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Hardman Johnston Large Cap Equity's investment thesis on Universal Display Corp. ($OLED) — Q4 2025 | Buyside Digest

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$OLEDUniversal Display Corp.

BULL

Hardman Johnston Large Cap Equity

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$87.27USD

Current Market Price

Market Cap$4.0B

Pitch Price$121.85

Technical Chart

From the Fund Letter

Has the right products for the right customers, but the manager is waiting for demand for its organic LED materials to pick up. Strong market position...

— Hardman Johnston Global Advisors LLC

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