$UNIVERSAL DISPLAY CORP \PA\ logo$

OLED UNIVERSAL DISPLAY CORP \PA\

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)

Horizon weeks Filed May 7, 2026 Processed 29d 8h ago

Insider cluster: 2 insiders, $472K total

Latest settled — T+20d

OLED ▼ -1.96% at T+20d

NEUTRAL call ✗ call lost -1.96% · α vs SPY -5.10% · entry $92.66 → $90.84

Next anchor: T+60d in 7w

Last close $88.82 (close Jun 8) · -4.14% from $92.66 entry

Entry anchored
May 6, 03:59 PM ET
via Databento tick

T+1d

-1.63%

call -1.63% · α -2.46%

$91.15

settled 5w ago

T+5d

-2.01%

call -2.01% · α -3.52%

$90.79

settled 28d ago

T+20d

-1.96%

call -1.96% · α -5.10%

$90.84

settled 6d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

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Executive Summary

The CEO and CLO of Universal Display made open-market purchases totaling $472K on May 7, 2026, just 11 days after the company reported Q1 2026 earnings that missed expectations and lowered full-year guidance. While the insider buying is a positive signal, the dollar amount is only ~0.01% of the $4.3B market cap, making it trivial in size. The cluster is likely a routine vote of confidence following the stock's post-earnings decline, not a material catalyst.

Key Financial Metrics

Direction

buying

Total Value

$472.0K

Insiders

Actionable Insight

The insider buying is too small to move the stock. Focus on the fundamental deterioration: Q1 revenue and EPS both declined sharply YoY, and guidance was cut. The $400M buyback authorization provides a floor but does not reverse the negative earnings trend. Monitor Q2 2026 results for signs of stabilization in royalty revenue and material volumes.

Key Facts

CEO Steven Abramson purchased 3,650 shares at $92.46 for $337K on May 7, 2026.
SVP & CLO Mauro Premutico purchased 1,450 shares at $92.51 for $134K on May 7, 2026.
Total insider purchases of $472K represent ~0.01% of OLED's $4.3B market cap.
Q1 2026 revenue was $142.2M, down 14.5% YoY from $166.3M.
Q1 2026 net income was $35.9M ($0.76/diluted share), down 44% from $64.4M ($1.35/diluted share) YoY.
2026 revenue guidance lowered to $630M-$670M from prior $650M-$700M.
Board authorized a new $400M share repurchase program on April 28, 2026.

Financial Impact

Insider purchases of $472K are negligible relative to $4.3B market cap.

Risk Factors

Revenue and EPS declines may continue if customer mix and material volumes remain weak.
Lowered 2026 guidance suggests management sees headwinds persisting.
Insider buying at trivial levels does not signal a bottom.

Market Snapshot

Exchange

Nasdaq

Sector

Electronic Components & Accessories

Analyst Consensus

76% bullish (17 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-OLED-1778529648853

3 reports for OLED

T+1T+5T+20T+60

Filters

Reports for OLED — sortable, filterable
	Type				Now
May 7, 2026 4w ago	Insider Cluster NEUTRAL ★ 4/10	$92.66 $90.84	▼ −1.96%	▼ −5.10%	$88.82 (−4.14%)
May 7, 2026 4w ago	Insider Cluster NEUTRAL ★ 3/10	$92.66 $90.84	▼ −1.96%	▼ −5.10%	$88.82 (−4.14%)
Apr 23, 2026 6w ago	DEFA14A NEUTRAL ★ 3/10	$98.99 $91.57	▼ −7.49%	▼ −11.52%	$88.82 (−10.27%)

US Market Status

Market Closed — Opens in 8h 55m

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