Universal Display (OLED)

• Market cap: $7.47B
• 1 day: 6.76%
• 5 days: 8.93%
• 1 month: 4.80%
• 3 months: -5.84%
• 6 months: -18.50%
• Year to date: 5.13%
• 1 year: -14.39%
• 5 years: -9.79%
• 10 years: 341.61%
• Sector: Information Technology
• Industry: Electronic Components & Accessories

About: Universal Display Corp researches, develops, and manufactures organic light-emitting diode, or OLED, technologies for use in displays for mobile phones, tablets, televisions, wearables, personal computers, automotive interiors, and the solid-state lighting market. OLED technologies are an alternative to light-emitting diode, or LED, technologies, in the solid-state lighting market, and liquid crystal displays in the flat-panel-display market. A large majority of the firm's revenue is generated in South Korea, with the rest coming from Japan, China, the United States, and other countries across the world.

Employees: 456

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

43% more call options, than puts

Call options by funds: $90.4M | Put options by funds: $63.4M

13% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 75

3% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 158

2% less funds holding

Funds holding: 477 [Q3] → 469 (-8) [Q4]

5.12% less ownership

Funds ownership: 84.77% [Q3] → 79.65% (-5.12%) [Q4]

31% less capital invested

Capital invested by funds: $8.43B [Q3] → $5.82B (-$2.61B) [Q4]

38% less funds holding in top 10

Funds holding in top 10: 8 [Q3] → 5 (-3) [Q4]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $160 2% upside
• Avg. target: $185 17% upside
• High target: $213 35% upside

6 analyst ratings

• positive: 4 67%
• neutral: 2 33%
• negative: 0 0%

Roth MKM Scott Searle 40% 1-year accuracy 12 / 30 met price target	35% upside $213	Buy Maintained	21 Feb 2025
Susquehanna Mehdi Hosseini 68% 1-year accuracy 27 / 40 met price target	2% upside $160	Neutral Maintained	21 Feb 2025
Needham James Ricchiuti 45% 1-year accuracy 54 / 120 met price target	8% upside $170	Buy Maintained	21 Feb 2025
Citigroup Atif Malik 69% 1-year accuracy 35 / 51 met price target	3% upside $162	Neutral Maintained	10 Feb 2025
Goldman Sachs Brian Lee 43% 1-year accuracy 35 / 82 met price target	29% upside $203	Buy Maintained	6 Feb 2025