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Stock Ratings / Technology / OLED
VSH (43) MRCY (60) BHE (51) PLXS (55) ⌘ Pro Terminal →

Universal Display Corporation (OLED) — RQD Stock Rating Cockpit

$83.92 -1.15% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $83.59

Universal Display Corporation (OLED) carries a Roarable Rating of C (Hold) with 64/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 64/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.1% avg 90D alpha vs SPY) →
ROARABLE C • HOLD / WATCH Cap $3.82B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on OLED Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is OLED stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-02, Universal Display Corporation (NASDAQ: OLED) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 64/100 at a spot price of $83.92 (-1.15% 1D, market cap $3.82B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 10/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 16/20. Across 714 tracked Technology issuers, OLED ranks #182 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does OLED compare to VSH and MRCY in the Technology sector?
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Within the Technology sector (Electrical Products), OLED carries a Roarable C (64/100 RQD), trailing P/E of 15.8x, gross margin of 76.3%, and ROIC of 11.5%. By comparison, VSH (Vishay Intertechnology Inc.) holds a D- grade (43/100 RQD, P/E N/A, ROIC 1.8%, cap $4.51B) and MRCY (Mercury Systems Inc) posts a C- grade (60/100 RQD, P/E 21.7x, ROIC 14.9%, cap $4.98B). Among the 5-stock peer group, OLED leads on earnings multiple (15.8x) while MRCY leads on capital efficiency (14.9% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for OLED?
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Per OLED's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001005284), Universal Display Corporation generated $650.6M in revenue (+0.5% YoY), $242.0M in net income, and $154.4M in free cash flow against $1.96B in total assets and $91.2M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $83.58 (-0.40%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 23.7% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 64/100 (C) historically posted market-perform odds over rolling 90-day windows (+1.1% avg 90D alpha vs SPY • 55.2% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510064
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk C
Cash (12)Whales (10)SEC (16)Macro (10)CEO (16)
Each axis scored 0–20
12M PRICE TARGET CONE+2.7% Base Target
$158 Bull$86 Base$67 Bear
📬 FREE OLED RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for OLED)Realized 20D OHLCV Swing Band: ±10.5%
Deterministic 5-Pillar Attribution (64/100 Composite)
🔍 WHY OLED SCORES 64/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (25% of score)

Altman Z-Score 13.44 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)

▼ #1 Drag / Risk Factor: Macro Regime Fit10/20 pts (-10 pt drag)

Macro rate sensitivity & RSI-14 (55.4) create a -10 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
56
Grade C$75.66+8.5% Next Q
Q2 (-2Q)
59
Grade C$82.09+10.1% Next Q
Q3 (-1Q)
61
Grade C$90.36-7.1% Next Q
Current
64
Grade C$83.92+1.1% Hist 90D α
Trajectory: C (56) → C (64)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the OLED Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 64/100 (C) score, OLED faces multiple-compression risk if 15.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 73.8% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($80.73) or 200D SMA ($91.62) invalidates the momentum regime and cuts Target Base ($86.19) toward Bear Floor ($67.23).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $OLED• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “OLED Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 64%NO 36%Trade / Inspect Odds →
RSI-14 MOMENTUMBULLISH MOMENTUM
55.430 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
13.44>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
7 / 99-Pt Accounting
52-WEEK LASER RANGE17% OF RANGE
L: $71$83.92H: $150
1. Money & Cash Health● MIXED
Are profits real cash in the bank?

Decent core business (76% profit margin), though cash flow growth is moderate rather than explosive right now.

Factor Grade: C-RQD 12 / 20
2. Big Money & Insiders● NEUTRAL
Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: CRQD 26 / 40
3. Hidden Risks & Market Weather● WATCH
SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: CRQD 26 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on OLED

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
NEUTRAL (60)

11.5% ROIC with 76.3% gross margin and 4.04% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BULLISH (80)

Altman-Z 13.44 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
NEUTRAL (60)

26/40 institutional & smart-money positioning score with 10/20 macro alignment.

Bull Case: Why Buyers Like OLED
  • ✓Company leadership has skin in the game with net positive insider conviction.
  • ✓Clean SEC annual filing review with no major hidden accounting time-bombs.
Bear Case: What Could Go Wrong
  • !Sensitive to high interest rates and tighter Federal Reserve market liquidity.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (OLED Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
OLED // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -13.09%📐 HORIZONTAL RANGE
2026-11-02O $90.41H $90.41L $83.92C $83.92VOL 1.61M
RES: $95.83SUP: $69.20SMA50: $80.73SMA200: $91.62
$127.0$111.8$96.53$81.29$66.04RES $95.83SUP $69.20$83.922026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

OLED Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 OLED Butterfly Map → + Track OLED →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
8.3%/yr Implied 5Y Growth

vs. +0.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on OLED today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for OLED. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for OLED today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (OLED)

Technology Rank #182 of 714 ⚔️ VSH vs OLED Full Matrix →

1. Head-to-Head Technology Peer Comparison (OLED vs. VSH, MRCY, BHE, PLXS)

Industry: Electrical Products (35 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Universal Display Corporation (OLED) ranks #182 by composite RQD confidence (64/100, grade C) and #233 by equity capitalization ($3.82B). Within this direct 5-issuer industry benchmark cohort, OLED leads on earnings valuation at 15.8x trailing P/E, while MRCY leads on capital efficiency and profitability with 14.9% ROIC and — gross margin. OLED currently leads its immediate peer cohort in composite quantitative strength at 64/100 (C).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
OLED ACTIVE
Universal Display Corporation
C 64/100 15.8x 76.3% 11.5% -1.15% $3.82B Benchmark Subject
VSH
Vishay Intertechnology Inc.
D- 43/100 — 19.4% 1.8% -9.14% $4.51B /vsh-vs-oled →
MRCY
Mercury Systems Inc
C- 60/100 21.7x — 14.9% -5.21% $4.98B /mrcy-vs-oled →
BHE
Benchmark Electronics Inc.
D 51/100 104.1x 9.8% 7.7% -5.46% $2.59B /bhe-vs-oled →
PLXS
Plexus Corp.
D+ 55/100 33.3x 10.1% 8.2% -3.86% $5.77B /plxs-vs-oled →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001005284

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Universal Display Corporation (OLED) reported GAAP revenue of $650.6M (+0.5% vs. FY2024 revenue of $647.7M , and +12.9% cumulative change since FY2023) , GAAP net income of $242.0M, operating cash flow of $210.8M, and free cash flow of $154.4M (-26.9% YoY). On the balance sheet, OLED closed FY2025 with $1.96B in total assets against $91.2M in total debt (Altman Z-Score: 13.44, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $650.6M $242.0M $210.8M $154.4M $1.96B $91.2M
FY2024 (FY) 2024-12-31 $647.7M $222.0M $253.7M $211.1M $1.83B $97.1M
FY2023 (FY) 2023-12-31 $576.4M $203.0M $154.8M $128.8M $2.10B $492.0M

3. OLED Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is OLED stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Universal Display Corporation (NASDAQ: OLED) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 64/100 at a spot price of $83.92 (-1.15% 1D, market cap $3.82B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 10/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 16/20. Across 714 tracked Technology issuers, OLED ranks #182 in composite RQD confidence.

How does OLED compare to VSH and MRCY in the Technology sector?

Within the Technology sector (Electrical Products), OLED carries a Roarable C (64/100 RQD), trailing P/E of 15.8x, gross margin of 76.3%, and ROIC of 11.5%. By comparison, VSH (Vishay Intertechnology Inc.) holds a D- grade (43/100 RQD, P/E N/A, ROIC 1.8%, cap $4.51B) and MRCY (Mercury Systems Inc) posts a C- grade (60/100 RQD, P/E 21.7x, ROIC 14.9%, cap $4.98B). Among the 5-stock peer group, OLED leads on earnings multiple (15.8x) while MRCY leads on capital efficiency (14.9% ROIC).

What are the biggest fundamental strengths and SEC risk factors for OLED?

Per OLED's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001005284), Universal Display Corporation generated $650.6M in revenue (+0.5% YoY), $242.0M in net income, and $154.4M in free cash flow against $1.96B in total assets and $91.2M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is OLED trading relative to its 50-day, 200-day, and 52-week technical levels?

OLED last traded at $83.92 (-1.15% on volume of 901,678 shares), positioning the stock +3.95% above its 50-day simple moving average ($80.73) and -8.40% below its 200-day simple moving average ($91.62). Across its 52-week range of $70.77 to $150.04, OLED sits at the 16.6% percentile with a 14-day RSI of 55.4 (BULLISH MOMENTUM) and an implied next-earnings move of ±10.5% ($75.11 to $92.73).

OLED Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell OLED stock right now?

Universal Display Corporation (OLED) currently earns a Roarable Rating of C (Hold — HOLD) with 64/100 RQD Confidence. Solid 76% profit margin (12% return on capital), mixed timing at 16x P/E—hold if owned, no rush to chase.

What is OLED's 12-month price target and RQD AI Jury consensus?

OLED's 12-month base price target is $86.19 (range $67.23 to $157.54), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: OLED RQD Cockpit OLED 12M Forecast OLED Earnings & Move OLED Dividends & DRIP OLED Insiders & 13F OLED Whale Options OLED Profit Sankey OLED News & Why
ROARABLE RATING BRIEF • RQD 64/100 (C) ✓ STAGE-C NUMBER FIREWALL VERIFIED

OLED — Universal Display Corporation: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:22:45Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, OLED scores 64 out of 100, a C grade, labeled "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars are: Fundamental Cash Engine at 12/20 (ROIC 11.5%; FCF yield 4.04%), Whale 13F Flow at 10/20 (institutional accumulation and options positioning), Insider Conviction at 16/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 10/20 (Beta 1.36; sector sensitivity), and Forensic Balance Sheet at 16/20 (Altman Z 13.44; Piotroski F 7/9; Debt/Equity 0.05).

For a prospective investor, the profile is mixed. The strongest pillars are balance-sheet quality and insider signal, which suggest financial resilience and some insider conviction. The weakest pillars are macro regime fit and institutional flow, where the high beta and the 13F/options read leave the stock more exposed to market swings and less supported by visible institutional accumulation. The cash-engine pillar is moderate: ROIC of 11.5% and an FCF yield of 4.04% are solid but not exceptional relative to the valuation multiples shown. The verdict implies a balanced risk-reward rather than a clear upside or downside skew. Valuation tradeoffs are visible in the snapshot: the trailing P/E of 15.8 and forward P/E of 14.7 sit against a stock down 6.09% on the session and trading near the lower end of its 52-week range.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
84.9$3.82B15.814.712.75.372.24%1.36$70.77 - $150.0411.5%

Business

Universal Display Corporation is a NASDAQ-listed issuer classified under the Technology sector and Electrical Products industry, per the profile section. Not available in source data for detailed product lines, customer base, or revenue mix. The source data reports gross margin of 76.3%, operating margin of 38.2%, and net margin of 37.2%, which describe its economics but not its specific offerings or go-to-market approach.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$650.6M$248.6M$242.0MN/A$154.4M$138.4M$91.2M
FY 2024$647.7M$238.8M$222.0MN/A$211.1M$99.0M$97.1M
FY 2023$576.4M$217.2M$203.0MN/A$128.8MN/A$492.0M

Per the SEC financials, revenue moved from $576.4M in FY 2023 to $647.7M in FY 2024 and $650.6M in FY 2025, while net income rose from $203.0M to $242.0M over the same span. Reported FCF declined from $211.1M in FY 2024 to $154.4M in FY 2025. Debt fell from $492.0M in FY 2023 to $91.2M in FY 2025. Per the Roarable RQD rating, the Altman Z-Score is 13.44, the Piotroski F-Score is 7/9, and Debt/Equity is 0.05, indicating a strong forensic balance sheet posture.

Open Questions

  • What drove the FY 2025 decline in reported FCF from $211.1M to $154.4M, given that net income rose?
  • What is the EPS for each reported fiscal year, given that the source lists EPS as N/A for all three periods?
  • What is the cash balance for FY 2023, which is listed as N/A?
  • What specific insider and 13F transactions underlie the insider and whale pillar scores?
  • What is the consensus analyst rating and price target distribution, given that analyst data is absent?

OLED Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Universal Display Corporation (OLED) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to OLED Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

OLED Bull vs. Bear Conversation Board — What's Your Call at $83.92?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON OLED 🐻 50% BEARISH CONVICTION
1. Pick Your Side on OLED:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $91.69 (+8.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is OLED (C • RQD 64/100) a Buy at $84.90?

Welcome to the OLED (Universal Display Corporation) Roar Pit. Current RQD Composite is 64/100 (Roarable Hold — Fair / Balanced Risk-Reward) in Electrical Products. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

FO ForensicBear Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $68.77 (-19.0%)
Spot @ $84.90

Pump the brakes on OLED — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on OLED, but look at what you are paying: 15.8x trailing P/E with 76.3% gross margins. Unless Universal Display Corporation expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

CA CashFlowKing Verified K Arena Trader 🐂 BULLISH 🎯 Target: $107.82 (+27.0%)
Spot @ $84.90

OLED cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on OLED, the market is fixating on short-term headline noise in Electrical Products and ignoring the balance sheet and cash flow trajectory. At $84.90 (52-wk range $70.77 - $150.04), any beat on forward guidance forces shorts and underweight funds to chase.

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