Photronics: DRAM Shortage And CapEx Surge Support Long-Term Margin Expansion And Rerating
Source: SeekingAlpha
2025-12-15 12:48:33 ET
Since my initial coverage last September, Photronics, Inc. ( PLAB ) is up almost 50% on the back of strong Q4 earnings and a bullish FY 2026 outlook. The company’s Q4 earnings showed solid growth in its high-end IC segment, which posted record revenues and mix, while its Q1 2026 outlook implies a return to YoY growth....
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Photronics: DRAM Shortage And CapEx Surge Support Long-Term Margin Expansion And Rerating
Photronics Inc.
NASDAQ: PLAB
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$2,237,368,601
57,174,572
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117
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Semiconductors and Equipment
Technology
US
Brookfield
