LPKF Laser: Two Analyst Upgrades Signal a Turnaround After a Brutal Selloff
Published on 07/27/2026 at 15:01 | Redaktion boerse-global.de
LPKF Laser’s shares have staged a sharp recovery on Monday, propelled by back-to-back analyst upgrades that suggest the worst of the recent rout may be over. The stock, which had shed roughly 55% from its 52-week high in June, jumped around 11% to €15.15, putting the 100-day moving average of €16.69 back within striking distance.
The double dose of optimism came from Warburg Research and Montega, both of which lifted their ratings on the technology stock to “Buy” from “Hold.” Warburg set a price target of €23.50, while Montega pegged its target at €22 — each representing a substantial premium to current trading levels. Warburg analyst Malte Schaumann described the recent selloff as an overreaction, arguing that the company’s long-term strategy remains intact despite a disappointing first half.
The numbers tell a grim story on the surface. Revenue slumped 38% to €36.5 million in the first half, down from €59.2 million a year earlier. The operating loss (EBIT) widened to minus €14.1 million. Much of the damage came from the solar segment, where a technology transition caused demand to crater by 80% before a new order in the single-digit millions signaled a possible floor.
Should investors sell immediately? Or is it worth buying LPKF Laser?
Both research houses are betting on a catalyst that has yet to materialize: LPKF’s patented LIDE technology for processing glass substrates in semiconductor manufacturing. This high-precision laser solution is viewed as critical for next-generation chip packaging, and analysts expect initial high-volume series orders to emerge in the coming quarters. The company’s “Advanced Packaging” push is central to the turnaround narrative.
Management is holding firm on its full-year 2026 guidance, with CEO Klaus Fiedler forecasting group revenue between €105 million and €120 million. The cost-cutting program “North Star” is expected to underpin profitability, with a double-digit EBIT margin targeted by 2028. A recent insider purchase — a supervisory board member bought 583 shares at the depressed price on Friday — has added further confidence.
Investors now face a waiting game. The next major inflection point is the quarterly report in October, which will need to show concrete progress on high-volume glass substrate orders for the chip industry. Without those, the stock will struggle to close the gap to the analyst targets. For now, the upgrades have at least halted the slide and given bulls a reason to step back in.
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LPKF Laser Stock: New Analysis - 27 July
Fresh LPKF Laser information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
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