Universal Display (OLED)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-29
$84.90-6.09%
Close 2026-10-29 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-29
Research Workspace
Put OLED beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Improve operating income above $42.75 million in Q1 2026: Comparison needs review.
View ThesisRevenue is contracting — down about 2% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 22%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 51% in its worst 12-month stretch.
View RiskOLED’s key bet is sustaining revenue growth despite market challenges, as recent revenue growth contracted. The latest non-GAAP earnings beat, but Q2 revenue fell 11.5% year over year. OLED trades at 20× P/E versus a 56× peer median. That gap suggests modest expectations, while the full-year outlook points toward the low end of guidance. Cash quality is fragile, and the operating-income comparison needs review. The peer-multiple read is roughly in line with where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. OLED is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering OLED (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for OLED in the last 4 months.
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Compare OLED with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OLED Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put OLED next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Sustain revenue growth amid market challenges
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $84.90
The last 12 months of price, then the range of analyst 12-month targets from today’s $84.90.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Management expects revenue near guidance's low end, signaling weaker growth despite OLEDX and NovaJet launches.
Advances: Sustain revenue growth amid market challenges
Focus on OLED growth aligns with revenue growth objectives.
Analysts reworking growth outlook indicates potential headwinds.
Weaker results and reduced outlook directly impact growth.