Soitec SA

Report azionario ENXTPA:SOI

Capitalizzazione di mercato: €4.1b

Soitec Crescita futura

Criteri Future verificati 4/6

Soitec prevede che gli utili e i ricavi cresceranno rispettivamente di 69.3% e 16.4% all'anno. Si prevede che l'EPS crescerà di 70.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.1% in 3 anni.

Informazioni chiave

69.3%

Tasso di crescita degli utili

70.16%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili42.2%
Tasso di crescita dei ricavi16.4%
Rendimento futuro del capitale proprio10.10%
Copertura analitica

Good

Ultimo aggiornamento22 Jun 2026

Aggiornamenti recenti sulla crescita futura

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...

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...
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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...

Previsioni di crescita degli utili e dei ricavi

ENXTPA:SOI - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20291,0311545128912
3/31/2028799739221217
3/31/202763806417616
3/31/2026592-22274202N/A
12/31/2025688-10614150N/A
9/30/202578411-4799N/A
6/30/202583751-22150N/A
3/31/2025891912201N/A
12/31/202490310130226N/A
9/30/202491411259250N/A
6/30/2024946145-1208N/A
3/31/2024978178-60165N/A
12/31/2023999197-63173N/A
9/30/20231,020217-67180N/A
6/30/20231,054224-16221N/A
3/31/20231,08923235262N/A
12/31/20221,02422767292N/A
9/30/202296022398322N/A
6/30/202291121274288N/A
3/31/202286320249254N/A
12/31/2021783164-4192N/A
9/30/2021702126-57130N/A
6/30/2021643100-8152N/A
3/31/20215847440174N/A
12/31/20205898364170N/A
9/30/20205939188166N/A
6/30/202059610152133N/A
3/31/202059811116100N/A
12/31/2019557103N/A92N/A
9/30/201951696N/A85N/A
6/30/201948093N/A71N/A
3/31/201944490N/A57N/A
12/31/201839997N/A48N/A
9/30/2018355104N/A39N/A
6/30/201833398N/A37N/A
3/31/201831192N/A35N/A
12/31/201729461N/A36N/A
9/30/201727730N/A38N/A
6/30/201726118N/A35N/A
3/31/20172467N/A32N/A
12/31/20162426N/A19N/A
9/30/2016236-21N/A-16N/A
6/30/2016235-27N/A-14N/A
3/31/2016233-34N/A-12N/A
12/31/2015226-44N/A-25N/A
9/30/2015210-31N/A-24N/A
6/30/2015191-44N/A-12N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che SOI diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 2.5% ).

Guadagni vs Mercato: Si prevede che SOI diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede SOI diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di SOI ( 16.4% all'anno) crescerà più rapidamente del mercato French ( 5.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SOI ( 16.4% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SOI sarà basso tra 3 anni ( 10.1 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/26 18:18
Prezzo dell'azione a fine giornata2026/06/26 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; 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.

AnalistaIstituzione
Simon Alexander ColesBarclays
Trion ReidBerenberg
Anna PatriceBerenberg