Soitec SA

ENXTPA:SOI Lagerbericht

Marktkapitalisierung: €5.4b

Soitec Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Soitec wird ein jährliches Gewinn- und Umsatzwachstum von 45.4% bzw. 8.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 43.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 5.3% betragen.

Wichtige Informationen

45.4%

Wachstumsrate der Gewinne

43.73%

EPS-Wachstumsrate

Semiconductor Gewinnwachstum40.1%
Wachstumsrate der Einnahmen8.1%
Zukünftige Eigenkapitalrendite5.32%
Analystenabdeckung

Good

Zuletzt aktualisiert05 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyseartikel 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...
Analyse-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.
Analyse-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.
Analyse-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.
Analyseartikel 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...
Analyse-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.
Analyse-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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyseartikel 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...
Analyse-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.
Analyseartikel Aug 31

Soitec (EPA:SOI) Will Be Hoping To Turn Its Returns On Capital Around

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Analyseartikel May 30

Soitec SA Just Missed Earnings - But Analysts Have Updated Their Models

There's been a notable change in appetite for Soitec SA ( EPA:SOI ) shares in the week since its full-year report, with...
Analyseartikel May 29

Calculating The Fair Value Of Soitec SA (EPA:SOI)

Key Insights The projected fair value for Soitec is €45.38 based on 2 Stage Free Cash Flow to Equity Current share...
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Neue Analyse 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.

Gewinn- und Umsatzwachstumsprognosen

ENXTPA:SOI - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (EUR Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/2029910112912936
3/31/2028769577019913
3/31/202762986617817
3/31/2026583-732514317
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
12/31/2019557103-392N/A
9/30/201951696-2185N/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
6/30/2015191-44N/A-12N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: SOIDas prognostizierte Gewinnwachstum (45.4% pro Jahr) liegt über der Sparquote (2.5%).

Ertrag vs. Markt: SOIDie Erträge des Unternehmens (45.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (12.3% pro Jahr).

Hohe Wachstumserträge: SOIEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: SOIDie Einnahmen des Unternehmens (8.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (5.6% pro Jahr).

Hohe Wachstumseinnahmen: SOIDie Einnahmen des Unternehmens (8.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: SOIDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (5.3%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/08 06:21
Aktienkurs zum Tagesende2026/05/08 00:00
Gewinne2025/09/30
Jährliche Einnahmen2025/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Soitec SA wird von 30 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Simon Alexander ColesBarclays
Trion ReidBerenberg
Anna PatriceBerenberg