LPK.DE LPKF Laser & Electronics SE Loading... : Bullish and Bearish Analyst Opinions
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09:53
Jul 18
Jul 18
Speaker asserts LPK is overvalued in a comparative reply, but no deterioration mechanism or short exposure — valuation criticism only.
LOW
15:05
Jul 07
Jul 07
Author highlights extreme defensive positioning in Samsung Preferreds and lists 14 names he is watching for opportunities but explicitly states he is not reallocating funds yet, making this a watchlist rather than active trades.
02:04
Jul 07
Jul 07
Author provides a technical analysis update on IQE, SIVE, and LPK, treating the current price action as chop rather than a breakdown without taking a directional position.
02:04
Jul 07
Jul 07
LPK.DE tweet is bearish TA / don't-catch-falling-knife language with no explicit short/puts; classify as avoid, not short.
MED
07:08
Jul 06
Jul 06
Author notes both stocks have fully roundtripped and questions if they are oversold, but the prior dip-buying context suggests a watch rather than a fresh long call.
10:09
Jul 03
Jul 03
Long LPK as a direct beneficiary of the glass core substrate ramp, with stated 70% LIDE market share target and equipment orders likely pulled forward ahead of H2 2027 commercialization.
MED
04:04
Jul 01
Jul 01
Accumulate LPK near 50EMA support (20.9 EUR) as price is holding that level cleanly; near-term risk is a 10/20EMA bearish cross unless price reclaims 23.3, but 50EMA provides a defined accumulation zone.
MED
04:04
Jul 01
Jul 01
Accumulate $LPK near the 50EMA (20.9 EUR); price is holding that level more cleanly than peers, though the 10/20EMA bearish cross overhead (~23.3 EUR) caps near-term upside until reclaimed.
MED
08:01
Jun 30
Jun 30
Author discloses current portfolio holding in LPK under the Semiconductor Materials & Packaging theme, sized by conviction after concentrating positions.
MED
04:29
Jun 25
Jun 25
Buy LPK dips into the 10/20EMA cluster (~24.0–25.2); the 50EMA at 20.8 is the structural floor that held previously, and the overall structure remains bullish while those EMAs hold.
MED
04:29
Jun 25
Jun 25
Author provides technical analysis updates on a list of stocks, describing support levels and price action without stating any personal positions or forward calls.
03:03
Jun 25
Jun 25
Long LPK as a machine/equipment supplier to advanced packaging and glass substrate ramp (SKC Absolics, Samsung, etc.); machine suppliers hit revenue faster than volume ramp, giving earlier earnings inflection than end-market names.
MED
13:04
Jun 24
Jun 24
The author provides technical analysis of SIVE and LPK, noting support levels and pullback dynamics, but does not state a personal position or forward directional call.
12:46
Jun 24
Jun 24
Clear leader in Through-Glass Vias (TGV) via LIDE laser process for glass core substrates. Strong Q1 2026 order intake (book-to-bill 1.4). Classic leveraged equipment re-rating setup with mid-term dou
Clear leader in Through-Glass Vias (TGV) via LIDE laser process for glass core substrates. Strong Q1 2026 order intake (book-to-bill 1.4). Classic leveraged equipment re-rating setup with mid-term double-digit EBIT margin target by 2028.
HIGH
03:05
Jun 24
Jun 24
Buy LPK dips to the 10/20EMA cluster (25.3–23.9); bullish hammer printed at the 10EMA with buyers stepping in, 50EMA (20.6) remains structural floor, and speaker targets reclaim of the 0.786 Fib level at 27.4.
MED
01:34
Jun 23
Jun 23
LPK remains bullish while above the 0.786 Fibonacci level (~27.4 EUR), with the 50 EMA having held perfectly on the recent pullback; 30 EUR area is near-term resistance to watch.
MED
10:33
Jun 22
Jun 22
Long LPKF Laser (LPK) — author owns it, sees $3B–$5B fair value at full volume ramp vs ~$730M today; 70% LIDE/TGV market share in glass-core substrates positions it as a dominant chokepoint supplier ahead of a major advanced packaging ramp.
HIGH
04:01
Jun 21
Jun 21
Author exits existing LPK position, rotating capital toward IQE where he sees more immediate upside; double bottom pattern played out as expected.
MED
03:32
Jun 21
Jun 21
Author argues the US must leverage frontier supply chains in Quantum, AI, and Robotics via foreign partners like ASML, TOWA, and LPK, not tariff allies.
11:04
Jun 20
Jun 20
Watch LPK as the author shares bullish research on LPKF's competitive moat and expanding TAM in glass-based advanced packaging, but no personal position is disclosed.
MED
22:47
Jun 19
Jun 19
Author notes strong price moves in photonics/semi-related names like KEEL, LPK, MDA, and EOS.AX but provides no explicit position language or forward catalyst, only past-tense price action.
12:19
Jun 19
Jun 19
Watch SIMO, HPS.A, TSEM, AEHR, LPK, and SOI; author mentions these as past ideas that performed adequately but uses past-tense recap language without confirming current positions.
MED
07:03
Jun 19
Jun 19
Buy LPK (LPKF Laser) as the near-monopoly supplier of LIDE through-glass via equipment; Intel, Samsung, and TSMC are all building glass substrate lines and require LPKF's technology, creating a captive demand dynamic analogous to ASML in lithography.
MED
14:11
Jun 18
Jun 18
Author endorses a parent post listing high-conviction names expected to go 2-3x, but the reply is a generic "BULLISH CALL" without explicit position language for any ticker.
12:20
Jun 18
Jun 18
Held small cap with potential.
Author says LPK still has potential and is one of the European small caps they hold; explicit hold plus bullish potential qualifies as long.
MED
06:59
Jun 18
Jun 18
Author advises watching how LPK reacts and closes at a level, and suggests trimming rather than fully exiting, referencing past experience with SIVE.
03:08
Jun 18
Jun 18
Buy dips to €22–22.50 on LPK; stock broke above the golden pocket (22.7–23.6 EUR), a bullish 10/20 EMA cross fired, and the 50EMA held perfectly on the recent pullback, confirming trend support.
MED
14:52
Jun 17
Jun 17
The author dismisses LPK as TSMC's glass supplier, citing other local options and noting supply-chain mapping is speculative guesswork.
14:36
Jun 17
Jun 17
Watch LPKF as potential beneficiary of TSMC's glass substrate supply chain buildout; Intel likely customer. No ownership disclosed.
MED
12:01
Jun 17
Jun 17
Long LPK as a dominant supplier of glass substrate laser equipment — author owns it, citing 80% customer share among major global players and a clear volume ramp timeline (Absolics H2 2026, Samsung Electro Mechanics 2027, TSM CoPoS 2028) as catalysts for market re-rating.
HIGH
About LPK.DE Analyst Coverage
Buzzberg tracks LPK.DE (LPKF Laser & Electronics SE) across 19 sources. 120 bullish vs 0 bearish calls from 19 analysts. Sentiment: predominantly bullish (56%). 216 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: babyfolio, almacap114204, mkfilko.