LPK.DE LPKF Laser & Electronics SE Loading... : Bullish and Bearish Analyst Opinions
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13:53
May 04
May 04
Paradis Labs clarifies that LPK involves glass substrates and OE Solutions involves lasers in a reply, but provides no market view or trade direction.
07:28
May 04
May 04
Long LPK as glass core substrates supplier, riding the same AI substrate theme as SOI with upward price validation.
MED
18:47
May 01
May 01
The author reflects on past criticism for highlighting risks in LPK but does not express a current forward-looking directional view on the stock.
06:13
May 01
May 01
Long LPK for its potential to deliver a 3x return, as the author ranks it as a top runner-up pick with significant upside.
MED
01:54
May 01
May 01
Long LPK as a functional monopoly in glass core substrates, a key AI/semiconductor infrastructure play with similar dynamics to TOWA.
MED
16:07
Apr 30
Apr 30
The author compares LPK's established market position to ALMU's speculative nature, discussing development stages without expressing a personal directional view.
16:05
Apr 30
Apr 30
The author contrasts speculative semiconductor plays like POET with LPK's established market position, but offers no explicit forward-looking trade direction.
15:40
Apr 30
Apr 30
Buy LPK as glass‑core substrate volume ramp orders begin H2 2026, with mass production in 2027 — a catalyst not reflected in current financials.
HIGH
14:48
Apr 30
Apr 30
The tweet highlights the need for volatility tolerance in pursuing monster moves but provides no directional thesis or forward-looking opinion on the mentioned tickers.
06:26
Apr 30
Apr 30
Long LPK based on the 2027 LIDE glass core substrate mass production catalyst; ignore near-term earnings noise typical of qualification-cycle plays, as the market mispriced this same pattern in AEHR.
MED
18:45
Apr 29
Apr 29
The tweet notes LPK rising and Nebius falling in a factual reply without expressing a forward-looking opinion or trade idea.
LOW
18:34
Apr 29
Apr 29
Long LPK ahead of earnings tomorrow; a confirmation of growing backlog and good execution would act as a catalyst.
MED
07:44
Apr 29
Apr 29
Paradis Labs highlights LPKF Laser's unique LIDE process as a critical enabler for glass substrate packaging demanded by major ASIC players like AVGO, AAPL, and NVDA, driving a >35% rally since initial coverage.
HIGH
07:38
Apr 29
Apr 29
Long LPK as a pure-play on the next advanced packaging paradigm, leveraging its monopoly in laser-induced deep etching for glass substrates.
HIGH
07:30
Apr 29
Apr 29
Long LPK as a monopoly chokepoint in glass substrates for advanced packaging and CPO, with momentum transitioning from qualification to high-volume production.
HIGH
20:12
Apr 28
Apr 28
Long LPKF (LPK) for its laser systems addressing glass substrate shortages in AI server PCB and advanced packaging.
HIGH
19:39
Apr 28
Apr 28
Long LPK as a monopoly supplier of glass-substrate equipment for advanced packaging/CPO, with momentum building as the sector transitions from qualification to high-volume production.
HIGH
18:47
Apr 28
Apr 28
Long LPK as a functional monopoly in the emerging glass substrates sector, benefiting from a specialized niche with high barriers to entry.
HIGH
23:58
Apr 27
Apr 27
Long LPK as a functional monopoly in glass core substrates, benefiting from AI-driven semiconductor capex cycles.
HIGH
19:27
Apr 27
Apr 27
The author highlights memory stocks like MU, SK Hynix, and Samsung benefiting from HBM4 capex cycles, suggesting Towa as a potential upstream play while noting structural monopolies in Japan and Korea.
HIGH
08:57
Apr 27
Apr 27
Long LPK as a European monopoly in Glass Core Substrates, poised to benefit from higher multiples due to limited competition.
HIGH
06:51
Apr 27
Apr 27
The tweet merely notes that LPK has an event this week without expressing any directional opinion or market impact.
HIGH
04:40
Apr 27
Apr 27
The author argues that memory and HBM stocks like MU and TSM are undervalued as structural monopolies in Japan and Korea will benefit from rising HBM4 capex cycles, with Hanmi Semi surging 27.6% as a signal for global catch-up.
HIGH
17:54
Apr 26
Apr 26
Long LPK as glass cloth shortages are expected to persist until 2027, creating supply-driven pricing power and potential revenue upside for the company.
HIGH
17:48
Apr 26
Apr 26
Long LPK for exposure to glass core substrates, a key enabling material for advanced semiconductor packaging.
HIGH
07:41
Apr 26
Apr 26
Buy SHMD/LPFK as levered nano-cap plays on Intel's glass substrate supercycle and potential SpaceX demand; delivery data and yield progress support the speculative thesis.
HIGH
05:45
Apr 25
Apr 25
The author expresses a bearish outlook on the broader market due to overvaluation concerns despite holding several positions that recently performed well.
HIGH
05:45
Apr 25
Apr 25
Discloses existing long positions that experienced strong recent upward price movement.
HIGH
17:42
Apr 24
Apr 24
Buy European photonics small caps as a geopolitical bet to protect strategic assets from hostile takeovers, with US retail capital supporting valuation.
MED
21:23
Apr 23
Apr 23
Avoid these AI bottleneck plays as the rotation is overhyped and likely already priced in; these positions span multi-years and current entries are risky.
MED
About LPK.DE Analyst Coverage
Buzzberg tracks LPK.DE (LPKF Laser & Electronics SE) across 6 sources. 33 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (75%). 44 total trade ideas tracked.