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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Uber 2Q25: Delivery momentum, strong margin expansion. Thesis playing out. Buy, $120August 7, 2025 — Ben Harwood and Pierre Ferragu
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Infineon 3FQ25: Recovery on track and margin beat, despite tariff uncertainty. Buy, €50 TP.August 6, 2025 — Ben Harwood and Pierre Ferragu
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Infineon 3FQ25: Recovery on track and margin beat, despite tariff uncertaintyAugust 5, 2025 — Ben Harwood and Pierre Ferragu
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Grab 2Q25: increasing penetration & usage; margin expansion ahead. Buy $6.6July 31, 2025 — Ben Harwood and Pierre Ferragu
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Soitec 1FQ26: Inventory digestion remain a drag.Thesis unchanged. Buy, €55.July 25, 2025 — Ben Harwood and Pierre Ferragu