Soitec Gestion
Gestion contrôle des critères 2/4
Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.
Informations clés
Laurent Remont
Directeur général
n/a
Rémunération totale
| Pourcentage du salaire du PDG | n/a |
| Durée du mandat du directeur général | less than a year |
| Propriété du PDG | n/a |
| Durée moyenne d'occupation des postes de direction | 2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 6.9yrs |
Mises à jour récentes de la gestion
Recent updates
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...
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.PDG
Laurent Remont (54 yo)
less than a year
Titularisation
Mr. Laurent Remont is Chief Executive Officer of Soitec SA from April 1, 2026. Mr. Remont joined the Soitec SA on March 16, 2026. He is currently Senior Vice President at Infineon Technologies, a global se...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chief Executive Officer | less than a year | pas de données | pas de données | |
| Executive & CFO | 1.1yrs | pas de données | pas de données | |
| Senior EVP of Operations Excellence & Quality and COO | 2.8yrs | pas de données | pas de données | |
| Senior EVP of Innovation & CTO | 5.8yrs | pas de données | pas de données | |
| Executive VP | 3.8yrs | pas de données | pas de données | |
| Chief Sales Officer | less than a year | pas de données | pas de données | |
| Executive VP and Chief Human Resources & Transformation Officer | 2.7yrs | pas de données | pas de données | |
| Executive VP & Chief Strategy Officer | no data | pas de données | pas de données | |
| Executive VP & Chief Product Officer | no data | pas de données | pas de données | |
| Executive Vice President of Automotive & Industrial Division | no data | pas de données | pas de données | |
| Executive Vice President of Mobile Communications Division | no data | pas de données | pas de données | |
| Chief Sales Officer | 1.4yrs | pas de données | pas de données |
2.0yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Gestion expérimentée: L'équipe de direction de SOI est considérée comme expérimentée (ancienneté moyenne 2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Independent Director | 6.9yrs | €81.01k | 0.00028% € 13.7k | |
| Non-Independent Director | 7.1yrs | €17.94k | 0.0056% € 274.5k | |
| Independent Director | 11.2yrs | €102.00k | 0.0042% € 205.9k | |
| Independent Chairman | 1.9yrs | pas de données | 0.0028% € 137.3k | |
| Representative Non-Independent Director | 12.9yrs | €85.00k | pas de données | |
| Non-Independent Director | 10.9yrs | €59.00k | 0.00028% € 13.7k | |
| Representative Independent Director | 10.2yrs | €102.00k | pas de données | |
| Independent Director | 6.9yrs | €76.38k | 0.00028% € 13.7k | |
| Independent Director | 3.9yrs | €95.07k | 0.00028% € 13.7k | |
| Employee Director | 5.4yrs | pas de données | 0.0011% € 52.9k | |
| Employee Director | 5.4yrs | pas de données | 0.0021% € 101.5k | |
| Independent Director | 3.9yrs | €47.63k | 0.00028% € 13.7k |
6.9yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de SOI sont considérés comme expérimentés (ancienneté moyenne 6.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/14 04:45 |
| Cours de l'action en fin de journée | 2026/06/12 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 expliquant comment 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 25 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 |