Photronics: DRAM Shortage And CapEx Surge Support Long-Term Margin Expansion And Rerating
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, ...