Professional
Added to YB: 2026-06-02
Pitch date: 2026-06-01
SMOP.OL [bullish]
Smartoptics Group ASA
Author Info
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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
N/A
Price Target
N/A
Dividend
0.94%
EV/EBITDA
60.44
P/E
141.36
EV/Sales
8.01
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)