Universal Display (OLED) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.06
- Estimate
- $1.03
- Surprise
- +2.4%
- Revenue (period 2026-06-30)
- $152.2M
- Score at report (before → after)
- 5.4 → 5.8/10
Revenue source: xbrl.
How the report landed
Universal Display (OLED) beat the $1.03 estimate with diluted EPS of $1.06 — a modest 2.4% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.4/10) to Sell at 5.8/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates OLED Sell at 5.0/10.
2 of the last 4 quarters beat the estimate; this quarter's +2.4% surprise compares with a -11.3% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Analyst upside: 21%
What argues against it
- Concentration risk — Customer: BOE, LG Display and SDC
- Concentration risk — Supplier: PPG
- Sector modifier (Technology): -0.8
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $83.39
- Price target
- $100.37
- Stop
- $78.79
- Upside to target
- +20.4%
- Reward-to-risk
- 2.8:1
At 20.2× trailing and 17.4× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
OLED at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Electronic Components
- Market cap
- $3.80B
- P/E (fwd)
- 17.4
- P/E (ttm)
- 20.2
- 52-week range
- $76.42–$153.38
- Off 52-week high
- 45.6%
- RSI (14)
- 36
- Volume vs avg
- 0.99×
- Score today
- 5.0/10