J.P. Morgan names Inficon 'overweight', cites wafer fabrication upcycle as growth engine
J.P. Morgan initiated coverage of Inficon with an "overweight" rating and a December 2027 price target of CHF130, implying a roughly 29.7% upside from the March 31 close of CHF100.20. The bank's thesis centers on Inficon's exposure to a wafer fabrication equipment cycle, projecting above-consensus sales and earnings growth through 2028 and a return…