UNIVERSAL DISPLAY CORP PA
No SEC Form 4 filings for $OLED in the last 30 days.
See all $OLED insider activity →Kopin shares rose after a MicroLED development award, with analysts citing supportive coverage. Wall Street’s average price target is $7.62 (six Buy, no Holds or Sells). GuruFocus flagged the stock as 308.7% overvalued. The move also lifted microdisplay and defense peers including Vuzix, Himax, Universal Display, and AeroVironment.
Universal Display (UDC) discussed OLED industry demand softness and Gen 8.6 OLED manufacturing ramp. In Q2 2026, revenue fell to $152M from $172M, with material sales down to $66M. Full-year revenue is expected near the low end of $630M to $670M. Q2 gross margin was 76%.
Universal Display Corp. reported Q2 2026 revenue of $152M vs $172M a year earlier and narrowed full-year guidance toward the lower end of $630M to $670M, citing weaker smartphone volumes. Management expects materials gross margins near ~60% in 2H and says OLED area growth is flat in 2026 before resuming in 2027.
Over the past 7 days, alphai's AI scored 1 news story mentioning OLED (UNIVERSAL DISPLAY CORP PA). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent OLED coverage spans earnings, market movers and corporate actions.
OLED is included only as a peer momentum reference, not a new catalyst.
Guidance cut and lower material sales suggest near-term demand softness, while continued investment and phosphorescent blue progress support longer-cycle confidence.
Guidance cut tied to volume softness, while management expects second-half revenue strength and margin normalization, shaping near-term risk/reward.
The revenue miss plus rising inventory (DIO 617) increases near-term demand and working-capital risk, despite EPS and full-year guidance holding up.
The guidance reset and weaker material-sales trend likely pressure near-term expectations, partially offset by higher royalty catch-up and continued buybacks.
alphai scores every news story that mentions OLED with an AI model for sentiment and relevance, and aggregates insider trades from UNIVERSAL DISPLAY CORP PA's SEC EDGAR Form 4 filings. Figures refresh continuously.
Kopin shares rose after a MicroLED development award, with analysts citing supportive coverage. Wall Street’s average price target is $7.62 (six Buy, no Holds or Sells). GuruFocus flagged the stock as 308.7% overvalued. The move also lifted microdisplay and defense peers including Vuzix, Himax, Universal Display, and AeroVironment.
4 min readUniversal Display (UDC) discussed OLED industry demand softness and Gen 8.6 OLED manufacturing ramp. In Q2 2026, revenue fell to $152M from $172M, with material sales down to $66M. Full-year revenue is expected near the low end of $630M to $670M. Q2 gross margin was 76%.
7 min readUniversal Display Corp. reported Q2 2026 revenue of $152M vs $172M a year earlier and narrowed full-year guidance toward the lower end of $630M to $670M, citing weaker smartphone volumes. Management expects materials gross margins near ~60% in 2H and says OLED area growth is flat in 2026 before resuming in 2027.
7 min readOLED provider Universal Display (NASDAQ: OLED) missed Wall Street’s revenue expectations in Q2 CY2026, with sales falling 11.4% year on year to $152.2 million. On the other hand, the company’s full-year revenue guidance of $650 million at the midpoint came in 0.8% above analysts’ estimates. Its GAAP profit of $1.06 per share was 2.4% above analysts’ consensus estimates. Is now the time to buy Universal Display? Find out by accessing our full research report, it’s free.
5 min readUNIVERSAL DISPLAY CORP \PA\ (OLED) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 oled-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Press Release Universal Display Contact: Darice Liu investor@oled.com media@oled.com +1 609-964-5123 Universal Display Corporation Announces Second Quarter 2026 Financial Results EWING, N.J. – July 30, 2026 – Universal Displa
6 min readKorea Development Bank, Hana Bank, and NH NongHyup Bank will extend 200 billion won in joint low-interest loans to LG Display to support OLED investment. The banks will provide 100, 70, and 30 billion won, with rates in the low 3% range for KDB and CD+1.15% for others. With a 1.3 trillion won National Growth Fund loan, total support is 1.5 trillion won.
4 min readSemiconductor stocks rebounded after a prior selloff. Broadcom rose ~4.2% after an 8-K said it signed multi-year Apple supply agreements through 2031. Memory optimism followed UBS and Citi notes on DDR/DRAM undersupply and Micron. Universal Display (OLED) and MACOM (MTSI) rose ~5.2% and ~4.8%, respectively; OLED is down 32.4% YTD and 48.2% below its 52-week high.
5 min readUNIVERSAL DISPLAY CORP \PA\ (OLED) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K 0001005284 false New Jersey 0001005284 2026-06-18 2026-06-18 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported)
1 min readAfter a sharp prior-session selloff, the semiconductor sector rebounded in the afternoon, with Nvidia CEO Jensen Huang saying the drop offered a “buy at a discount” and that AI is still early. Texas Instruments rose 2.9% and Universal Display gained 3.2%. Universal Display is down 27.1% YTD and trades at $88.83, about 45% below its 52-week high.
4 min readUniversal Display Corporation (NASDAQ: OLED) has announced a new $400 million share repurchase authorization, building on a fully utilized previous program. The company also declared a quarterly cash dividend of $0.50 per share payable on June 30, 2026, to shareholders of record on June 16, 2026. These actions underscore the company's commitment to returning capital to shareholders, supported by its strong free cash flow and confidence in the long-term growth of OLED technology.
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