SHMD Schmid Group Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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13:24
Jun 01
Jun 01
The author discloses a numbered portfolio of 11 current long positions by size and a separate focus list of 18 tickers for watchlist monitoring, expressing gratitude to followers for supporting his full-time trading career dream.
LOW
01:24
May 31
May 31
Author expresses a comparative preference for OPTX, ASYS, and SHMD over ADEA but uses hedged language ("feel like", "tho") and plans to take a deeper look, making this a watchlist observation rather than a directional position.
LOW
01:18
May 31
May 31
Author expresses interest in ADEA and ADTN as looking good but admits lack of thesis knowledge, and likes SHMD, without stating a personal position or forward call.
LOW
18:58
May 27
May 27
Author discloses an existing long position in SHMD at ~$6.60, held consistently across both portfolio updates.
MED
18:58
May 27
May 27
Author discloses an active long position in SHMD entered around $6.60, listed as a current portfolio holding.
MED
19:37
May 04
May 04
Long $SHMD — speaker holds position ('feeling the pain too') in this slow-to-materialize story; emphasizes sizing discipline as the stock takes longer than expected.
MED
15:18
May 04
May 04
Long $SHMD ($6.6 cost basis) — portfolio position #6; glass-core substrates packaging play.
HIGH
19:50
Apr 30
Apr 30
Long $SHMD — both Schmid and LPKF have similar 2026 revenue guides, but Schmid has 12% EBITDA margins vs negative for LPKF, higher 49M Euro order backlog, likely SpaceX as customer.
MED
18:37
Apr 30
Apr 30
Long $SHMD ($6.6 cost basis) — portfolio position #6; glass-core substrates packaging play.
HIGH
19:45
Apr 29
Apr 29
Long $SHMD ($6.6 cost basis) — portfolio position #6; glass-core substrates packaging play.
HIGH
14:10
Apr 27
Apr 27
Long $SHMD — Q1 earnings show ~6 months orders in pipeline, re-affirmed margin guidance, >100M Euro revenue, 114M order intake; as well as one can expect.
MED
07:41
Apr 26
Apr 26
Buy SHMD/LPFK as levered nano-cap plays on Intel's glass substrate supercycle and potential SpaceX demand; delivery data and yield progress support the speculative thesis.
HIGH
05:02
Apr 26
Apr 26
SHMD - same thesis as LPKF, higher risk and reward. Bad balance sheet but on radar.
LOW
05:45
Apr 25
Apr 25
Discloses existing long positions that experienced strong recent upward price movement.
HIGH
20:50
Apr 24
Apr 24
Long $SHMD — backtest and hold of $6 with strong close; key holding.
HIGH
16:35
Apr 24
Apr 24
Long $SHMD ($6.6 cost basis) — portfolio position #6, over doubled up the position; feels ready.
HIGH
15:12
Apr 24
Apr 24
Long $SHMD — doubled up at $6.8, new average $6.6; speaker thinks this time feels different.
HIGH
14:17
Apr 24
Apr 24
Buy SHMD as a leveraged play on the Intel earnings catalyst, since the stock has not yet priced in the positive spillover effect from the sector move.
MED
13:42
Apr 24
Apr 24
Buy SHMD and LPKF as leveraged plays on Intel's earnings beat and the broader semiconductor supercycle, with asymmetric upside potential.
MED
16:54
Apr 23
Apr 23
Long $SHMD — speaker confident company will be a $1B MC by 2027; holding small size with no stop, long-term idea.
HIGH
14:19
Apr 23
Apr 23
Long $SHMD ($6.6 cost basis) — portfolio position #6, STARTER; speaker is back in.
HIGH
10:33
Apr 20
Apr 20
Watch SHMD for potential upside if the company successfully cleans up its financing and resolves the current dilution overhang.
HIGH
13:42
Apr 17
Apr 17
Initiate a speculative long position in SHMD to capitalize on growing social media momentum and attention surrounding glass-related narratives.
MED
20:04
Apr 13
Apr 13
Long SHMD as a bargain given current price and favorable macro outlook, implying a bullish view based on valuation and economic conditions. Speaker expresses high conviction with personal capital allocation reasoning.
MED
12:44
Mar 24
Mar 24
Moderately bullish on potential SpaceX customer relationship supplying semi cap equipment to TeraFab build.
MED
About SHMD Analyst Coverage
Buzzberg tracks SHMD (Schmid Group) across 6 sources. 40 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (89%). 45 total trade ideas tracked.