M7U.DE Nynomic AG Loading... : Bullish and Bearish Analyst Opinions

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12:09
Apr 22
Outlier Capital Substack author, Outlier Capital Outlier Capital
The author is long Nynomic as a recovery play, believing the market undervalues the company's operational turnaround and exposure to growing optoelectronics demand via LayTec.
M7U.DE
MED
10:52
Apr 22
ParadisLabs AI/Semiconductor Analyst and Trader. 10+ yrs Portfolio Mana…
Long Nynomic ($M7U) as an undervalued chokepoint in InP/GaN MOCVD, benefiting from the $AIXA ramp and trading at a deep discount (1.3x EV/Sales) to peers like $ONTO and $CAMT.
M7U.DE
MED
21:14
Apr 21
ParadisLabs AI/Semiconductor Analyst and Trader. 10+ yrs Portfolio Mana…
Long Nynomic as it is deeply undervalued relative to peers and offers asymmetric exposure to the photonics supercycle via its LayTec subsidiary, a key chokepoint in InP/GaN MOCVD equipment driven by the AIXA ramp.
M7U.DE
HIGH
14:42
Apr 20
ParadisLabs AI/Semiconductor Analyst and Trader. 10+ yrs Portfolio Mana…
Long M7U as European photonics experience a massive re-rating. The stock remains wildly undervalued given its strong technology and strategic positioning within the AIXA supply chain.
M7U.DE
HIGH
13:36
Apr 20
KawzInvests Research-focused. Photonics. AI. Defense. Tech. Space. Opti…
Long European photonics and semicap companies due to their dominant market share and specialized technology ownership in MOCVD tools, glass substrates for CPO, and in-situ metrology, which are critical for silicon photonics foundries.
M7U.DE
HIGH
16:52
Apr 18
ParadisLabs AI/Semiconductor Analyst and Trader. 10+ yrs Portfolio Mana…
Monitor M7U as it transitions from medical tools to photonics, following a major two-year restructuring that could positively impact its photonics arm and integrated services.
M7U.DE
MED

About M7U.DE Analyst Coverage

Buzzberg tracks M7U.DE (Nynomic AG) across 3 sources. 5 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (83%). 6 total trade ideas tracked.