SMOP Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
02:13
31 авг
31 авг
Gaetano includes SMOP with IQE and SIVE as names he likes, but indicates they still have a lot to prove, so the stock stays on a conditional watch until commercial traction is demonstrated.
Gaetano includes SMOP with IQE and SIVE as names he likes, but indicates they still have a lot to prove, so the stock stays on a conditional watch until commercial traction is demonstrated.
Risk: Failure to deliver commercial proof means it remains outside the stable long-term portfolio and faces potential further derating.
22:10
09 авг
09 авг
Author shares a photonics sector overview, explicitly stating they've held positions in most.
Author shares a photonics sector overview, explicitly stating they've held positions in most names over the past year, with bullish one-liners on each except MXL which is flagged as a potential CPO-era struggle.
12:04
19 мая
19 мая
Long scale-across optical/coherent networking beneficiaries as multiple companies report.
Long scale-across optical/coherent networking beneficiaries as multiple companies report surging demand in the segment, supporting continued revenue growth and multiple expansion.
Выс.
03:07
19 мая
19 мая
Author is very bullish on scale-across networking plays CIEN, NOK, LITE, COHR, GLW, and SMOP.
Author is very bullish on scale-across networking plays CIEN, NOK, LITE, COHR, GLW, and SMOP, citing surging demand for inter-data-center AI connectivity as a structural growth driver.
Выс.
03:07
19 мая
19 мая
Long $SMOP — speaker VERY bullish on scale-across; lists SMOP as a play.
Сред.
08:00
28 апр
28 апр
Long $SMOP — speaker explicitly states SMOP is part of current European optics exposure.
Выс.
00:00
26 апр
26 апр
Long $SMOP — speaker took a starter in SMOP, plans to add on dips.
Long $SMOP — speaker took a starter in SMOP, plans to add on dips; one of higher conviction Europe plays outside SIVE.
Выс.
02:57
22 апр
22 апр
Long $SMOP — speaker took position today in a European company already executing.
Long $SMOP — speaker took position today in a European company already executing: revenue grew >35%, gross margin >45%, net income positive, operating cash positive.
Выс.
Об аналитическом покрытии SMOP
Buzzberg отслеживает SMOP в 2 источниках. Бычьих сигналов: 6, медвежьих: 0, от 2 аналитиков. Сентимент преимущественно бычий (75%). Всего отслеживается 8 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: crux_capital_, @crux_capital_.