Soitec (SOI) Aperçu de l'action
Soitec SA développe et fabrique des matériaux semi-conducteurs en Asie, en Europe et aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 4/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
SOI Community Fair Values
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Analyst Price Targets
Soitec SA Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €102.75 |
| Plus haut sur 52 semaines | €200.50 |
| Plus bas sur 52 semaines | €22.62 |
| Bêta | 1.88 |
| Variation sur 1 mois | -25.19% |
| Variation sur 3 mois | 33.75% |
| Variation sur 1 an | 122.93% |
| Variation sur 3 ans | -38.82% |
| Variation sur 5 ans | -45.17% |
| Évolution depuis l'introduction en bourse | 90.28% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.
Mise à jour du récit • 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.Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • May 09
Is It Too Late To Consider Buying Soitec SA (EPA:SOI)?
While Soitec SA ( EPA:SOI ) might not have the largest market cap around , it received a lot of attention from a...Article d’analyse • Apr 08
Soitec SA (EPA:SOI) Might Not Be As Mispriced As It Looks After Plunging 25%
To the annoyance of some shareholders, Soitec SA ( EPA:SOI ) shares are down a considerable 25% in the last month...Article d’analyse • Mar 26
We Think Soitec (EPA:SOI) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Nouveau récit • 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.Article d’analyse • Feb 07
The Price Is Right For Soitec SA (EPA:SOI) Even After Diving 37%
Soitec SA ( EPA:SOI ) shares have had a horrible month, losing 37% after a relatively good period beforehand. For any...Article d’analyse • Feb 05
Is Soitec SA (EPA:SOI) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights Using the 2 Stage Free Cash Flow to Equity, Soitec fair value estimate is €68.56 Soitec's €84.60 share...Article d’analyse • Jan 10
Some Investors May Be Worried About Soitec's (EPA:SOI) Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Article d’analyse • Dec 27
What Does Soitec SA's (EPA:SOI) Share Price Indicate?
Soitec SA ( EPA:SOI ), is not the largest company out there, but it saw a significant share price rise of 34% in the...Article d’analyse • Dec 14
After Leaping 30% Soitec SA (EPA:SOI) Shares Are Not Flying Under The Radar
Those holding Soitec SA ( EPA:SOI ) shares would be relieved that the share price has rebounded 30% in the last thirty...Article d’analyse • Dec 06
These 4 Measures Indicate That Soitec (EPA:SOI) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Sep 30
Soitec (EPA:SOI) Is Reinvesting At Lower Rates Of Return
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Article d’analyse • Sep 16
Soitec SA's (EPA:SOI) Intrinsic Value Is Potentially 38% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Soitec fair value estimate is €139 Soitec is estimated to be...Article d’analyse • Sep 03
Soitec (EPA:SOI) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Article d’analyse • Aug 20
Should You Think About Buying Soitec SA (EPA:SOI) Now?
Soitec SA ( EPA:SOI ), might not be a large cap stock, but it received a lot of attention from a substantial price...Rendement pour les actionnaires
| SOI | FR Semiconductor | FR Marché | |
|---|---|---|---|
| 7D | 4.7% | -4.0% | -1.3% |
| 1Y | 122.9% | 121.7% | 2.6% |
Rendement vs Industrie: SOI a dépassé le secteur French Semiconductor qui a rapporté 121.7 % au cours de l'année écoulée.
Rendement vs marché: SOI a dépassé le marché French qui a rapporté 2.6 % au cours de l'année écoulée.
Volatilité des prix
| SOI volatility | |
|---|---|
| SOI Average Weekly Movement | 18.6% |
| Semiconductor Industry Average Movement | 14.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in FR Market | 10.4% |
| 10% least volatile stocks in FR Market | 2.5% |
Cours de l'action stable: Le cours de l'action de SOI a été volatil au cours des 3 derniers mois par rapport au marché French.
Volatilité au fil du temps: La volatilité hebdomadaire de SOI ( 19% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de French.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1992 | 1,961 | Laurent Remont | www.soitec.com |
Soitec SA développe et fabrique des matériaux semi-conducteurs en Asie, en Europe et aux États-Unis. La société propose la technologie CONNECT Radio Frequency Silicon-on-Insulator (SOI) pour les modules frontaux des smartphones ; la technologie CONNECT FD SOI pour les applications d’intelligence artificielle ; des filtres RF « CONNECT Piezoelectric-on-Insulator » pour smartphones ; des solutions de photonique et de détection optique permettant l’intégration de composants optiques en silicium dans les centres de données ; ainsi que le « CONNECT RF gallium nitride », qui améliore l’efficacité du système en fréquence et la densité de puissance des infrastructures cellulaires 5G de nouvelle génération dans les bandes inférieures à 6 GHz et dans la bande des ondes millimétriques, ainsi que des appareils mobiles. Elle propose également des produits Power-SOI destinés aux dispositifs électroniques de puissance pour l’automobile et l’industrie ; Auto Smartsic pour l’optimisation des coûts des véhicules électriques et des applications industrielles ; ainsi que Photonics SOI, qui intègre des composants photoniques sur un substrat de silicium sur isolant (SOI) afin d’améliorer les capacités de communication optique, ainsi que AUTO FD-SOI pour les radars et processeurs automobiles.
Soitec SA Résumé des fondamentaux
| SOI statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €3.67b |
| Bénéfices(TTM) | -€222.10m |
| Recettes(TTM) | €592.32m |
6.2x
Ratio P/S-16.5x
Ratio P/ELe site SOI est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SOI compte de résultat (TTM) | |
|---|---|
| Recettes | €592.32m |
| Coût des recettes | €495.90m |
| Marge brute | €96.42m |
| Autres dépenses | €318.52m |
| Les revenus | -€222.10m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Nov 18, 2026
| Résultat par action (EPS) | -6.22 |
| Marge brute | 16.28% |
| Marge bénéficiaire nette | -37.50% |
| Ratio dettes/capitaux propres | 32.3% |
Quelles ont été les performances à long terme de SOI?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/14 22:40 |
| Cours de l'action en fin de journée | 2026/07/14 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Soitec SA est couverte par 26 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Simon Alexander Coles | Barclays |
| Trion Reid | Berenberg |
| Anna Patrice | Berenberg |