SMOP Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
02:13
Aug 31
Aug 31
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
Aug 09
Aug 09
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
May 19
May 19
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.
HIGH
03:07
May 19
May 19
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.
HIGH
03:07
May 19
May 19
Long $SMOP — speaker VERY bullish on scale-across; lists SMOP as a play.
MED
08:00
Apr 28
Apr 28
Long $SMOP — speaker explicitly states SMOP is part of current European optics exposure.
HIGH
00:00
Apr 26
Apr 26
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.
HIGH
02:57
Apr 22
Apr 22
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.
HIGH
About SMOP Analyst Coverage
Buzzberg tracks SMOP across 2 sources. 6 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (75%). 8 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: crux_capital_, @crux_capital_.