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Universal Display: Weak Demand Hurts Growth

Source: SeekingAlpha

2026-02-25 06:00:00 ET

It's been almost a year since I last covered Universal Display Corporation ( OLED ). You might have expected a company so closely correlated to semiconductors and, to some extent, even AI, to outperform. This has not been the case. Instead, the company has significantly underperformed, contrary not only to my thesis at the time, but to Wall Street recommendations since that time. You can find my last article here for your perusal, which I will also use as a base for giving a rating and PT update for 2026....

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Universal Display: Weak Demand Hurts Growth
Universal Display Corporation

NASDAQ: OLED

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