Universal Display Likely to See Q3 Beat, Higher Annual Revenue Guidance on Strong iPhone Demand, Oppenheimer Says

MT Newswires Live

Nov 06, 2025

Universal Display (OLED) is projected to deliver better-than-expected Q3 results and higher annual revenue guidance, driven by strong iPhone 17 demand and growing investor interest in OLED technology, Oppenheimer said in a Wednesday note.

The brokerage said Universal Display's quarterly revenue is expected to exceed consensus by mid- to high-single digits, supported by a 12% year-over-year increase in global OLED smartphone panel shipments based on research firm CINNO's report.

Oppenheimer raised its earnings per share estimates to $1.26 from $1.13 for Q3 and to $5.23 from $5.16 for 2025. Analysts surveyed by FactSet expect Q3 EPS of $1.21 and $5.24 for 2025.

Oppenheimer also expects Universal Display to lift the midpoint of its full-year outlook.

Universal Display will release its Q3 results on Thursday.

Oppenheimer noted that sustained iPhone 17 demand and Samsung's G8.6 OLED ramp are expected to drive Q4 growth, while 2026 could mark an inflection point with the launch of foldable iPhones, broader OLED adoption in IT devices, and the commercialization of blue emitters.

Oppenheimer maintained its outperform rating on the stock, with a price target of $200.

Shares of Universal Display were up 3.6% in Wednesday's afternoon trading.

Price: 146.89, Change: +4.79, Percent Change: +3.37

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Analysts surveyed by FactSet expect Q3 EPS of $1.21 and $5.24 for 2025.Oppenheimer also expects Universal Display to lift the midpoint of its full-year outlook.Universal Display will release its Q3 results on Thursday.Oppenheimer noted that sustained iPhone 17 demand and Samsung's G8.6 OLED ramp are expected to drive Q4 growth, while 2026 could mark an inflection point with the launch of foldable iPhones, broader OLED adoption in IT devices, and the commercialization of blue emitters.Oppenheimer maintained its outperform rating on the stock, with a price target of $200.Shares of Universal Display were up 3.6% in Wednesday's afternoon trading.Price: 146.89, Change: +4.79, Percent Change: +3.37","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}