Added to YB: 2025-12-12
Pitch date: 2025-12-11
PLAB [neutral]
Photronics, Inc.
-6.84%
current return
Author Info
No bio for this author
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
$39.45
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
growth
PLAB - Q4 Earnings Update
PLAB (trimmed position): Strong Q4 - adj EPS $0.60 vs $0.45 est, rev $216M vs $205M est, guiding $221M vs $207M est. Capex raised to $330M 2026 vs $190M 2025 given 20%+ ROIC. US only positive YOY growth region. FCF yield normalized 8% vs prior 12% after 45% stock jump warranted position trim.
Read full article (2 min)