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Stock impact report

Photronics, Inc. (PLAB): A Bull Case Theory [Yahoo! Finance]

Photronics, Inc. (PLAB) 
Last photronics, inc. earnings: 3/4 06:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
Photronics, Inc.'s share was trading at $35.28 as of January 29th. PLAB's trailing P/E was 15.77 according to Yahoo Finance. Photronics, Inc., together with its subsidiaries, engages in the manufacture and sale of photomask products and services in the United States and internationally. PLAB delivered a strong quarter, highlighted by adjusted EPS of $0.60 versus $0.45 expected and revenue of $216 million versus $205 million estimates, while GAAP EPS reached $1.07 due to a deferred tax valuation allowance reversal and FX gains. Management further boosted confidence by guiding next quarter's revenue to $221 million, well above the $207 million consensus. The most notable development was the sharp increase in 2026 capital expenditure guidance to $330 million, compared to ~$190 million in 2025 spending. With PLAB generating 20%+ ROIC for four consecutive years, this step-up in investment signals management's conviction that capacity expansion will translate into meaningful growth in r Show less Read more
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