OLED provider Universal Display (NASDAQ: OLED) will be reporting results this Thursday after market close. Here’s what to expect.
Universal Display beat analysts’ revenue expectations by 6.1% last quarter, reporting revenues of $171.8 million, up 8.4% year on year. It was a very strong quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.
Is Universal Display a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Universal Display’s revenue to grow 2.8% year on year to $166.1 million, slowing from the 14.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.19 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Universal Display has missed Wall Street’s revenue estimates four times over the last two years.
Looking at Universal Display’s peers in the analog semiconductors segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Skyworks Solutions delivered year-on-year revenue growth of 7.3%, beating analysts’ expectations by 5.4%, and Impinj reported flat revenue, topping estimates by 3.6%. Impinj traded down 15% following the results.
Read our full analysis of Skyworks Solutions’s results here and Impinj’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the analog semiconductors stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.1% on average over the last month. Universal Display is down 3.3% during the same time and is heading into earnings with an average analyst price target of $181.89 (compared to the current share price of $142).
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