A number of stocks jumped in the afternoon session after the semiconductor sector continued to rally as a favorable July inflation report boosted investor confidence for a potential Federal Reserve interest rate cut in September. Lower-than-expected inflation data for July increased market expectations for a Federal Reserve interest rate cut next month, with futures markets pricing in a 96.2% probability. A potential rate cut lowers borrowing costs, which is particularly beneficial for growth-oriented sectors like technology and semiconductors as it can fuel investment and expansion.
Universal Display’s second quarter reflected stronger-than-expected demand, with management attributing growth to increased adoption of OLED technology across consumer electronics, automotive, and IT markets. CEO Steven Abramson highlighted that expanding product portfolios and rising use in tablets, laptops, and monitors were key contributors. Management also noted that recent industry events, such as Display Week, showcased how OLED innovation is driving new form factors, including foldable and rollable devices, further enhancing the company’s addressable market.
OLED provider Universal Display (NASDAQ:OLED) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 8.4% year on year to $171.8 million. The company’s full-year revenue guidance of $675 million at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $1.41 per share was 20.5% above analysts’ consensus estimates.
A number of stocks jumped in the afternoon session after the semiconductor sector rallied in intraday trading as a favorable inflation report bolstered investor hopes for a potential Federal Reserve interest rate cut. The latest Consumer Price Index (CPI) data showed a slowdown in inflation, fueling a broad market rally that pushed the S&P 500 and Nasdaq to new all-time highs. For the capital-intensive semiconductor industry, the prospect of lower interest rates is particularly welcome, as it can reduce borrowing costs for expansion and research and development. The positive macroeconomic sentiment provided a significant tailwind for the entire sector, as investors anticipate that a more accommodative monetary policy from the central bank will stimulate economic growth and demand for technology.
UNIVERSAL DISPLAY CORP (NASDAQ:OLED) offers strong growth, fair valuation, and solid financials, making it a top pick for GARP investors. Explore its potential in OLED tech.
Semiconductor manufacturer Vishay Intertechnology (NYSE:VSH) will be reporting results this Wednesday before market hours. Here’s what investors should know.
OLED provider Universal Display (NASDAQ:OLED) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 8.4% year on year to $171.8 million. The company’s full-year revenue guidance of $675 million at the midpoint came in 0.7% above analysts’ estimates. Its GAAP profit of $1.41 per share was 21.2% above analysts’ consensus estimates.
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Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
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But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
UNIVERSAL DISPLAY CORP (NASDAQ:OLED) offers strong growth, solid profitability, and reasonable valuation, making it a standout in affordable growth stocks.
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Universal Display's first quarter performance was shaped by steady demand across its OLED materials business, with management highlighting a notable uptick in orders in April that they attributed to customer actions around potential tariff impacts. While revenue remained flat year over year, CEO Steve Abramson credited recent advances in blue phosphorescent OLED materials and the ongoing diversification of the supply chain as key factors supporting resilience in a dynamic market environment. Abramson remarked, “We built this company to be resilient and have shown time and again that we can navigate through challenging times.”
UNIVERSAL DISPLAY CORP (NASDAQ:OLED) shows strong growth fundamentals and a technical breakout setup, making it an interesting candidate for growth investors.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Universal Display (NASDAQ:OLED) and the best and worst performers in the analog semiconductors industry.
UNIVERSAL DISPLAY CORP (NASDAQ:OLED) shows strong growth fundamentals and a promising technical setup, making it a stock worth watching for breakout potential.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
OLED provider Universal Display (NASDAQ:OLED) reported Q1 CY2025 results topping the market’s revenue expectations, but sales were flat year on year at $166.3 million. The company expects the full year’s revenue to be around $670 million, close to analysts’ estimates. Its non-GAAP profit of $1.35 per share was 20.2% above analysts’ consensus estimates.
Over the last six months, Universal Display shares have sunk to $143.91, producing a disappointing 16.6% loss - worse than the S&P 500’s 5.5% drop. This may have investors wondering how to approach the situation.
