Universal Display (OLED): are the analysts right?

May 4, 26

■ Neutral neutral · not a buy · 🎯$100

Price at call : $98.45 — gap to target +2%

Today : $86.36 — gap to target +16%

🎯 on OLED : 100% (3 calls matureds) · 📊 on Tech : 40.1% · -4.8% (182 calls)

in progress (365j)
matures : May 4, 27

May 1, 26

▲ Buy · 🎯$120

Price at call : $96.39 — upside +24%

Today : $86.36 — upside +39%

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

in progress (365j)
matures : May 1, 27

Apr 14, 26

■ Neutral neutral · not a buy · 🎯$105

Price at call : $98.6 — gap to target +6%

Today : $86.36 — gap to target +22%

🎯 on OLED : 100% (3 calls matureds) · 📊 on Tech : 40.1% · -4.8% (182 calls)

in progress (365j)
matures : Apr 14, 27

Feb 20, 26

▲ Buy · 🎯$145

Price at call : $104.07 — upside +39%

Today : $86.36 — upside +68%

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

in progress (365j)
matures : Feb 20, 27

Jan 27, 26

■ Neutral neutral · not a buy · 🎯$130

Price at call : $118.03 — gap to target +10%

Today : $86.36 — gap to target +51%

🎯 on OLED : 100% (3 calls matureds) · 📊 on Tech : 40.1% · -4.8% (182 calls)

in progress (365j)
matures : Jan 27, 27

Dec 22, 25

▲ Buy · 🎯$150

Price at call : $118.95 — upside +26%

Today : $86.36 — upside +74%

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

in progress (365j)
matures : Dec 22, 26

Nov 7, 25

▲ Buy · 🎯$150

Price at call : $124.93 — upside +20%

Today : $86.36 — upside +74%

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

in progress (365j)
matures : Nov 7, 26

May 2, 25

▲ Buy · 🎯$170

Price at call : $144.02 — upside +18%

Today : $86.36 — upside +97%

Expected +18% · Actual -33% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

-33.0%

stock -33% · XLK +50%

Roth MKM

Feb 21, 25

▲ Buy · 🎯$213

Price at call : $157.9 — upside +35%

Today : $86.36 — upside +147%

Expected +35% · Actual -35% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 33% (3 calls matureds) · 📊 unranked overall

-35.4%

stock -35% · XLK +20%

Susquehanna ↗

Feb 21, 25

■ Neutral neutral · not a buy · 🎯$160

Price at call : $157.9 — gap to target +1%

Today : $86.36 — gap to target +85%

🎯 on OLED : no call matured yet · 📊 on Tech : 36.6% · -11.4% (82 calls)

in progress (365j)
matures : Feb 21, 26

Feb 21, 25

▲ Buy · 🎯$170

Price at call : $157.3 — upside +8%

Today : $86.36 — upside +97%

Expected +8% · Actual -35% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

-35.1%

stock -35% · XLK +18%

Feb 10, 25

■ Neutral neutral · not a buy · 🎯$162

Price at call : $142.93 — gap to target +13%

Today : $86.36 — gap to target +88%

🎯 on OLED : 100% (3 calls matureds) · 📊 on Tech : 40.1% · -4.8% (182 calls)

in progress (365j)
matures : Feb 10, 26

Feb 6, 25

▲ Buy · 🎯$203

Price at call : $144.08 — upside +41%

Today : $86.36 — upside +135%

Expected +41% · Actual -16% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (4 calls matureds) · 📊 on Tech : 39.8% · -3.7% (108 calls)

-15.9%

stock -16% · XLK +20%

Jan 16, 25

▲ Buy · 🎯$215

Price at call : $147.12 — upside +46%

Today : $86.36 — upside +149%

Expected +46% · Actual -21% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

-20.9%

stock -21% · XLK +26%

Jan 2, 25

▲ Outperform · 🎯$200

Price at call : $151.52 — upside +32%

Today : $86.36 — upside +132%

Expected +32% · Actual -19% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

-18.7%

stock -19% · XLK +23%

TD Cowen ↗

Oct 31, 24

▲ Buy · 🎯$225

Price at call : $180.25 — upside +25%

Today : $86.36 — upside +161%

Expected +25% · Actual -19% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 0% (2 calls matureds) · 📊 on Tech : 11.1% · -29.3% (18 calls)

-19.1%

stock -19% · XLK +35%

Oct 31, 24

▲ Outperform · 🎯$220

Price at call : $180.25 — upside +22%

Today : $86.36 — upside +155%

Expected +22% · Actual -19% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

-19.1%

stock -19% · XLK +35%

Oct 31, 24

▲ Buy · 🎯$215

Price at call : $180.32 — upside +19%

Today : $86.36 — upside +149%

Expected +19% · Actual -18% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

-18.3%

stock -18% · XLK +35%

Roth MKM

Aug 2, 24

▲ Buy · 🎯$217

Price at call : $166.82 — upside +30%

Today : $86.36 — upside +151%

Expected +30% · Actual -14% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 33% (3 calls matureds) · 📊 unranked overall

-14.1%

stock -14% · XLK +33%

Susquehanna ↗

Aug 2, 24

■ Neutral neutral · not a buy · 🎯$175

Price at call : $172.28 — gap to target +2%

Today : $86.36 — gap to target +103%

🎯 on OLED : no call matured yet · 📊 on Tech : 36.6% · -11.4% (82 calls)

in progress (365j)
matures : Aug 2, 25

Jul 18, 24

▲ Buy · 🎯$243

Price at call : $218.96 — upside +11%

Today : $86.36 — upside +181%

Expected +11% · Actual -31% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (4 calls matureds) · 📊 on Tech : 39.8% · -3.7% (108 calls)

-31.4%

stock -31% · XLK +18%

Jul 3, 24

▲ Outperform · 🎯$250

Price at call : $217.98 — upside +15%

Today : $86.36 — upside +189%

Expected +15% · Actual -27% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

-26.6%

stock -27% · XLK +11%

Jul 2, 24

▲ Buy · 🎯$242

Price at call : $213.44 — upside +13%

Today : $86.36 — upside +180%

Expected +13% · Actual -24% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

-24.4%

stock -24% · XLK +11%

May 3, 24

▲ Buy · 🎯$198

Price at call : $170.82 — upside +16%

Today : $86.36 — upside +129%

Expected +16% · Actual -16% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

-16.2%

stock -16% · XLK +6%

Mar 26, 24

▲ Buy · 🎯$198

Price at call : $164.88 — upside +20%

Today : $86.36 — upside +129%

Expected +20% · Actual -8% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

-7.8%

stock -8% · XLK +3%

Feb 23, 24

▲ Outperform · 🎯$200

Price at call : $171.89 — upside +16%

Today : $86.36 — upside +132%

Expected +16% · Actual -8% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

-8.1%

stock -8% · XLK +13%

Jan 22, 24

▲ Buy · 🎯$198

Price at call : $184.02 — upside +8%

Today : $86.36 — upside +129%

Expected +8% · Actual -18% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

-18.4%

stock -18% · XLK +17%

Jan 19, 24

■ Neutral neutral · not a buy · 🎯$180

Price at call : $178.09 — gap to target +1%

Today : $86.36 — gap to target +108%

🎯 on OLED : 100% (3 calls matureds) · 📊 on Tech : 40.1% · -4.8% (182 calls)

in progress (365j)
matures : Jan 18, 25

Jan 5, 24

▲ Outperform · 🎯$210

Price at call : $179.56 — upside +17%

Today : $86.36 — upside +143%

Expected +17% · Actual -14% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

-13.9%

stock -14% · XLK +27%

B of A Securities ↗

Dec 18, 23

▲ Buy · 🎯$250

Price at call : $193.28 — upside +29%

Today : $86.36 — upside +189%

Expected +29% · Actual -23% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 0% (1 call matured) · 📊 on Tech : 46.4% · +5.8% (97 calls)

-22.9%

stock -23% · XLK +21%

Roth MKM

Nov 3, 23

▲ Buy · 🎯$176

Price at call : $147.27 — upside +20%

Today : $86.36 — upside +104%

Expected +20% · Actual +22% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 33% (3 calls matureds) · 📊 unranked overall

+22.0%

stock +22% · XLK +29%

Sep 13, 23

▲ Buy · 🎯$175

Price at call : $162.19 — upside +8%

Today : $86.36 — upside +103%

Expected +8% · Actual +25% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

+25.2%

stock +25% · XLK +28%

Aug 8, 23

▲ Buy · 🎯$182

Price at call : $155.53 — upside +17%

Today : $86.36 — upside +111%

Expected +17% · Actual +8% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 100% (3 calls matureds) · 📊 on Tech : 40.1% · -4.8% (182 calls)

+8.0%

stock +8% · XLK +22%

TD Cowen ↗

Aug 7, 23

▲ Outperform · 🎯$185

Price at call : $160.56 — upside +15%

Today : $86.36 — upside +114%

Expected +15% · Actual -2% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 0% (2 calls matureds) · 📊 on Tech : 11.1% · -29.3% (18 calls)

-1.8%

stock -2% · XLK +16%

B of A Securities ↗

Aug 4, 23

■ Neutral neutral · not a buy · 🎯$165

Price at call : $164.6 — gap to target +0%

Today : $86.36 — gap to target +91%

🎯 on OLED : 0% (1 call matured) · 📊 on Tech : 46.4% · +5.8% (97 calls)

in progress (365j)
matures : Aug 3, 24

Aug 4, 23

▲ Buy · 🎯$185

Price at call : $164.6 — upside +12%

Today : $86.36 — upside +114%

Expected +12% · Actual +1% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (4 calls matureds) · 📊 on Tech : 39.8% · -3.7% (108 calls)

+1.4%

stock +1% · XLK +15%

Aug 4, 23

▲ Buy · 🎯$175

Price at call : $158.21 — upside +11%

Today : $86.36 — upside +103%

Expected +11% · Actual +5% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

+5.4%

stock +5% · XLK +16%

May 26, 23

▲ Outperform · 🎯$180

Price at call : $153.29 — upside +17%

Today : $86.36 — upside +108%

Expected +17% · Actual +18% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

+18.3%

stock +18% · XLK +30%

May 4, 23

▲ Buy · 🎯$148

Price at call : $137.45 — upside +8%

Today : $86.36 — upside +71%

Expected +8% · Actual +28% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

+28.3%

stock +28% · XLK +36%

Apr 18, 23

▲ Outperform · 🎯$180

Price at call : $140.95 — upside +28%

Today : $86.36 — upside +108%

Expected +28% · Actual +9% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

+8.5%

stock +9% · XLK +32%

Feb 27, 23

▲ Buy · 🎯$150

Price at call : $136.01 — upside +10%

Today : $86.36 — upside +74%

Expected +10% · Actual +24% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 100% (3 calls matureds) · 📊 on Tech : 40.1% · -4.8% (182 calls)

+24.3%

stock +24% · XLK +50%

Cowen & Co.

Feb 24, 23

▲ Outperform · 🎯$148

Price at call : $137.44 — upside +8%

Today : $86.36 — upside +71%

Expected +8% · Actual +26% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 100% (1 call matured) · 📊 unranked overall

+26.0%

stock +26% · XLK +51%

Feb 24, 23

▲ Outperform · 🎯$160

Price at call : $137.44 — upside +16%

Today : $86.36 — upside +85%

Expected +16% · Actual +26% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

+26.0%

stock +26% · XLK +51%

Feb 24, 23

▲ Buy · 🎯$148

Price at call : $137.44 — upside +8%

Today : $86.36 — upside +71%

Expected +8% · Actual +26% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

+26.0%

stock +26% · XLK +51%

Susquehanna ↗

Jan 19, 23

■ Neutral neutral · not a buy · 🎯$135

Price at call : $127.97 — gap to target +5%

Today : $86.36 — gap to target +56%

🎯 on OLED : no call matured yet · 📊 on Tech : 36.6% · -11.4% (82 calls)

in progress (365j)
matures : Jan 19, 24

Jan 17, 23

▲ Buy · 🎯$148

Price at call : $127.04 — upside +16%

Today : $86.36 — upside +71%

Expected +16% · Actual +37% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

+37.0%

stock +37% · XLK +46%

Nov 21, 22

▲ Buy · 🎯$135

Price at call : $107.25 — upside +26%

Today : $86.36 — upside +56%

Expected +26% · Actual +52% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 100% (3 calls matureds) · 📊 on Tech : 40.1% · -4.8% (182 calls)

+52.3%

stock +52% · XLK +41%

Nov 4, 22

▲ Buy · 🎯$158

Price at call : $104.09 — upside +52%

Today : $86.36 — upside +83%

Expected +52% · Actual +41% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 50% (4 calls matureds) · 📊 on Tech : 39.8% · -3.7% (108 calls)

+41.5%

stock +41% · XLK +41%

Nov 4, 22

▲ Buy · 🎯$128

Price at call : $100.85 — upside +27%

Today : $86.36 — upside +48%

Expected +27% · Actual +46% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 43% (14 calls matureds) · 📊 on Tech : 41.5% · +7.5% (491 calls)

+46.0%

stock +46% · XLK +43%

Deutsche Bank ↗

Aug 1, 22

▲ Buy · 🎯$150

Price at call : $115.86 — upside +29%

Today : $86.36 — upside +74%

Expected +29% · Actual +24% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 100% (1 call matured) · 📊 on Tech : 37.3% · -3.5% (83 calls)

+24.0%

stock +24% · XLK +24%

Nov 5, 21

▲ Outperform · 🎯$225

Price at call : $175.42 — upside +28%

Today : $86.36 — upside +161%

Expected +28% · Actual -41% · Reason (≥ +15%) : ✗ No

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

-40.7%

stock -41% · XLK -27%

Jul 27, 20

▲ Outperform · 🎯$210

Price at call : $164.46 — upside +28%

Today : $86.36 — upside +143%

Expected +28% · Actual +34% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

+34.0%

stock +34% · XLK +45%

Apr 6, 18

▲ Outperform

Actual +68% · Reason (≥ +15%) : ✓ Yes

🎯 on OLED : 50% (12 calls matureds) · 📊 on Tech : 34.4% · -10.3% (131 calls)

+68.5%

stock +68% · XLK +19%