Added to YB: 2026-01-19
Pitch date: 2026-01-15
SHMD [bullish]
SCHMID Group N.V.
+7.39%
current return
Author Info
No bio for this author
Company Info
SCHMID Group N.V. develops and manufactures equipment and process solutions for electronics, photovoltaics, glass, and energy systems in Germany and internationally.
Market Cap
$272.5M
Pitch Price
$7.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.66
P/E
N/A
EV/Sales
4.18
Sector
Electronic Equipment, Instruments and Components
Category
growth
$SHMD: A Misunderstood Picks & Shovels Play in AI & Space Infra
SHMD: AI/space infra vendor exploiting yield crisis as chip complexity crashes PCB manufacturing yields from 73% to 62% by 2027. Positioned for CoWoP transition ($200→$600/GPU value uplift) & Starlink's 70 satellites/week scaling. Recent debt-equity swap at $2.15 removes insolvency risk. €95M 2025 bookings guided vs distressed valuation ahead of infrastructure supercycle.
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