UNIVERSAL DISPLAY CORP (OLED) Forecast, Price Target & Analyst Ratings

NASDAQ:OLED • US91347P1057

Current stock price

89.72 USD
+0.11 (+0.12%)
At close:
89.72 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for UNIVERSAL DISPLAY CORP (OLED).

Forecast Snapshot

Consensus Price Target

Price Target
$159.37
+ 77.63% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$1.21
Revenue Estimate
163.97M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
81.18%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$159.37
Upside
+ 77.63%
From current price of $89.72 to mean target of $159.37, Based on 17 analyst forecasts
Low
$131.30
Median
$162.18
High
$193.20

Price Target Revisions

1 Month
0.00%
3 Months
-7.63%

Price Target Summary

17 Wall Street analysts provided a forecast for the next 12 months for OLED. The average price target is 159.37 USD. This implies a price increase of 77.63% is expected in the next year compared to the current price of 89.72.
The average price target has been revised downward by 7.63% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

OLED Current Analyst RatingOLED Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

OLED Historical Analyst RatingsOLED Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
81.18%
OLED was analyzed by 17 analysts. The buy percentage consensus is at 81. So analysts seem to be very confident about OLED.
In the previous month the buy percentage consensus was at a similar level.
OLED was analyzed by 17 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-20NeedhamMaintains Buy -> Buy
2026-01-27CitigroupMaintains Neutral -> Neutral
2025-12-22NeedhamReiterate Buy -> Buy
2025-11-07NeedhamMaintains Buy -> Buy
2025-05-02NeedhamReiterate Buy -> Buy
2025-02-21Roth MKMMaintains Buy -> Buy
2025-02-21NeedhamMaintains Buy -> Buy
2025-02-21SusquehannaMaintains Neutral -> Neutral
2025-02-10CitigroupMaintains Neutral -> Neutral
2025-02-06Goldman SachsMaintains Buy -> Buy
2025-01-16NeedhamReiterate Buy -> Buy
2025-01-02OppenheimerMaintains Outperform -> Outperform
2024-10-31TD CowenMaintains Buy -> Buy
2024-10-31NeedhamMaintains Buy -> Buy
2024-10-31OppenheimerMaintains Outperform -> Outperform
2024-08-02Roth MKMMaintains Buy -> Buy
2024-08-02SusquehannaMaintains Neutral -> Neutral
2024-07-18Goldman SachsMaintains Buy -> Buy
2024-07-03OppenheimerMaintains Outperform -> Outperform
2024-07-02NeedhamMaintains Buy -> Buy
2024-05-03NeedhamReiterate Buy -> Buy
2024-03-26NeedhamReiterate Buy -> Buy
2024-02-23OppenheimerReiterate Outperform -> Outperform
2024-01-22NeedhamMaintains Buy -> Buy
2024-01-19CitigroupDowngrade Buy -> Neutral

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$1.21
Revenue Estimate
163.97M
Revenue Q2Q
-1.39%
EPS Q2Q
-10.64%
Number of Analysts
10

Next Earnings Revisions

Revenue (1 Month)
-1.40%
Revenue (3 Months)
-5.87%
EPS (1 Month)
0.00%
EPS (3 Months)
-9.45%

Next Earnings Summary

OLED is expected to report earnings on 4/30/2026. The consensus EPS estimate for the next earnings is 1.21 USD and the consensus revenue estimate is 163.97M USD.
The next earnings revenue estimate has been revised downward by 5.87% in the past 3 months. Downward revisions are a negative sign and indicate that analysts are more pessimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
OLED revenue by date.OLED revenue by date.
576.429M
-6.51%		647.684M
12.36%		650.611M
0.45%		691M
6.21%		761.84M
10.25%		824.59M
8.24%		1.099B
33.28%		1.5B
36.49%
EBITDA
YoY % growth
OLED ebitda by date.OLED ebitda by date.
260.591M
-15.78%		282.943M
8.58%		295.165M
4.32%		302.26M
2.40%		332.14M
9.89%		386.47M
16.36%		510.11M
31.99%		N/A
EBIT
YoY % growth
OLED ebit by date.OLED ebit by date.
217.189M
-18.69%		238.803M
9.95%		248.578M
4.09%		249.21M
0.25%		290.24M
16.46%		317.28M
9.32%		466.14M
46.92%		769.08M
64.99%
Operating Margin
OLED operating margin by date.OLED operating margin by date.
37.68%36.87%38.21%36.07%38.10%38.48%42.41%51.27%
EPS
YoY % growth
OLED eps by date.OLED eps by date.
4.24
-3.64%		4.65
9.67%		5.07
9.03%		4.91
-3.11%		5.59
13.70%		6.46
15.60%		11.84
83.41%		12.38
4.57%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		1.21
-10.64%		1.18
-16.07%		1.29
40.33%		1.32
-5.18%		1.26
4.42%		1.30
9.90%		1.55
19.70%		1.58
19.96%
Revenue
Q2Q % growth		163.97M
-1.39%		167.25M
-2.65%		175.12M
25.43%		184.65M
6.78%		174.93M
6.68%		182.27M
8.98%		199.16M
13.73%		220.27M
19.29%
EBITDA
Q2Q % growth		71.305M
-11.70%		67.329M
-26.04%		72.533M
-6.67%		73.161M
-35.72%		N/AN/AN/AN/A
EBIT
Q2Q % growth		59.77M
-14.20%		58.428M
-14.75%		64.684M
49.95%		66.326M
-1.35%		65.229M
9.13%		67.626M
15.74%		82.467M
27.49%		85.374M
28.72%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

OLED Yearly Revenue VS EstimatesOLED Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 500M 1B
OLED Yearly EPS VS EstimatesOLED Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8 10

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
8.39%
EPS Next 5 Year
19.55%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
7.57%
Revenue Next 5 Year
17.69%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
15.08%
EBIT Next 5 Year
19.10%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

UNIVERSAL DISPLAY CORP / OLED Forecast FAQ

What is the price target for OLED stock?

17 analysts have analysed OLED and the average price target is 159.37 USD. This implies a price increase of 77.63% is expected in the next year compared to the current price of 89.72.

What is the next earnings date for OLED stock?

UNIVERSAL DISPLAY CORP (OLED) will report earnings on 2026-04-30.

What are the consensus estimates for UNIVERSAL DISPLAY CORP (OLED) next earnings?

The consensus EPS estimate for the next earnings of UNIVERSAL DISPLAY CORP (OLED) is 1.21 USD and the consensus revenue estimate is 163.97M USD.

What is the number of analysts for OLED stock?

The number of analysts covering UNIVERSAL DISPLAY CORP (OLED) is 17.