A Closer Look at Universal Display (OLED) Valuation After Earnings Disappointment and Lowered 2025 Guidance

Simply Wall St.11-12

Universal Display (OLED) shares took a hit after the company reported third-quarter results that fell short of expectations. Revenue and profits declined compared to last year, and management now ...

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Revenue and profits declined compared to last year, and management now ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/a-closer-look-at-universal-display-oled-valuation-after-earn\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Closer Look at Universal Display (OLED) Valuation After Earnings Disappointment and Lowered 2025 Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Closer Look at Universal Display (OLED) Valuation After Earnings Disappointment and Lowered 2025 Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/a-closer-look-at-universal-display-oled-valuation-after-earn><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Universal Display (OLED) shares took a hit after the company reported third-quarter results that fell short of expectations. Revenue and profits declined compared to last year, and management now ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/a-closer-look-at-universal-display-oled-valuation-after-earn\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"OLED","symbol_name":"Universal Display Corporation","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/a-closer-look-at-universal-display-oled-valuation-after-earn","article_id":"2583031513","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/391070-main-header/1585186720659"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-oled/universal-display/news/a-closer-look-at-universal-display-oled-valuation-after-earn","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2583031513","pubTimestamp":1762957964,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Universal Display (OLED) shares took a hit after the company reported third-quarter results that fell short of expectations. Revenue and profits declined compared to last year, and management now expects 2025 revenue at the lower end of previous estimates.\nSee our latest analysis for Universal Display.\nThe past year has been rocky for Universal Display, with a 1-year total shareholder return of -30% and shares sliding another 16% just in the past week after earnings missed the mark and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"OLED":"Universal Display Corporation"},"translate_title":"在盈利令人失望并下调2025年指引后，仔细审视环球显示(OLED)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OLED":1.5},"content_text":"Universal Display (OLED) shares took a hit after the company reported third-quarter results that fell short of expectations. Revenue and profits declined compared to last year, and management now expects 2025 revenue at the lower end of previous estimates. See our latest analysis for Universal Display. The past year has been rocky for Universal Display, with a 1-year total shareholder return of -30% and shares sliding another 16% just in the past week after earnings missed the mark and revised guidance dampened near-term expectations. However, patent acquisitions and a solid cash position indicate the company is laying groundwork for potential long-term growth, even as current momentum is fading. If you’re interested in spotting other chip and display innovators with strong prospects, don’t miss the chance to explore See the full list for free.. Given the recent earnings miss and a string of downward revisions, is Universal Display now trading at an attractive discount? Or is the current stock price simply reflecting tempered expectations for growth ahead? AdvertisementMost Popular Narrative: 30.6% Undervalued Universal Display’s most widely followed valuation narrative places its fair value substantially above the recent closing price, suggesting significant upside if the narrative holds true. Analyst consensus and key industry developments set the scene for a potential re-rating.  The rapid proliferation of connected, intelligent consumer devices (AI, 5G, always-on connectivity) is fueling global demand for high-efficiency, premium displays, directly benefiting Universal Display's energy-saving OLED materials portfolio. This trend is expected to support further licensing and material sales growth.  Read the complete narrative. What key projections are fueling this bullish outlook? Soaring revenue, expanding margins, and a multiple that rivals industry leaders are among the factors. Unlock the full narrative to see what’s driving this powerful valuation case, and get the inside track on the assumptions behind the target price. Result: Fair Value of $172.11 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, uncertainty around customer demand and slow IT market adoption could quickly undermine the bullish case and put pressure on Universal Display’s near-term prospects. Find out about the key risks to this Universal Display narrative. Another View: Our DCF Model Signals a Different Story While analysts see upside based on earnings multiples, our SWS DCF model actually arrives at a much lower fair value. This suggests Universal Display may be overvalued at current prices. This fundamental method brings assumptions about growth and future cash flows into sharper focus. How does this method challenge your outlook? Look into how the SWS DCF model arrives at its fair value. OLED Discounted Cash Flow as at Nov 2025Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Universal Display for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 855 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Universal Display Narrative Everyone brings their own perspective to the table. If you want to dig further and shape your own view, you can craft a narrative for Universal Display yourself in just a few minutes. Do it your way A great starting point for your Universal Display research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? Don’t settle for the usual stocks when smarter opportunities might be just a click away. Uncover companies showing powerful momentum, niche innovation, and untapped value.  Explore powerful industry trends by reviewing these 855 undervalued stocks based on cash flows, which could offer strong upside potential based on robust cash flows and compelling valuations. Identify trailblazers in healthcare technology by checking out these 32 healthcare AI stocks, companies that are advancing patient outcomes and next-level diagnostics. Discover the future with these 82 cryptocurrency and blockchain stocks as they reshape digital finance and introduce new ways to grow your portfolio.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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