Added to YB: 2025-06-10
Pitch date: 2025-06-08
PLAB [neutral]
Photronics, Inc.
+97.87%
current return
Author Info
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Company Info
Photronics, Inc., together with its subsidiaries, engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.
Market Cap
$1.5B
Pitch Price
$18.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.73
P/E
11.27
EV/Sales
N/A
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Photronics Stock Summary
PLAB (more research needed): Photolithography mask manufacturer down 50% from peak. $1.14B market cap with $558M cash. 7.4x FCF multiple. Weak demand from China (25% sales) due to trade tensions. Cyclical recovery expected as device makers resume new chip designs, especially with AI. Strong balance sheet, $77M buybacks LTM, no debt.
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