Photronics, Inc. Aktie News

Photronics' Q4 earnings and Q1 outlook confirm my initial thesis of a return to YoY growth in FY 2026. The ongoing DRAM shortage driving captives to outsource more high-end photomask production to merchants positions Photronics for a multi-year cycle of revenue growth and EBIT margin expansion. Photronics' ongoing expansions in Korea and the US position it to capitalize on Micron's and Samsung'...

Photronics, Inc. delivered a solid quarter with strong high-end IC growth, but the 55% share price surge appears overdone. PLAB's capex is set to double to $330m in 2026, weighing on earnings and driving a fair value estimate of $24, 36% below current levels. Momentum is shifting as PLAB pivots to high-end AI-related photomasks, but elevated capex and only modest sales growth temper near-term e...

When it comes to artificial intelligence (AI) and quantum computing, large and mega-cap stocks have captured the majority of investor attention. All of the Magnificent Seven companies play some role in AI, from NVIDIA's NASDAQ: NVDA advanced chips to Tesla's NASDAQ: TSLA pursuit of autonomous driving.

Wednesday brought gains for major stock benchmarks. The Federal Reserve cut interest rates but signaled a slowing in expected future reductions.

Photronics, the maker of photomask technologies, reports better-than-expected earnings and guidance.

Photronics, Inc. (PLAB) Q4 2025 Earnings Call Transcript

Photronics beat on sales and beat on earnings this morning. Guidance for Q1 2026 looks strong as well.

BROOKFIELD, Conn., Dec. 10, 2025 (GLOBE NEWSWIRE) -- Photronics, Inc. (NASDAQ:PLAB), a worldwide leader in photomask technologies and solutions, today reported financial results for its full year and fourth quarter of fiscal year 2025 ended October 31, 2025.