PLAB Photronics Inc Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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03:02
Aug 06
Aug 06
Watch Photronics on EUV photomask demand
Watch Photronics on more demanding EUV photomask production; read-through research, not an owned long.
MED
15:11
Jun 15
Jun 15
Named as laggard in same HBM/packaging thesis basket.
Named as laggard in same HBM/packaging thesis basket; author attributes underperformance to design release delays caused by tight memory and maxed-out fabs.
MED
23:38
Jun 04
Jun 04
Avoid Photronics until next quarter.
Photronics is in the penalty box after a bad earnings miss; wait for the next quarter before considering it again.
MED
14:40
May 28
May 28
The author advises buying on dips for stocks on a buy list but does not explicitly state.
The author advises buying on dips for stocks on a buy list but does not explicitly state a personal position in PLAB.
21:38
May 13
May 13
Long $PLAB based on follower conviction for 10x returns in a parabolic growth ETF concept.
HIGH
03:57
May 12
May 12
The community’s most-upvoted response to a bullish PLAB thesis is “150% up in 6 months. No thanks,” indicating reluctance to enter. Extreme price appreciation without a corresponding fundamental catalyst often precedes mean reversion or profit-taking, making new long entries risky. Avoid initiating long positions at current levels; wait for a pullback or better risk/reward. The original poster may still see upside as an “AI picks and shovels” play, but no supportive comments validate that view.
LOW
23:01
May 10
May 10
The tweet provides a detailed analysis of Photronics' strategic capex cycle and execution risks.
The tweet provides a detailed analysis of Photronics' strategic capex cycle and execution risks but expresses no explicit forward-looking directional view from the author.
HIGH
19:38
May 06
May 06
Long $PLAB — speaker waiting for it to follow suit with peer move; implicit existing position.
LOW
21:51
Mar 19
Mar 19
PLAB dominates photomasks, essential for all chips
Buy PLAB as a critical semiconductor supply-chain play; the company holds ~30% market share in photomasks, an essential input for every chip manufactured, giving it durable competitive positioning.
MED
16:43
Jan 22
Jan 22
Watch memory capex beta names
Watch memory capex-beta names Photronics, Axcelis, Veeco, and MKS Instruments; they are cycle beneficiaries but HBM4-specific upside is less differentiated.
MED
16:43
Jan 22
Jan 22
Watch Photronics for DRAM mask complexity leverage.
Watch PLAB as merchant photomask exposure to advanced DRAM node transitions and Samsung outsourcing intensity, not an HBM4 packaging pure play; no author position indicated.
MED
About PLAB Analyst Coverage
Buzzberg tracks PLAB (Photronics Inc) across 7 sources. 2 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (18%). 11 total trade ideas tracked. Latest voices: TheValueist, demian_ai, Jim Cramer.