Ben Harwood
Technology Infrastructure
Ben Harwood is a member of the Technology Infrastructure team, and is based in London. Prior to joining New Street Research, Ben worked in Pierre’s #1-ranked Telecom Equipment and Semiconductors team at Bernstein. Ben holds a MEng in Chemical Engineering from the University of Birmingham. In his spare time, Ben enjoys playing sports and travelling to explore different cultures.
Research
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Nokia CMD - Our top takeawaysNovember 20, 2025 — Ben Harwood and Pierre Ferragu
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Soitec 1FH26: No signs of a material recovery. Lower utilization to weigh on margins.November 20, 2025 — Ben Harwood and Pierre Ferragu
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Grab 3Q25: growth accelerating; guidance raised; inline with our investment thesis - Buy $6.5November 13, 2025 — Ben Harwood and Pierre Ferragu
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Infineon 4FQ25: AI momentum; caution elsewhere. Buy, €50 TP.November 13, 2025 — Ben Harwood and Pierre Ferragu
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Infineon 4FQ25: AI momentum; caution elsewhere. Maintain BuyNovember 12, 2025 — Ben Harwood and Pierre Ferragu