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Soitec SAENXTPA:SOI Rapporto sulle azioni

Cap. di mercato €4.6b
Prezzo delle azioni
n/a
1Y246.4%
7D5.5%
1D-3.0%
Valore del portafoglio
Vista

Soitec SA

Report azionario ENXTPA:SOI

Capitalizzazione di mercato: €4.6b

Soitec (SOI) Panoramica del titolo

Soitec SA progetta e produce materiali per semiconduttori in tutto il mondo. Maggiori dettagli

SOI analisi fondamentale
Punteggio fiocco di neve
Valutazione0/6
Crescita futura4/6
Prestazioni passate0/6
Salute finanziaria5/6
Dividendi0/6

SOI Community Fair Values

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Concorrenti di Soitec SA

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Soitec
Prezzi storici delle azioni
Prezzo attuale dell'azione€129.20
Massimo di 52 settimane€200.50
Minimo di 52 settimane€22.62
Beta1.87
Variazione di 1 mese47.93%
Variazione a 3 mesi-7.88%
Variazione di 1 anno246.38%
Variazione a 3 anni-24.82%
Variazione a 5 anni-34.01%
Variazione dall'IPO139.26%

Notizie e aggiornamenti recenti

Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.

Recent updates

Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Articolo di analisi 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...
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Nuova narrativa 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.

Rendimenti per gli azionisti

SOIFR SemiconductorFR Mercato
7D5.5%-2.6%-1.1%
1Y246.4%114.7%4.4%

Ritorno vs Industria: SOI ha superato il French Semiconductor che ha restituito 114.7 % nell'ultimo anno.

Rendimento vs Mercato: SOI ha superato il mercato French che ha restituito 4.4 % nell'ultimo anno.

Volatilità dei prezzi

Is SOI's price volatile compared to industry and market?
SOI volatility
SOI Average Weekly Movement16.8%
Semiconductor Industry Average Movement9.9%
Market Average Movement4.6%
10% most volatile stocks in FR Market10.3%
10% least volatile stocks in FR Market2.3%

Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di SOI è stato volatile rispetto al mercato French.

Volatilità nel tempo: La volatilità settimanale ( 17% ) di SOI è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni French.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19921,961Laurent Remontwww.soitec.com

Soitec SA progetta e produce materiali per semiconduttori in tutto il mondo. I suoi prodotti sono utilizzati per la produzione di chip impiegati in smartphone, tablet, computer, server IT e data center, oltre che in componenti elettronici di automobili, dispositivi connessi e apparecchiature industriali e mediche. Fornisce CONNECT Radio Frequency Silicon-on-Insulator (RF-SOI) per i moduli front-end degli smartphone; CONNECT Piezoelectric-on-Insulator RF filters per gli smartphone; e CONNECT RF gallium nitride per le stazioni base delle infrastrutture 5g e gli smartphone, oltre a CONNECT Fully Depleted Silicon-On-Insulator (FD-SOI).

Soitec SA Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Soitec con la sua capitalizzazione di mercato?
SOI statistiche fondamentali
Capitalizzazione di mercato€4.61b
Utili (TTM)-€222.10m
Ricavi(TTM)€592.32m
7.8x
Rapporto P/S
-20.8x
Rapporto P/E

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
SOI Conto economico (TTM)
Ricavi€592.32m
Costo del fatturato€495.90m
Profitto lordo€96.42m
Altre spese€318.52m
Utili-€222.10m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

Nov 18, 2026

Utile per azione (EPS)-6.22
Margine lordo16.28%
Margine di profitto netto-37.50%
Rapporto debito/patrimonio netto32.3%

Come si è comportato SOI nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/16 08:47
Prezzo dell'azione a fine giornata2026/08/14 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Soitec SA è coperta da 27 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Simon Alexander ColesBarclays
Anna PatriceBerenberg
Trion ReidBerenberg