Soitec (SOI) Panoramica del titolo
Soitec SA progetta e produce materiali per semiconduttori in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
SOI Community Fair Values
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Analyst Price Targets
Concorrenti di Soitec SA
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €114.35 |
| Massimo di 52 settimane | €200.50 |
| Minimo di 52 settimane | €22.62 |
| Beta | 1.85 |
| Variazione di 1 mese | -25.84% |
| Variazione a 3 mesi | 112.63% |
| Variazione di 1 anno | 140.33% |
| Variazione a 3 anni | -26.20% |
| Variazione a 5 anni | -38.95% |
| Variazione dall'IPO | 111.76% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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 della narrazione • 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.Recent updates
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • Jul 11
Soitec SA's (EPA:SOI) Earnings Haven't Escaped The Attention Of Investors
When close to half the companies in France have price-to-earnings ratios (or "P/E's") below 15x, you may consider...Rendimenti per gli azionisti
| SOI | FR Semiconductor | FR Mercato | |
|---|---|---|---|
| 7D | -3.5% | -7.7% | -0.8% |
| 1Y | 140.3% | 139.2% | 4.9% |
Ritorno vs Industria: SOI ha superato il French Semiconductor che ha restituito 139.2 % nell'ultimo anno.
Rendimento vs Mercato: SOI ha superato il mercato French che ha restituito 4.9 % nell'ultimo anno.
Volatilità dei prezzi
| SOI volatility | |
|---|---|
| SOI Average Weekly Movement | 19.1% |
| Semiconductor Industry Average Movement | 16.1% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in FR Market | 10.8% |
| 10% least volatile stocks in FR Market | 2.6% |
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 di SOI è aumentata da 13% a 19% nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1992 | 1,961 | Laurent Remont | www.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
| SOI statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €4.08b |
| Utili (TTM) | -€222.10m |
| Ricavi(TTM) | €592.32m |
6.9x
Rapporto P/S-18.4x
Rapporto P/ESOI è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 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 lordo | 16.28% |
| Margine di profitto netto | -37.50% |
| Rapporto debito/patrimonio netto | 32.3% |
Come si è comportato SOI nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/26 11:46 |
| Prezzo dell'azione a fine giornata | 2026/06/26 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 25 analisti. 17 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.
| Analista | Istituzione |
|---|---|
| Simon Alexander Coles | Barclays |
| Trion Reid | Berenberg |
| Anna Patrice | Berenberg |