Universal Display (NASDAQ:OLED) Price Target Lowered to $145.00 at Needham & Company LLC

Universal Display (NASDAQ:OLED) had its price objective lowered by Needham & Company LLC from $150.00 to $145.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s price objective points to a potential upside of 23.80% from the company’s previous close.

Other equities analysts also recently issued research reports about the company. Citigroup dropped their target price on Universal Display from $150.00 to $130.00 and set a “neutral” rating on the stock in a report on Tuesday, January 27th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Universal Display in a research report on Wednesday, December 24th. Zacks Research lowered shares of Universal Display from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Finally, Wall Street Zen lowered shares of Universal Display from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Two equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $162.00.

Universal Display Stock Down 2.3%

OLED opened at $117.12 on Friday. The firm has a market capitalization of $5.57 billion, a P/E ratio of 25.24, a PEG ratio of 3.37 and a beta of 1.63. The stock has a fifty day moving average of $120.07 and a 200-day moving average of $130.71. Universal Display has a 12-month low of $103.70 and a 12-month high of $164.29.

Universal Display (NASDAQ:OLED) last posted its quarterly earnings results on Thursday, February 19th. The semiconductor company reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.28 by $0.11. The firm had revenue of $172.93 million for the quarter, compared to analyst estimates of $173.35 million. Universal Display had a return on equity of 14.10% and a net margin of 34.65%.Universal Display’s quarterly revenue was up 6.5% on a year-over-year basis. During the same period in the previous year, the firm earned $1.22 earnings per share. On average, analysts expect that Universal Display will post 4.71 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Universal Display

Several institutional investors and hedge funds have recently modified their holdings of the business. Peregrine Investment Management Inc. lifted its holdings in Universal Display by 24.7% in the 3rd quarter. Peregrine Investment Management Inc. now owns 50,560 shares of the semiconductor company’s stock worth $7,262,000 after purchasing an additional 10,000 shares during the last quarter. Truist Financial Corp grew its holdings in Universal Display by 54.7% during the third quarter. Truist Financial Corp now owns 63,262 shares of the semiconductor company’s stock valued at $9,086,000 after purchasing an additional 22,380 shares during the last quarter. Baker Avenue Asset Management LP bought a new position in shares of Universal Display in the second quarter valued at approximately $1,398,000. Creative Planning lifted its stake in shares of Universal Display by 12.7% in the second quarter. Creative Planning now owns 19,847 shares of the semiconductor company’s stock worth $3,066,000 after buying an additional 2,239 shares during the last quarter. Finally, Avenir Corp lifted its stake in shares of Universal Display by 14.5% in the second quarter. Avenir Corp now owns 223,150 shares of the semiconductor company’s stock worth $34,468,000 after buying an additional 28,277 shares during the last quarter. Institutional investors and hedge funds own 78.19% of the company’s stock.

Trending Headlines about Universal Display

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

• Positive Sentiment: Company raised its quarterly cash dividend to $0.50 per share (an 11.1% increase from $0.45); ex‑dividend and record dates set for March. The hike signals confidence in cash flow and returns capital to shareholders. Universal Display Increases Quarterly Cash Dividend to $0.50 per Share
• Positive Sentiment: Q4 EPS of $1.39 beat consensus ($1.28) and rose year‑over‑year; net margin (~34.7%) and ROE remained healthy — these beat metrics support the stock and show profitable operations. Universal Display Corp. (OLED) Q4 Earnings Top Estimates
• Neutral Sentiment: Company published its Q4 and full‑year 2025 results and related press release; revenue was essentially flat vs. analysts’ view ($172.9M vs $173.4M est.), up 6.5% YoY — useful for model updates but not a clear catalyst by itself. Universal Display Announces Fourth Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Full Q4 earnings call transcript is available for details on customers, margin drivers and product demand — worth reading for longer‑term thesis but less likely to move price intraday. OLED Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Small institutional trade: Peregrine closed a ~50k‑share OLED position (~$7.3M) — a modest block that is unlikely to change the company’s ownership base materially. Peregrine Closes 50,000-Share OLED Position
• Negative Sentiment: Management’s FY‑2026 revenue guidance ($650M–$700M) sits below the street consensus (~$718.5M), creating downside pressure — investors often punish guidance misses even when quarterly EPS beats. Universal Display Announces Fourth Quarter and Full-Year 2025 Financial Results

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.