Universal Display Corporation (OLED)

Over the past six months, Universal Display Corp.'s stock (OLED) has experienced a decline. The stock has fallen by approximately 17.55% over the last six months and around 30.12% over the past year. Key events impacting the stock price include the Q3 2025 earnings report, which reported lower revenues and net income compared to Q3 2024. UDC announced the acquisition of emissive OLED patent assets from Merck KGaA. UDC revealed it is using NVIDIA's ALCHEMI platform to accelerate its material discovery process. Analysts have a consensus "Buy" rating for OLED stock, with an average price target of $181.33.

The OLED market experiences some seasonality, particularly in the consumer electronics sector, with OLED panel shipments declining in certain quarters due to seasonal off-demand. Despite these seasonal fluctuations, the overall OLED market is experiencing robust expansion, driven by the increasing adoption of OLED technology in various applications. The market is propelled by the superior display quality, energy efficiency, and flexibility of OLED technology.

Universal Display Corporation (UDC) specializes in OLED technologies and materials within the display, lighting, technology, and computer hardware industries. The company develops and manufactures OLED technologies and materials and provides related services. UDC holds over 6,500 patents worldwide, covering various OLED technologies. Its major products include phosphorescent OLED (PHOLED) materials, licensed and supplied to major companies in the OLED industry. UDC's technology is found in a wide array of products, including smartphones, smartwatches, tablets, laptops, televisions, AR/VR headsets, and automotive applications. The company also develops related technologies like OLED production processes and offers technology transfer services.

Universal Display Corporation is headquartered in Ewing, New Jersey, U.S., and has a global presence with international offices and operations in Ireland, South Korea, Hong Kong, Japan, Taiwan, and China. In May 2023, UDC, in collaboration with PPG, launched a new OLED manufacturing facility in Shannon, Ireland.

Universal Display Corporation maintains a strong reputation as a global leader and pioneer in the OLED industry. The company's UniversalPHOLED® technology is recognized for its high performance, energy efficiency, and environmental benefits. UDC's proprietary technologies and materials are widely adopted and can be found in virtually every commercial OLED product worldwide. Recent events that have positively impacted its reputation include the acquisition of OLED patent assets from Merck KGaA, the collaboration with NVIDIA, and the launch of a new manufacturing facility in Ireland.

The ownership structure of Universal Display Corp. (OLED) is primarily institutional, with a significant portion held by institutional investors, followed by public companies and individual investors, and a smaller percentage by insiders. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Kayne Anderson Rudnick Investment Management Llc, PRIMECAP Management Co/Ca/, and State Street Corp. Discovery Global Opportunity Master Fund Ltd is a significant individual shareholder, owning 9.43% of the company's shares. The Estate of Sherwin I. Seligsohn also holds a notable percentage of shares.