IQE IQE plc Loading... : Bullish and Bearish Analyst Opinions
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12:46
Sep 01
Sep 01
The author owns the foundational materials layer of the AI optical interconnect stack, specifically indium phosphide and epitaxy, as part of a broader structural bottleneck portfolio.
HIGH
13:20
Aug 31
Aug 31
The author agrees with a bullish parent post on IQE but provides no explicit position.
The author agrees with a bullish parent post on IQE but provides no explicit position or forward call of their own.
09:25
Aug 31
Aug 31
IQE watch on InP epi
Watch IQE for InP base epitaxy exposure in silicon photonics supply chain; broader beneficiary map, not author-owned.
MED
02:13
Aug 31
Aug 31
Gaetano explicitly says 'I like IQE... but for the most part they still have a lot to prove' and says he would add pre-inflection companies as they get commercial proof, making IQE a conditional long
Gaetano explicitly says 'I like IQE... but for the most part they still have a lot to prove' and says he would add pre-inflection companies as they get commercial proof, making IQE a conditional long candidate.
Risk: Ongoing lack of commercial proof could keep it excluded from the long-term portfolio and delay any buyer interest.
18:49
Aug 30
Aug 30
Buy IQE on improving InP demand
Buy IQE because InP demand is improving: a multi-year minimum-volume deal with TSEM, a $14M AI/data-center production order, and MTSI's £45m investment and supply agreements signal rising utilization and operating leverage.
HIGH
12:45
Aug 30
Aug 30
Author trimmed 10% of the position to lock in a 96.2% gain, maintaining the remaining 90% exposure.
HIGH
02:42
Aug 29
Aug 29
InP substrate lock-ups favor IQE, AXTI.
Buy IQE and AXTI because Landmark locking up InP substrate supply for years signals durable demand and operating leverage tailwinds.
MED
23:03
Aug 28
Aug 28
The article identifies IQE as a merchant epi foundry with significant overlap with LandMark, so the same shortage of qualified InP epi capacity and strong pricing should have a direct read-through to
The article identifies IQE as a merchant epi foundry with significant overlap with LandMark, so the same shortage of qualified InP epi capacity and strong pricing should have a direct read-through to IQE.
Risk: IQE's execution, customer mix, or margin capture may differ from LandMark's.
02:14
Aug 27
Aug 27
IQE flagged as AI photonics beneficiary after Nvidia earnings.
Author lists IQE as a photonics beneficiary of NVDA earnings, but explicitly states it is an idea generation list, not a buy signal, yielding a cautious long watch.
MED
20:16
Aug 26
Aug 26
Author holds IQE long position
Author discloses an existing long position in IQE, endorsing the parent’s high-conviction view while adding no new standalone catalyst.
MED
15:41
Aug 26
Aug 26
Article closes by saying the new U.S. transceiver purchase 'locks with $SIVE / $IQE / $LITE,' and its Layer 1 thesis is 'Indium phosphide. The epitaxy... No wafer, no laser' — making IQE a directly na
Article closes by saying the new U.S. transceiver purchase 'locks with $SIVE / $IQE / $LITE,' and its Layer 1 thesis is 'Indium phosphide. The epitaxy... No wafer, no laser' — making IQE a directly named upstream epitaxy supplier to the 800G/1.6T ramp.
Risk: Epitaxy pricing and volumes depend on transceiver demand translating through the entire supply chain; IQE may not convert order growth into margin gains at the same pace as module manufacturers.
01:55
Aug 23
Aug 23
IQE has durable moat as mid/small-cap
Long IQE: the author names it as a mid/small-cap with a durable moat, implying structural competitive strength worth owning.
MED
11:17
Aug 18
Aug 18
IQE re-rating to £1 should come soon
Long IQE; extended sideways price action is seen as unjustified and likely to resolve upward, with basic valuation alone pointing to £1.
MED
10:29
Aug 18
Aug 18
Accumulate IQE at 50p amid epiwafer shortage
Accumulate IQE at 50p; the severe epiwafer shortage highlighted in the parent post makes this valuation unjustifiably low and should drive a re-rating.
MED
10:11
Aug 18
Aug 18
Buy top pricing-power photonics/compute bottlenecks
Buy/overweight AAOI/LITE, AEHR, IQE, and NBIS: ranked as the strongest-pricing-power photonics/compute bottlenecks over the next 12 months.
MED
06:23
Aug 18
Aug 18
Author poses a rhetorical question about bidding upstream materials suppliers versus downstream.
Author poses a rhetorical question about bidding upstream materials suppliers versus downstream optical transceivers, listing tickers without stating a position or directional call.
LOW
12:49
Aug 17
Aug 17
Analyzes LAZR ETF photonics supply chain
"Analyzes the LAZR ETF's top photonics holdings and supply chain positioning following Nvidia's Spectrum-X production launch, no directional view."
MED
11:42
Aug 17
Aug 17
Bullish on SIVE, AXT, IQE technology
Author is very bullish on SIVE, AXT, and IQE, citing their technology being on the same path as memory.
MED
10:53
Aug 17
Aug 17
The author shares a third-party analysis praising LAZR as a comprehensive photonics ETF.
The author shares a third-party analysis praising LAZR as a comprehensive photonics ETF covering the supply chain, but provides no personal position or forward-looking trade call, only factual endorsement of the theme.
LOW
10:25
Aug 17
Aug 17
Long AEHR and IQE as unique holdings.
Long AEHR and IQE as unique individual portfolio holdings that provide exposure similar to the LAZR ETF.
MED
10:16
Aug 17
Aug 17
Watch longer-term photonics beneficiaries
Watch SIVE, IQE, and AEHR as longer-term beneficiaries of the photonics ramp; no author position indicated in these names.
MED
09:25
Aug 17
Aug 17
InP shortage worsens; buy optical semiconductor beneficiaries
Structural InP shortage from DLA indium stockpiling, AI 800G/1.6T optical transceiver demand, and potential China export curbs should keep substrate prices elevated; LONG InP-linked optical names exposed to the bottleneck.
MED
09:07
Aug 17
Aug 17
Duopoly bottleneck benefits from severe material shortages.
Author is bullish, identifying the companies as a mission-critical duopoly bottleneck positioned to benefit from severe material shortages and price hikes.
MED
08:12
Aug 17
Aug 17
Valuation gap unjustified given superior capacity
Author explicitly agrees that the stock's valuation gap is unjustified given its superior InP capacity and tight epitaxy supply, targeting £1 post-earnings.
MED
07:56
Aug 17
Aug 17
IQE breakout and wafer price hikes bullish
Buy IQE after the pennant breakout and successful retest of resistance with the 10/20EMA; epitaxy wafer price hikes are a fundamental catalyst, though volume confirmation is still needed.
MED
01:39
Aug 17
Aug 17
Watch AXTI IQE on InP shortage
Watch AXTI and IQE as InP substrate shortage and wafer price hikes roll through supply chain, with further hikes expected; author validates prior thesis but does not state current positions.
MED
20:07
Aug 16
Aug 16
Long InP supply chain for AI clusters
Long InP optical supply chain (COHR/AAOI/IQE) as 3D-stacked AI clusters scale out, driving demand for InP lasers, high-speed transceivers, and upstream epiwafer/material supply.
MED
17:51
Aug 16
Aug 16
Tightening raw materials supply provides upstream leverage
Summarizes research noting tightening indium and germanium supply gives upstream wafer suppliers significant leverage.
MED
16:14
Aug 16
Aug 16
Buy IQE on Indium/Gallium bottleneck exposure
Buy IQE as a downstream Gallium/Indium supply-chain bottleneck beneficiary; the speaker agrees with the critical-bottleneck thesis and is planning to build a large position.
MED
14:15
Aug 16
Aug 16
The author mentions supply chain and fab utilization research with several tickers but provides.
The author mentions supply chain and fab utilization research with several tickers but provides no explicit position or directional call, only a casual watchlist.
LOW
About IQE Analyst Coverage
Buzzberg tracks IQE (IQE plc) across 33 sources. 250 bullish vs 1 bearish calls from 30 analysts. Sentiment: predominantly bullish (45%). 557 total trade ideas tracked. Past 7 days: 4 bullish, 4 watch. Latest voices: Outlier Capital, crux_capital_, ParadisLabs.