Q4 Earnings Buzz: Photronics, Inc. (PLAB) has sparked significant chatter on X following its Q4 2025 earnings release. Posts highlight the company’s revenue of $215.8 million, a slight dip year-over-year but a sequential gain, beating analyst expectations. Many users are impressed by the adjusted EPS of $0.60, signaling solid profitability.
Guidance Sparks Optimism: Discussion on X also centers on Photronics’ upbeat guidance for Q1 FY26, with revenue projections between $217 million and $225 million. Several users note this as a sign of strength in the semiconductor photomask sector. There’s a sense of intrigue around how these numbers will play out amid broader industry trends.
Note: This discussion summary was generated from an AI condensation of post data.
Photronics, Inc. Insider Trading Activity
Photronics, Inc. insiders have traded $PLAB stock on the open market 13 times in the past 6 months. Of those trades, 1 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $PLAB stock by insiders over the last 6 months:
- KANG JYH LEE has made 0 purchases and 4 sales selling 51,750 shares for an estimated $1,063,232.
- MARY PALADINO sold 42,750 shares for an estimated $1,026,000
- CHRISTOPHER J PROGLER (EVP, Chief Technology Officer) has made 0 purchases and 3 sales selling 30,000 shares for an estimated $655,150.
- CONSTANTINE S MACRICOSTAS sold 29,500 shares for an estimated $595,900
- MITCHELL G TYSON has made 0 purchases and 2 sales selling 20,000 shares for an estimated $424,750.
- HAN KYUNG PARK (SVP & GM of FPD Ops) sold 15,000 shares for an estimated $330,000
- DAVID A. GARCIA purchased 2,650 shares for an estimated $50,350
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Photronics, Inc. Revenue
Photronics, Inc. had revenues of $210.4M in Q3 2025. This is a decrease of -0.28% from the same period in the prior year.
You can track PLAB financials on Quiver Quantitative's PLAB stock page.
Photronics, Inc. Hedge Fund Activity
We have seen 125 institutional investors add shares of Photronics, Inc. stock to their portfolio, and 161 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC added 2,017,052 shares (+699.0%) to their portfolio in Q3 2025, for an estimated $46,291,343
- RUBRIC CAPITAL MANAGEMENT LP removed 1,862,737 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $35,075,337
- INVESCO LTD. removed 885,698 shares (-74.1%) from their portfolio in Q3 2025, for an estimated $20,326,769
- PERRITT CAPITAL MANAGEMENT INC removed 838,710 shares (-94.8%) from their portfolio in Q3 2025, for an estimated $19,248,394
- BLACKROCK, INC. removed 608,950 shares (-6.5%) from their portfolio in Q3 2025, for an estimated $13,975,402
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 366,723 shares (+inf%) to their portfolio in Q3 2025, for an estimated $8,416,292
- NORGES BANK removed 330,500 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $6,223,314
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.