Universal Display (OLED)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$82.34-0.36%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · OLED
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $82 OLED trades at 20× p/e, below its 49× p/e peer median. Our $89 fair value sits above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Analysts target $90–$120. Note: our $89 fair value sits below the entire analyst range ($90–$120). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $100.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $92.29 | — | — | Analyst | high |
| dcf fcff | 12M | $94.88 | — | — | Analyst | high |
| ddm gordon | 12M | $34.30 | — | — | TTM | high |
| graham number | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$90.00 – $120.00 (median $100.00) · 3 analysts · as of 2026-07-31
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 5% over what the business is worth with no growth; closing that gap needs roughly 1.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $4.35/sh owner earnings.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $57.90 |
| — |
| — |
| TTM |
| high |
| Peer P/FCF | 12M | $169.70 | 46.6 | 3.64 | TTM | high |
| Peer P/E | 12M | $114.73 | 25.3 | 4.54 | ntm analyst | high |
| Peer P/S | 12M | $107.55 | 8.3 | 13.00 | TTM | high |
| PEG | 12M | $58.43 | 14.1 | 4.13 | TTM | high |
| residual income | 12M | $40.71 | — | — | TTM | high |
| Own P/E history | 12M | $85.31 | 20.7 | 4.13 | TTM | high |
| triangulated | 12M | $211.54 | 49.4 | 4.29 | Triangulated | high |
| Peer P/E | 3Y | $134.18 | 25.3 | 5.31 | Analyst | medium |
| Peer P/S | 3Y | $135.68 | 8.3 | 16.40 | guidance | medium |
| PEG | 3Y | $75.13 | 14.1 | 5.31 | Analyst | medium |
| Own P/E history | 3Y | $109.71 | 20.7 | 5.31 | Analyst | medium |
| Peer P/E | 5Y | $153.91 | 25.3 | 6.09 | Analyst | high |
| Peer P/S | 5Y | $155.63 | 8.3 | 18.81 | guidance | high |
| PEG | 5Y | $86.18 | 14.1 | 6.09 | Analyst | high |
| Own P/E history | 5Y | $125.84 | 20.7 | 6.09 | Analyst | high |