Latest news with #UniversalDisplay
Yahoo
21-07-2025
- Business
- Yahoo
1 Small-Cap Stock to Target This Week and 2 We Brush Off
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors. The downside that can come from buying these securities is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. That said, here is one small-cap stock that could amplify your portfolio's returns and two that could be down big. Two Small-Cap Stocks to Sell: Universal Display (OLED) Market Cap: $7.19 billion Serving major consumer electronics manufacturers, Universal Display (NASDAQ:OLED) is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications. Why Are We Wary of OLED? Annual revenue growth of 4.3% over the last two years was below our standards for the semiconductor sector Estimated sales growth of 4.1% for the next 12 months is soft and implies weaker demand 5.7 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position Universal Display's stock price of $151.22 implies a valuation ratio of 32.7x forward EV-to-EBITDA. To fully understand why you should be careful with OLED, check out our full research report (it's free). Ready Capital (RC) Market Cap: $717.8 million Operating as one of only 17 non-bank Small Business Lending Companies with preferred lender status from the SBA, Ready Capital (NYSE:RC) is a multi-strategy real estate finance company that originates, acquires, and services commercial real estate loans, small business loans, and other real estate investments. Why Do We Pass on RC? Forecasted net interest income decline of 10.2% for the upcoming 12 months implies demand will fall off a cliff Falling earnings per share over the last five years has some investors worried as stock prices ultimately follow EPS over the long term Products and services are facing significant credit quality challenges during this cycle as tangible book value per share has declined by 6.5% annually over the last five years Ready Capital is trading at $4.25 per share, or 0.4x forward P/B. Dive into our free research report to see why there are better opportunities than RC. One Small-Cap Stock to Buy: Palomar Holdings (PLMR) Market Cap: $3.73 billion Founded in 2013 to fill gaps in catastrophe insurance markets, Palomar Holdings (NASDAQ:PLMR) is a specialty insurance provider that offers property and casualty insurance products in underserved markets, with a focus on earthquake coverage. Why Will PLMR Outperform? Market share has increased this cycle as its 32.3% annual net premiums earned growth over the last two years was exceptional Impressive 35% annual book value per share growth over the last two years indicates it's building equity value this cycle Capital strength will likely rise over the next 12 months as its expected book value per share growth of 24.6% is robust At $139.56 per share, Palomar Holdings trades at 4.1x forward P/B. Is now the right time to buy? Find out in our full research report, it's free. High-Quality Stocks for All Market Conditions Trump's April 2024 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines. Take advantage of the rebound by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
26-06-2025
- Business
- Yahoo
Goldman Sachs Affirms Universal Display (OLED) Buy Rating on Blue Materials Opportunity
Universal Display Corporation (NASDAQ:OLED) is one of the 12 best-augmented reality stocks to buy, according to analysts. On June 2, Goldman Sachs reiterated a conviction of 'Buy' rating and a $183 price target on the stock. The analysts remain bullish on the commercialization of blue materials, which they believe could boost Universal Display's revenue per device. The adoption of the materials in key markets of smartphones and TVs could significantly boost the company's earnings per share growth. The analysts predict a 95% increase in EPS on full penetration over time. Goldman Sachs believes integrating blue materials would mark a turning point in Universal Display by enhancing its market position. According to the study, the fact that Universal Display is still on the Americas Conviction List further affirms the investment back conviction in the stock's future performance. Universal Display Corporation (NASDAQ:OLED) offers OLED technology and materials essential for creating high-quality Augmented Reality displays. Its proprietary UniversalPHOLED materials are used in AR/VR devices, enabling vibrant, energy-efficient, and fast-refreshing displays, making them a key enabler in the AR/VR ecosystem. While we acknowledge the potential of OLED as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Best Performing Warren Buffett Stocks in 2025 and 12 Best Cryptocurrency and Blockchain Stocks to Buy. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-06-2025
- Business
- Yahoo
Unpacking Q1 Earnings: Universal Display (NASDAQ:OLED) In The Context Of Other Analog Semiconductors Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Universal Display (NASDAQ:OLED) and the best and worst performers in the analog semiconductors industry. Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years. The 15 analog semiconductors stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 2.2% while next quarter's revenue guidance was 0.9% above. Luckily, analog semiconductors stocks have performed well with share prices up 15.5% on average since the latest earnings results. Serving major consumer electronics manufacturers, Universal Display (NASDAQ:OLED) is a provider of organic light emitting diode (OLED) technologies used in display and lighting applications. Universal Display reported revenues of $166.3 million, flat year on year. This print exceeded analysts' expectations by 6.8%. Overall, it was a very strong quarter for the company with an impressive beat of analysts' EPS estimates and a solid beat of analysts' adjusted operating income estimates. 'We began 2025 on a solid financial note and continue to remain confident in the long-term growth trajectory of the OLED market. At the same time, we recognize the increasing complexity and uncertainty of the global landscape. In this environment, we are committed to our long-term strategy of advancing our leadership through the continuous invention, development and delivery of state-of-the-art OLED technologies and materials. With a powerful innovation engine, strong balance sheet, resilient supply chain, and operational agility, we are well-positioned to adapt to change, respond swiftly and continue supporting our customers and partners,' said Brian Millard, Vice President and Chief Financial Officer of Universal Display Corporation. Universal Display achieved the biggest analyst estimates beat of the whole group. The stock is up 9.6% since reporting and currently trades at $154.50. Is now the time to buy Universal Display? Access our full analysis of the earnings results here, it's free. Taiwan-based Himax Technologies (NASDAQ:HIMX) is a leading manufacturer of display driver chips and timing controllers used in TVs, laptops, and mobile phones. Himax reported revenues of $215.1 million, up 3.7% year on year, outperforming analysts' expectations by 2.4%. The business had an exceptional quarter with a solid beat of analysts' EPS estimates and revenue guidance for next quarter exceeding analysts' expectations. The market seems happy with the results as the stock is up 21.3% since reporting. It currently trades at $9.05. Is now the time to buy Himax? Access our full analysis of the earnings results here, it's free. Named after the founder's ancestral village in present-day Lithuania, Vishay Intertechnology (NYSE:VSH) manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices. Vishay Intertechnology reported revenues of $715.2 million, down 4.2% year on year, falling short of analysts' expectations by 0.6%. It was a slower quarter as it posted a significant miss of analysts' EPS estimates. Vishay Intertechnology delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 13% since the results and currently trades at $15.17. Read our full analysis of Vishay Intertechnology's results here. Founded by two MIT graduates, Ray Stata and Matthew Lorber in 1965, Analog Devices (NASDAQ:ADI) is one of the largest providers of high performance analog integrated circuits used mainly in industrial end markets, along with communications, autos, and consumer devices. Analog Devices reported revenues of $2.64 billion, up 22.3% year on year. This print surpassed analysts' expectations by 5.2%. It was a very strong quarter as it also produced a solid beat of analysts' EPS estimates and an impressive beat of analysts' adjusted operating income estimates. The stock is up 1.5% since reporting and currently trades at $225.21. Read our full, actionable report on Analog Devices here, it's free. With its technology found in common consumer electronics such as TVs and smartphones, Magnachip Semiconductor (NYSE:MX) is a provider of analog and mixed-signal semiconductors. Magnachip reported revenues of $44.72 million, up 3% year on year. This result was in line with analysts' expectations. Overall, it was a strong quarter as it also recorded a solid beat of analysts' EPS estimates and an impressive beat of analysts' adjusted operating income estimates. The stock is up 15% since reporting and currently trades at $3.84. Read our full, actionable report on Magnachip here, it's free. In response to the Fed's rate hikes in 2022 and 2023, inflation has been gradually trending down from its post-pandemic peak, trending closer to the Fed's 2% target. Despite higher borrowing costs, the economy has avoided flashing recessionary signals. This is the much-desired soft landing that many investors hoped for. The recent rate cuts (0.5% in September and 0.25% in November 2024) have bolstered the stock market, making 2024 a strong year for equities. Donald Trump's presidential win in November sparked additional market gains, sending indices to record highs in the days following his victory. However, debates continue over possible tariffs and corporate tax adjustments, raising questions about economic stability in 2025. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Sign in to access your portfolio
Yahoo
04-06-2025
- Business
- Yahoo
Universal Display Corporation to Hold Virtual 2025 Annual Meeting of Shareholders
EWING, N.J., June 04, 2025--(BUSINESS WIRE)--Universal Display Corporation (Nasdaq: OLED) (UDC), enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and materials, will hold its 2025 Annual Meeting of Shareholders in a virtual-only format beginning at 10:00 A.M. Eastern Time on Wednesday, June 18, 2025. To attend and participate in the Annual Meeting, shareholders of record as of the close of business on April 4, 2025, will need to visit and log in using the 16-digit control number found on their proxy card, voting instruction form or notice of internet availability. Guests may attend the 2025 Annual Meeting in a listen-only mode. Online access and check-in will begin at 9:45 A.M. Eastern Time on June 18th. Participants should allow plenty of time to log in prior to the start of the Annual Meeting. An archive of the meeting will be available for replay within 24 hours after its conclusion on the events page of the Company's Investor Relations website at About Universal Display Corporation Universal Display Corporation (Nasdaq: OLED) is a leader in the research, development and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. Founded in 1994 and with subsidiaries and offices around the world, the Company currently owns, exclusively licenses or has the sole right to sublicense more than 6,500 patents issued and pending worldwide. Universal Display licenses its proprietary technologies, including its breakthrough high-efficiency UniversalPHOLED® phosphorescent OLED technology that can enable the development of energy-efficient and eco-friendly displays and solid-state lighting. The Company also develops and offers high-quality, state-of-the-art UniversalPHOLED materials that are recognized as key ingredients in the fabrication of OLEDs with peak performance. In addition, Universal Display delivers innovative and customized solutions to its clients and partners through technology transfer, collaborative technology development and on-site training. To learn more about Universal Display Corporation, please visit Universal Display Corporation and the Universal Display Corporation logo are trademarks or registered trademarks of Universal Display Corporation. All other Company, brand or product names may be trademarks or registered trademarks. All statements in this document that are not historical, such as those relating to the projected adoption, development and advancement of the Company's technologies, and the Company's expected results and future declaration of dividends, as well as the growth of the OLED market and the Company's opportunities in that market, are forward-looking financial statements within the meaning of the Private Securities Litigation Reform Act of 1995. You are cautioned not to place undue reliance on any forward-looking statements in this document, as they reflect Universal Display Corporation's current views with respect to future events and are subject to risks and uncertainties that could cause actual results to differ materially from those contemplated. These risks and uncertainties are discussed in greater detail in Universal Display Corporation's periodic reports on Form 10-K and Form 10-Q filed with the Securities and Exchange Commission, including, in particular, the section entitled "Risk Factors" in Universal Display Corporation's Annual Report on Form 10-K for the year ended December 31, 2024. Universal Display Corporation disclaims any obligation to update any forward-looking statement contained in this document. Follow Universal Display Corporation X Facebook YouTube (OLED-C) View source version on Contacts Universal Display Contact: Darice Liuinvestor@ media@ +1 609-964-5123 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
04-06-2025
- Business
- Business Wire
Universal Display Corporation to Hold Virtual 2025 Annual Meeting of Shareholders
BUSINESS WIRE)-- Universal Display Corporation (Nasdaq: OLED) (UDC), enabling energy-efficient displays and lighting with its UniversalPHOLED ® technology and materials, will hold its 2025 Annual Meeting of Shareholders in a virtual-only format beginning at 10:00 A.M. Eastern Time on Wednesday, June 18, 2025. To attend and participate in the Annual Meeting, shareholders of record as of the close of business on April 4, 2025, will need to visit and log in using the 16-digit control number found on their proxy card, voting instruction form or notice of internet availability. Guests may attend the 2025 Annual Meeting in a listen-only mode. Online access and check-in will begin at 9:45 A.M. Eastern Time on June 18 th. Participants should allow plenty of time to log in prior to the start of the Annual Meeting. An archive of the meeting will be available for replay within 24 hours after its conclusion on the events page of the Company's Investor Relations website at About Universal Display Corporation Universal Display Corporation (Nasdaq: OLED) is a leader in the research, development and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. Founded in 1994 and with subsidiaries and offices around the world, the Company currently owns, exclusively licenses or has the sole right to sublicense more than 6,500 patents issued and pending worldwide. Universal Display licenses its proprietary technologies, including its breakthrough high-efficiency UniversalPHOLED® phosphorescent OLED technology that can enable the development of energy-efficient and eco-friendly displays and solid-state lighting. The Company also develops and offers high-quality, state-of-the-art UniversalPHOLED materials that are recognized as key ingredients in the fabrication of OLEDs with peak performance. In addition, Universal Display delivers innovative and customized solutions to its clients and partners through technology transfer, collaborative technology development and on-site training. To learn more about Universal Display Corporation, please visit Universal Display Corporation and the Universal Display Corporation logo are trademarks or registered trademarks of Universal Display Corporation. All other Company, brand or product names may be trademarks or registered trademarks. All statements in this document that are not historical, such as those relating to the projected adoption, development and advancement of the Company's technologies, and the Company's expected results and future declaration of dividends, as well as the growth of the OLED market and the Company's opportunities in that market, are forward-looking financial statements within the meaning of the Private Securities Litigation Reform Act of 1995. You are cautioned not to place undue reliance on any forward-looking statements in this document, as they reflect Universal Display Corporation's current views with respect to future events and are subject to risks and uncertainties that could cause actual results to differ materially from those contemplated. These risks and uncertainties are discussed in greater detail in Universal Display Corporation's periodic reports on Form 10-K and Form 10-Q filed with the Securities and Exchange Commission, including, in particular, the section entitled 'Risk Factors' in Universal Display Corporation's Annual Report on Form 10-K for the year ended December 31, 2024. Universal Display Corporation disclaims any obligation to update any forward-looking statement contained in this document. Follow Universal Display Corporation X Facebook YouTube (OLED-C)
