Member Info for Jacobjohn7

And batted off . Again

Lets keep it sensible people, the ramping newbies here are making this look a disgrace like a penny share. Keep it sensible, weve has a great run and its toppy, its bounced off 170 several times, its very small volume, great news out but now its worked in. It wont get past 170 and onwards to 200 without the next rns. Plenty of things will do it, when one drops yes get giddy again. But this is having an essential breather period, we do need fids that arent forthcoming at present to bolster the factory so we get the short term numbers, we have plenty of long term promised contracts, with no factory numbers attached yet.

Its a great story, just lets not spoil this forum

Short term it takes us out of excitement zone, maybe some froth eases, and short term we did drop around 10% on ceasefire. So yes heads have been banged together and hydrogen is closer to people's minds and strategies than before. But its toppy and needs another deal for factory production to challenge 170 and make 200.

Imo.

All positive, rsi overbought these things have a breather.

Not the best news for hydrogen sector, but the shock has given a few heads a wobble

And a necessary breather, all healthy enough. Take advantage is my advice when it settles

A fool would say

Itm wont and never has done 1% a day either way... got to Lgen and the boring divi payers.

It may well be out of date /reached today/eow

As of April 2026, Morgan Stanley has recently upgraded its stance on ITM Power to an Overweight (Buy) rating, setting a price target of 170 GBX. [1]

This update represents a significant shift from previous, more cautious views. Key details from Morgan Stanley’s historical and recent analysis include: [2]

## Rating & Target History

* Current (April 2026): Overweight rating with a target of 170 GBX.

* Previous (May 2025): Equal-weight (Hold) with a target of 50 GBX (up from 40 GBX).

* Long-term Outlook: Analysts at the firm have historically highlighted ITM's high growth potential, projecting a sales compound annual growth rate (CAGR) of 70% through 2030. [1, 3, 4, 5, 6]

## Key Thematic Insights

Morgan Stanley’s analysts, including Arthur Sitbon, focus on several factors affecting the company's valuation: [7]

* Green Hydrogen Leadership: They view electrolyser manufacturers like ITM as major beneficiaries of the global shift toward green hydrogen, though they previously cautioned about competition from low-cost Chinese players.

* Profitability Timeline: The firm expects electrolyser manufacturing to turn profitable as visibility on green hydrogen costs improves throughout 2025 and 2026.

* Broader Market Context: ITM is considered part of Morgan Stanley's "Future of Energy" theme for 2026, which is heavily influenced by political support for infrastructure and supply-chain resilience. [5, 8, 9]

For a broader view, you can check official updates on the [ITM Power Analyst Coverage page](https://itm-power.com/investors/analyst-coverage) or market data via [London South East](https://www.lse.co.uk/ShareChat.html?ShareTicker=ITM&share=Itm-Power). [1, 10]

Would you like to compare this to recent updates from Goldman Sachs or Berenberg?

[1] [https://www.lse.co.uk](https://www.lse.co.uk/ShareChat.html?ShareTicker=ITM&share=Itm-Power&thread=3CDFC4A4-3DFF-4E35-BA27-632878B6B05F)

[2] [https://www.fool.co.uk](https://www.fool.co.uk/2025/03/24/prediction-12-months-from-now-itm-powers-share-price-could-be/)

[3] [https://www.sharecast.com](https://www.sharecast.com/news/broker-recommendations/morgan-stanley-sees-itm-power-sales-growing-at-70-cagr-over-decade-to-2030--7865594.html)

[4] [https://www.tipranks.com](https://www.tipranks.com/stocks/gb:itm/forecast)

[5] [https://www.sharecast.com](https://www.sharecast.com/news/broker-recommendations/morgan-stanley-sees-itm-power-sales-growing-at-70-cagr-over-decade-to-2030--7865594.html)

[6] [https://www.marketbeat.com](https://www.marketbeat.com/stocks/LON/ITM/forecast/)

[7] [https://uk.finance.yahoo.com](https://uk.finance.yahoo.com/quote/ITM.L/analysis/)

[8] [https://www.morganstanley.com](https://www.morganstanley.com/insights/articles/investment-outlook-shaping-markets-2026)

[9] [https://www.morganstanley.com](https://www.morganstanley.com/im/en-us/individual-investor/insights/the-beat/the-beat-quarterly-2026.html)

[10] [https://itm-power.com](https://itm-power.com/investors/an

MORGAN STANLEY RAISES ITM POWER TO 'OVERWEIGHT' - PRICE TARGET 170 PENCE

Plus 11%

Or a broker upgrade above £2

Justin is ex city and hes on it

*BERENBERG RAISES ITM POWER PRICE TARGET TO 110 (100) PENCE - 'BUY'

The first of many upgrades to come, from the analcysts and the company

I reported gold member said it was a new name of a serial disruptor

Well done holders.

Massive squeeze coming

Transformational

I see we

See post on commrnt from itm ir on advfn. Answers a lot of your negativity

thats a load of wookie ****.

thats a load of wookie ****.