Photronics Gestion
Gestion contrôle des critères 2/4
Le PDG Photronics est George Macricostas, nommé en May2025, a un mandat de 1.17 ans. La rémunération annuelle totale est $ 4.99M, composée du salaire de 9.9% et des bonus 90.1%, y compris les actions et options de la société. détient directement 0.079% des actions de la société, d'une valeur de $ 1.37M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.7 ans et 5 ans.
Informations clés
George Macricostas
Directeur général
US$5.0m
Rémunération totale
| Pourcentage du salaire du PDG | 9.86% |
| Durée du mandat du directeur général | 1.2yrs |
| Propriété du PDG | 0.08% |
| Durée moyenne d'occupation des postes de direction | 1.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Jul 08
Photronics: The Next Rally Depends On A Recovery In Chip Design Activity
Summary Photronics is rated a buy, with a conservative FY 2026 price target of $32, reflecting 16% upside after a sharp share price correction. PLAB's recent revenue decline and margin contraction stem from delayed IC design releases, memory supply constraints, and geopolitical uncertainty, but liquidity remains robust. Any recovery in tape-out activities or normalization of design releases could catalyze sentiment and drive share price recovery for PLAB. I see moderate risk, with industry macro trends and leading indicators from players like TSMC critical to monitoring near-term recovery potential. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 24
PLAB: Higher Future P E And Display Capacity Investments Will Support Upside Potential
Analysts have raised their price target on Photronics by $9, citing updated assumptions that include a slightly higher forward P/E multiple, while keeping fair value and key operating assumptions broadly in line with prior estimates. What’s in the News for Photronics Multiple law firms, including Levi & Korsinsky, Bronstein Gewirtz & Grossman, Hagens Berman, Schall Law Firm, and Pomerantz LLP, are investigating Photronics over alleged securities law violations following Q2 2026 results and a share price drop of about 36%, which removed more than US$1.1b in market value.Article d’analyse • Jun 16
Photronics (PLAB) Stock Could Be 24% Undervalued After Earnings Miss And Legal Scrutiny
Photronics (PLAB) has drawn fresh attention after reporting a year over year revenue decline and reduced operating margins, prompting multiple law firms to review its disclosures and raising questions about how recent challenges might affect the stock. See our latest analysis for Photronics. Despite the earnings setback and legal scrutiny, Photronics' recent share price return has been mixed, with a 1 day gain of 3.02% and a 7 day rise of 9.28%, following a 30 day decline of 34.55%. Its 1...Mise à jour du récit • Jun 06
PLAB: Higher Future P E And Display Capex Will Support Upside Potential
Analysts now see Photronics' fair value moving from $51.50 to $43.00, reflecting updated assumptions around growth, margins, discount rate, and a higher future P/E multiple in light of recent bullish Street coverage and a raised price target at Lake Street. Analyst Commentary Analysts recently revisited their assumptions on Photronics, updating their models after a new bullish initiation and a higher price target that factored in growth, margins, discount rate, and a higher future P/E multiple.Mise à jour du récit • May 14
PLAB: Higher P/E Expectations And Display Investments Will Support Steady Outlook
Analysts have lifted the Photronics price target from $47.00 to $51.50, citing fresh research that maintains similar growth and margin assumptions while applying a higher future P/E multiple supported by recent bullish coverage. Analyst Commentary Recent research takes a constructive stance on Photronics, with bullish analysts lifting their price objectives after revisiting their P/E assumptions and reaffirming existing growth and margin frameworks.Mise à jour du récit • Apr 24
PLAB: Bullish Initiation And Advanced Display Capacity Will Support Steady Outlook
Analysts kept their fair value estimate for Photronics steady at $47.00, with a new bullish initiation highlighting confidence in the company's long term earnings profile and supporting assumptions such as a roughly 10.47% discount rate and a future P/E of about 25x. Analyst Commentary Analysts framing the new bullish initiation on Photronics are leaning on the existing fair value estimate of US$47.00, the assumed 10.47% discount rate, and a projected P/E of about 25x to shape their views on both upside potential and execution risks.Mise à jour du récit • Apr 10
PLAB: Bullish Research And New Mask Writer Support Steady Fair Value Outlook
Analysts now hold their price target for Photronics at $47.00. This level is supported by recent bullish research that highlights the company’s position in its market and updated assumptions around discount rate, revenue growth, profit margin and future P/E.Mise à jour du récit • Mar 27
PLAB: Completed Buybacks And 2026 Guidance Will Support Richer Earnings Multiple
Analysts have adjusted their price target on Photronics slightly lower, from $48 to $47, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple following recent bullish initiation research. Analyst Commentary Bullish Takeaways Bullish analysts see room for valuation support at the updated US$47 target, citing assumptions that leave flexibility if execution on revenue and margin goals tracks in line with their models.Mise à jour du récit • Mar 12
PLAB: Completed Buybacks And 2026 Guidance Will Support Higher Earnings Multiple
Analysts have lifted their price target on Photronics from $42 to $48, citing adjusted assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News Photronics confirmed earnings guidance for the second quarter of fiscal 2026, with expected revenue in a range of US$212 million to US$220 million (Corporate Guidance).Mise à jour du récit • Feb 26
PLAB: Completed Buybacks And Fiscal 2026 Guidance Will Support Higher Earnings Multiple
Analysts have made modest adjustments to their price target for Photronics to reflect updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. These changes have led to a revised valuation level in dollar terms based on these updated inputs.Mise à jour du récit • Feb 09
PLAB: Completed Buybacks And Q1 Guidance Will Support Higher Earnings Multiple
Analysts have modestly raised their price target on Photronics to US$42.00, reflecting slightly lower estimated discount rates and a small adjustment to the future P/E assumption, while keeping fair value unchanged. What's in the News Photronics reported that from August 4, 2025 to October 31, 2025, it repurchased 0 shares for US$0 under its existing buyback program, according to a buyback tranche update.Mise à jour du récit • Jan 24
PLAB: Completed Buybacks And Solid Q1 Guidance Will Support Higher Earnings Multiple
Analysts have trimmed their price target for Photronics from US$43.50 to US$42.00, reflecting updated assumptions around slightly lower revenue growth, modestly softer profit margins, and a marginally higher future P/E multiple. What's in the News Photronics reported that between August 4, 2025 and October 31, 2025, it repurchased 0 shares for US$0 under its existing buyback program, indicating no additional activity in that tranche (Key Developments).Mise à jour du récit • Jan 09
PLAB: Stable Margins And Guidance Will Support A Higher Future Earnings Multiple
Analysts have kept their price target for Photronics broadly steady around US$43.50, citing only minor adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E, rather than any shift in their overall view of the company. What's in the News Photronics issued earnings guidance for the first quarter of fiscal 2026, with expected revenue in the range of US$217 million to US$225 million (Key Developments).Article d’analyse • Jan 03
Photronics, Inc.'s (NASDAQ:PLAB) Shares Bounce 38% But Its Business Still Trails The Market
The Photronics, Inc. ( NASDAQ:PLAB ) share price has done very well over the last month, posting an excellent gain of...Mise à jour du récit • Dec 26
PLAB: Stronger Long Term Margins Will Support A Higher Future Earnings Multiple
Analysts have raised their price target on Photronics by approximately $3.00 to $43.50 per share, citing slightly stronger projected revenue growth, modestly higher long term profit margins, and a richer expected future P/E multiple, despite a marginally higher discount rate. What's in the News The company issued earnings guidance for the first quarter of fiscal 2026, projecting revenue between $217 million and $225 million (company guidance filing).Mise à jour du récit • Dec 11
PLAB: Higher Revenue Outlook Will Offset Modestly Lower Profitability Expectations
Analysts have raised their price target on Photronics from approximately 33 dollars to 40.50 dollars, citing stronger expected revenue growth and a higher future earnings multiple that more than offset modestly lower margin assumptions and a slightly higher discount rate. What's in the News Photronics issued new guidance for the first quarter of fiscal 2026, projecting revenue between 217 million dollars and 225 million dollars, based on company guidance.Mise à jour du récit • Aug 29
US And Asian Upgrades Will Reshape Semiconductor Markets Amid Uncertainty
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.Article d’analyse • Jun 16
Photronics (NASDAQ:PLAB) Is Looking To Continue Growing Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Seeking Alpha • Apr 22
Photronics: Valuation Increasingly Attractive Despite Delayed Recovery Amidst Tariff Chaos
Summary Down -25% YTD, PLAB is currently testing the $18 resistance level amidst global tariff and geopolitical uncertainties. The direct impact of tariffs should be very limited for Photronics, and tariffs could even create a competitive edge for the company in the US market. However, tariffs may slow down consumer electronics demand and industry investments in next-gen designs, likely reducing photomask demand near-term. Although we may not have seen the bottom, I reiterate my "Buy" rating for long-term oriented investors with an updated fair value of $28 (down from $36, reflecting delayed recovery). While I opened a position in the low $20s as my puts finally got assigned, I am preparing to buy more if and as the stock falls further. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Lack Of Dividend Concerning For A Cash-Rich Value Company Like Photronics
Summary Photronics is near its 52-week low despite solid financials, making it a potential contrarian pick with strong cash reserves and low valuation ratios. The company specializes in photomasks for semiconductor and flat-panel display manufacturers, operating in a stable but unexciting sector. Photronics is betting on AI-driven demand for new product designs, but faces risks from trade tariffs and increased competition in China. Despite a strong financial position, the lack of dividends makes Photronics a hold rather than a buy, as it doesn't return profits to investors. Read the full article on Seeking AlphaArticle d’analyse • Feb 26
Photronics, Inc.'s (NASDAQ:PLAB) Low P/E No Reason For Excitement
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| May 03 2026 | n/a | n/a | US$159m |
| Feb 01 2026 | n/a | n/a | US$136m |
| Oct 31 2025 | US$5m | US$492k | US$136m |
| Aug 03 2025 | n/a | n/a | US$108m |
| May 04 2025 | n/a | n/a | US$120m |
| Feb 02 2025 | n/a | n/a | US$147m |
| Oct 31 2024 | US$572k | n/a | US$131m |
| Jul 28 2024 | n/a | n/a | US$141m |
| Apr 28 2024 | n/a | n/a | US$134m |
| Jan 28 2024 | n/a | n/a | US$138m |
| Oct 31 2023 | US$356k | n/a | US$125m |
| Jul 30 2023 | n/a | n/a | US$118m |
| Apr 30 2023 | n/a | n/a | US$122m |
| Jan 29 2023 | n/a | n/a | US$110m |
| Oct 31 2022 | US$312k | n/a | US$119m |
| Jul 31 2022 | n/a | n/a | US$102m |
| May 01 2022 | n/a | n/a | US$87m |
| Jan 30 2022 | n/a | n/a | US$70m |
| Oct 31 2021 | US$205k | n/a | US$55m |
| Aug 01 2021 | n/a | n/a | US$42m |
| May 02 2021 | n/a | n/a | US$36m |
| Jan 31 2021 | n/a | n/a | US$32m |
| Oct 31 2020 | US$256k | n/a | US$34m |
| Aug 02 2020 | n/a | n/a | US$37m |
| May 03 2020 | n/a | n/a | US$33m |
| Feb 02 2020 | n/a | n/a | US$35m |
| Oct 31 2019 | US$206k | n/a | US$30m |
Rémunération vs marché: La rémunération totale de George ($USD 4.99M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 5.17M ).
Rémunération et revenus: La rémunération de George a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
George Macricostas (56 yo)
1.2yrs
Titularisation
US$4,992,210
Compensation
Mr. George C. Macricostas is Chief Executive Officer of Photronics, Inc. from May 28, 2025. He founded StrataScale, Inc. and served as its Chief Executive Officer. He is Executive Chairman since January 06...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Executive Chairman | 1.2yrs | US$4.99m | 0.079% $ 1.4m | |
| CFO & President | 2.4yrs | US$2.14m | 0.12% $ 2.1m | |
| President of PDMC & Director | 1.5yrs | US$3.25m | 0.60% $ 10.4m | |
| Senior VP & GM of FPD Operations | no data | US$1.46m | 0.13% $ 2.2m | |
| Senior VP & COO of IC Operations | 2.5yrs | US$1.52m | 0.19% $ 3.3m | |
| Chief Accounting Officer & Corporate Controller | 2.5yrs | pas de données | 0.043% $ 747.7k | |
| Senior VP | 1.7yrs | pas de données | 0.029% $ 495.2k | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| VP, General Counsel & Corporate Secretary | 1.7yrs | pas de données | pas de données | |
| Senior Vice President-Global Sales | less than a year | pas de données | pas de données | |
| Senior Vice President of Finance | less than a year | pas de données | pas de données |
1.7yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de PLAB n'est pas considérée comme expérimentée (ancienneté moyenne 1.7 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Executive Chairman | 24.5yrs | US$4.99m | 0.079% $ 1.4m | |
| President of PDMC & Director | 4.2yrs | US$3.25m | 0.60% $ 10.4m | |
| Director | 52.5yrs | US$247.50k | 0.70% $ 12.0m | |
| Independent Director | 22.5yrs | US$257.50k | 0.056% $ 969.0k | |
| Lead Independent Director | 4.2yrs | US$285.63k | 0.053% $ 906.9k | |
| Independent Director | 5.8yrs | US$271.25k | 0.12% $ 2.0m | |
| Independent Director | 1.6yrs | US$292.92k | 0.019% $ 334.8k | |
| Independent Director | less than a year | pas de données | 0.0021% $ 36.0k |
5.0yrs
Durée moyenne de l'emploi
64.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de PLAB sont considérés comme expérimentés (ancienneté moyenne 5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/09 02:32 |
| Cours de l'action en fin de journée | 2026/07/09 00:00 |
| Les revenus | 2026/05/03 |
| Revenus annuels | 2025/10/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Photronics, Inc. est couverte par 9 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Krish Sankar | BofA Global Research |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Danial Yermakhan | Freedom Broker |