PLAB Photronics Inc Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
03:02
06 авг
06 авг
Watch Photronics on EUV photomask demand
Watch Photronics on more demanding EUV photomask production; read-through research, not an owned long.
Сред.
15:11
15 июн
15 июн
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.
Сред.
23:38
04 июн
04 июн
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.
Сред.
14:40
28 мая
28 мая
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
13 мая
13 мая
Long $PLAB based on follower conviction for 10x returns in a parabolic growth ETF concept.
Выс.
03:57
12 мая
12 мая
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.
Низ.
23:01
10 мая
10 мая
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.
Выс.
19:38
06 мая
06 мая
Long $PLAB — speaker waiting for it to follow suit with peer move; implicit existing position.
Низ.
21:51
19 мар
19 мар
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.
Сред.
16:43
22 янв
22 янв
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.
Сред.
16:43
22 янв
22 янв
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.
Сред.
Об аналитическом покрытии PLAB
Buzzberg отслеживает PLAB (Photronics Inc) в 7 источниках. Бычьих сигналов: 2, медвежьих: 0, от 7 аналитиков. Сентимент преимущественно бычий (18%). Всего отслеживается 11 торговых идей. Последние спикеры: TheValueist, demian_ai, Jim Cramer.