Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+4.22%
$94.22
100% positive prob.
5-Day Prediction
+5.11%
$95.03
100% positive prob.
20-Day Prediction
+8.13%
$97.76
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q3 2026 | BUY | +4.22% | +5.11% | +8.13% | 100.0% | Pending |
| Q2 2026 | SELL | -8.97% | -9.88% | -11.41% | 100.0% | Pending |
| Q1 2026 | BUY | +4.38% | +4.98% | +8.97% | 100.0% | +3.04% |
| Q4 2025 | SELL | -8.54% | -10.14% | -9.98% | 100.0% | -8.59% |
SEC 8-K filings with transcript text
Oct 28, 2026 · 100% conf.
1D
+4.22%
$94.22
Act: -6.09%
5D
+5.11%
$95.03
20D
+8.13%
$97.76
2 oled-ex99_1.htm
Exhibit 99.1
Press Release
Universal Display Contact:
Darice Liu
investor@oled.com
media@oled.com
+1 609-964-5123
Universal Display Corporation Announces Third Quarter 2026 Financial Results
EWING, N.J. – October 28, 2026 – Universal Display Corporation (Nasdaq: OLED), a global leader in energy-efficient OLED technologies and materials, today reported financial results for the third quarter ended September 30, 2026.
“The third quarter saw important advancements across our innovation portfolio, in addition to continued momentum across the OLED ecosystem, from investments in new OLED capacity and the expansion of foldable and IT OLED products,” said Brian Millard, Chief Financial Officer of Universal Display Corporation. “During the quarter, we introduced OLEDX, advanced our phosphorescent blue program, expanded our AI-enabled materials discovery capabilities, and achieved a key commercialization milestone with the launch of UVJC’s first equipment platform. As OLED adoption broadens across new products, applications and form factors, we see the industry becoming increasingly focused on higher performance, greater power efficiency and enhanced user experiences. These evolving requirements align with our innovation strategy and reinforce our confidence in the long-term opportunities for our technologies and the value we believe they can create for customers and shareholders.”
Financial Highlights for the Third Quarter of 2026
• Total revenue in the third quarter of 2026 was $160.4 million as compared to $139.6 million in the third quarter of 2025.
• Revenue from material sales was $79.7 million in the third quarter of 2026 as compared to $82.6 million in the third quarter of 2025. The decrease was primarily due to changes in customer mix and a $4.8 million unfavorable period-over-period change in the cumulative catch-up adjustment, primarily attributable to material fees, partially offset by higher unit material volume.
• Revenue from royalty and license fees was $75.5 million in the third quarter of 2026 as compared to $53.3 million in the third quarter of 2025. The increase was primarily the result of higher unit material volume, changes in customer mix and a $9.5 million out-of-period adjustment that reduced prior-year royalty and license fees revenue.
• Cost of material sales was $39.6 million in the third quarter of 2026 as compared to $32.8 million in the third quarter of 2025.
• Total gross margin was 73% in the third quarter of 2026 as compared to 75% in the third quarter of 2025.
• Operating income was $53.7 million in the third quarter of 2026 as compared to $43.1 million in the third quarter of 2025.
• Other income, net was $37.3 million in the third quarter of 2026 as compared to $952,000 in the third quarter of 2025, primarily due to a $28.9 million gain related to a UDC Ventures investment, and a $7.2 million foreign currency gain on a tax receivable denominated in Korean won.
• The effective income tax rate was 20.4% in the third quarter of 2026 as compared to 18.7% in the third quarter of 2025.
• Net income was $78.9 million or $1.72 per diluted share in the third quarter of 2026 as compared to $44.0 million or $0.92 per diluted share in the third quarter of 2025.
• Non-GAAP adjusted net income, which excludes the $28.9 million gain on the UDC Ventures investment and the related income tax expense, was $56.2 million or $1.23 per diluted share in the third quarter of 2026.
Revenue Comparison
($ in thousands)
Three Months Ended September 30,
2026
2025
Material sales
$79,709
$82,634
Royalty and license fees
75,495
53,317
Contract research services
5,228
3,662
Total revenue
$160,432
$139,613
Cost of Materials Comparison
($ in thousands)
Three Months Ended September 30,
2026
2025
Material sales
$79,709
$82,634
Cost of material sales
39,588
32,817
Gross margin on material sales
40,121
49,817
Gross margin as a % of material sales
50%
60%
Financial Highlights for the First Nine Months of 2026
• Total revenue in the first nine months of 2026 was $454.8 million as compared to $477.7 million in the first nine months of 2025.
• Revenue from material sales was $229.6 million in the first nine months of 2026 as compared to $257.4 million in the first nine months of 2025. The decrease was primarily due to changes in customer mix, an $8.5 million unfavorable period-over-period change in the cumulative catch-up adjustment for material sales and lower unit material volume. The $8.5 million unfavorable period-over-period change in the cumulative catch-up adjustment was primarily attributable to product mix changes forecasted over the respective remaining lives of certain customer contracts.
• Revenue from royalty and license fees was $210.9 million in the first nine months of 2026 as compared to $202.6 million in the first nine months of 2025. The increase was primarily the result of an $11.1 million favorable per
Jul 30, 2026 · 100% conf.
1D
-8.97%
$73.15
Act: -0.25%
5D
-9.88%
$72.42
20D
-11.41%
$71.19
2 oled-ex99_1.htm
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 Display Corporation (Nasdaq: OLED), a global leader in energy-efficient OLED technologies and materials, today reported financial results for the second quarter ended June 30, 2026.
“We see OLED's next growth phase beginning to take shape,” said Brian Millard, Chief Financial Officer of Universal Display. “While portions of the consumer electronics market face near-term challenges, we continue to see significant investment across the OLED ecosystem, including new Gen 6 and Gen 8.6 capacity, expanding adoption in IT, automotive and emerging form factors, and continued advances in OLED technologies. Through our leadership in OLED materials and innovation, we remain focused on helping customers unlock the next generation of OLED performance and adoption.”
Financial Highlights for the Second Quarter of 2026
• Total revenue in the second quarter of 2026 was $152.2 million as compared to $171.8 million in the second quarter of 2025.
• Revenue from material sales was $66.2 million in the second quarter of 2026 as compared to $88.7 million in the second quarter of 2025. The decrease was primarily due to lower unit material volume, changes in customer mix, and a $6.9 million unfavorable period-over-period change in the cumulative catch-up adjustment for material sales. This catch-up adjustment was primarily driven by forecasted product mix changes over the remaining lives of certain customer contracts.
• Revenue from royalty and license fees was $81.2 million in the second quarter of 2026 as compared to $75.7 million in the second quarter of 2025. The increase was primarily driven by a $16.3 million favorable period-over-period change in the cumulative catch-up adjustment for royalty and license fees, partially offset by lower unit material volume and changes in customer mix. The favorable adjustment mainly reflected an increase in the average royalty and license fees price per gram, due to lower anticipated demand from certain customers over the remaining lives of their contracts.
• Cost of material sales was $33.4 million in the second quarter of 2026 as compared to $34.2 million in the second quarter of 2025.
• Total gross margin was 76% in the second quarter of 2026 as compared to 77% in the second quarter of 2025.
• Operating income was $53.6 million in the second quarter of 2026 as compared to $68.5 million in the second quarter of 2025.
• The effective income tax rate was 19.0% in the second quarter of 2026 as compared to 19.8% in the second quarter of 2025.
• Net income was $49.4 million or $1.06 per diluted share in the second quarter of 2026 as compared to $67.3 million or $1.41 per diluted share in the second quarter of 2025.
Revenue Comparison
($ in thousands)
Three Months Ended June 30,
2026
2025
Material sales
$
66,191
$
88,650
Royalty and license fees
81,212
75,667
Contract research services
4,754
7,477
Total revenue
$
152,157
$
171,794
Cost of Materials Comparison
($ in thousands)
Three Months Ended June 30,
2026
2025
Material sales
$
66,191
$
88,650
Cost of material sales
33,391
34,154
Gross margin on material sales
32,800
54,496
Gross margin as a % of material sales
50
%
61
%
Financial Highlights for the First Half of 2026
• Total revenue in the first half of 2026 was $294.4 million as compared to $338.1 million in the first half of 2025.
• Revenue from material sales was $149.9 million in the first half of 2026 as compared to $174.8 million in the first half of 2025. The decrease was primarily due to lower unit material volume and changes in customer mix.
• Revenue from royalty and license fees was $135.4 million in the first half of 2026 as compared to $149.2 million in the first half of 2025. The decrease was primarily the result of lower unit material volume and changes in customer mix, partially offset by the impact of a $7.4 million favorable period-over-period change in the cumulative catch-up adjustment, which was primarily attributable to royalty and license fees.
• Cost of material sales was $66.4 million in the first half of 2026 as compared to $68.1 million in the first half of 2025.
• Total gross margin was 75% in the first half of 2026 as compared to 77% in the first half of 2025.
• Operating income was $96.4 million in the first half of 2026 as compared to $138.2 million in the first half of 2025.
• The effective income tax rate was 19.7% for both six months ended June 30, 2026 and 2025.
• Net income was $85.3 million or $1.82 per diluted share in the first half of 2026 as compared to $131.7 million or $2.76 per diluted share in the first half of 2025.
Revenue Comparison
($ in thousands)
Six Months Ended June 30,
2026
2025
Material sales
Apr 30, 2026 · 100% conf.
1D
+4.38%
$93.94
Act: +7.34%
5D
+4.98%
$94.48
Act: +3.04%
20D
+8.97%
$98.07
Act: +2.05%
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This page provides Universal Display Corporation (OLED) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on OLED's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.