LPK.DE LPKF Laser & Electronics SE Loading... : Bullish and Bearish Analyst Opinions
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07:55
Jun 04
Jun 04
Author says LPK is a good company long-term but is not yet sure about taking a position, so it remains a watch.
07:27
Jun 04
Jun 04
The author discloses his portfolio holdings as long positions and plans to cut some names for better concentration while remaining bullish long-term on all companies.
00:48
Jun 03
Jun 03
TA update notes LPK reclaimed golden pocket and all short-term MAs; confirmation candle awaited, with €22.70–€23.60 cited as must-hold support zone.
MED
23:56
Jun 02
Jun 02
Watch LPKF for glass core substrate volume orders expected in H1 2027; catalyst for semiconductor supply chain but no position stated.
MED
23:51
Jun 02
Jun 02
Watch LPK as a peer to AEHR in the wafer-level burn-in/test space; author groups it with AEHR as a beneficiary of anticipated volume orders in the AI/silicon photonics supply chain, but no position is disclosed.
MED
13:51
Jun 02
Jun 02
The author likes LPK and thinks it may have bottomed, but needs to see the close before forming a directional view.
00:45
Jun 02
Jun 02
The author provides technical analysis updates for SIVE and LPK, noting key support levels and bearish cross signals but does not state a personal position or forward directional call.
15:13
Jun 01
Jun 01
Author thanks IQE for being green and notes past long entry at $12-13, but the tweet is a historical past-tense description and supply-chain context, not a new position call.
10:52
Jun 01
Jun 01
Author is uncertain about adding to LPK as a core position but suggests BRUN near the 10EMA as a potential entry point, without a clear forward directional call.
10:51
Jun 01
Jun 01
The author compares current prices to past levels without stating a current position or forward catalyst, so the tickers are indexed as watch.
10:23
May 31
May 31
Watch LPK — thesis remains intact per author, with a volume ramp identified as the key catalyst needed to confirm the move. No explicit position language, but directional conviction is maintained.
MED
05:35
May 31
May 31
Speaker notes LPK broke below golden pocket and key EMAs; flags possible double bottom formation and longer-term consolidation range €20-30, with €50 as target only on 0.886 fib breakout. No position disclosed.
MED
05:35
May 31
May 31
The author is consolidating technical analysis updates into a single thread to reduce page clutter and clarify that they are not a trader, not expressing any directional positions.
02:54
May 31
May 31
Listed as fifth-largest position in author's simulated portfolio; no additional commentary or catalyst provided beyond ranking.
LOW
21:44
May 30
May 30
Watch LPK as a glass core substrate play; author references it as a more complete value-chain exposure in the space, though no explicit position is stated — context is a correction of sourcing errors in a now-deleted post.
MED
15:32
May 30
May 30
Author suggests five tickers as good 3-5 year holds but hedges expectations for a 10x in 1.5 years, making this a watchlist rather than an explicit forward position.
15:01
May 30
May 30
Author names $LPK approvingly in context of parent post citing glass core substrate ramp from H2 2026 with 67.2% projected CAGR; no directional reasoning from author.
LOW
14:58
May 30
May 30
Watch LPK as a glass core substrate beneficiary; author sees the growth trend as directionally correct and strong, with ramp potentially starting H2 2026 ahead of consensus 2028 projections.
MED
11:51
May 30
May 30
Watch LPKF as a beneficiary of the early-stage glass substrate investment cycle; Intel and others ramping glass substrate production are direct customers, supporting parabolic TAM growth ahead.
MED
11:35
May 30
May 30
Long LPK (LPKF Laser) as the monopolistic equipment supplier for glass substrate via LIDE process (>80% market share, only technology hitting 5µm vias at 50:1 AR). Priced as a solar-drag industrial laser co at €337M MC, not as a CPO/advanced packaging chokepoint. Order ramp from Intel, Samsung, Corning not yet in guidance; revenue inflection expected 2027 as glass substrate mass production scales.
HIGH
08:57
May 30
May 30
Author reflects on past public trades and explainers for IQE, LPK, and ASTS without stating a current position or forward-looking view.
02:01
May 29
May 29
Buy LPK as the golden pocket (€22.70–€23.60) holds support, targeting a breakout above €30 for a long-term move to €50 based on Fibonacci extensions.
MED
06:53
May 28
May 28
Mentioned as a photonics packaging play; author notes equipment makers may receive early orders in the CPO/photonics ramp, but no explicit position disclosed.
LOW
06:43
May 28
May 28
Author expects similar near-term earnings softness for LPK in photonics packaging; notes equipment manufacturers typically receive first-wave orders ahead of component suppliers.
LOW
01:08
May 28
May 28
The author provides a technical analysis of SIVE and LPK after sharp pullbacks, noting key support levels to watch but expressing no directional trade view.
14:18
May 27
May 27
The tweet notes that LPK is active in perovskite-specific R&D for its solar segment, but provides no forward-looking opinion or trade idea.
14:08
May 27
May 27
The author notes that @vlmkapital is the only other person they have seen pitching LPK before them, but does not state their own forward-looking view or position.
14:07
May 27
May 27
Author expresses ongoing bullish sentiment on LPK citing packaging and glass exposure; no specific catalyst stated in text, reasoning linked externally only.
LOW
14:14
May 25
May 25
Bullish on $LPK based on technical breakout through golden pocket, reclaimed 10EMA, and monthly chart pattern mirroring $SIVE, targeting €50.
HIGH
About LPK.DE Analyst Coverage
Buzzberg tracks LPK.DE (LPKF Laser & Electronics SE) across 17 sources. 84 bullish vs 0 bearish calls from 17 analysts. Sentiment: predominantly bullish (60%). 140 total trade ideas tracked.