Basler

Basler develops cameras, image-processing hardware and software for industrial computer-vision applications and inspects, among other things, semiconductors, wafers and circuit boards for the smallest production defects. The company positions itself as part of the AI infrastructure and also targets applications in autonomous logistics. An analyst sees an improved setup for Basler, since the market has not yet fully priced in these future themes. » More on finanzen.net

According to the report, Basler is returning to a profitable growth path and is benefiting from strong demand for industrial cameras and image processing in areas such as smartphone manufacturing, logistics and AI hardware. Analysts have raised forecasts and price targets; the average price target is €29.67, implying roughly 30% upside. A sustained move above the downtrend near €23 would generate a new buy signal. » More on deraktionaer.de

Basler sees an expansion of its growth story: alongside a recovery in traditional automation markets, AI data centers and the increasing automation of logistics centers will drive demand going forward. The company’s cameras and image-processing systems are being used more extensively in data centers and automated warehousing processes. CFO Hardy Mehl presented these prospects at a small-cap conference. » More on finanzen.net