IQE IQE plc Loading... : Bullish and Bearish Analyst Opinions
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09:11
Jul 19
Jul 19
Author discloses IQE as a current core portfolio position, maintained through significant portfolio drawdown and margin stress.
MED
03:13
Jul 19
Jul 19
Named both in photonics accumulation list and as a personal favourite during a high-beta sell-off; elevated conviction relative to rest of list.
MED
08:16
Jul 17
Jul 17
The author reduced high beta exposure by trimming top runners AXTI, IQE, and VPG, and now monitors tech names like MRVL and NVDA for recovery after a drawdown.
LOW
01:15
Jul 17
Jul 17
Author acknowledges IQE is down 40% from its all-time high but makes no forward-looking call, only referencing past losses.
LOW
14:59
Jul 16
Jul 16
Author gives a clear forward bullish price target for IQE: 100p by year-end.
MED
08:53
Jul 16
Jul 16
Watch IQE as a rare Western InP epiwafer supplier with a repaired balance sheet, contracted volumes via TSEM deal, MACOM as strategic anchor, and photonics optionality — offset by execution history, dilution risk, and China input-cost headwinds.
MED
14:45
Jul 15
Jul 15
Observes photonics stocks falling 5-11%, no directional view or position disclosed.
LOW
08:01
Jul 15
Jul 15
Bullish on IQE based on technical bottoming pattern (hammer reversal) with follow-through needed; author suggests potential bottom confirmed.
MED
03:32
Jul 15
Jul 15
Author discloses $IQE as one of his two largest holdings and points to upcoming interim results in September as a catalyst.
MED
15:01
Jul 14
Jul 14
Buy IQE as the cheapest InP/AI-optics exposure on any exchange — EBITDA-positive and debt-free at 4.4x forward sales vs loss-making peers at 23–75x, with 20%+ FY26 revenue guidance, a new TSEM partnership, a $14M AI/datacentre contract, and September earnings as the next re-rating catalyst.
HIGH
09:43
Jul 14
Jul 14
Speaker highlights IQE's exposure across memory, photonics, space, and defense verticals as underappreciated by the market; no explicit position or forward catalyst stated.
MED
09:19
Jul 14
Jul 14
The author adds IQE as a missing upstream beneficiary in an AI photonics supply chain discussion, but does not state a personal position or forward call.
LOW
07:26
Jul 14
Jul 14
Buy IQE as the cheapest InP/AI-optics exposure in its supply chain — EBITDA-positive and debt-free at 4.4x forward sales vs. loss-making peers at 23–75x, with FY26 guidance of 20%+ revenue growth, margin tripling to 7–10%, a new TSEM partnership, and a $14M AI/datacentre contract; September earnings is the next re-rating catalyst.
HIGH
07:00
Jul 14
Jul 14
Buy IQE as a $14M AI/datacentre production order validates the ongoing TSEM partnership thesis; speaker frames this as an early inflection point in a compounding commercial ramp ("slowly...then all at once").
MED
10:38
Jul 13
Jul 13
Author explicitly states they like IQE near 40p, endorsing it as a buy-level entry in response to a parent asking about investing in the stock.
10:26
Jul 13
Jul 13
IQE may be bottoming after a 20-25% pullback from local highs; speaker endorses the view that supply security wins are a matter of when, not if, making the dip potentially attractive.
MED
09:56
Jul 13
Jul 13
Buy IQE as the partnership with TSEM de-risked the supply chain thesis and established a price floor at 37-38p, with further upside expected from ongoing demand.
MED
00:45
Jul 13
Jul 13
Bullish on IQE based on support at 37p, declining volume showing selling exhaustion, expects a rebound within a week.
MED
04:42
Jul 12
Jul 12
Author discloses IQE as a current core holding, explicitly noted in prior context as a name that has not yet run and is being held on margin as a recovery bet.
MED
04:09
Jul 12
Jul 12
Buy IQE as Tower Semiconductor's Nvidia-linked silicon photonics wins drive demand under IQE's existing multi-year InP epiwafer supply agreement; higher 200/400G laser performance specs further increase value of IQE's premium InP epi material.
MED
17:42
Jul 10
Jul 10
Author says IQE bottomed at 40.80 and "This will go up," with caveat of storms ahead; this is a forward bullish call, not just research.
LOW
10:13
Jul 10
Jul 10
Author lists three tickers with an image, no explicit direction or catalyst; generic list mention per speaker note.
LOW
08:23
Jul 10
Jul 10
Watch IQE; author points to intact epiwafer contracts with Macom and Tower Semi as evidence fundamentals are unaffected by the thematic selloff. Supply-chain map framing, no explicit position.
MED
06:23
Jul 10
Jul 10
Buy IQE as Macom's £45M equity/convertible investment resolves restrictive debt, unlocks better negotiating leverage, and new long-term supply agreements with Macom and Tower Semiconductor provide predictable revenue; CEO signals disciplined capacity expansion and improved pricing discipline as structural inflection in 2026.
MED
06:08
Jul 10
Jul 10
Speaker questions the reliability of technical patterns against macro catalysts, no directional commitment.
LOW
05:18
Jul 10
Jul 10
Author notes a potential bottom and bullish hammer reversal pattern in IQE but requires follow-through volume, not an explicit position.
03:30
Jul 10
Jul 10
The author notes a potential bullish hammer reversal pattern in IQE but requires follow-through volume for confirmation, so it remains a watch.
LOW
14:11
Jul 09
Jul 09
The author asks a clarifying question about a parent post mentioning a purchase at 70p without taking a directional view.
12:48
Jul 09
Jul 09
Author compares IQE and Sivers performance since June, noting IQE outperformed by 3x, but the tweet is a retrospective congratulations and chart analysis without an explicit forward position or catalyst.
LOW
About IQE Analyst Coverage
Buzzberg tracks IQE (IQE plc) across 21 sources. 215 bullish vs 0 bearish calls from 19 analysts. Sentiment: predominantly bullish (48%). 451 total trade ideas tracked. Past 7 days: 8 bullish, 10 watch. Latest voices: mkfilko, frenchie_, ParadisLabs.