Universal Display (OLED) Q3 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
- $1.72
- Estimate
- $1.14
- Surprise
- +50.9%
- Revenue (period 2026-09-30)
- $160.4M
- Score at report (before → after)
- 5.1 → 5.1/10
Revenue source: xbrl.
How the report landed
Universal Display (OLED) beat the $1.14 estimate with adjusted EPS of $1.72 — a large 50.9% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.1/10) to Sell at 5.1/10 after the report.
Coverage in the report window
- Update: Universal Display Q3 Adj. EPS $1.23 Beats $1.13 Estimate, Sales $160.432M Miss $162.719M Estimate — benzinga, 2026-10-28
Where TrendMatrix's rating stands now
TrendMatrix currently rates OLED Sell at 5.1/10.
3 of the last 4 quarters beat the estimate; this quarter's +50.9% surprise compares with a +7.4% four-quarter average.
What supports the rating
- Strong earnings beat streak (3/4)
What argues against it
- Concentration risk — Customer: BOE, LG Display and SDC
- Concentration risk — Supplier: PPG
- Thin upside margin: 9.5%
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
- $90.41
- Price target
- $99.02
- Stop
- $84.08
- Upside to target
- +9.5%
- Reward-to-risk
- 0.6:1
At 21.8× trailing and 19.1× forward earnings, consensus estimates imply little change in earnings power.
Risk check: RSI 92 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — 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
- $4.16B
- P/E (fwd)
- 19.1
- P/E (ttm)
- 21.8
- 52-week range
- $70.77–$152.24
- Off 52-week high
- 40.6%
- RSI (14)
- 92
- Volume vs avg
- 1.37×
- Score today
- 5.1/10