Buy SHIMANO by Jul 28, 2026.

Shimano has been a boring company quietly holding down a significant portion of the performance and recreational bicycle component market. For several reasons, not the least of which is gut feeling, I'm convinced Shimano has a set of significant opportunities in front of it, and that the market has over-corrected in valuing this giant of the industry. Let's start with the obvious: industry aftershocks from the COVID bike boom have everyone on the back foot here. Everyone except Shimano. Where …