The earnings call presents a mixed picture. Strong investment in R&D and capacity for future growth, especially in AI and advanced HPC, is positive. However, concerns about lower EBITDA growth compared to sales and lack of detailed guidance for 2026 temper optimism. The company's confidence in market recovery and operational excellence is promising, but the absence of immediate financials and clear growth quantifications introduces uncertainty. Overall, the sentiment is balanced, leading to a neutral stock price prediction.