Jupiter Topco LLC Makes New $879,000 Investment in Photronics, Inc. $PLAB

Jupiter Topco LLC acquired a new stake in shares of Photronics, Inc. (NASDAQ:PLAB) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 27,002 shares of the semiconductor company’s stock, valued at approximately $879,000.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Allworth Financial LP acquired a new stake in Photronics during the second quarter worth about $26,000. Larson Financial Group LLC acquired a new position in Photronics in the third quarter valued at approximately $28,000. First Horizon Corp purchased a new stake in Photronics in the 1st quarter worth approximately $33,000. Grove Bank & Trust purchased a new stake in Photronics in the 2nd quarter worth approximately $33,000. Finally, Quarry LP boosted its position in Photronics by 569.8% in the 4th quarter. Quarry LP now owns 1,353 shares of the semiconductor company’s stock worth $43,000 after purchasing an additional 1,151 shares in the last quarter. Institutional investors and hedge funds own 88.38% of the company’s stock.

Photronics Price Performance

Shares of PLAB stock opened at $29.13 on Friday. Photronics, Inc. has a 1-year low of $20.05 and a 1-year high of $56.00. The company has a market cap of $1.72 billion, a price-to-earnings ratio of 10.26 and a beta of 1.35. The stock has a 50 day simple moving average of $30.24 and a 200-day simple moving average of $36.99.

Photronics (NASDAQ:PLAB) last released its quarterly earnings results on Wednesday, August 26th. The semiconductor company reported $0.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.40 by $0.10. The firm had revenue of $216.05 million for the quarter, compared to analysts’ expectations of $208.75 million. Photronics had a net margin of 19.05% and a return on equity of 7.45%. The firm’s revenue for the quarter was up 2.7% compared to the same quarter last year. During the same quarter last year, the company earned $0.51 EPS. Photronics has set its Q4 2026 guidance at 0.400-0.560 EPS. Analysts anticipate that Photronics, Inc. will post 1.85 earnings per share for the current fiscal year.

Key Photronics News

Here are the key news stories impacting Photronics this week:

• Positive Sentiment: Photronics recently reported quarterly EPS of $0.50, exceeding the $0.40 consensus estimate, while revenue of $216.1 million also topped expectations. Revenue increased 2.7% year over year, and management’s fourth-quarter EPS guidance of $0.40–$0.56 suggests continued profitability.
• Neutral Sentiment: Multiple law firms, including Kaplan Fox, Rosen, Hagens Berman, Faruqi & Faruqi, and others, reminded investors of the September 4, 2026 deadline to seek lead-plaintiff status in a previously filed federal securities class action. These notices largely repeat the same information rather than representing separate lawsuits or new company operating results. Kaplan Fox deadline notice
• Negative Sentiment: The lawsuit covers investors who acquired Photronics securities from December 10, 2025, through May 27, 2026. The complaints allege that Photronics misled investors about demand and the outlook for its high-end integrated-circuit photomask product line, potentially exposing the company to litigation costs, reputational damage, and shareholder claims. The allegations have not been proven. Hagens Berman lawsuit notice

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on PLAB. Craig Hallum reaffirmed a “buy” rating on shares of Photronics in a report on Friday, May 29th. Weiss Ratings lowered shares of Photronics from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday. Zacks Research raised shares of Photronics to a “hold” rating in a report on Friday, August 14th. Freedom Capital raised shares of Photronics to a “strong-buy” rating in a research note on Thursday, July 2nd. Finally, Wall Street Zen cut Photronics from a “buy” rating to a “hold” rating in a research report on Saturday, June 13th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Photronics has an average rating of “Moderate Buy” and a consensus price target of $49.33.

Photronics Company Profile

Photronics, Inc is a leading global supplier of photomask products used in the manufacture of integrated circuits, flat panel displays, microelectromechanical systems (MEMS), and advanced packaging applications. Photomasks, also known as reticles, are critical templates that carry the precise circuit patterns required for semiconductor lithography processes. The company offers a comprehensive range of mask solutions, including binary masks, attenuated phase-shift masks, reticles for micro-optics, and specialized products for high‐resolution applications.

Founded in 1969 and headquartered in Brookfield, Connecticut, Photronics has grown through organic expansion and strategic investments in high‐end lithography technology.