Market Cap
$3.5B
OLED
UNIVERSAL DISPLAY CORP \PA\
$77.39 ▲ +0.45%
Prev close $77.04Market cap$3.5B
ConsensusBuy
12-mo target$115.37 (+49.1%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (3 insiders)37 New Institutional Positions13 Institutional Exits Software & IT
Snapshot
The big-picture read on OLED right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (76%)
Inst. Holders
50 funds
Inst. Value
$3.0B
Inst. Activity
37 buys / 13 sells
Insider Activity
$1.5M buy / $422.1K sell
Insider Net $
$1.0M
Social Sentiment
36° Cool
SEC Reports
3
Price chart 30d -7.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: OLED — 1.1M shares, 28,483 trades
Week starting 2026-09-07. Total ATS volume: 1,080,712 shares across 28,483 trades.
Aug 18, 2026 Insider
LACERTE LAWRENCE sold 314 shares
Director @ $85.56 ($26.9K)
Aug 18, 2026 Insider
LACERTE LAWRENCE sold 4,653 shares
Director @ $84.94 ($395.2K)
Jul 10, 2026 Insider
ELIAS RICHARD C gifted 455 shares
Director
Jun 30, 2026 Inst.
KAYNE ANDERSON RUDNICK INVESTMENT — TRIM
2,166,247 shares ($187.6M)
Jun 30, 2026 Inst.
May 13, 2026 SEC FIRST TRUST ADVISORS LP — ADD
1,471,891 shares ($127.5M)
Three insiders at Universal Display, including the CEO and CLO, made open-market purchases totaling $564K over a 7-day w
CLUSTER — Impact 4/10
The CEO and CLO of Universal Display made open-market purchases totaling $472K on May 7, 2026, just 11 days after the co
CLUSTER — Impact 3/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
76% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Oppenheimer | REITERATE | Outperform | 52% |
| Jul 31, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 31, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 4, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 1, 2026 | Needham | MAINTAIN | Buy | 50% |
| Apr 14, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| Aug 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| Jul 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| Jun 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| May 1, 2026 | 4 | 9 | 4 | 0 | 0 | 76% | |
| Apr 1, 2026 | 5 | 8 | 4 | 0 | 0 | 76% | |
| Mar 1, 2026 | 5 | 8 | 4 | 0 | 0 | 76% | |
| Feb 1, 2026 | 5 | 8 | 4 | 0 | 0 | 76% |
Price targets
Where 9 covering analysts think OLED trades over the next 12 months.
$115.37 +49.1% upside Strong Buy
Current$77.39 Low$80.36 Median$115.00 High$158.00 9 analysts
$80.36$158.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
36°
Cool
BearishNeutralBullish
Recent posts
The Rise, Fall and Reinvention of Magnachip ($MX)
▲ 0 · 💬 0
The Rise, Fall and Reinvention of Magnachip ($MX)
▲ 0 · 💬 1
Apple's foldable just showed where the display money goes
▲ 1 · 💬 2· ⚡ 0.5
isn't it Unfair that Apple with so much less infrastructure is worth ≈4 trillion $ ,while Samsung with a massive infrastructure is just worth ≈ 1 trillion $
▲ 0 · 💬 1
Samsung strike is bad for Nvidia and AMD
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 3.3/10.
NEUTRALCLUSTER4/10
Three insiders at Universal Display, including the CEO and CLO, made open-market purchases totaling
May 13, 2026
NEUTRALCLUSTER3/10
The CEO and CLO of Universal Display made open-market purchases totaling $472K on May 7, 2026, just
May 11, 2026
NEUTRALDEFA14A3/10
Universal Display Corporation has filed a definitive proxy statement for its 2026 Annual Meeting, pr
Apr 23, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: OLED — 1.1M shares, 28,483 trades
Week starting 2026-09-07. Total ATS volume: 1,080,712 shares across 28,483 trades.
Aug 31, 2026
dark_pool
Dark Pool: OLED — 1.0M shares, 33,606 trades
Week starting 2026-08-31. Total ATS volume: 1,011,905 shares across 33,606 trades.
Aug 24, 2026
dark_pool
Dark Pool: OLED — 1.5M shares, 33,114 trades
Week starting 2026-08-24. Total ATS volume: 1,518,612 shares across 33,114 trades.
Aug 17, 2026
dark_pool
Dark Pool: OLED — 1.1M shares, 36,012 trades
Week starting 2026-08-17. Total ATS volume: 1,121,399 shares across 36,012 trades.
Aug 10, 2026
dark_pool
Dark Pool: OLED — 1.2M shares, 38,855 trades
Week starting 2026-08-10. Total ATS volume: 1,202,280 shares across 38,855 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.14 | $1.08–$1.23 | 23.9% | -0.3% | 3↑ 2↓ | $0.2B | 5 |
| Next Q | $1.21 | $1.15–$1.28 | -13.2% | -7.0% | 0↑ 4↓ | $0.2B | 5 |
| Current FY | $4.20 | $4.06–$4.35 | -17.4% | -2.6% | 1↑ 5↓ | $0.6B | 6 |
| Next FY | $4.73 | $4.11–$5.05 | 12.8% | -4.7% | 0↑ 6↓ | $0.7B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.140 | — |
| 7d ago | $1.143 | -0.003 |
| 30d ago | $1.143 | -0.003 |
| 60d ago | $1.143 | -0.003 |
| 90d ago | $1.103 | +0.036 |
Institutional ownership
Which big funds own OLED (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.0B total value (34,930,483 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,318,409 | $373.9M | 12.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,971,006 | $257.3M | 8.5% | — |
| STATE STREET CORP | 2,197,143 | $190.3M | 6.3% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 2,195,818 | $190.1M | 6.3% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,166,247 | $187.6M | 6.2% | TRIM -32.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,986,898 | $172.0M | 5.7% | — |
| FIRST TRUST ADVISORS LP | 1,471,891 | $127.5M | 4.2% | ADD +50.7% |
| MARSHALL WACE, LLP | 1,340,107 | $116.0M | 3.8% | DOUBLED +101.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,292,818 | $112.0M | 3.7% | — |
| ALLIANCEBERNSTEIN L.P. | 1,172,883 | $107.5M | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 3,217,442 | 2,166,247 | -32.7% | $187.6M |
| FIRST TRUST ADVISORS LP | ADD | 976,423 | 1,471,891 | +50.7% | $127.5M |
| MARSHALL WACE, LLP | DOUBLED | 665,882 | 1,340,107 | +101.3% | $116.0M |
| JPMORGAN CHASE & CO | TRIM | 1,703,939 | 864,985 | -49.2% | $74.8M |
| MORGAN STANLEY | ADD | 411,858 | 669,924 | +62.7% | $58.0M |
| NORGES BANK | NEW | — | 581,546 | — | $50.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 190,126 | 459,626 | +141.7% | $39.8M |
| UBS Group AG | TRIM | 597,930 | 431,102 | -27.9% | $37.3M |
| CITADEL ADVISORS LLC | ADD | 302,511 | 408,756 | +35.1% | $35.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | NEW | — | 367,206 | — | $31.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net $1.0M — $1.5M bought, $422.1K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | LACERTE LAWRENCE | Director | SELL | 314 | $85.56 | $26.9K |
| Aug 18, 2026 | LACERTE LAWRENCE | Director | SELL | 4,653 | $84.94 | $395.2K |
| Jul 10, 2026 | ELIAS RICHARD C | Director | GIFT | 455 | — | — |
| Jun 30, 2026 | Walker April | Director | AWARD | 455 | — | — |
| Jun 30, 2026 | Comparin Cynthia Jane | Director | AWARD | 455 | — | — |
| Jun 30, 2026 | Joseph Celia M | Director | AWARD | 455 | — | — |
| Jun 30, 2026 | Lau Joan | Director | AWARD | 455 | — | — |
| Jun 30, 2026 | HARTLEY C KEITH | Director | AWARD | 455 | — | — |
| Jun 30, 2026 | ELIAS RICHARD C | Director | AWARD | 455 | — | — |
| Jun 30, 2026 | GEMMILL ELIZABETH H | Director | AWARD | 455 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OLED.
Shares short
4,643,489
Settlement Sep 15, 2026
Change vs prior
+15.3%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈10.1%
Estimate — not % of float
All OLED filing & press-release reports (3)
- CLUSTER reportMay 13, 2026
- CLUSTER reportMay 11, 2026
- DEFA14A reportApr 23, 2026