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OLED 
Universal Display (OLED)
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Upturn Advisory Summary
11/04/2025: OLED (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -25.32% | Avg. Invested days 35 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.75B USD | Price to earnings Ratio 27.75 | 1Y Target Price 181.89 |
Price to earnings Ratio 27.75 | 1Y Target Price 181.89 | ||
Volume (30-day avg) 10 | Beta 1.6 | 52 Weeks Range 103.05 - 187.36 | Updated Date 11/4/2025 |
52 Weeks Range 103.05 - 187.36 | Updated Date 11/4/2025 | ||
Dividends yield (FY) 1.17% | 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 2025-11-06 | When - | Estimate 1.19 | 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 27.75 | Forward PE 23.7 | Enterprise Value 6495792560 | Price to Sales(TTM) 10.2 |
Enterprise Value 6495792560 | Price to Sales(TTM) 10.2 | ||
Enterprise Value to Revenue 9.81 | Enterprise Value to EBITDA 21.5 | Shares Outstanding 47534172 | Shares Floating 43768515 |
Shares Outstanding 47534172 | Shares Floating 43768515 | ||
Percent Insiders 7.85 | Percent Institutions 86.8 |
Upturn AI SWOT
Universal Display
Company Overview
History and Background
Universal Display Corporation (UDC) was founded in 1994. It focuses on developing and commercializing OLED technologies and materials. A significant milestone was its collaboration with major display manufacturers to integrate its OLED technology into commercial products. Over time, UDC has become a leading licensor of OLED technologies and supplier of OLED materials.
Core Business Areas
- Material Sales: UDC develops and sells proprietary OLED materials, including phosphorescent emitters and host materials, to display manufacturers. These materials are essential for producing high-performance OLED displays.
- Licensing: UDC licenses its OLED technology and intellectual property to display manufacturers. This licensing revenue provides a recurring income stream.
- Contract Research Services: UDC offers contract research services related to OLED technology development to external partners.
Leadership and Structure
The leadership team includes Steven V. Abramson (President and CEO). The organizational structure is based on functional departments, including R&D, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Phosphorescent Emitters: UDC's phosphorescent emitters are critical for achieving high efficiency and color performance in OLED displays. Competitors include Merck (MRK) and Idemitsu Kosan Co., Ltd. Market share data is proprietary, but UDC is considered a leader.
- Host Materials: UDC's host materials support the function of the emitters, improving their performance and lifespan. Competitors include Merck (MRK) and Doosan Corporation. Market share data is proprietary, but UDC is considered a leader.
- OLED Technology Licensing: UDC licenses its OLED technology to display manufacturers, enabling them to produce OLED displays. Competitors include IP holders with OLED patents. Revenue from licensing is a significant part of UDC's income. Samsung Display and LG Display are top customers.
Market Dynamics
Industry Overview
The OLED display market is growing rapidly, driven by increasing demand for high-quality displays in smartphones, TVs, and other electronic devices. The industry is characterized by intense competition and continuous innovation.
Positioning
UDC is a leading innovator and supplier in the OLED display market. Its competitive advantages include its strong IP portfolio, its expertise in OLED materials, and its established relationships with leading display manufacturers.
Total Addressable Market (TAM)
The OLED materials market is projected to reach tens of billions of dollars. UDC is positioned to capture a significant share of this market due to its leading technology and strong relationships.
Upturn SWOT Analysis
Strengths
- Strong intellectual property portfolio
- Leading technology in OLED materials
- Established relationships with major display manufacturers
- High gross margins
Weaknesses
- Dependence on a limited number of key customers
- Exposure to fluctuations in the display market
- Relatively high R&D expenses
Opportunities
- Expanding OLED adoption in new applications (e.g., automotive, lighting)
- Developing next-generation OLED materials
- Growing demand for flexible and foldable displays
- Strategic partnerships and acquisitions
Threats
- Competition from other OLED material suppliers
- Technological disruptions in the display industry
- Economic downturns
- Patent infringement lawsuits
Competitors and Market Share
Key Competitors
- MRK
- IDKOY
Competitive Landscape
UDC has a strong competitive position due to its leading technology and established relationships. However, it faces competition from other material suppliers, particularly Merck. Other players may include Samsung and LG, who are clients.
Major Acquisitions
Adesis, Inc
- Year: 2021
- Acquisition Price (USD millions): 38
- Strategic Rationale: Vertical integration and increased R&D capacity.
Growth Trajectory and Initiatives
Historical Growth: UDC has experienced significant revenue growth over the past decade, driven by the increasing adoption of OLED displays. However, there is periodic cyclicality related to display demand.
Future Projections: Analyst estimates project continued revenue growth for UDC, driven by the expansion of the OLED market. Growth rates are expected to be in the high single digits to low double digits.
Recent Initiatives: Recent initiatives include investments in new OLED materials, expansion of manufacturing capacity, and strategic partnerships.
Summary
Universal Display is a strong company with leading technology in the growing OLED market. Its strong IP portfolio and established relationships provide competitive advantages. However, UDC needs to manage its dependence on a limited number of customers and navigate potential technological disruptions. Continued investment in R&D is crucial for maintaining its leading position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), investor presentations, analyst reports, industry publications.
Disclaimers:
This analysis is based on available information and is subject to change. It is not financial advice. Investors should conduct their own due diligence.
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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