4 models fit Universal Display Corporation Common Stock and they partly agree: 2 of 4 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Bronze51
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionUniversal Display Corporation Common Stock (OLED)
Fair value (4 models)
$90.21
ACCE price target
$88.00
Rating
Fairly valued
Horizon
12 months
Fair value published on 19 Oct 2026, 19:04 CEST; previously $109 since 15 Oct 2026, 00:00 CEST.
ACCE price target published on 28 Sept 2026, 00:00 CEST.
Price used: $86.98 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
3.6% below
+3.7% to fair value
ACCE score
44
out of 100
Analysts
67% buy
9 covering
P/E
21.0x
forward 18.4x
1-year return
-41.7%
Dividend yield
2.29%
Universal Display Corporation Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Universal Display licenses patented phosphorescent materials and sells the emitter chemicals that make OLED screens in phones, TVs and other displays efficient. Its patent portfolio and material know-how give it a 73.8% gross margin and a 35.3% operating margin. Growth depends on OLED spreading into laptops, tablets and monitors. Revenue fell 11.4% recently, and the stock is at 18.1x trailing and 14.9x forward earnings.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Revenue and earnings collapse
YoY revenue down 11.4%, earnings down 24.9%. 5-year CAGR only 1.8% signals structural headwinds in core OLED licensing business.
high
Quality score deterioration
ACCE Quality score 85 is strong, but Management score 17 is severe red flag. Insider sales $0.42M with no offsetting buys in last 10 disclosures.
moderate
Valuation disconnect with fundamentals
P/S 5.7 and EV/EBITDA 11.3 appear stretched given negative YoY growth. Fair value $88 vs current $74.96 assumes recovery not yet evident in recent trends.
AI research notes
AI-assisted·How I use AIWritten Oct 12, 2026 · figures from 2026-10-10 · prices to Oct 23, 2026
Why it could do well
Stock trades at 15.9x forward earnings, well below the 29.3x sector median, suggesting meaningful upside.
Company generates 32.2% net margins and maintains nearly zero debt, providing financial flexibility during cyclical downturns.
Why it could disappoint
Revenue fell 11.4% year over year, driven by smartphone OLED inventory digestion and weaker customer demand.
Free cash flow yield of 3.2% lags the 5.2% risk-free rate, offering poor compensation for equity risk.
Current valuation implies only 6.7% annual cash flow growth over five years, leaving little margin for error.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 28, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
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Valuation
INVESTOR
Where OLED's valuation models land
Price
$86.98
Model fair value
$90.21
Model range
$66.17 to $115
Fair value $90.21
Price $86.98
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores
Universal Display Corporation's ACCE composite score fell from 50 to 40, a significant 10-point decline that signals potential headwinds across key metrics.
2026-05-13
Recommendation history, last 12 months
Date
Type
New
Previous
Price
19 Oct 2026, 19:04 CEST
Fair value
$90.21
$109
$77.95
19 Oct 2026, 19:04 CEST
Rating
Undervalued
first publication
$77.95
15 Oct 2026, 00:00 CEST
Fair value
$109
$111
$75.66
28 Sept 2026, 00:00 CEST
ACCE price target
$88.00
first publication
$77.39
28 Sept 2026, 00:00 CEST
Fair value
$111
$110
$77.39
26 Sept 2026, 00:00 CEST
Fair value
$110
$112
$73.44
21 Sept 2026, 00:00 CEST
Fair value
$112
$114
$78.30
19 Sept 2026, 00:00 CEST
Fair value
$114
$112
$77.33
14 Sept 2026, 00:00 CEST
Fair value
$112
$114
$83.56
12 Sept 2026, 00:00 CEST
Fair value
$114
$113
$81.16
Price
-40.8% · 1Y
Ask anything about OLED
Answered from Universal Display Corporation Common Stock fundamentals + recent valuations. Every number shows its source and date.