BofA says Comet Holding should see rapid sales growth through end-2028 as
expansion of memory-chip manufacturing capacity—driven by AI-related demand and
new memory fabs—boosts demand for its components. The Swiss components maker has
substantial spare capacity to take new orders; BofA upgraded its revenue and
profit-margin forecasts to end-2028. Comet shares led the STOXX Europe 600,
jumping nearly 12%.
