LPKF Laser: 18% Order Growth Can’t Mask a Revenue Slide as Shares Correct 22% From Record High
Veröffentlicht: 26.06.2026 um 03:53 Uhr, Redaktion boerse-global.de
LPKF Laser is caught between rising demand and sinking sales. The equipment maker’s order intake jumped to €24.1 million in the first quarter, up 18% from €20.5 million a year ago, and the book-to-bill ratio reached a healthy 1.4. Yet revenue fell sharply to €17.1 million from €25.3 million, pushing the EBIT into negative territory at minus €6.9 million. The solar business was the main drag, while the group’s advance into semiconductor packaging advanced as planned.
The stock, which had more than quadrupled from a 52-week low of €5.34 in December 2025 to a record €30.20 on June 22, is now giving back those gains with equal speed. Over the past seven days, the share price has dropped 22%. A single session last Thursday accounted for 9.9% of that decline, taking the stock to €22.70, and it has since edged lower to €22.50. That puts the current price 25% below the all-time high hit just over a week ago.
Traders attribute the sell-off to profit-taking after an extraordinary run rather than a fundamental shock. The annualised volatility of the stock now stands at 135–136%, a level that amplifies swings in both directions. The relative strength index sits at a neutral 48.7, neither overbought nor oversold, while the 50-day moving average of €21.68 — a key support level — has so far held. The 200-day average, by contrast, lies at €10.42, underscoring how far the rally had overshot the stock’s longer-term trend.
Should investors sell immediately? Or is it worth buying LPKF Laser?
The broader semiconductor industry remains a tailwind. Micron Technology reported quarterly revenue of more than $40 billion, a record that lifted tech stocks worldwide, including Infineon and ASML. More directly, the packaging giants ASE and JCET are ploughing capital into advanced manufacturing: ASE targets mass production of fan-out panel-level packaging by the end of 2026, while JCET has committed $1.07 billion to a new fab in Shanghai. LPKF’s glass-processing technology, LIDE, is seen as a potential beneficiary of this capacity build-out — but only if it moves from test labs to production lines.
That transition is the central question facing the company. CEO Klaus Fiedler addressed investors on June 24 at mwb research’s Industrial-Technology Conference, the same day LPKF held a “Depaneling Day 2026” for industrial users, showcasing laser depaneling, automation, and the Cutting Master system. Yet the underlying challenge remains: LIDE for advanced packaging is still largely in research and pilot stages, with no firm production orders secured. The market has placed a hefty premium on the technology, with the stock trading at more than double the 200-day average.
The next real test comes on July 23, when LPKF releases its half-year results. By then, the market will want to see whether the strong first-quarter order intake is translating into visible revenue gains — or whether the gap between technological promise and financial proof will widen further.
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LPKF Laser Stock: New Analysis - 26 June
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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