Universal Display (NASDAQ:OLED) Stock Rating Lowered by Zacks Research

Universal Display (NASDAQ:OLED) was downgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a note issued to investors on Tuesday,Zacks.com reports. Zacks Research also issued estimates for Universal Display’s Q4 2026 earnings at $1.36 EPS, Q1 2027 earnings at $1.30 EPS, Q2 2027 earnings at $1.34 EPS, Q4 2027 earnings at $1.38 EPS and Q1 2028 earnings at $1.29 EPS.

OLED has been the topic of several other research reports. Needham & Company LLC dropped their price target on shares of Universal Display from $150.00 to $145.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. The Goldman Sachs Group set a $135.00 target price on shares of Universal Display in a research report on Tuesday. Roth Mkm reiterated a “buy” rating and issued a $180.00 target price on shares of Universal Display in a research report on Friday, February 20th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Universal Display in a research report on Monday, March 23rd. Finally, Wall Street Zen upgraded shares of Universal Display from a “sell” rating to a “hold” rating in a research report on Sunday, February 22nd. Two analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $141.25.

Universal Display Price Performance

OLED stock traded down $1.27 during midday trading on Tuesday, hitting $97.93. 48,300 shares of the stock traded hands, compared to its average volume of 731,549. The firm has a market cap of $4.61 billion, a P/E ratio of 19.39, a PEG ratio of 8.01 and a beta of 1.65. The stock’s fifty day simple moving average is $100.28 and its 200-day simple moving average is $117.02. Universal Display has a 1-year low of $86.43 and a 1-year high of $163.21.

Universal Display (NASDAQ:OLED) last released its quarterly earnings results on Thursday, February 19th. The semiconductor company reported $1.39 EPS for the quarter, beating the consensus estimate of $1.28 by $0.11. The company had revenue of $172.93 million for the quarter, compared to analyst estimates of $173.35 million. Universal Display had a net margin of 37.21% and a return on equity of 14.07%. The firm’s revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the business earned $1.22 earnings per share. On average, research analysts predict that Universal Display will post 4.83 earnings per share for the current year.

Institutional Trading of Universal Display

Several institutional investors have recently modified their holdings of OLED. Smartleaf Asset Management LLC boosted its position in Universal Display by 309.8% during the third quarter. Smartleaf Asset Management LLC now owns 209 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 158 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in Universal Display during the third quarter worth about $33,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Universal Display during the third quarter worth about $37,000. Farther Finance Advisors LLC boosted its position in Universal Display by 27.2% during the third quarter. Farther Finance Advisors LLC now owns 351 shares of the semiconductor company’s stock worth $50,000 after acquiring an additional 75 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its position in Universal Display by 104.2% during the third quarter. Jones Financial Companies Lllp now owns 388 shares of the semiconductor company’s stock worth $58,000 after acquiring an additional 198 shares during the last quarter. Institutional investors and hedge funds own 78.19% of the company’s stock.

Key Headlines Impacting Universal Display

Here are the key news stories impacting Universal Display this week:

• Positive Sentiment: Consensus full‑year EPS remains intact at $4.83 and the company has a recent history of beating quarterly EPS, providing some fundamental support amid the weakness. Company profile / recent results
• Neutral Sentiment: Universal Display is expected to report earnings imminently (announcement scheduled for Thursday), which could amplify moves driven by the Zacks notes — investors should watch the report and any forward guidance for confirmation or reversal of the current sentiment. Earnings calendar notice
• Negative Sentiment: Zacks Research downgraded OLED to a “Strong Sell” and lowered EPS estimates for several upcoming quarters (Q4 2026, Q1–Q2 2027 and Q1 2028), trimming Q4 2027 and Q1 2028 forecasts and reducing near‑term visibility — the combination of a harsh rating and across‑the‑board cuts is bearish and likely the main driver of today’s weaker price action. Zacks downgrade and estimate revisions

Universal Display Company Profile

Universal Display Corporation (NASDAQ: OLED) is a technology company specializing in organic light-emitting diode (OLED) solutions. The company develops and commercializes materials, technologies and software used in the creation of OLED displays and lighting. Its offerings include proprietary phosphorescent OLED (PHOLED) materials, display driver integrated circuits and process technologies that enable higher efficiency, longer lifetimes and improved color performance for a range of display and lighting applications.

Universal Display’s core business is licensing its extensive OLED patent portfolio to display manufacturers and providing them with the key organic materials needed for device fabrication.