFirmActionRatingTarget
29 Oct 2026OppenheimerMaintainsOutperform$120 → $115
29 Oct 2026SusquehannaMaintainsNeutral$90 → $95
8 Oct 2026CitigroupDowngradeSell$85 → $71
3 Aug 2026CitigroupMaintainsNeutral$100 → $85
3 Aug 2026CitigroupMaintainsNeutral—
31 July 2026NeedhamMaintainsBuy—
31 July 2026NeedhamMaintainsBuy$120 → $100
31 July 2026OppenheimerReiteratesOutperform—
31 July 2026OppenheimerReiteratesOutperform$130 → $120
31 July 2026SusquehannaMaintainsNeutral$110 → $90
31 July 2026SusquehannaMaintainsNeutral—
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—

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.

OLED appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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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 30 Oct 2026, Universal Display Corp. returned −41.7% against +14.4% for the S&P 500, dividends included.

OLED vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Jan 26Apr 26Jul 26Oct 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
16.8×

Cheaper than 35% of US stocks

Price / sales
5.9×

Cheaper than 18% of US stocks

Price / book
2.2×

Cheaper than 36% of US stocks

EV / EBITDA
12.7×

Cheaper than 25% of US stocks

Growth & margins
Revenue growth (YoY)
14.9%

Higher than 15% of US stocks

Earnings growth (YoY)
79.3%

Higher than 18% of US stocks

Gross margin
75.8%

Higher than 88% of US stocks

Operating margin
33.5%

Higher than 90% of US stocks

Net margin
36.7%

Higher than 91% of US stocks

Returns & dividend
Return on equity
13.5%

Higher than 67% of US stocks

Return on assets
7.1%

Higher than 84% of US stocks

Dividend yield
2.4%

Higher than 81% 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 $3.9B and an enterprise value of $3.4B.

  • Revenue in the twelve months to 30 June 2026: $606.9M. The latest quarter grew 14.9% 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: 16.8×; forward P/E: 17.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.40%, paying out 40% 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 30 Oct 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.$3.9B56
OSISOSI Systems, Inc.$3.4B43
BELFBBel Fuse, Inc.$3.3B87
KNKnowles Corp.$3.0B97
BHEBenchmark Electronics, Inc.$2.6B98
ROGRogers Corp.$2.5B94
PLXSPlexus Corp.$5.8B70

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: The Sell-Off Has Not Made It Cheap - Sell

Seeking Alpha · 30 Oct 2026negative

Seeking Alpha rates Universal Display Sell, citing an $82 fair value estimate compared with its $90.41 close. The article points to declining per-gram pricing, falling gross margins, increased competition, and a 17.2% year-over-year decline in operating income for the first nine months of 2026, despite strong cash generation.

Why it matters — These cited pricing, margin, competition, and operating-income trends may inform watchers assessing Universal Display’s business performance.

What Universal Display (OLED) Said on Its Q3 Earnings Call

MarketBeat · 28 Oct 2026neutral

Universal Display reported third-quarter revenue of $160 million, up from $140 million a year earlier, as higher royalty and license revenue offset lower material sales. The company said it expects full-year revenue toward the lower end of its previously issued $630 million to $670 million guidance range.

Why it matters — The results show revenue growth alongside a lower-end full-year outlook, with revenue mix shifting toward royalties and licenses.

Universal Display (OLED) Reports Q3 Earnings: What Key Metrics Have to Say

Zacks Investment Research · 28 Oct 2026neutral

Zacks Investment Research says Universal Display’s headline figures provide a view of its performance in the quarter ended September 2026. The item suggests comparing key metrics with Wall Street estimates and year-ago actuals.

Why it matters — Those comparisons can help OLED watchers assess the quarter’s results in context.

Universal Display Corp. (OLED) Q3 Earnings Surpass Estimates

Zacks Investment Research · 28 Oct 2026positive

Universal Display reported Q3 earnings of $1.23 per share, above the Zacks Consensus Estimate of $1.14. Earnings were $0.92 per share in the year-ago quarter.

Why it matters — The results show quarterly earnings exceeded the consensus estimate and were higher than a year earlier.

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 $71 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, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Universal Display Corp. 56 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank OLED?

As at 29 Oct 2026, Universal Display Corp. ranks 56 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 (88 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 +37.0% from the last close, and Ticker Nerd's factor model ranks Universal Display Corp. 56 out of 100 as at 29 Oct 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: $71 to $158 over the next 12 months.

How has OLED stock performed over the past year?

Universal Display Corp. returned -41.7% over the 12 months to 30 Oct 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, 30 Oct 2026): "Universal Display: The Sell-Off Has Not Made It Cheap - Sell". Seeking Alpha rates Universal Display Sell, citing an $82 fair value estimate compared with its $90.41 close. The article points to declining per-gram pricing, falling gross margins, increased competition, and a 17.2% year-over-year decline in operating income for the first nine months of 2026, despite strong cash generation.

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