Added to YB: 2026-10-06
Pitch date: 2026-09-28
SHMD [bullish]
SCHMID Group N.V.
-30.16%
current return
Author Info
No bio for this author
Company Info
SCHMID Group N.V. develops and manufactures equipment and process solutions for electronics, photovoltaics, glass, and energy systems in Germany and internationally.
Market Cap
$234.7M
Pitch Price
$4.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
-155.61
P/E
-2.18
EV/Sales
5.46
Sector
Electronic Equipment, Instruments and Components
Category
growth
A choppy market. A few big opportunities. - SCHMID Group N.V.
SHMD: SCHMID, bought around $4.70, offers an improving circuit-board and advanced-substrate equipment business plus upside if glass-core substrates scale for AI chip packages. Company-wide equipment backlog rose to €95M from €54.8M, and SCHMID said it was supporting major players in NVIDIA, AMD and Intel supply chains, though this does not establish a direct NVIDIA contract. Risks include an operating loss, cash needs, potential dilution and unresolved adoption hurdles.
Read full article (5 min)