Universal Display Stock Rallies On Samsung Licensing Deal

By Patrick Martin / February 14, 2018 / www.schaeffersresearch.com / Article Link

Universal Display Corporation (NASDAQ:OLED) stock is up 8.1% to trade at $157.91, afterthe electronics supplier reached a long-term licensing deal with Samsung's display business -- which supplies Apple (AAPL) with organic light-emitting diode (OLED) screens. The deal will run through 2022, with the option for extension.

After touching a record high of $209 on Jan. 19, Universal Display stock sold off, shedding more than one-third of its value. The pullback was caught by the shares' 200-day moving average, and today's rally has OLED stock on track for its best single-day session since Nov. 3. Year-over-year, the stock has tacked on an impressive 136%.

Call buying continues to be rampantton the stock. Nearly 10,000 options have traded so far -- three times the intraday average, and volume pacing in the 99th annual percentile. Traders may be buying to open positions at the February 160 call, betting on the stock to extend its rally through front-month options expiration at the close this Friday, Feb. 16.

Options traders considering speculating on OLED's short-term trajectory should note the stock's elevated Schaeffer's Volatility Scorecard (SVS) of 87. This indicates that Universal Display shares have exceeded options traders' volatility expectations during the past year -- a boon to would-be premium buyers.

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