$UNIVERSAL DISPLAY CORP \PA\ logo$

OLED UNIVERSAL DISPLAY CORP \PA\

NEUTRAL Impact: 4/10 Insider Cluster (3 insiders)

Horizon weeks Filed May 7, 2026 Processed 27d 8h ago

Insider cluster: 3 insiders, $0.6M total

Latest settled — T+20d ⚠ clustered

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

Three insiders at Universal Display, including the CEO and CLO, made open-market purchases totaling $564K over a 7-day window following a weak Q1 earnings report that showed a 14.5% revenue decline and a 44% drop in net income. The purchases are small relative to the $4.3B market cap (0.013%) but cluster with the CEO buying the largest chunk, signaling insider confidence despite the lowered 2026 guidance.

Key Financial Metrics

Direction

buying

Total Value

$564.5K

Insiders

Actionable Insight

Insider buying after a weak quarter and lowered guidance is a modest positive signal, but the dollar amount is too small to drive the stock. Watch for Q2 2026 results to see if the customer mix shift improves royalty revenue as management expects. The $400M buyback authorization provides a floor but does not offset the fundamental decline.

Key Facts

CEO Steven Abramson purchased 3,650 shares at $92.46 for $337K on May 7.
SVP & CLO Mauro Premutico purchased 1,450 shares at $92.51 for $134K on May 7.
Director Richard Elias purchased 1,000 shares at $92.84 for $93K on May 11.
Total insider purchases: $564K, representing 0.013% of market cap.
Q1 2026 revenue fell to $142.2M from $166.3M YoY; net income dropped to $35.9M from $64.4M.
2026 revenue guidance lowered to $630M-$670M from prior $650M-$700M.
Board authorized a new $400M share repurchase program on April 28.
Q2 dividend maintained at $0.50 per share.

Financial Impact

Insider purchases total $564K, negligible vs. $4.3B market cap.

insider_buying

Risk Factors

Revenue and earnings declined sharply YoY; guidance was lowered.
Insider purchases are tiny relative to market cap — may not signal a bottom.
OLED industry demand may remain 'measured' as noted by management.

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-1778702444312

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 56m

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