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 · Editorial policy
Key numbers
- Adjusted 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 adjusted 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 Hold at 6.1/10.
3 of the last 4 quarters beat the estimate; this quarter's +2.4% surprise compares with a +7.4% four-quarter average. Next scheduled report: 2027-02-18.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=7.2 in RISK_OFF)
- Strong earnings beat streak (3/4)
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
- $88.91
- Price target
- $99.95
- Stop
- $82.69
- Upside to target
- +12.4%
- Reward-to-risk
- 0.8:1
At 18.2× trailing and 19.2× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-11-04 — 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
- $4.03B
- P/E (fwd)
- 19.2
- P/E (ttm)
- 18.2
- 52-week range
- $70.77–$147.69
- Off 52-week high
- 39.8%
- RSI (14)
- 69
- Volume vs avg
- 0.20×
- Score today
- 6.1/10