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Upturn AI SWOT - About
OLED 
Universal Display (OLED)
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Upturn Advisory Summary
07/08/2025: 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 $178.09
1 Year Target Price $178.09
| 4 | Strong Buy |
| 3 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.88% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/08/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.61B USD | Price to earnings Ratio 32.29 | 1Y Target Price 178.09 |
Price to earnings Ratio 32.29 | 1Y Target Price 178.09 | ||
Volume (30-day avg) 10 | Beta 1.51 | 52 Weeks Range 103.40 - 234.56 | Updated Date 07/8/2025 |
52 Weeks Range 103.40 - 234.56 | Updated Date 07/8/2025 | ||
Dividends yield (FY) 1.17% | Basic EPS (TTM) 4.81 |
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 35.4% | Operating Margin (TTM) 41.9% |
Management Effectiveness
Return on Assets (TTM) 8.65% | Return on Equity (TTM) 14.61% |
Valuation
Trailing PE 32.29 | Forward PE 29.94 | Enterprise Value 6828794579 | Price to Sales(TTM) 11.73 |
Enterprise Value 6828794579 | Price to Sales(TTM) 11.73 | ||
Enterprise Value to Revenue 10.53 | Enterprise Value to EBITDA 23.57 | Shares Outstanding 47526100 | Shares Floating 43764926 |
Shares Outstanding 47526100 | Shares Floating 43764926 | ||
Percent Insiders 7.86 | Percent Institutions 86.55 |
Upturn AI SWOT
Universal Display
Company Overview
History and Background
Universal Display Corporation (UDC) was founded in 1994. It focuses on the development and commercialization of OLED (Organic Light Emitting Diode) technologies and materials for displays and lighting. Significant milestones include the development of phosphorescent OLED technology and its licensing to major display manufacturers. UDC has evolved from a research-focused entity to a key supplier of OLED materials and technology.
Core Business Areas
- OLED Material Sales: UCD's primary revenue stream is the sale of OLED materials, including phosphorescent emitters (red, green, yellow) and host materials, which are crucial for creating efficient and high-quality OLED displays.
- Licensing and Royalties: UDC generates revenue through licensing its OLED technologies and collecting royalties from display manufacturers who use its patents and materials.
- Contract Research Services: UCD also provides contract research services to develop and evaluate potential OLED technologies.
Leadership and Structure
The leadership team includes Steven V. Abramson (President and CEO). The company operates with a functional organizational structure, with departments dedicated to research and development, material sales, licensing, and operations.
Top Products and Market Share
Key Offerings
- Phosphorescent Emitters (Red, Green, Yellow): UDC's phosphorescent emitters are key components in OLED displays, enabling higher efficiency and brightness compared to fluorescent emitters. While precise market share figures for specific materials are not publicly available, UDC is a dominant player in the phosphorescent emitter market. Competitors include Idemitsu Kosan, Merck, and Doosan.
- OLED Host Materials: Host materials are used in conjunction with emitters to facilitate energy transfer and improve OLED performance. UDC provides various host materials tailored for different display applications. Similar to emitters, specific market share data is limited, but UDC holds a strong position. Competitors include Idemitsu Kosan, Merck, and Doosan.
Market Dynamics
Industry Overview
The OLED industry is experiencing significant growth, driven by increasing demand for high-quality displays in smartphones, TVs, wearables, and automotive applications. The industry is characterized by strong competition and continuous innovation in materials and display technologies.
Positioning
Universal Display is a technology leader and key materials supplier in the OLED industry. Its competitive advantages stem from its proprietary phosphorescent OLED technology, extensive patent portfolio, and established relationships with major display manufacturers.
Total Addressable Market (TAM)
The OLED market is expected to reach hundreds of billions of USD by 2030. UDC is positioned well to capture a significant portion of this TAM, given its technology leadership and established customer base.
Upturn SWOT Analysis
Strengths
- Proprietary phosphorescent OLED technology
- Extensive patent portfolio
- Strong relationships with major display manufacturers
- High gross margins
- Experienced management team
Weaknesses
- Reliance on a limited number of key customers
- Exposure to technological obsolescence
- High R&D expenses
- Susceptibility to fluctuations in display demand
Opportunities
- Expansion into new OLED applications (e.g., automotive, lighting)
- Increased adoption of OLED technology in TVs and mobile devices
- Development of new and improved OLED materials
- Growth in emerging markets
- Partnerships with companies in adjacent industries
Threats
- Competition from other display technologies (e.g., microLED, quantum dot)
- Patent infringement
- Economic downturns affecting consumer spending
- Supply chain disruptions
- Increased competition from other OLED material suppliers
Competitors and Market Share
Key Competitors
- IDKOY
- MRK.DE
- DSEHY
Competitive Landscape
UDC's competitive advantage lies in its proprietary phosphorescent OLED technology and extensive patent portfolio. However, it faces competition from other material suppliers and alternative display technologies. Competitors are investing heavily in R&D to develop their own OLED technologies and materials. The key to UDC's continued success will be its ability to maintain its technological leadership and expand its market share.
Growth Trajectory and Initiatives
Historical Growth: UDC has experienced strong revenue and earnings growth over the past decade, fueled by the increasing adoption of OLED technology.
Future Projections: Analysts project continued growth for UDC, driven by increasing demand for OLED displays in various applications. The consensus estimate is for double-digit revenue growth over the next few years.
Recent Initiatives: Recent initiatives include investments in R&D to develop new OLED materials and technologies, as well as expansion of manufacturing capacity to meet growing demand.
Summary
Universal Display Corporation demonstrates strong financial performance and market leadership in OLED technology. Its proprietary technology, solid patent portfolio, and key relationships with display manufacturers are significant strengths. The company should watch out for competitors and new technologies to remain competitive. UDC is a promising company in the OLED market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is subject to change and may not be entirely accurate. This AI analysis is based on currently available data and general information. Always conduct thorough research and consult with a financial professional before making any investment decisions.
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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