Photronics: Good End To The Year, But Not That Good

Photronics, Inc. delivered a solid quarter with strong high-end IC growth, but the 55% share price surge appears overdone. PLAB's capex is set to double to $330m in 2026, weighing on earnings and driving a fair value estimate of $24, 36% below current levels. Momentum is shifting as PLAB pivots to high-end AI-related photomasks, but elevated capex and only modest sales growth temper near-term enthusiasm.

Seeking Alpha • Dec 11, 2025

AI & Quantum's Next Big Winners: 3 Small-Cap Stocks to Watch in 2026

When it comes to artificial intelligence (AI) and quantum computing, large and mega-cap stocks have captured the majority of investor attention. All of the Magnificent Seven companies play some role in AI, from NVIDIA's NASDAQ: NVDA advanced chips to Tesla's NASDAQ: TSLA pursuit of autonomous driving.

MarketBeat • Dec 11, 2025

Crude Oil Moves Lower; Photronics Shares Surge After Q4 Results

Photronics Inc (NASDAQ:PLAB) shares shot up 35% to $34.66 after the company reported better-than-expected fourth-quarter results and issued first-quarter guidance above analyst estimates.

Benzinga • Dec 10, 2025

Why Photronics Stock Ripped Higher Today

Photronics beat on sales and beat on earnings this morning. Guidance for Q1 2026 looks strong as well.

The Motley Fool • Dec 10, 2025

Photronics, Inc. (PLAB) Q4 2025 Earnings Call Transcript

Photronics, Inc. (PLAB) Q4 2025 Earnings Call Transcript

Seeking Alpha • Dec 10, 2025

Photronics Reports Full Year and Fourth Quarter Fiscal 2025 Results

BROOKFIELD, Conn., Dec. 10, 2025 (GLOBE NEWSWIRE) -- Photronics, Inc. (NASDAQ:PLAB), a worldwide leader in photomask technologies and solutions, today reported financial results for its full year and fourth quarter of fiscal year 2025 ended October 31, 2025.

GlobeNewsWire • Dec 10, 2025

Photronics (PLAB) Tops Q4 Earnings and Revenue Estimates

Photronics (PLAB) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.59 per share a year ago.

Zacks Investment Research • Dec 10, 2025

Overlooked Stock: PLAB Closes Best Day Since 2008 After Earnings

Photronics (PLAB) shot up more than 40% and hit highs not seen since 2001 on Wednesday's session. The semiconductor equipment manufacturer significantly beat earnings expectations.

Biggest Stock Movers Today, Dec. 10: PLAB, AVAV, & More

Wednesday brought gains for major stock benchmarks. The Federal Reserve cut interest rates but signaled a slowing in expected future reductions.

The Motley Fool • Dec 10, 2025

This Semiconductor Supply Stock Is Having Its Best Day Since 2008. Here's Why.

Photronics, the maker of photomask technologies, reports better-than-expected earnings and guidance.

Barrons • Dec 10, 2025