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Upturn AI SWOT - About
OLED 
Universal Display (OLED)
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Upturn Advisory Summary
09/17/2025: OLED (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $181.89
1 Year Target Price $181.89
| 4 | Strong Buy |
| 3 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -21.58% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.51B USD | Price to earnings Ratio 26.75 | 1Y Target Price 181.89 |
Price to earnings Ratio 26.75 | 1Y Target Price 181.89 | ||
Volume (30-day avg) 10 | Beta 1.51 | 52 Weeks Range 103.05 - 213.37 | Updated Date 09/16/2025 |
52 Weeks Range 103.05 - 213.37 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 1.27% | Basic EPS (TTM) 5.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 36.95% | Operating Margin (TTM) 39.9% |
Management Effectiveness
Return on Assets (TTM) 8.69% | Return on Equity (TTM) 15.09% |
Valuation
Trailing PE 26.75 | Forward PE 22.03 | Enterprise Value 6003813880 | Price to Sales(TTM) 9.84 |
Enterprise Value 6003813880 | Price to Sales(TTM) 9.84 | ||
Enterprise Value to Revenue 9.07 | Enterprise Value to EBITDA 19.87 | Shares Outstanding 47534200 | Shares Floating 43768990 |
Shares Outstanding 47534200 | Shares Floating 43768990 | ||
Percent Insiders 7.84 | Percent Institutions 87.11 |
Upturn AI SWOT
Universal Display
Company Overview
History and Background
Universal Display Corporation (UDC) was founded in 1994. It focuses on OLED technologies, holding key patents and licensing its technology to display and lighting manufacturers. It has grown from a research-focused entity to a commercial player in the OLED industry.
Core Business Areas
- Material Sales: UDC develops and sells OLED materials, including phosphorescent emitters (PHOLED) and other OLED host and transport materials, which are essential components in OLED displays and lighting products.
- Licensing Revenue: UDC licenses its OLED technology and patents to display manufacturers. This generates recurring revenue based on their sales of OLED products.
- Contract Research Services: UDC undertakes contract research projects to develop new OLED technologies and materials for its customers, supplementing its material sales and licensing revenue.
Leadership and Structure
The CEO of Universal Display is Steven V. Abramson. The company has a traditional corporate structure with departments dedicated to R&D, manufacturing, sales, licensing, and finance.
Top Products and Market Share
Key Offerings
- PHOLED Emitters: UDC's key product is its proprietary PHOLED (phosphorescent OLED) emitters, which are crucial for achieving high energy efficiency and color purity in OLED displays. Market share is high in high-efficiency OLED materials, but specific revenue and market share data is hard to obtain due to proprietary reasons. Competitors include Idemitsu Kosan, Merck, and Samsung SDI.
- OLED Host and Transport Materials: Besides emitters, UDC offers a range of host and transport materials that enhance the performance and lifespan of OLED devices. Competitors include Idemitsu Kosan, Merck, and Samsung SDI.
Market Dynamics
Industry Overview
The OLED industry is experiencing significant growth driven by the increasing adoption of OLED displays in smartphones, televisions, and other consumer electronics. The industry is highly competitive, with major display manufacturers developing their own OLED technologies.
Positioning
UDC is a technology and material supplier, positioned as an enabler for OLED display manufacturers. Its competitive advantage lies in its extensive patent portfolio and its high-performance PHOLED technology.
Total Addressable Market (TAM)
The total addressable market for OLED materials is projected to reach tens of billions of dollars annually in the coming years. UDC is positioned to capture a significant portion of this market through its technology leadership and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Extensive patent portfolio in OLED technology
- High-performance PHOLED technology
- Strong relationships with leading display manufacturers
- Recurring revenue from licensing agreements
Weaknesses
- Dependence on OLED display adoption rates
- Competition from other material suppliers and internal development by display manufacturers
- High R&D expenses
Opportunities
- Expanding OLED applications in automotive, lighting, and other industries
- Developing new OLED materials and technologies with improved performance
- Penetrating emerging markets with high growth potential
- Increasing adoption of foldable and flexible displays
Threats
- Technological advancements by competitors
- Patent challenges and intellectual property disputes
- Economic downturns impacting consumer spending on OLED devices
- Pricing pressure from display manufacturers
Competitors and Market Share
Key Competitors
- IDKOY
- MRK.DE
- 005930.KS
Competitive Landscape
UDC's advantages include its proprietary PHOLED technology and its strong patent portfolio. Disadvantages include competition from other material suppliers and the potential for display manufacturers to develop their own OLED technologies.
Growth Trajectory and Initiatives
Historical Growth: Universal Display has experienced substantial growth in recent years due to the increasing adoption of OLED displays. Revenue has increased as more display manufacturers use UDC's materials and license its technology.
Future Projections: Analysts project continued growth for Universal Display based on the expanding OLED market, with forecasts for increased revenue and earnings per share. However, actual results may vary.
Recent Initiatives: Recent initiatives include expanding its manufacturing capacity for OLED materials, investing in research and development of new OLED technologies, and strengthening its relationships with display manufacturers.
Summary
Universal Display is a strong player in the OLED industry due to its patented PHOLED technology and recurring licensing revenue. The increasing adoption of OLED displays drives its growth. However, it faces competition and relies on the overall OLED market's health. R&D investments are crucial for maintaining its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market data and financial information can change rapidly. This analysis is based on available data and is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Universal Display
Exchange NASDAQ | Headquaters Ewing, NJ, United States | ||
IPO Launch date 1992-05-14 | President, CEO & Director Mr. Steven V. Abramson | ||
Sector Technology | Industry Electronic Components | Full time employees 468 | Website https://oled.com |
Full time employees 468 | Website https://oled.com | ||
Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. It offers phosphorescent organic light-emitting diode (PHOLED) technologies and materials for displays and lighting products under the UniversalPHOLED brand. The company is also involved in the research, development, and commercialization of other OLED device and manufacturing technologies, including FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; and OVJP, an organic vapor jet printing technology. In addition, it provides technology development and support services, including third-party collaboration and support to third parties for the commercialization of their OLED products; and contract research services in the areas of chemical synthesis research, development, and commercialization for non-OLED applications, as well as engages in the intellectual property and technology licensing activities. The company has operations in South Korea, China, Japan, the United States, and internationally. Universal Display Corporation was incorporated in 1985 and is headquartered in Ewing, New Jersey.
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