SecBot SecBot

OLED

UNIVERSAL DISPLAY CORP
Nasdaq· Electronic Components & Accessories· Inc. PA· CIK 0001005284 Software & IT
$87.13 −2.44 (−2.72%)
Nov 5 4:00 PM ET · prev $89.57
Market cap
$4.0B
Mid cap
Consensus
Buy
75% Buy or better · 16 analysts
Median target
$115.00
+32% · range $71.00–158.00
1 year
−35.6%
from $135.34 · Nov 6
30 days
+9.4%
from $79.66
52-week range
$72.90–135.34
−36% from high · low Oct 8
Avg volume 20D
853.8K
shares / day
Short interest
4.45M
≈9.7% of shares · −2.5%
Days to cover
6.4
at average volume
Insider net
+$1.0M
3 buyers · 1 seller · since Mar 7
New fund stakes
1
Q2 2026 13F · 2 exits
Reddit crowd
43°
Neutral · 3 mentions this week
SecBot read MIXED 4 reports · 90 days
Balance 0 bearish · 0 bullish · 1 mixed · 3 neutral oldest → newest, height = score
Avg score ·High conf. 2/4
Strongest MIXED Universal Display reported Q3 2026 revenue of $160.4M, up 14.9% YoY from $139.6M, and GAAP EPS of $1.72, up…
All reports →

Price

Daily candles with volume. Callouts mark insider and congressional trades, rating changes, 13F stakes, reports, catalysts, court and regulator actions, Reddit spikes and short-interest jumps. Hover one for the details (tap on phones).

Signal stack

Where each data set points today.

  • InsidersBULLISH

    3 insiders bought $1.5M at an average $93.39. 1 insider sold $422.1K. Price is 7% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 48 added (1 new), 28 trimmed or exited. Largest new: Canada Pension Plan Investment Board $31.8M.

  • AnalystsBULLISH

    12 of 16 rate it Buy or better. Median target $115.00 (+32%).

  • Short sellersSTEADY

    Short interest −2.5% to 4.45M shares. 6.4 days to cover, ≈9.7% of shares.

  • TrendUPTREND

    8% above its 50-day average.

  • SocialQUIET

    Crowd 43° (neutral) this week from 3 mentions: 0 bullish, 1 bearish. No setup is alerting.

Who's buying

13F· Q2 2026
1
new positions
2
exits
$31.8M
in new stakes
FundMoveSharesValue
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCTRIM2,166,247$187.6M
FIRST TRUST ADVISORS LPADD1,471,891$127.5M
MARSHALL WACE, LLPDOUBLED1,340,107$116.0M
JPMORGAN CHASE & COTRIM864,985$74.8M
MORGAN STANLEYADD669,924$58.0M
NORGES BANKTRIM581,546$50.4M
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED459,626$39.8M
UBS Group AGTRIM431,102$37.3M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

16 analysts
Buy 75% rate it Buy or better
Strong Buy4Buy8Hold2Sell1Strong Sell1
12-month targets · 9 analysts

Price is inside the target range. Median implies +32%.Targets as of Nov 5, 2026.

Recent actions
DateFirmActionRating
Oct 29, 2026Oppenheimer
MAINTAIN
MAINTAINOutperform
Oct 29, 2026Susquehanna
MAINTAIN
MAINTAINNeutral
Oct 8, 2026Citigroup
DOWNGRADE
DOWNGRADESell
Aug 3, 2026Citigroup
MAINTAIN
MAINTAINNeutral
Jul 31, 2026Oppenheimer
REITERATE
REITERATEOutperform
Jul 31, 2026Susquehanna
MAINTAIN
MAINTAINNeutral

Insider ledger

Form 4
$1.5M
bought · 3 insiders
$422.1K
sold · 1 insider
−6.7%
vs their $93.39 cost
DateInsiderTypeValue
Oct 7, 2026
ELIAS RICHARD C
Director
Oct 7, 2026
GIFT455 sh
Sep 30, 2026
ELIAS RICHARD C
Director
Sep 30, 2026
AWARD455 sh
Sep 30, 2026
HARTLEY C KEITH
Director
Sep 30, 2026
AWARD455 sh
Sep 30, 2026
ROSENBLATT SIDNEY D
Director
Sep 30, 2026
AWARD455 sh
Sep 30, 2026
Walker April
Director
Sep 30, 2026
AWARD455 sh
Sep 30, 2026
GEMMILL ELIZABETH H
Director
Sep 30, 2026
AWARD455 sh
Sep 30, 2026
Lau Joan
Director
Sep 30, 2026
AWARD455 sh
Sep 30, 2026
Comparin Cynthia Jane
Director
Sep 30, 2026
AWARD455 sh

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q$0.99$0.92–$1.06-1.5%$158.7M
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 28, 2026
Earnings result
OLED Q3 2026 Earnings: EPS $1.23 (+6.9% vs est)
Jul 30, 2026
Earnings date
OLED Q2 2026 Earnings Scheduled, 2026-07-30
Jun 15, 2026
Short interest
Short Interest: OLED up 24% to 4.5M shares
Settlement 2026-06-15 | Days to cover: 6.70 | ≈9.63% of shares outstanding (est.)
May 1, 2026
Short interest
FTD: OLED, 26,908 shares ($2.3M) failed to deliver
Settlement: 20260501, Price: $87.09, FTD Value: $2,343,417.72, UNIVERSAL DISPLAY CORP
Apr 30, 2026
Short interest
FTD: OLED, 9,284 shares ($0.8M) failed to deliver
Settlement: 20260430, Price: $89.63, FTD Value: $832,124.92, UNIVERSAL DISPLAY CORP

Short side

FINRA· Oct 15, 2026
4,450,933
shares short
-2.5%
vs prior settlement
6.4
days to cover
≈9.7%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow, newest first.
Nov 5, 2026 SEC
🔒 Fresh report (last 24h), subscribers only
Nov 4, 2026 SEC
Seven institutional investors added $34.3M in OLED positions during Q3 2026, led by Alps Advisors ($14.9M new…
INST-CLUSTER · Impact 3/10
Oct 30, 2026 SEC
Vanguard Capital Management LLC filed a new Schedule 13G disclosing a 5.02% passive stake in Universal Display Corp as…
SC 13G · Impact 3/10
Oct 28, 2026 Earnings result
OLED Q3 2026 Earnings: EPS $1.23 (+6.9% vs est)
Oct 7, 2026 Insider
ELIAS RICHARD C gifted 455 shares
Director
Sep 30, 2026 Insider
ELIAS RICHARD C was granted 455 shares
Director
Sep 30, 2026 Insider
HARTLEY C KEITH was granted 455 shares
Director
Jun 30, 2026 Inst.
KAYNE ANDERSON RUDNICK INVESTMENT · TRIM
2,166,247 shares ($187.6M)
Reddit mentions per day, 14 days
Crowd this week 43° Neutral 0 bullish · 1 bearish
Mentions, 7 days 3 0 in posts · 3 in comments
Recent comments
r/wallstreetbets Neutral 3d ago
Their touch OLED has the touch in cell so it doesn’t really cost any extra at scale. Cost them nothing to add touch to the MBP given that they were going to OLED already. They been doing tandem OLED touch panels for a while.
r/wallstreetbets Neutral 3d ago
lol Apple pretending OLED is new technology. I had an OLED TV from LG 12 years ago. They even slap PRO in front of it and it’s as silly as Samsung doing QLED.
r/wallstreetbets Bearish 3d ago
It's a horrible value proposition now. They are discontining all MacBook pros without the OLED touch shit screen. Just forcing users to pay more. We have literally zero use case for MacBook pro as all of our workloads are in Databricks and AWS. Literally we could work with a windows shitbox or idk MacBook neo. I don't know why our it will bots into buying MBP for everyone.
All social signals and their track records

SecBot reports

7 filings · 0 bullish · 0 bearish · 1 mixed · 6 neutral
All OLED filing & press-release reports (7)