Reported Earnings • May 28
Full year 2026 earnings released: €6.22 loss per share (vs €2.56 profit in FY 2025) Full year 2026 results: €6.22 loss per share (down from €2.56 profit in FY 2025). Revenue: €592.0m (down 34% from FY 2025). Net loss: €222.0m (down 343% from profit in FY 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance. New Risk • Apr 10
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin). Buy Or Sell Opportunity • Feb 06
Now 23% overvalued Over the last 90 days, the stock has fallen 14% to €31.72. The fair value is estimated to be €25.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 51% per annum over the same time period. New Risk • Feb 04
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin). Anuncio • Feb 04
Soitec Sa Provides Revenue Guidance for the Fourth Quarter of 2026 Soitec SA provided revenue guidance for the Fourth quarter of 2026. For the quarter, the company revenue is expected to grow around 20% at constant exchange rates and scope, versus Q3’26. Anuncio • Jan 08
Soitec Appoints Laurent Rémont as Chief Executive Officer, Effective April 1, 2026 Soitec announced that its Board of Directors has appointed Laurent Rémont as Chief Executive Officer, effective April 1, 2026. Laurent Rémont, aged 54, is currently Senior Vice President at Infineon Technologies, a global semiconductor company, where he notably headed the Radio Frequency and Sensors business. He previously served as Chief Technology Officer at Kontron AG, after more than fifteen years with STMicroelectronics, where he held various general management and R&D positions. His international career reflects his deep expertise in technologies and markets that are key to Soitec, such as mobile communications, automotive and artificial intelligence. He also brings extensive experience in managing technological and industrial activities. Laurent Rémont will join Soitec on March 16, 2026, as a special advisor to CEO Pierre Barnabé, before succeeding him at the beginning of the following month. Pierre Barnabé, who announced his resignation on October 1, 2025, will step down on March 31, 2026. Laurent Rémont currently serves as Senior Vice President and General Manager of MEMS and Magnetics at Infineon Technologies, a leading integrated semiconductor manufacturer, which he joined in 2019. He has also led the Group's Radio Frequency and Sensors business, covering a portfolio that included sensors, radars, microphones and RF components, as well as systems and IoT innovation activities. Before joining Infineon, he was Chief Technology Officer (CTO) and executive committee member at Kontron AG, an international specialist in industrial IoT solutions and embedded systems. He began his career at Philips, before spending more than fifteen years at STMicroelectronics, where he held various general management positions in the Connected Home division, as well as in R&D, embedded systems, product development and operational unit management. New Risk • Nov 21
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin). Reported Earnings • Nov 21
First half 2026 earnings released: €1.88 loss per share (vs €0.38 profit in 1H 2025) First half 2026 results: €1.88 loss per share (down from €0.38 profit in 1H 2025). Revenue: €230.7m (down 32% from 1H 2025). Net loss: €66.9m (down €80.4m from profit in 1H 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 48% per year and the company’s share price has also fallen by 48% per year. Anuncio • Nov 21
Soitec SA Provides Revenue Guidance for the Third Quarter of 2026 Soitec SA provided revenue guidance for the third quarter of 2026. For the quarter, the company revenue is expected to grow mid-to-high single-digit sequentially, organic. Buy Or Sell Opportunity • Nov 20
Now 25% undervalued after recent price drop Over the last 90 days, the stock has fallen 34% to €24.53. The fair value is estimated to be €32.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 43% per annum over the same time period. Valuation Update With 7 Day Price Move • Sep 22
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €37.24, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.92 per share. Anuncio • Jun 14
Soitec SA, Annual General Meeting, Jul 22, 2025 Soitec SA, Annual General Meeting, Jul 22, 2025. Location: 52 rue de la victoire, paris France Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment deteriorates as stock falls 26% After last week's 26% share price decline to €41.77, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.67 per share. Reported Earnings • May 28
Full year 2025 earnings released: EPS: €2.55 (vs €4.99 in FY 2024) Full year 2025 results: EPS: €2.55 (down from €4.99 in FY 2024). Revenue: €891.0m (down 8.9% from FY 2024). Net income: €91.0m (down 49% from FY 2024). Profit margin: 10% (down from 18% in FY 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings. Anuncio • May 26
Soitec SA to Report Fiscal Year 2026 Results on May 27, 2026 Soitec SA announced that they will report fiscal year 2026 results on May 27, 2026 Buy Or Sell Opportunity • Apr 09
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 54% to €41.01. The fair value is estimated to be €51.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €48.72, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €54.75 per share. Anuncio • Mar 24
Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD) Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD) Buy Or Sell Opportunity • Mar 06
Now 25% overvalued Over the last 90 days, the stock has fallen 30% to €60.15. The fair value is estimated to be €48.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. New Risk • Feb 06
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (12% net profit margin). Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment deteriorates as stock falls 32% After last week's 32% share price decline to €57.55, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €70.92 per share. Anuncio • Jan 18
Soitec Announces Management Changes Soitec announced the appointment of Ruth Hernandez as Chief Sales Officer. She will join the Executive Committee with responsibility for driving Soitec’s commercial success. With a proven track record in the semiconductor industry, Ruth Hernandez brings 25 years of experience working with major semiconductor companies such as Texas Instruments, Maxim Integrated and GlobalFoundries across five countries. She will play a key role in driving the next chapter of Soitec’s long-term growth strategy and strengthening Soitec’s customer networks. Ruth succeeds Yvon Pastol who will leave the company on January 31, 2024 after having led the global Sales organization since August 2020. Buy Or Sell Opportunity • Jan 18
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to €85.30. The fair value is estimated to be €70.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Buy Or Sell Opportunity • Jan 02
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at €85.95. The fair value is estimated to be €71.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Buy Or Sell Opportunity • Dec 16
Now 21% overvalued Over the last 90 days, the stock has fallen 18% to €86.85. The fair value is estimated to be €71.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. New Risk • Nov 29
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (12% net profit margin). Valuation Update With 7 Day Price Move • Nov 29
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €77.65, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.49 per share. Reported Earnings • Nov 23
First half 2025 earnings released: EPS: €0.38 (vs €2.24 in 1H 2024) First half 2025 results: EPS: €0.38 (down from €2.24 in 1H 2024). Revenue: €337.7m (down 16% from 1H 2024). Net income: €13.6m (down 83% from 1H 2024). Profit margin: 4.0% (down from 20% in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings. Anuncio • Nov 21
Soitec SA Announces Chairman of the Board of Directors Chairman Soitec SA announced the appointment of Frédéric Lissalde as Chairman of the Board of Directors, during a meeting of the Board of Directors on November 20, 2024, upon the recommendation of the Compensation and Nominations and Remuneration Committee, in charge of the process of recruitment and succession of directors. Frédéric Lissalde will continue to serve as Chairman of the Strategic Committee and as member of the Audit and Risks Committee of Soitec. After he leaves his current executive roles, he will succeed Christophe Gégout as Chairman of Soitec’s Board of Directors, effective from March 1st, 2025 for the remainder of his term of office as director. The Board also announces that, as of that date, Christophe Gégout will resume his former roles as Referent Director and Chairman of the Audit and Risks Committee and he will continue to serve on the Strategic and ESG Committees. Since his appointment as director following the Annual General Meeting held on July 23, 2024, Frédéric Lissalde has had the opportunity to deepen his understanding of Soitec and the industry’s challenges. The Board of Directors is confident that Frédéric Lissalde will play a key role in Soitec’s development and strategy execution, accelerating its potential growth in all markets, due to his leadership, industry experience and governance expertise. New Risk • Nov 21
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 21% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin). Valuation Update With 7 Day Price Move • Sep 25
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €89.85, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €141 per share. Buy Or Sell Opportunity • Aug 05
Now 23% undervalued Over the last 90 days, the stock has risen 16% to €112. The fair value is estimated to be €144, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Anuncio • Jul 25
Soitec Approves Appointment of Frédéric Lissalde as New Independent Director and Committee Changes Soitec at its Annual General Meeting held on July 23, 2024, approved appointment of Frédéric Lissalde as a new Independent Director for a three-year period. Subsequent to the Annual General Meeting, the Board of Directors decided to appoint Frédéric Lissalde as new Chair of the Strategic Committee and new member of the Audit and Risks Committee in replacement of Eric Meurice. Buy Or Sell Opportunity • Jul 02
Now 29% undervalued Over the last 90 days, the stock has risen 3.7% to €106. The fair value is estimated to be €148, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Buy Or Sell Opportunity • Jun 22
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to €103. The fair value is estimated to be €132, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Reported Earnings • Jun 09
Full year 2024 earnings released: EPS: €4.99 (vs €6.60 in FY 2023) Full year 2024 results: EPS: €4.99 (down from €6.60 in FY 2023). Revenue: €977.9m (down 10% from FY 2023). Net income: €177.8m (down 23% from FY 2023). Profit margin: 18% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany.