Added to YB: 2026-05-12
Pitch date: 2026-05-08
SMOP.OL [bullish]
Smartoptics Group ASA
+5.95%
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 547.2M
Pitch Price
NOK 50.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
50.30
P/E
113.89
EV/Sales
6.43
Sector
Communications Equipment
Category
growth
Smartoptics Group ASA $SMOP - A Norwegian small-cap that most investors have never heard of.
SMOP.OL: Norwegian open optical networking co (DWDM, transponders, coherent transceivers) riding AI infrastructure boom. Q1'26 rev $22.9M (+59.6% YoY), 48.2% gross margin, 13.7% EBITDA margin. Targeting 2-3x market share & 13-16% EBIT by 2030. Risks: tariffs, Chinese competition, FX, execution on large accounts.
Read full article (2 min)