Professional
Added to YB: 2026-06-02
Pitch date: 2026-06-01
SMOP.OL [bullish]
Smartoptics Group ASA
-28.12%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
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 466.3M
Pitch Price
NOK 62.60
Price Target
N/A
Dividend
1.30%
EV/EBITDA
37.77
P/E
64.79
EV/Sales
5.00
Sector
Communications Equipment
Category
growth
(OSE:SMOP) SmartOptics: A Beneficiary of Exploding Bandwidth Demand and Open Ecosystems
SMOP.OL: Norwegian optical networking 'picks & shovels' play on AI scale-across/DWDM shift to open, modular multi-vendor systems. Asset-light, sole-certified Broadcom optics, aligned w/ Cisco/Arista. CoreWeave + 3 neo-cloud deals. €350M rev/€55M EBIT (15%) by 2030. Risks: supply, tech pace. 80%+ upside.
Read full article (8 min)