Soitec SA

ENXTPA:SOI Stock Report

Market Cap: €4.4b

Soitec Future Growth

Future criteria checks 4/6

Soitec is forecast to grow earnings and revenue by 66% and 18.1% per annum respectively. EPS is expected to grow by 67.4% per annum. Return on equity is forecast to be 12.8% in 3 years.

Key information

66.0%

Earnings growth rate

67.39%

EPS growth rate

Semiconductor earnings growth42.6%
Revenue growth rate18.1%
Future return on equity12.80%
Analyst coverage

Good

Last updated08 Sep 2026

Recent future growth updates

Analysis Article • Jun 14

Soitec SA (EPA:SOI) Just Reported And Analysts Have Been Lifting Their Price Targets

Shareholders might have noticed that Soitec SA ( EPA:SOI ) filed its full-year result this time last week. The early...

Recent updates

Narrative Update • Aug 05

SOI: Future AI Data Center Demand Will Support Elevated Earnings Expectations

The updated analyst price target for Soitec now stands at €236.24, up from €79.51. Analysts point to revised assumptions on revenue growth, profit margins and future P/E expectations as key drivers of this change, alongside recent shifts in Street targets that range from €70 to €200.
Narrative Update • Jul 22

SOI: Delayed Photonics Uptake Will Keep Rich P E Under Pressure

The analyst fair value estimate for Soitec has been raised from €30.00 to €55.00. This change reflects a recalibration of valuation assumptions in light of recent Street price target revisions, which range from €70 to €200, and mixed views on growth prospects and relative valuation.
Narrative Update • Jul 08

SOI: Power Electronics Adoption Will Drive Future Repricing Despite Execution Risks

The updated fair value estimate for Soitec rises from €77.87 to €138.89, reflecting analysts' higher price targets in the €130 to €200 range and their revised assumptions on revenue growth, profit margins, and forward P/E multiples. Analyst Commentary Recent Street research on Soitec shows a wide range of views on the stock, with price targets clustered between €70 and €200 and ratings spanning Buy to Underperform.
Narrative Update • Jun 24

SOI: Delayed Photonics Demand And Rich Multiples Will Pressure Future P/E

For Soitec, the analyst fair value estimate has been raised from €26.0 to €30.0, reflecting a series of higher Street price targets between €70 and €200 as well as updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Soitec shows a wide range of price targets, with several firms adjusting their views as new information on revenue mix, profitability and end market adoption has emerged.
Analysis Article • Jun 14

Soitec SA (EPA:SOI) Just Reported And Analysts Have Been Lifting Their Price Targets

Shareholders might have noticed that Soitec SA ( EPA:SOI ) filed its full-year result this time last week. The early...
Narrative Update • Jun 06

SOI: AI Hype And Mixed Ratings Will Pressure Future P/E

Soitec's updated fair value estimate rises from €22.00 to €26.00, based on analysts' higher price targets across several banks and their rationale for stronger revenue growth, slightly better margins and a higher future P/E assumption. Analyst Commentary Recent Street research on Soitec shows a wide range of opinions, with some firms lifting their price targets and others turning more cautious.
Narrative Update • May 18

SOI: Execution Risks And Mixed Broker Stances Will Limit Future Share Momentum

Analysts have lifted their fair value estimate for Soitec from about €36 to roughly €77.87, citing higher price targets from several banks and updated assumptions around discount rates, profit margins, and future P/E multiples. Analyst Commentary Recent research shows a wide range of views on Soitec, with some bullish analysts lifting price targets sharply and others turning more cautious.
Narrative Update • May 03

SOI: Tighter Margins And Mixed Ratings Will Pressure Future P/E

Soitec's updated analyst price narrative keeps fair value around €22.0 per share, while analysts fine tune assumptions with a lower discount rate, a milder revenue decline, slightly softer profit margins, and a higher future P/E after mixed research that includes recent downgrades alongside material price target increases from several banks. Analyst Commentary Recent research on Soitec points to a split in sentiment.
Narrative Update • Apr 19

SOI: Elevated Multiple And Slower Margin Outlook Will Challenge Bullish Repricing

Narrative update on Soitec The analyst price target for Soitec is now set at €79.51, up from €50.24. Analysts link this change to updated views on fair value, discount rate, growth, margins and P/E assumptions, as well as recent target increases and rating changes from major banks.
Narrative Update • Apr 04

SOI: Margin Execution Risk Will Keep Lower P/E Under Pressure

Soitec's analyst price target has been raised by €17, supported by research pointing to a more moderate revenue decline, a higher projected profit margin of 11.42% and a lower future P/E of 13.01x. Analyst Commentary Recent research coverage on Soitec has focused on recalibrating expectations around earnings quality, valuation and the pace of future growth.
Narrative Update • Mar 21

SOI: Modest Price Hikes Will Keep P/E Pressure Elevated

Analysts have nudged their price targets on Soitec higher, with recent €3 and €4 upward adjustments. This supports a refreshed view that modestly better revenue trends, slightly firmer margins and a marginally lower assumed future P/E multiple can still justify an unchanged fair value estimate of €22 per share.
Narrative Update • Mar 07

SOI: Higher Margin Hopes And Lower Future P/E Will Pressure Shares

Analysts have lifted their Soitec price targets by €3 to €4, pointing to small tweaks in revenue growth expectations, slightly higher profit margin assumptions, and a modestly lower future P/E as key drivers of the updated view. Analyst Commentary Recent research updates on Soitec point to slightly higher price targets, but the tone is not uniformly upbeat.
Narrative Update • Feb 21

SOI: Cautious Earnings And Margin Assumptions Will Pressure Shares Further

Analysts have nudged their fair value estimate for Soitec up from €20.00 to €22.00. This reflects recent price target increases from banks such as Citi and Deutsche Bank, alongside small tweaks to revenue, margin and future P/E assumptions.
Analysis Article • Feb 11

There's No Escaping Soitec SA's (EPA:SOI) Muted Revenues Despite A 29% Share Price Rise

Those holding Soitec SA ( EPA:SOI ) shares would be relieved that the share price has rebounded 29% in the last thirty...
Narrative Update • Feb 07

SOI: Reset Earnings Expectations Will Pressure Shares As Revenue Outlook Softens

Analysts have adjusted their view on Soitec's upside, with recent Street research moving price targets to €20. This reflects updated expectations for softer revenue contraction, stable profit margins and a slightly lower future P/E multiple.
Narrative Update • Jan 24

SOI: Future Earnings Delivery And Margin Discipline Will Challenge Recent Bearish Repricing

Analysts have modestly lifted their fair value estimate for Soitec to €50.24 from €49.24, while recent Street price target cuts to €40 and €20 reflect more cautious views on near term earnings power and valuation multiples. Analyst Commentary The recent Street research on Soitec reflects a more cautious tone around shorter term earnings visibility and valuation, with price targets adjusted to €40 and €20.
Narrative Update • Jan 09

SOI: Future Earnings Quality And Margin Delivery Will Drive Bullish Repricing

Analysts have reduced their implied fair value for Soitec to about €49 from about €86, citing lower price targets of €20 and €40, along with updated views on growth, margins and future P/E assumptions. Analyst Commentary Recent Street research on Soitec has centered on lower published price targets and more cautious formal ratings, with targets of €20 and €40 now anchoring many valuation discussions.
Analysis Article • Jan 03

Is Soitec SA (EPA:SOI) Potentially Undervalued?

Soitec SA ( EPA:SOI ), is not the largest company out there, but it saw significant share price movement during recent...
Narrative Update • Dec 14

SOI: Earnings Reset Risk Will Pressure Shares Amid Weakening Demand

Our updated narrative price target for Soitec has been cut from EUR 32 to EUR 20, as analysts factor in weaker revenue growth expectations, softer profit margins, and a higher anticipated earnings multiple reflected in recent downward revisions to Street targets. Analyst Commentary Recent Street research has turned more cautious on Soitec, with successive cuts to price targets signaling growing concern over the company’s medium term growth profile and risk reward balance.
Narrative Update • Nov 30

SOI: Leadership Transition And Sector Recovery Will Drive Share Momentum Ahead

Analysts have lowered their price target for Soitec from €48.35 to €36.00, citing cautious sector outlooks and recalibrated growth expectations. Analyst Commentary Analyst opinions on Soitec remain mixed as the company faces both headwinds and selective areas of optimism in its near-term outlook.
Analysis Article • Nov 27

There May Be Some Bright Spots In Soitec's (EPA:SOI) Earnings

The most recent earnings report from Soitec SA ( EPA:SOI ) was disappointing for shareholders. While the headline...
Analysis Article • Nov 22

Earnings Update: Soitec SA (EPA:SOI) Just Reported And Analysts Are Trimming Their Forecasts

There's been a major selloff in Soitec SA ( EPA:SOI ) shares in the week since it released its half-yearly report, with...
Analysis Article • Nov 21

Revenues Working Against Soitec SA's (EPA:SOI) Share Price Following 43% Dive

Soitec SA ( EPA:SOI ) shareholders that were waiting for something to happen have been dealt a blow with a 43% share...
Narrative Update • Nov 16

SOI: Shares Will Benefit From Sector Sentiment Shifts and New Leadership

Analysts have recently lowered their price targets on Soitec, with reductions ranging from EUR 5 to EUR 15 per share. They cite continued caution on the European technology hardware sector and limited near-term benefit from artificial intelligence trends.
Narrative Update • Oct 31

SOI: Future AI Momentum Will Drive Share Recovery Amid Sector Uncertainty

Soitec's analyst price target has been revised downward by approximately EUR 0.29 to EUR 48.35, as analysts cite cautious sector outlooks and reduced growth expectations in recent research updates. Analyst Commentary Recent research updates reflect a cautious sentiment among analysts regarding Soitec's near-term prospects.
Narrative Update • Oct 17

AI And 5G Wireless Will Unlock New Markets

Analysts have slightly increased Soitec’s fair value estimate from €48.47 to €48.65, citing updated market conditions, cautious sentiment on European technology hardware, and recent reductions in price targets due to sector-wide challenges. Analyst Commentary Recent street research reflects a mixed sentiment toward Soitec, with lower price targets from several analysts and a generally cautious outlook on the broader European technology hardware sector.
Narrative Update • Oct 03

AI And 5G Wireless Will Unlock New Markets

Analysts have lowered their fair value estimate for Soitec from approximately €51.28 to €48.47. This adjustment is due to cautious sentiment around European technology hardware and ongoing end market pressures, as reflected in recent price target reductions.
Analysis Article • Oct 03

Subdued Growth No Barrier To Soitec SA (EPA:SOI) With Shares Advancing 29%

Soitec SA ( EPA:SOI ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last month...
Narrative Update • Sep 17

AI And 5G Wireless Will Unlock New Markets

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.
User avatar
New Narrative • Feb 26

Future Prospects Will Brighten With Advancements In 5G, AI, And Electric Vehicles

Investment in new products and expansion, supported by positive cash flow, indicates future revenue growth and earnings potential in various divisions.

Earnings and Revenue Growth Forecasts

ENXTPA:SOI - Analysts future estimates and past financials data (EUR Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/20291,19322013731313
3/31/202892211411225117
3/31/2027729139819417
3/31/2026592-22274202N/A
12/31/2025688-10614150N/A
9/30/202578411-4799N/A
6/30/202583751-22150N/A
3/31/2025891912201N/A
12/31/202490310130226N/A
9/30/202491411259250N/A
6/30/2024946145-1208N/A
3/31/2024978178-60165N/A
12/31/2023999197-63173N/A
9/30/20231,020217-67180N/A
6/30/20231,054224-16221N/A
3/31/20231,08923235262N/A
12/31/20221,02422767292N/A
9/30/202296022398322N/A
6/30/202291121274288N/A
3/31/202286320249254N/A
12/31/2021783164-4192N/A
9/30/2021702126-57130N/A
6/30/2021643100-8152N/A
3/31/20215847440174N/A
12/31/20205898364170N/A
9/30/20205939188166N/A
6/30/202059610152133N/A
3/31/202059811116100N/A
12/31/2019557103N/A92N/A
9/30/201951696N/A85N/A
6/30/201948093N/A71N/A
3/31/201944490N/A57N/A
12/31/201839997N/A48N/A
9/30/2018355104N/A39N/A
6/30/201833398N/A37N/A
3/31/201831192N/A35N/A
12/31/201729461N/A36N/A
9/30/201727730N/A38N/A
6/30/201726118N/A35N/A
3/31/20172467N/A32N/A
12/31/20162426N/A19N/A
9/30/2016236-21N/A-16N/A
6/30/2016235-27N/A-14N/A
3/31/2016233-34N/A-12N/A
12/31/2015226-44N/A-25N/A
9/30/2015210-31N/A-24N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SOI is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2.6%).

Earnings vs Market: SOI is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: SOI is expected to become profitable in the next 3 years.

Revenue vs Market: SOI's revenue (18.1% per year) is forecast to grow faster than the French market (5.8% per year).

High Growth Revenue: SOI's revenue (18.1% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SOI's Return on Equity is forecast to be low in 3 years time (12.8%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/14 09:34
End of Day Share Price 2026/09/14 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Soitec SA is covered by 28 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Simon Alexander ColesBarclays
"Simon ColesBarclays
Trion ReidBerenberg