Organic Light Emitting Diodes (OLED)
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Corning vs. Universal Display: Which Display Stock Wins Today?
ZACKS· 2026-02-19 14:00
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]
Universal Display Corp. (OLED) is a Top-Ranked Momentum Stock: Should You Buy?
ZACKS· 2025-06-18 14:51
Core Viewpoint - Zacks Premium provides tools and resources to help investors make informed decisions and maximize their stock market investments Group 1: Zacks Style Scores - Zacks Style Scores rates stocks based on value, growth, and momentum characteristics, aiding investors in selecting securities with high potential to outperform the market in the short term [2][3] - Each stock receives a rating from A to F, with A indicating the highest potential for outperformance [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, which combines all three styles for a comprehensive evaluation [3][4][5][6] Group 2: Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to assist investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically produced an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize returns [9] Group 3: Universal Display Corporation (OLED) - Universal Display Corporation is a leading developer in the Organic Light Emitting Diodes (OLED) market, currently rated 3 (Hold) with a VGM Score of B [11] - The company has a Momentum Style Score of A, with shares increasing by 0.8% over the past four weeks [11] - For fiscal 2025, the Zacks Consensus Estimate for OLED's earnings per share has risen by $0.32 to $5.05, with an average earnings surprise of 13.3% [12]