Photronics: DRAM Shortage & CapEx Surge Support Long-Term Expansion & Rerating (PLAB)

Core Viewpoint - Photronics, Inc. (PLAB) has experienced a nearly 50% increase since the initial coverage last September, driven by strong Q4 earnings and a positive outlook for FY 2026 [1] Financial Performance - The company's Q4 earnings demonstrated solid growth in its high-end integrated circuit (IC) segment, achieving record performance [1]