Added to YB: 2026-04-29
Pitch date: 2026-04-27
SMOP.OL [bullish]
Smartoptics Group ASA
-3.41%
current return
Author Info
No bio for this author
Company Info
Smartoptics Group ASA provides optical networking solutions and devices in the Americas, Europe, the Middle East, Africa, and the Asia–Pacific.
Market Cap
NOK 679.1M
Pitch Price
NOK 52.39
Price Target
40.00 (-21%)
Dividend
0.94%
EV/EBITDA
60.44
P/E
141.36
EV/Sales
8.01
Sector
Communications Equipment
Category
growth
$SMOP.OL SmartOptics: The case for an 8x in 3 year’s time…
SMOP.OL: Targeting $1 EPS by 2030 (40x multiple = $40 vs ~$5 today, ~8x return). Bull case: rev $250M-$400M (vs $75M FY25, +35.6% YoY), 2-3x market share gain in metro WDM/DCI via open networking & hyperscaler wins. EBIT margin 16-20% (vs 9% now) on scale/software leverage. 800G+ ramps, AI/DCI tailwinds. Risk: needs sustained 20-30% rev CAGR, full execution, limited dilution. Mid-bull ~$0.80-$0.95 EPS realistic.
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