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Bank of America analysts raised Soitec to buy from neutral, saying photonics should significantly expand the French semiconductor-materials maker's gross margin over the coming years. They see gross margin rising to 29% in fiscal 2027, 39% in fiscal 2028 and 44% in fiscal 2029.
JPMorgan analyst Sebastiano Petti says SpaceX’s accelerated mobile network efforts and spectrum-license deal from Grain Management pose limited near-term risk to U.S. wireless incumbents, though sentiment could shift as a new entrant emerges.