Photronics: DRAM Shortage And CapEx Surge Support Long-Term Margin Expansion And Rerating [Seeking Alpha]
Photronics, Inc. (PLAB)
Last photronics, inc. earnings: 3/4 06:00 am
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US:NASDAQ Investor Relations:
investor.shareholder.com/photronics/index.cfm
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Source: Seeking Alpha
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's DRAM capacity expansion projects, expected to come online in 2027 and 2028, respectively. I'm forecasting Photronics' revenues to grow at an 8% CAGR through FY 2028 and reach a 30% EBIT margin in FY 2028. I'm reiterating my buy rating for Photronics and raising my price target to $65, implying 80% upside from its current valuation. Anatoly Morozov/iStock via Getty Images 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 This article was written by Analyst's Disclosure: I/we have no stock,
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PLAB
News
- Photronics: Good End To The Year, But Not That Good [Seeking Alpha]Seeking Alpha
- Photronics (NASDAQ:PLAB) had its "buy" rating reaffirmed by analysts at Craig Hallum.MarketBeat
- Photronics (PLAB) Soars to 25-Year High as Earnings Impress [Yahoo! Finance]Yahoo! Finance
- Photronics (NASDAQ:PLAB) was given a new $45.00 price target on by analysts at DA Davidson.MarketBeat
- Photronics Inc (PLAB) Q4 2025 Earnings Call Highlights: Strategic Expansions and Record ... [Yahoo! Finance]Yahoo! Finance
PLAB
Earnings
- 12/10/25 - Beat
PLAB
Sec Filings
- 12/15/25 - Form 144
- 12/12/25 - Form 144
- 12/12/25 - Form 144
- PLAB's page on the SEC website