Update shared on17 Sep 2025
Fair value Decreased 3.15%Soitec's consensus price target has been revised downward amid continued end-market pressure, weak customer earnings, and limited AI-driven upside, with the fair value estimate dropping from €52.94 to €51.28.
Analyst Commentary
- Bearish analysts cite continued end-market pressure and elevated client inventories, reducing confidence in near-term demand recovery.
- Several brokers express caution toward European technology hardware heading into Q3, noting limited expected benefit from artificial intelligence trends for Soitec specifically.
- Some analysts have reduced their conviction in Soitec's turnaround prospects based on weak earnings reports from key customers.
- Valuations based on 2027 estimates are viewed as a potential source of support, offsetting some short-term concerns.
- Bullish analysts remain constructive on longer-term fundamentals but have trimmed price targets to reflect macro uncertainty and sector headwinds.
What's in the News
- Soitec shareholders rejected an amendment to bylaws that would have changed shareholding disclosure thresholds, with only 60.15% approval.
- The company expects Q2 2026 revenue to grow approximately 50% organically versus Q1 2026.
Valuation Changes
Summary of Valuation Changes for Soitec
- The Consensus Analyst Price Target has fallen slightly from €52.94 to €51.28.
- The Consensus Revenue Growth forecasts for Soitec has significantly fallen from 1.4% per annum to 1.1% per annum.
- The Future P/E for Soitec has fallen slightly from 27.42x to 26.55x.
Disclaimer
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