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ETR:LPK

LPKF Laser & Electronics SE

SPECULATIVE BUY 2026-08-01 Updated today EUR 14.25 Industrials - Industrial - MachineryREDUCE ZONE
49

Position levels

Currenttoday
EUR 14.25
Buy <=wait / entry
EUR 8.33
Trim >=take some off
EUR 13.00
Thesis breakA further downward revision to the 2026 solar outlook combined with a missed Nor...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case16%100 / 10016.0
Base case48%62 / 10029.8
Bear case36%10 / 1003.6
Weighted conviction49 / 100 - SPECULATIVE BUY

Top risks

  • H1 2026 revenue declined 38.3% YoY to EUR 36.5 million driven by sharp drop in Solar segment
  • Notable LIDE technology orders received from specialty glass companies and academic institutions
  • North Star transformation program completed first wave of headcount and cost reductions
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.