MARKET WIREYahoo Finance • 10h ago
Why Universal Display (OLED) Shares Are Trading Lower TodayYahoo Finance report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
Why OLED Stock slipped -1.15% Today — RQD Quant Desk Flash
$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.
ROARABLE C • HOLD / WATCH
Cap $3.82B
⚡ 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?
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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:
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
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
Each axis scored 0–20
12M PRICE TARGET CONE+2.7% Base Target
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)Grade C$75.66+8.5% Next Q
56
Q2 (-2Q)Grade C$82.09+10.1% Next Q
59
Q3 (-1Q)Grade C$90.36-7.1% Next Q
61
CurrentGrade C$83.92+1.1% Hist 90D α
64
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
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”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why OLED Stock slipped -1.15% Today — RQD Quant Desk Flash
Universal Display Corporation (OLED) slipped -1.15% to $83.92, trading at 17% of its 52-week range ($70.77 – $150.04). Solid 76% profit margin (12% return on capital), mixed timing at 16x P/E—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 17% of its 52-week range ($70.77 – $150.04) with RSI-14 at 55.4 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±10.5% around $83.92 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C (Hold) backed by 76.3% gross margin and $154.4M annual free cash flow.
Live OLED Headlines & Catalysts
CATALYSTTradingView • 13h ago
Universal Display Corporation Stock 12‑Month Price Target Raised to $112.71, Implies 25% UpsideTradingView report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
MARKET WIRESeeking Alpha • 16h ago
Universal Display: The Sell-Off Has Not Made It Cheap - Sell (NASDAQ:OLED)Seeking Alpha report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
MARKET WIRECantech Letter • 19h ago
Is Universal Display Corporation undervalued?Cantech Letter report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
MARKET WIREInvesting.com • 22h ago
Universal Display stock hits 52-week low at 73.14 USDInvesting.com report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
RISK WATCHYahoo Finance • 1d ago
Universal Display Shares Fall Nearly 3% After Citi Downgrade and Price Target CutYahoo Finance report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
MARKET WIREwww.marketscreener.com • 1d ago
Earnings Flash (OLED) Universal Display Corporation Reports Q3 Revenue $160.4M, vs. FactSet Est of $162.7Mwww.marketscreener.com report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
MARKET WIREBusiness Wire • 1d ago
Universal Display Corporation Announces Third Quarter 2026 Financial ResultsBusiness Wire report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo • 13h ago
Don't Overlook Universal Display (OLED) International Revenue Trends While Assessing the StockExplore Universal Display's (OLED) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
MARKET WIREYahoo • 2d ago
Stocks making big moves this week: Watsco, Universal Display, Chipotle, Teladoc, and ServiceNowCheck out the companies making headlines this week:
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
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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
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
OLED Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
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 0001005284In 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 ENABLEDIs 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 × FREDWhy is OLED stock moving today?
Why OLED Stock slipped -1.15% Today — RQD Quant Desk Flash. Solid 76% profit margin (12% return on capital), mixed timing at 16x P/E—hold if owned, no rush to chase.
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
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
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $650.6M | $248.6M | $242.0M | N/A | $154.4M | $138.4M | $91.2M |
| FY 2024 | $647.7M | $238.8M | $222.0M | N/A | $211.1M | $99.0M | $97.1M |
| FY 2023 | $576.4M | $217.2M | $203.0M | N/A | $128.8M | N/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
🟡 MARKET WIRE Yahoo Finance • 10h ago
Why Universal Display (OLED) Shares Are Trading Lower Today Yahoo Finance report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST TradingView • 13h ago
Universal Display Corporation Stock 12‑Month Price Target Raised to $112.71, Implies 25% Upside TradingView report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Seeking Alpha • 16h ago
Universal Display: The Sell-Off Has Not Made It Cheap - Sell (NASDAQ:OLED) Seeking Alpha report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Cantech Letter • 19h ago
Is Universal Display Corporation undervalued? Cantech Letter report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Investing.com • 22h ago
Universal Display stock hits 52-week low at 73.14 USD Investing.com report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Yahoo Finance • 1d ago
Universal Display Shares Fall Nearly 3% After Citi Downgrade and Price Target Cut Yahoo Finance report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE www.marketscreener.com • 1d ago
Earnings Flash (OLED) Universal Display Corporation Reports Q3 Revenue $160.4M, vs. FactSet Est of $162.7M www.marketscreener.com report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Business Wire • 1d ago
Universal Display Corporation Announces Third Quarter 2026 Financial Results Business Wire report covering Universal Display Corporation (OLED) market action, institutional positioning, and fundamental catalysts.
🔥 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
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.