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OLED

Universal Display

$101.40

-0.6 (-0.59%)

16:10
08/09/18
08/09
16:10
08/09/18
16:10

Universal Display reports Q2 ajusted EPS 23c, consensus 15c

Reports Q2 revenue $56.1M, consensus $49.58M. Revenue from material sales decreased 21% to $36.8 million in the second quarter of 2018, compared with $46.8 million in the second quarter of 2017. The Company believes that the decline in material sales was due to weak OLED panel demand resulting from the softness in the premium smartphone market, and material inventory pre-purchases that occurred in 2017.

  • 09

    Aug

  • 12

    Sep

OLED Universal Display
$101.40

-0.6 (-0.59%)

04/06/18
04/06/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Valeant (VRX) upgraded to Neutral from Underperform at Mizuho with analyst Irina Koffler saying while she remains concerned about Valeant's return to revenue growth, sees no near-term "sell catalysts." 2. Patterson Companies (PDCO) upgraded to Buy from Hold at Craig-Hallum with analyst Kevin Ellich saying that his sum-of-parts analysis suggests the company could unlock value by splitting its dental and animal health businesses. 3. Prologis (PLD) and AvalonBay (AVB) were upgraded to Buy from Neutral at Citi. 4. Universal Display (OLED) upgraded to Outperform from Perform at Oppenheimer with analyst Andrew Uerkwitz saying with the shares down 41% year-to-date, the stock is oversold and the risks are fully priced in. 5. Halyard Health (HYH) upgraded to Overweight from Sector Weight at KeyBanc with analyst Matthew Mishan saying he sees the company's earnings growth accelerating and valuation re-rating following the sale of its Surgical & Infection Prevention unit. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/21/18
ROTH
05/21/18
INITIATION
Target $136
ROTH
Buy
Universal Display initiated with a Buy at Roth Capital
Roth Capital analyst Scott Searle started Universal Display with a Buy rating and $136 price target, citing his view that Organic Light Emitting Diodes are "an eventuality for mobile displays and ultimately TVs." Universal Display is the leading supplier of emitters and intellectual property for the OLED market, added Searle.
05/29/18
JPMS
05/29/18
NO CHANGE
JPMS
Apple OLED screen report looks like a 'false alarm,' says JPMorgan
After multiple OLED supply chain stocks reacted positively to media reports indicating that Apple (AAPL) will convert all of its new iPhone models in 2019 to OLED screens, JPMorgan analyst Jay Kwon said his findings make this appear to be a "false alarm." While he maintains his base-case view of "two OLED and one LCD" iPhones in 2019, Kwon said he also believes additional capacity build-up would be unnecessary even in an "all iPhone with OLED" scenario, as he believes current industry supply could handle an additional demand of about 50M units. The Fly notes that shares of Universal Display (OLED) are up 8% to $107.75 in morning trading following the ET News report about Apple that was quoted earlier by Apple Insider.
05/29/18
GSCO
05/29/18
NO CHANGE
Target $150
GSCO
Buy
Goldman still constructive on Universal Display shares after conferences
Following last week's SID DisplayWeek and his firm's Technet conference in Hong Kong, Goldman Sachs analyst Brian Lee remains constructive on shares of Universal Display (OLED). The stock is rallying today after Korea's ETNews reported that Apple (AAPL) is planning to use OLED screens in all three of its iPhone models in 2019. Lee, who did not cite Apple in his research note this morning, continues to see an attractive setup into the second half of 2018 for Universal Display. Investor sentiment is "tepid" despite the potential for normalizing materials volume trends at Samsung (SSNLF) starting in Q3, continued strength in TVs, and mid-to-long term upside in blue phosphorescent, Lee wrote in a research note. The analyst reiterated a Buy rating on the shares with a $150 price target.

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