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US And Asian Upgrades Will Reshape Semiconductor Markets Amid Uncertainty

Published
13 Sep 24
Updated
29 Aug 25
AnalystConsensusTarget's Fair Value
US$33.00
24.3% undervalued intrinsic discount
10 Sep
US$24.99
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1Y
5.3%
7D
9.7%

Author's Valuation

US$33.0

24.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Aug 25
Fair value Increased 6.45%

The upward revision in Photronics’ price target primarily reflects stronger expected revenue growth and a significant decrease in the forward P/E multiple, resulting in the consensus fair value rising from $31.00 to $33.00. What's in the News Increased equity buyback authorization by $25 million to a total of $193.64 million.

Shared on01 May 25
Fair value Decreased 11%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 8.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 3.81%

AnalystConsensusTarget has decreased revenue growth from 6.3% to 4.5% and increased future PE multiple from 18.3x to 20.4x.