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
-
Besi 4Q25: Orders accelerate on mainstream recovery and broader hybrid bonding adoption. BuyFebruary 19, 2026 — Pierre Ferragu and Ben Harwood
-
Grab 4Q25: 20% p.a. growth trading at 12x FCF. BuyFebruary 12, 2026 — Pierre Ferragu and Ben Harwood
-
Infineon 1FQ26: AI momentum confirmed, guide implies cyclical recovery in 2H. Upside into 2027. Buy €55 TP.February 5, 2026 — Pierre Ferragu and Ben Harwood
-
Soitec 3FQ26: Correction lingers, now reflected in expectations; recovery in 2027February 4, 2026 — Pierre Ferragu and Ben Harwood
-
Infineon 1FQ26: AI momentum confirmed, guide implies cyclical recovery in 2H. Upside into 2027.February 4, 2026 — Pierre Ferragu and Ben Harwood