For the fourth quarter of 2025, revenue was $173 million , up 7% from $162 million in the year-ago period. Fourth-quarter results included a $10 million cumulative catch-up adjustment, compared with $5 million in Q4 2024. Material sales were $96 million versus $93 million a year earlier, with green emitter sales of $74 million (up from $67 million ) and red emitter sales of $21 million (down from $25 million ). Royalty and license fees were $73 million , up from $64 million . Fourth-quarter operating income ...

Group 1 - The company UDC has increased its first quarter 2026 cash dividend to $0.50 per common share, up from $0.45 per share in the previous quarter [1]

Peregrine Investment Management is a relatively small investment management firm, with just 19 holdings and $161 million in assets under management. And Universal Display isn’t the only stock it dropped between the third and fourth quarters of 2025. For example, it also liquidated a sizable holding in Circle Internet Group , a payment technology company and stablecoin issuer, which had been its third-largest position as of Nov. 6. In all, the firm’s assets under management dipped by $42.5 million dollars, o ...

Core Viewpoint - TDK Corp. (TTDKY) is currently more attractive to value investors compared to Universal Display Corp. (OLED) based on various valuation metrics and earnings outlook [3][6]. Valuation Metrics - TDK Corp. has a forward P/E ratio of 22.06, while Universal Display Corp. has a forward P/E of 22.28 [5]. - The PEG ratio for TDK Corp. is 1.26, indicating a more favorable expected EPS growth rate compared to OLED's PEG ratio of 3.37 [5]. - TDK Corp. has a P/B ratio of 2.22, which is lower than OLED's P/B ratio of 3.27, suggesting TDK is more undervalued relative to its book value [6]. Analyst Outlook - TDK Corp. holds a Zacks Rank of 2 (Buy), indicating a strong earnings estimate revision trend, while Universal Display Corp. has a Zacks Rank of 3 (Hold) [3]. - The solid earnings outlook for TDK Corp. contributes to its superior value grade of A, compared to OLED's value grade of D [6].

Core Insights - Corning Incorporated (GLW) and Universal Display Corporation (OLED) are leading firms in advanced display technologies, with Corning specializing in glass substrates and Universal Display focusing on OLED technology [1][2][3] Corning (GLW) - Corning has developed advanced cover materials, including Gorilla Armor 2, which is used in Samsung's Galaxy S25 Ultra, enhancing durability and visual experience [4] - The company’s Gorilla Glass Ceramic significantly improves drop performance compared to competitive materials, surviving 10 drops from one meter on rough surfaces [4] - Corning's generation 10 substrates utilize the EAGLE XG formulation, allowing for cost-effective manufacturing of LCD panels due to larger substrate sizes [5] - The company is facing market diversification challenges, as its Display and Optical segments are heavily reliant on consumer spending, particularly in the LCD TV and mobile PC markets [6] - Corning's stock has surged 154.5% over the past year, with projected sales and EPS growth of 10.4% and 21.8% respectively for 2026 [8][12] Universal Display (OLED) - Universal Display is a leading provider of OLED technology, which is expected to replace LED and LCD technologies due to its energy efficiency and superior performance [7] - The company holds over 6,500 patents, giving it a competitive edge in the OLED market, with its UniversalPHOLED technology being four times more efficient than fluorescent OLEDs [10] - Despite strong demand for OLED technology, Universal Display's sales and EPS growth for 2025 are forecasted at only 0.5% and 0.2% respectively [8][14] - The company has experienced an 18.7% decline in stock price over the past year, contrasting with Corning's performance [15] Comparative Analysis - Corning's shares trade at a lower forward price/sales ratio of 6.15 compared to Universal Display's 7.82, making it more attractive from a valuation perspective [16] - Both companies are expected to see improvements in sales and earnings, but Corning's consistent performance and dividend support position it as a better investment option currently [19]

分组1 - Rogers Corp. reported quarterly earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.6 per share, and showing an increase from $0.46 per share a year ago, resulting in an earnings surprise of +48.33% [1] - The company achieved revenues of $201.5 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.03%, and up from $192.2 million year-over-year [2] - Over the last four quarters, Rogers Corp. has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] 分组2 - The stock has increased approximately 17.7% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.75 on revenues of $206.4 million, and for the current fiscal year, it is $3.20 on revenues of $851.9 million [7] - The Electronics - Miscellaneous Components industry, to which Rogers Corp. belongs, is currently in the top 20% of over 250 Zacks industries, indicating a favorable outlook [8]

Core Insights - Pinterest, Inc. reported mixed fourth-quarter 2025 results, with revenues missing the Zacks Consensus Estimate but adjusted earnings beating expectations [1] Financial Performance - Revenue for Q4 2025 was $1.32 billion, up from $1.15 billion in the prior-year quarter, but below the Zacks Consensus Estimate of $1.33 billion [5] - GAAP net income was $277.1 million or 41 cents per share, a significant decline from $1.85 billion or $2.68 per share in the prior-year quarter due to higher costs and income tax expenses [3] - Non-GAAP net income for Q4 2025 was $450.5 million or 67 cents per share, an increase from $385.6 million or 56 cents per share in the year-ago quarter, beating the Zacks Consensus Estimate by a penny [4] - For the full year 2025, GAAP net income was $416.9 million or 61 cents per share, down from $1.86 billion or $2.67 per share in 2024, while non-GAAP net income increased to $1.1 billion or $1.6 per share from $901 million or $1.29 per share in 2024 [4] User Engagement and Growth - Global monthly active users (MAUs) grew 12% year-over-year to 619 million, with significant growth in the Rest of World segment [5][7] - MAUs from the United States and Canada were 105 million, up 4% year-over-year, while Europe saw an increase to 158 million from 145 million in the year-ago quarter [7] Revenue Breakdown by Region - Revenues from the United States and Canada were $979 million, up 9% year-over-year, while Europe generated $245 million, a 25% increase from the prior-year quarter [6] - Revenues from the Rest of World rose to $96 million from $58 million in the prior-year quarter, exceeding revenue estimates [6] Average Revenue Per User (ARPU) - Global ARPU for Q4 2025 was $2.16, up from $2.12 in the year-ago quarter, with notable increases in Europe (15% year-over-year) and the Rest of World (42% year-over-year) [8] Cash Flow and Liquidity - Pinterest generated $391.2 million in cash from operations in Q4 2025, compared to $254 million in the year-earlier quarter, and $1.28 billion for the full year 2025, up from $964.6 million in 2024 [11] Outlook - For Q1 2026, Pinterest expects revenues in the range of $951-$971 million, indicating 11-14% year-over-year growth, with adjusted EBITDA projected between $166-$186 million [12]

Core Insights - Lattice Semiconductor Corporation (LSCC) reported modest fourth-quarter 2025 results, with revenues exceeding estimates and adjusted earnings meeting expectations, driven by AI and data center demand [1][10] Financial Performance - The company reported a GAAP net loss of $7.6 million or 6 cents per share, compared to a net income of $16.5 million or 12 cents per share in the same quarter last year, primarily due to higher operating costs and tax expenses [2] - Non-GAAP net income for the quarter was $43.7 million or 32 cents per share, up from $20.2 million or 15 cents per share in the prior year, aligning with consensus estimates [3] - For the full year 2025, GAAP net income was $3.1 million or 2 cents per share, down from $61.1 million or 44 cents per share in 2024, while non-GAAP net income increased to $145.2 million or $1.05 per share from $124.4 million or 90 cents per share in 2024 [3] Revenue Breakdown - Net sales for the fourth quarter rose to $145.8 million from $117.4 million year-over-year, driven by growth in the Communications & Computing segment, surpassing the Zacks Consensus Estimate of $143.5 million [4][10] - Communications and Computing revenues increased significantly to $92.6 million from $58 million, while revenues from Industrial and Automotive declined to $44.1 million from $49.2 million, and Consumer revenues fell to $9.1 million from $10.2 million [5] Geographic Distribution - In Q4 2025, 73% of revenues were generated from Asia, 14% from the Americas, and 13% from Europe and Africa [6] Profitability Metrics - Non-GAAP gross profit for the quarter was $101.2 million, up from $72.9 million in the prior year, with margins improving to 69.4% from 62.1% [7] - Non-GAAP operating expenses increased to $56.4 million from $52.8 million year-over-year, while adjusted EBITDA rose to $53.2 million from $29.1 million, with respective margins of 36.5% and 24.8% [8] Cash Flow and Liquidity - The company generated $57.6 million in cash from operations in Q4, compared to $45.4 million in the same quarter last year, and for 2025, cash from operating activities totaled $175.1 million, up from $140.9 million in 2024 [11] Future Outlook - For Q1 2026, Lattice expects revenues between $158 million and $172 million, with non-GAAP gross margins projected to be between 68.5% and 70.5%, and non-GAAP earnings anticipated to be in the range of 34-38 cents per share [12]

Group 1 - Universal Display Corporation will report its 4Q25 and FY25 results on February 19, 2026 [1] - The company will host an earnings conference call at 5:00 p.m. ET on the same day [1]

Core Insights - Applied Materials' display business has shown significant recovery in fiscal 2025, achieving a year-over-year growth of 19.8%, with a remarkable 68.2% growth in the fourth quarter due to a richer mix of advanced systems and broad price increases [1][11] Group 1: Business Performance - The gross margin for Applied Materials' display business reached 48.8%, marking the highest level in 25 years, with a year-over-year increase of 120 basis points [2] - The company has benefited from the growing adoption of organic light-emitting diodes (OLED) in various devices, supported by its MAX OLED technology, which allows for the production of larger OLED screens with enhanced brightness and durability [3][4] Group 2: Strategic Initiatives - Applied Materials is focusing on advanced display technologies and is preparing for the transition to next-generation MAX OLED displays in 2026, while also innovating in the augmented reality (AR) and virtual reality (VR) sectors [4] - The company is collaborating with Avegant to develop lightweight smart glasses that utilize advanced waveguide and light-engine technology, targeting the AR and VR display market, which is projected to grow at a CAGR of 35.6% to reach $8.2 billion by 2028 [5] Group 3: Competitive Landscape - Competitors such as Universal Display Corporation and Kopin Corporation are significant players in the OLED market, holding extensive patent portfolios that contribute to their licensing revenues and market presence [6][7] - While these competitors do not directly manufacture equipment like Applied Materials, their patents for underlying technologies position their customers as direct competitors [8] Group 4: Financial Metrics - Applied Materials' stock has increased by 74% over the past six months, outperforming the Zacks Electronics - Semiconductors industry, which saw a 23% increase [9] - The company currently trades at a forward price-to-sales ratio of 8.66X, which is lower than the industry average of 12.43X [12] - The Zacks Consensus Estimate for fiscal 2026 and 2027 earnings indicates year-over-year growth of 1.17% and 19.91%, respectively, with recent revisions showing a downward adjustment for 2026 and an upward adjustment for 2027 [15]