Added to YB: 2024-06-28
Pitch date: 2024-04-11
OLED [bullish]
Universal Display Corporation
-25.74%
current return
Author Info
No bio for this author
Company Info
Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications in the United States and internationally.
Market Cap
$6.8B
Pitch Price
$159.13
Price Target
N/A
Dividend
1.12%
EV/EBITDA
20.75
P/E
28.62
EV/Sales
9.69
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TimesSquare Capital Global Small Cap Portfolio Holding: Universal Display Corporation
OLED: -12% on weak revenue, but higher margins beat EPS. 50%+ smartphone OLED penetration, expect sales recovery later 2023. Nascent OLED adoption in PCs/tablets offers growth potential. Tech used in mid-priced devices. Even small increases in new markets could drive significant growth for Universal Display.
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