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
-
Soitec 1FQ26: Inventory digestion remain a drag.Thesis unchanged. Buy, €55.July 25, 2025 — Ben Harwood and Pierre Ferragu
-
Nokia 2Q25: Guide cut on FX & tariffs. Buy, €4.5July 25, 2025 — Ben Harwood and Pierre Ferragu
-
Soitec 1FQ26: Inventory digestion remain a drag. Thesis unchanged.July 23, 2025 — Ben Harwood and Pierre Ferragu
-
Nokia 2Q25: Guide cut on FX & tariffs. Maintain Buy.July 23, 2025 — Ben Harwood and Pierre Ferragu
-
Uber 1Q25: Margin Expansion, Strong Long-Term Growth, and Robotaxi Momentum. Buy, $100May 8, 2025 — Pierre Ferragu and Ben Harwood