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Universal Display (OLED) Stock News, Nov 2025-Feb 2026

OLED Nasdaq

Universal Display Corporation develops and commercializes OLED technologies and materials for display and solid-state lighting applications. The company licenses proprietary OLED technologies, including UniversalPHOLED phosphorescent OLED technology, supplies OLED materials, and supports customers through technology transfer, collaborative development, and training.

News about OLED commonly covers quarterly financial results, material sales and licensing activity, long-term customer agreements, OLED emissive-layer advances, high-efficiency blue technology, technical presentations at display-industry conferences, and capital-return actions such as dividends and share repurchase authorizations.

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Universal Display Corporation (Nasdaq: OLED) extended its long-term OLED material supply and license agreements with LG Display, continuing a partnership of more than 20 years. Universal Display will keep supplying its UniversalPHOLED® materials and OLED technologies via UDC Ireland Limited; financial terms were not disclosed.

The agreements aim to support LG Display’s next-generation OLED product roadmap and accelerate OLED innovation and applications worldwide.

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Universal Display Corporation (Nasdaq: OLED) announced participation in multiple investor and industry conferences between February and April 2026, including Susquehanna (Feb 26), LOPEC (Feb 24), Display Korea (Mar 12), Bank of America Asia Tech (Mar 18), ACS Spring (Mar 23), and ICDT (Apr 2).

Company presenters include CFO Brian Millard, Dr. Mike Hack, Dr. Joe Macor, Dr. Zhaoqun Zhou, and Darice Liu. Presentations cover UniversalPHOLED® efficiency, phosphorescent OLED performance, and OLED chemistry.

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Universal Display Corporation (Nasdaq: OLED) announced a quarterly cash dividend increase to $0.50 per share for Q1 2026, up from $0.45 previously. The dividend is payable March 31, 2026, to shareholders of record on March 17, 2026.

The Board said the increase reflects expected continued cash flow generation and commitment to return capital; future dividends remain subject to Board approval. The company holds over 7,000 patents worldwide and licenses UniversalPHOLED technology and materials.

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Universal Display Corporation (Nasdaq: OLED) reported Q4 2025 revenue of $172.9M and full-year 2025 revenue of $650.6M. Net income was $66.3M in Q4 and $242.1M for 2025, or $5.08 diluted per share. The company set 2026 revenue guidance of $650M–$700M.

Universal Display declared a Q1 2026 cash dividend of $0.50 per share, repurchased $34.1M of stock in 2025 and repurchased an additional $19.2M year-to-date through Feb 17, 2026; cash and short-term investments rose materially year-over-year.

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Universal Display (Nasdaq: OLED) will release fourth quarter and full year results for the period ended Dec 31, 2025 on Thursday, Feb 19, 2026 after market close. A financial results release will be posted on the company website.

The company will host a conference call and live webcast on Feb 19, 2026 at 5:00 p.m. ET; dial-in numbers are 1-877-524-8416 (toll-free) or 1-412-902-1028. Participants should dial in 5–10 minutes early. An online archive of the webcast will be available within two hours after the call.

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Universal Display (Nasdaq: OLED) announced participation in two upcoming events: an investor presentation at the 28th Annual Needham Growth Conference on January 14, 2026 in New York City (Brian Millard, CFO, presenting at 9:30 a.m. ET; live and archived audio webcast available at the company investor events page), and an industry presentation at SID-LA Symposium 2026 on February 13, 2026 in Buena Park, California (Dr. Mike Hack presenting on the Status and Future of Phosphorescent OLEDs). The company notes it holds or controls more than 6,500 patents worldwide and provides technology, materials and training for OLED displays and solid-state lighting. A standard forward-looking statements caution is included regarding risks and uncertainties affecting future results.

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Universal Display Corporation (Nasdaq: OLED) announced on January 5, 2026 that it has signed long-term OLED material supply and license agreements with Tianma, a global flat-panel display manufacturer. The agreements continue UDC's role supplying its proprietary UniversalPHOLED phosphorescent OLED materials and technologies to Tianma through UDC Ireland Limited to support Tianma's next-generation OLED displays.

Financial terms and additional contractual details were not disclosed. The company highlighted this move as an extension of a long-standing partnership and part of UDC's effort to broaden its presence in China and support energy-efficient display development worldwide.

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Universal Display Corporation (Nasdaq: OLED) announced on December 3, 2025 that it was included in Newsweek’s America’s Most Responsible Companies 2026 list. This is the fifth time the company has been named among the nation’s top 600 companies recognized for responsible business practices. Newsweek and Statista evaluated the top 2,000 U.S. public companies by revenue using more than 30 ESG-related performance indicators and a large-scale reputation survey. The company highlights this recognition as validation of its focus on energy-efficient UniversalPHOLED® technology, sustainability efforts, and corporate responsibility initiatives.

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Universal Display Corporation (Nasdaq: OLED) announced participation in investor and industry conferences in November–December 2025.

Investor events: J.P. Morgan Global Technology, Media and Telecom Conference (Asia) on Nov 18, 2025 in Hong Kong and Nasdaq 53rd Investor Conference on Dec 9, 2025 at 11:00 AM GMT / 6:00 AM EST, both presented by Brian Millard, CFO. A live and archived audio webcast of the Dec 9 presentation will be available on the company’s investor relations events page at ir.oled.com.

Industry event: IDW ’25 (32nd International Display Workshops) on Dec 4, 2025 in Hiroshima, Japan, featuring an invited talk by Dr. Haridas Mundoor titled "Plasmonic PHOLEDs for the Next Generation OLED Displays".

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Universal Display Corporation (Nasdaq: OLED) agreed to acquire emissive OLED patent assets from Merck KGaA, Darmstadt, Germany, in a definitive agreement expected to close in January 2026 subject to customary conditions.

The portfolio includes more than 300 issued and pending patents across 110+ patent families with an average remaining lifetime of approximately 10 years. UDC says the assets expand its coverage of emissive device structures and related material components and will complement its R&D and UniversalPHOLED materials platform. Transaction parties are UDC Ireland Limited and Merck Electronics KGaA, Darmstadt, Germany. No purchase price or changes to guidance were disclosed.

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FAQ

What is the current stock price of Universal Display (OLED)?

Universal Display (OLED) last closed at $75.1.

What is the market cap of Universal Display (OLED)?

The market cap of Universal Display (OLED) is approximately $3.5B.