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Photronics, Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:PLAB) 2025-12-16
Seeking Alpha· 2025-12-17 07:01
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Photronics: DRAM Shortage & CapEx Surge Support Long-Term Expansion & Rerating (PLAB)
Seeking Alpha· 2025-12-16 01:48
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 recordAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, ...
Photronics: DRAM Shortage And CapEx Surge Support Long-Term Margin Expansion And Rerating
Seeking Alpha· 2025-12-16 01:48
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 recordAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, ...
Photronics: Good End To The Year, But Not That Good (PLAB)
Seeking Alpha· 2025-12-12 03:37
Photronics, Inc. ( PLAB ) recently announced its full-year results , which were received surprisingly well, given what I would call a good quarter , but not a quarter that warranted a 55% increase inMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure ...
Photronics: Good End To The Year, But Not That Good
Seeking Alpha· 2025-12-12 03:37
Photronics, Inc. ( PLAB ) recently announced its full-year results , which were received surprisingly well, given what I would call a good quarter , but not a quarter that warranted a 55% increase inMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure ...
AI & Quantum's Next Big Winners: 3 Small-Cap Stocks to Watch in 2026
Yahoo Finance· 2025-12-12 02:42
A glowing, high-tech server room with neon data waves illustrating fast, advanced computing. Key Points Large and mega-cap stocks tend to dominate the discussion in AI and quantum computing. Small-cap stocks AEHR, PLAB, and SKYT stick out as ones to watch in 2026.  Two are seeing increased interest in their AI solutions, while another just posted record quantum revenue. Interested in Aehr Test Systems? Here are five stocks we like better. When it comes to artificial intelligence (AI) and quantum c ...
Photronics (PLAB) Soars to 25-Year High as Earnings Impress
Yahoo Finance· 2025-12-11 23:18
We recently published 10 Stocks Boasting the Biggest Gains; 4 Hit Record Highs. Photronics, Inc. (NASDAQ:PLAB) is one of the best performers on Wednesday. Photronics surged to an over 25-year high on Wednesday, as investors took heart from an impressive earnings performance in the fourth quarter and full fiscal year of 2025. At intra-day trading, the stock climbed to its highest price of $38.15 before trimming gains to finish the day just up by 45.39 percent at $37.35 apiece, a level it last touched in F ...
Overlooked Stock: PLAB Closes Best Day Since 2008 After Earnings
Youtube· 2025-12-11 05:15
Back to Market on Close. I'm Sam Vardis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks.Shares of Photronics popped to their highest level since the year 2000 after its latest earnings report. So, I'm joined by George Sillis, senior markets correspondent to tell us about Photronics. So, what surprised investors so much that this has shot up 45% now, George.Yeah, I think uh this was a situation where there was an anticipation of um a more meaningful contraction in the ...
Photronics, Inc. (PLAB) Surpasses Earnings and Revenue Estimates
Financial Modeling Prep· 2025-12-11 05:00
公司概况与行业地位 - 公司是半导体设备行业的重要参与者,专注于光罩技术,该技术是半导体制造的关键组件 [1] - 公司在全球范围内为半导体制造商提供先进的光罩解决方案,并与行业其他领导者竞争 [1] 最新季度财务业绩 - 2025年第四季度每股收益为0.60美元,超出市场预期的0.47美元,实现27.66%的盈利惊喜 [2][6] - 季度营收约为2.1577亿美元,超出市场预期的2.0454亿美元,超出幅度为4.45% [3][6] - 当季营收较去年同期的2.2263亿美元略有下降 [3] 历史业绩表现与一致性 - 上一季度每股收益为0.51美元,超出预期的0.39美元,实现30.77%的惊喜 [2] - 在过去四个季度中,公司有两次超出市场每股收益预期 [2] - 在过去四个季度中,公司仅有一次超出市场营收预期 [3] 管理层评论与业务展望 - 董事长兼首席执行官强调了公司在美国第四季度的强劲表现 [4] - 来自美国客户的积极预测支持了公司在该地区的投资计划 [4] - 公司在韩国的扩张预计将使其地域营收组合多元化,并增强其在未来尖端芯片设计中的参与度 [4] 关键财务指标与估值 - 公司的市盈率约为15.17倍,反映了市场对其盈利的估值 [5][6] - 市销率约为2.57倍,表明投资者为每美元销售额支付的价格 [5] - 公司的债务权益比极低,约为0.000015,表明对债务融资的依赖极小,财务状况强劲 [5][6]
Crude Oil Moves Lower; Photronics Shares Surge After Q4 Results
Benzinga· 2025-12-11 01:19
美股市场表现 - 美股盘中涨跌互现 道琼斯指数上涨超过200点 涨幅0.50%至47,799.21点 纳斯达克指数下跌0.18%至23,533.49点 标普500指数上涨0.11%至6,849.05点 [1] - 工业股板块领涨 涨幅0.8% 信息技术股板块表现落后 下跌0.6% [1] 商品市场动态 - 原油价格下跌0.8%至每桶57.78美元 [4] - 黄金价格下跌0.3%至每盎司4,225.70美元 [4] - 白银价格上涨0.5%至每盎司61.150美元 铜价上涨0.7%至每磅5.3550美元 [4] 全球其他市场 - 欧洲股市涨跌不一 欧元区STOXX 600指数微涨0.05% 西班牙IBEX 35指数上涨0.12% 英国富时100指数上涨0.23% 德国DAX 40指数下跌0.17% 法国CAC 40指数下跌0.45% [5] - 亚太市场多数收跌 日本日经225指数下跌0.10% 香港恒生指数上涨0.42% 中国上证综指下跌0.23% 印度BSE Sensex指数下跌0.32% [6] 个股异动详情 - Photronics Inc (PLAB) 股价飙升35%至34.66美元 因公司第四季度业绩超预期且第一季度指引高于分析师预估 [8] - Braze Inc (BRZE) 股价大涨16%至35.42美元 因公司在第三季度收入超预期后上调了2026财年调整后每股收益和销售指引 [8] - Enveric Biosciences, Inc. (ENVB) 股价暴涨78%至10.56美元 因这家马萨诸塞州生物技术公司就用于开发精神健康障碍潜在疗法的EVM301系列分子相关专利申请获得了美国专利商标局的授权通知书 [8] - AeroVironment, Inc. (AVAV) 股价下跌10%至252.56美元 因公司公布的业绩和指引喜忧参半 [8] - Mama's Creations Inc (MAMA) 股价下跌9%至13.03美元 尽管公司近期公布了乐观的第三季度财务业绩 [8] - Pomdoctor Limited (POM) 股价暴跌73%至1.4799美元 [8] 宏观经济与行业数据 - 美国民用工人薪酬成本在第三季度上涨0.8% 上一季度涨幅为0.9% [7] - 美国12月第一周抵押贷款申请量较前一周增长4.8% [9] - 截至12月5日当周 美国原油库存减少181.2万桶 而前一周为增加57.4万桶 市场预估为减少230万桶 [2][9]