GHH.L Gooch & Housego PLC Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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05:50
Jun 05
Jun 05
The author mentions doing a write-up on GHH and clarifies it is more defense and quantum than AI, without stating a personal position or forward call.
LOW
17:26
May 09
May 09
Author remains long GHH (Gooch & Housego) citing strong H1 revenue growth, rising order book (+16.5% constant currency), and recovery in semiconductor and defence end markets, with management guiding in line for FY2026.
MED
10:47
Mar 19
Mar 19
Buy IQE and GHH as undiscovered UK defense and photonics plays benefiting from defense tailwinds and the photonics super cycle.
MED
17:53
Mar 17
Mar 17
Buy GHH on defense tailwinds and expected AI infrastructure bottleneck in advanced data center architecture.
MED
12:02
Mar 17
Mar 17
Buy $GHH as an undiscovered name benefiting from strong tailwinds in European defence spending, with early-mover advantage.
MED
10:32
Mar 17
Mar 17
Buy $GHH as its TFLN facility is positioned to be a critical node in future supply chains, offering a clear catalyst for growth.
MED
08:53
Mar 17
Mar 17
Buy European defense names GHH.L, RHM, and BA.L as ongoing European re-armament and government support drive sustained demand.
MED
08:12
Mar 17
Mar 17
Buy GHH.L/GHH due to deep valuation discount versus defense peers (1.5x vs 10-20x revenue) and transformational TFLN facility in the US.
MED
07:59
Mar 17
Mar 17
Buy GHH.L/GHH for its underappreciated defense exposure with 52% YoY revenue growth, photonics components in missile systems and UAVs, and demand from missile stockpile replenishment.
MED
21:37
Mar 16
Mar 16
Buy GHH because government and Raytheon support for domestic TFLN supply, combined with potential future shortages and AI demand growth from 2027, creates a strong catalyst.
MED
21:19
Mar 16
Mar 16
Buy Gooch & Housego as its thin-film lithium niobate (TFL) technology partnership with Raytheon appears promising.
MED
13:53
Mar 16
Mar 16
Reports Raytheon collaboration to develop TFLN wafer technology for $GHH, a fundamental development.
MED
13:53
Mar 16
Mar 16
Buy GHH for record order book (+61%), margin expansion toward 15%, defence tailwinds, and TFLN/AI infrastructure optionality, all at ~14x FY27 P/E.
MED
About GHH.L Analyst Coverage
Buzzberg tracks GHH.L (Gooch & Housego PLC) across 2 sources. 6 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (46%). 13 total trade ideas tracked. Latest voices: temple_eight, almacap114204.