Universal Display Corporation (OLED)

Over the past six months, Universal Display Corp.'s stock has experienced a -13.13% change, with a 52-week range between $103.70 and $164.29. In Q3 2025, the company reported an EPS of $0.92, missing analysts' expectations, and revised its 2025 revenue guidance. A quarterly cash dividend of $0.45 per share was declared. Long-term OLED material supply and license agreements were announced with Tianma. Universal Vapor Jet Corporation opened an R&D center in Singapore.

The demand for Universal Display Corp.'s products is influenced by broader market trends within the OLED industry. There is significant growth in OLED demand for tablets, laptops, and monitors, with units expected to more than double by 2027. The launch of Gen 8.6 OLED fabs from Samsung Display and BOE is projected to increase demand for UDC's materials. In 2025, Universal Display experienced a transitional year, but industry data suggests increased OLED penetration through 2028. Customer concentration with major buyers like Samsung Display and LG Display could impact near-term revenue.

Universal Display Corporation (UDC) is a global leader in OLED technologies and materials, operating within the Semiconductors sector and the Display and Lighting industries. UDC develops and commercializes proprietary OLED technologies and materials, including UniversalPHOLED® materials, and holds over 6,500 patents. The company licenses its OLED production intellectual property and sells OLED chemicals to major manufacturers like Samsung, LG, BOE, Visionox, and Tianma.

Universal Display Corporation has a significant global presence with international offices in Ireland, South Korea, Hong Kong, Japan, and Taiwan. Its subsidiary, Universal Vapor Jet Corporation, opened a global headquarters and R&D center in Singapore to advance its UVJP technology. The company has also diversified its supply chain and expanded its global manufacturing footprint, including operations in Shannon, Ireland. Key growth drivers for the consumer electronics market are identified in China, India, and South Korea.

Universal Display Corporation has maintained a positive brand reputation, being included in Newsweek's America's Most Responsible Companies list for the fifth time, based on ESG performance indicators. UDC received a Silver Sustainability Rating from EcoVadis in 2024, placing it among the top 15% of companies assessed for sustainability.

The ownership structure of Universal Display (OLED) stock is primarily institutional, with approximately 51.02% held by Institutional Investors, 1.94% by Insiders, and 47.04% by Public Companies and Individual Investors. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Kayne Anderson Rudnick Investment Management Llc, Primecap Management Co/ca/, and State Street Corp.