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SHSHMD

SCHMID Group N.V. Class A Ordinary Shares

Buzzing onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$SHMD·$251M·Industrial - Machinery·Industrials
$2.95-2.0%YTD-30.7%1Y-24.8%
Price updated 12m ago·X counts updated 5d ago
SHSHMD
$SHMDSCHMID Group N.V. Class A Ordinary Shares
$2.95-1.99%41 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SHMD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

41X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $SHMD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 93% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-06

Mixed, with SCHMID Group under a poor management track record and a recent guidance miss, offset by TRUMPF showcasing SCHMID's etching, deposition and plating role in glass-core substrates at SEMICON, the CFO adding 49K shares at €3.23 (+106% position increase), and 2H26 EBITDA margins guided to about 15% into a real order-book ramp.

Read what X is saying about $SHMD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SHMD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

SCHMID is sitting inside the glass-core substrate narrative with a CFO buying stock — the operating record remains uneven.

SCHMID Group is a specialty semiconductor-equipment and chemistry company with specific exposure to etching, deposition, and plating of glass-core substrates — the packaging technology Nvidia, AMD, and Intel are now explicitly chasing for post-silicon-interposer advanced packaging.

  • The P&L is weak but stabilizing: last quarter revenue was flat YoY at €50M at an 8.6% operating margin and EPS of -€1.40, and the TRUMPF showcase of SCHMID's role at SEMICON plus the 172% revenue growth in a prior quarter show the demand mix is building.
  • The insider signal is specific: the CFO added 49,000 shares at €3.23 — a 106% position increase that lines up with the 2H26 EBITDA margin guide to ~15% as the order-book ramp arrives — unusual conviction size at a drawdown price.

At 27% of its 52-week range and 23% below the 200-day with the glass-core-substrate narrative supportive of the sector, this is a textbook turnaround coil. A clean 2H26 EBITDA margin above 10% plus named Nvidia/AMD glass-substrate customer disclosure is the trigger; another weak-guide quarter extends the drawdown.

Agrees with X sentimentThe mixed read is honest — poor management track record and guidance miss on one hand, specific CFO buy and TRUMPF showcase on the other. The glass-core substrate story at Nvidia/AMD/Intel is a real sector tailwind.

What to watch: Order-book growth, 2H26 EBITDA margin, named glass-substrate customer wins, and any additional insider buys. Clean margin plus named customer is the trigger; another weak quarter is the invalidation.

On the calendar: 2027-05-24 — Q4 earnings

insider buyglass substrate theme

Read the AI verdict on $SHMD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

German equipment maker for PCB wet processing, photovoltaic cell manufacturing, and glass coating.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $SHMD.

Industrial - Machinery · Industrials

No material change from last week — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $SHMD

Neutral — German equipment maker for PCB wet processing, photovoltaic cell manufacturing, and glass coating.

Industry benchmark

32-name peer basket
+18.0%YTD
-11.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-24.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-14.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
74.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 25, 2026$-0.87——
Q3 2025Dec 26, 2025$-1.64——
Q1 2025Apr 30, 2025$-0.23——
Q3 2024Dec 27, 2024$-1.06——
Next earningsMon, May 24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$49.7M-0.2%35.5%8.6%$-1.40—
Q2 FY25$15.7M-61.1%-10.2%-85.7%$-0.20—
Q4 FY24$32.5M-33.6%20.6%-24.3%$-0.22—
Q2 FY24$14.8M-67.8%19.0%-236%$-0.99$0

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-25.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-48.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 30Schuetz Arthur Josef HermannCFO11.4K sh$51KBuySep 2Ralf SpethDirector33.0K sh$101KBuyAug 31Ralf SpethDirector35.0K sh$114KBuyAug 30Anette SchmidDirector69.0K sh$218KSellJun 18Annedore StreylDirector11.4K sh$72K
+ 21 other (9 awards · 5 inkinds · 3 gifts · 2 others · 2 returns) in window

See when $SHMD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJul 8SC 13D/A
AI summary

SCHMID Group NV (SHMD) — SC 13D/A (Amendment 5) by Anette Schmid reporting 34,888,004 Class A shares representing approximately 40.25% of SCHMID Group, held with fully shared voting and dispositive power reflecting family-group control. Informational — founder-family group maintaining dominant 40.25% stake; routine amendment with no new transaction.

SC 13D/AActivist amendmentMay 26SC 13D/A
AI summary

An amendment to a Schedule 13D for SCHMID Group N.V. discloses an intra-family reorganization in which Christian Schmid contributed approximately 15,320,000 ordinary shares into C. Schmid Beteiligung GmbH & Co. KG, along with 2,500,000 Earn-Out Shares and 1,000,000 warrants plus 1,000,000 transfer-warrants through trustee/nominee arrangements. This transfer of shares into a holding entity is a succession or estate planning reorganization rather than a change in ultimate beneficial ownership. No new external buyers are involved, making this an administrative restructuring of the Schmid family's SCHMID Group stake.

3New insider — initial holdingsMay 213
AI summary

Arthur Josef Hermann Schuetz filed an initial Form 3 for SCHMID Group N.V. (SHMD) as of March 18, 2026 — coinciding with SCHMID Group's going-public event — reporting his initial beneficial ownership as a German-based Section 16 insider. Routine compliance filing for the photovoltaic and electronics manufacturing equipment company.

SC 13D/AActivist amendmentMay 18SC 13D/A
AI summary

A second amendment to the Schedule 13D for SCHMID Group N.V. provides further details on the family reorganization: Arthur Schmid contributed 4,979,000 shares plus 10,341,000 received from the Erbengemeinschaft (estate group) into C. Schmid Beteiligung GmbH & Co. KG (15,320,000 total), plus 2,500,000 Earn-Out Shares and warrants through trustee structures. This is another filing in the SCHMID family consolidation of its stake into holding entities — no external ownership change, purely internal reorganization of beneficial ownership for the electronic manufacturing equipment company.

SC 13D/AActivist amendmentMay 12SC 13D/A
AI summary

Harbour HK Ltd (Hong Kong) filed an amendment to its Schedule 13D for SCHMID Group N.V. (SHMD) reporting beneficial ownership of 10,162,575 Class A Ordinary Shares (19.2% of 52,800,864 shares outstanding, excluding earn-out shares and warrants). The amendment updates Harbour HK's position in the context of the broader SCHMID Group reorganization, which also involves Xinjin Global Industrial Fund LP and a USD 18 million convertible bond. Harbour HK is a significant strategic shareholder in the German-listed electronic manufacturing equipment company.

3/ANew insider — initial holdingsApr 293/A
AI summary

Christian Mathias Schmid filed an amended Form 3/A for SCHMID Group N.V. (SHMD) on March 18, 2026, correcting or supplementing his initial ownership disclosure. The filer is likely a member of the founding Schmid family of the German-origin semiconductor equipment maker. SCHMID Group recently listed in the United States from Germany.

3/ANew insider — initial holdingsApr 293/A
AI summary

Anette Schmid filed an amended Form 3/A for SCHMID Group N.V. (SHMD) on March 18, 2026, correcting or supplementing her initial beneficial ownership disclosure. The filer is likely a member of the founding Schmid family. SCHMID Group manufactures printed circuit board (PCB) and semiconductor equipment.

SC 13D/AActivist amendmentApr 22SC 13D/A
AI summary

XJ Harbour HK Ltd filed an amended Schedule 13D/A reporting a 22.6% beneficial ownership stake in SCHMID Group N.V. (SHMD), representing 11,420,271 Class A shares out of 50,603,011 total shares outstanding. This is a substantial strategic block. XJ Harbour is a Hong Kong-based entity and may represent Chinese industrial or financial interests in the German-origin PCB/semiconductor equipment maker.

+ 38 other (9 POS AMs · 8 EFFECTs · 7 6-Ks · 4 CORRESPs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SCHMID Stock Rises as Nvidia, AMD, Intel Eye Glass Substrate Technologybenzinga.com·18d agoSchmid's Revenue Jumped 172% Last Quarter — Here's What Else Changedbenzinga.com·46d agoSCHMID Group N.V. (SHMD) Q2 2026 Earnings Call Transcriptseekingalpha.com·52d agoSCHMID Group Q2 Earnings Call Highlightsmarketbeat.com·52d agoSCHMID Group N.V. reports H1 2026 Financial Results and Updates Full-Year 2026 Guidanceglobenewswire.com·52d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor Onshoring

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Voices on X · last 7 days

No standout posts about $SHMD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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