• (PLX AI) – Atlas Copco's fourth-quarter earnings report is expected to show strong order intake, analysts said.
  • • VAT Group's better than expected Q4 orders could point to double-digit upside potential for Atlas Copco Q4 orders, DNB said (hold, SEK 640)
  • • While Q4 orders likely reflect a pull-forward of semiconductor demand, they also underline the industry’s significant capex plans in 2022, DNB said
  • • Temporarily higher input costs or supply chain challenges are not reasons to turn cautious on Atlas Copco, SEB said (buy, SEK 675)
  • • Atlas should be able to compensate for inflation and then some, SEB said
  • • Investors should focus on demand from semiconductor investments, automation and EV penetration: SEB
  • • Atlas Copco is in an excellent position to capitalize on some of the strongest growth drivers of our time, Nordea said (buy, SEK 640)
  • • Demand from the semiconductor industry is already at a high level and will be a source of growth for many years to come: Nordea

Quelle: PLX AI