View ValuationSoitec 将来の成長Future 基準チェック /46Soitec利益と収益がそれぞれ年間69.3%と16.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.1% 70.2%なると予測されています。主要情報69.3%収益成長率70.16%EPS成長率Semiconductor 収益成長22.1%収益成長率16.4%将来の株主資本利益率10.10%アナリストカバレッジGood最終更新日22 Jun 2026今後の成長に関する最新情報お知らせ • Feb 04Soitec Sa Provides Revenue Guidance for the Fourth Quarter of 2026Soitec SA provided revenue guidance for the Fourth quarter of 2026. For the quarter, the company revenue is expected to grow around 20% at constant exchange rates and scope, versus Q3’26.お知らせ • Nov 21Soitec SA Provides Revenue Guidance for the Third Quarter of 2026Soitec SA provided revenue guidance for the third quarter of 2026. For the quarter, the company revenue is expected to grow mid-to-high single-digit sequentially, organic.すべての更新を表示Recent updatesお知らせ • Jun 25Soitec SA, Annual General Meeting, Jul 29, 2026Soitec SA, Annual General Meeting, Jul 29, 2026. Location: centre de conferences verso, 52 rue de la victoire, paris FranceReported Earnings • May 28Full year 2026 earnings released: €6.22 loss per share (vs €2.56 profit in FY 2025)Full year 2026 results: €6.22 loss per share (down from €2.56 profit in FY 2025). Revenue: €592.0m (down 34% from FY 2025). Net loss: €222.0m (down 343% from profit in FY 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.お知らせ • Feb 04Soitec Sa Provides Revenue Guidance for the Fourth Quarter of 2026Soitec SA provided revenue guidance for the Fourth quarter of 2026. For the quarter, the company revenue is expected to grow around 20% at constant exchange rates and scope, versus Q3’26.お知らせ • Jan 08Soitec Appoints Laurent Rémont as Chief Executive Officer, Effective April 1, 2026Soitec announced that its Board of Directors has appointed Laurent Rémont as Chief Executive Officer, effective April 1, 2026. Laurent Rémont, aged 54, is currently Senior Vice President at Infineon Technologies, a global semiconductor company, where he notably headed the Radio Frequency and Sensors business. He previously served as Chief Technology Officer at Kontron AG, after more than fifteen years with STMicroelectronics, where he held various general management and R&D positions. His international career reflects his deep expertise in technologies and markets that are key to Soitec, such as mobile communications, automotive and artificial intelligence. He also brings extensive experience in managing technological and industrial activities. Laurent Rémont will join Soitec on March 16, 2026, as a special advisor to CEO Pierre Barnabé, before succeeding him at the beginning of the following month. Pierre Barnabé, who announced his resignation on October 1, 2025, will step down on March 31, 2026. Laurent Rémont currently serves as Senior Vice President and General Manager of MEMS and Magnetics at Infineon Technologies, a leading integrated semiconductor manufacturer, which he joined in 2019. He has also led the Group's Radio Frequency and Sensors business, covering a portfolio that included sensors, radars, microphones and RF components, as well as systems and IoT innovation activities. Before joining Infineon, he was Chief Technology Officer (CTO) and executive committee member at Kontron AG, an international specialist in industrial IoT solutions and embedded systems. He began his career at Philips, before spending more than fifteen years at STMicroelectronics, where he held various general management positions in the Connected Home division, as well as in R&D, embedded systems, product development and operational unit management.お知らせ • Nov 25+ 1 more updateSoitec SA to Report First Half, 2027 Results on Nov 11, 2026Soitec SA announced that they will report first half, 2027 results on Nov 11, 2026Reported Earnings • Nov 21First half 2026 earnings released: €1.88 loss per share (vs €0.38 profit in 1H 2025)First half 2026 results: €1.88 loss per share (down from €0.38 profit in 1H 2025). Revenue: €230.7m (down 32% from 1H 2025). Net loss: €66.9m (down €80.4m from profit in 1H 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.お知らせ • Nov 21Soitec SA Provides Revenue Guidance for the Third Quarter of 2026Soitec SA provided revenue guidance for the third quarter of 2026. For the quarter, the company revenue is expected to grow mid-to-high single-digit sequentially, organic.New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Buy Or Sell Opportunity • Nov 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to €24.66. The fair value is estimated to be €32.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 43% per annum over the same time period.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €44.91, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Semiconductor industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.73 per share.お知らせ • Oct 01+ 1 more updateSoitec Announces Management ChangesSoitec announced that during its Board of Directors meeting on October 1, 2025, the Board of Directors acknowledged the appointment of Julie Galland as the new permanent representative of CEA Investissement on the Board of Directors and the Strategic Committee of Soitec, in replacement of François Jacq, with immediate effect. Julie Galland has been Director of Technological Research at the French Alternative Energies and Atomic Energy Commission (CEA) since January 2023. A graduate of the École polytechnique, ingénieure générale du Corps des mines and PhD in Solid-State Physics, she brings her expertise to the development of strategic technologies in the fields of national sovereignty, energy transition, digital technology and major societal challenges.Before joining the CEA, she held several positions at the Directorate-General for Enterprise (DGE) between 2012 and 2023, in the semiconductor, health, aerospace and digital technology sectors. She led innovation, industrialization and investment policies, contributing to the structuring of industrial sectors and the implementation of public policies. Her expertise in key technologies and industrial dynamics will be an asset for the governance and execution of Soitec's strategy.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €36.08, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share.お知らせ • Jun 14Soitec SA, Annual General Meeting, Jul 22, 2025Soitec SA, Annual General Meeting, Jul 22, 2025. Location: 52 rue de la victoire, paris FranceBuy Or Sell Opportunity • Jun 03Now 24% overvaluedOver the last 90 days, the stock has fallen 23% to €43.40. The fair value is estimated to be €34.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €41.91, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €29.57 per share.Reported Earnings • May 29Full year 2025 earnings released: EPS: €2.55 (vs €4.99 in FY 2024)Full year 2025 results: EPS: €2.55 (down from €4.99 in FY 2024). Revenue: €891.0m (down 8.9% from FY 2024). Net income: €91.0m (down 49% from FY 2024). Profit margin: 10% (down from 18% in FY 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.お知らせ • May 26Soitec SA to Report Fiscal Year 2026 Results on May 27, 2026Soitec SA announced that they will report fiscal year 2026 results on May 27, 2026Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €42.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €48.64 per share.お知らせ • Mar 24Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD)Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD)Buy Or Sell Opportunity • Mar 06Now 26% overvaluedOver the last 90 days, the stock has fallen 32% to €59.40. The fair value is estimated to be €47.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €59.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €67.55 per share.Buy Or Sell Opportunity • Feb 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €84.35. The fair value is estimated to be €68.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Jan 18Soitec Announces Management ChangesSoitec announced the appointment of Ruth Hernandez as Chief Sales Officer. She will join the Executive Committee with responsibility for driving Soitec’s commercial success. With a proven track record in the semiconductor industry, Ruth Hernandez brings 25 years of experience working with major semiconductor companies such as Texas Instruments, Maxim Integrated and GlobalFoundries across five countries. She will play a key role in driving the next chapter of Soitec’s long-term growth strategy and strengthening Soitec’s customer networks. Ruth succeeds Yvon Pastol who will leave the company on January 31, 2024 after having led the global Sales organization since August 2020.Buy Or Sell Opportunity • Jan 17Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to €85.80. The fair value is estimated to be €69.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Jan 08+ 1 more updateSoitec SA to Report Fiscal Year 2025 Results on May 27, 2025Soitec SA announced that they will report fiscal year 2025 results on May 27, 2025Buy Or Sell Opportunity • Dec 14Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at €86.45. The fair value is estimated to be €69.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €79.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.01 per share.Reported Earnings • Nov 25First half 2025 earnings released: EPS: €0.38 (vs €2.24 in 1H 2024)First half 2025 results: EPS: €0.38 (down from €2.24 in 1H 2024). Revenue: €337.7m (down 16% from 1H 2024). Net income: €13.6m (down 83% from 1H 2024). Profit margin: 4.0% (down from 20% in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.お知らせ • Nov 21Soitec SA Announces Chairman of the Board of Directors ChairmanSoitec SA announced the appointment of Frédéric Lissalde as Chairman of the Board of Directors, during a meeting of the Board of Directors on November 20, 2024, upon the recommendation of the Compensation and Nominations and Remuneration Committee, in charge of the process of recruitment and succession of directors. Frédéric Lissalde will continue to serve as Chairman of the Strategic Committee and as member of the Audit and Risks Committee of Soitec. After he leaves his current executive roles, he will succeed Christophe Gégout as Chairman of Soitec’s Board of Directors, effective from March 1st, 2025 for the remainder of his term of office as director. The Board also announces that, as of that date, Christophe Gégout will resume his former roles as Referent Director and Chairman of the Audit and Risks Committee and he will continue to serve on the Strategic and ESG Committees. Since his appointment as director following the Annual General Meeting held on July 23, 2024, Frédéric Lissalde has had the opportunity to deepen his understanding of Soitec and the industry’s challenges. The Board of Directors is confident that Frédéric Lissalde will play a key role in Soitec’s development and strategy execution, accelerating its potential growth in all markets, due to his leadership, industry experience and governance expertise.業績と収益の成長予測WBAG:SOI - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20291,03115451289123/31/20287997392212173/31/2027638064176163/31/2026592-22274202N/A12/31/2025688-10614150N/A9/30/202578411-4799N/A6/30/202583751-22150N/A3/31/2025891912201N/A12/31/202490310130226N/A9/30/202491411259250N/A6/30/2024946145-1208N/A3/31/2024978178-60165N/A12/31/2023999197-63173N/A9/30/20231,020217-67180N/A6/30/20231,054224-16221N/A3/31/20231,08923235262N/A12/31/20221,02422767292N/A9/30/202296022398322N/A6/30/202291121274288N/A3/31/202286320249254N/A12/31/2021783164-4192N/A9/30/2021702126-57130N/A6/30/2021643100-8152N/A3/31/20215847440174N/A12/31/20205898364170N/A9/30/20205939188166N/A6/30/202059610152133N/A3/31/202059811116100N/A12/31/2019557103N/A92N/A9/30/201951696N/A85N/A6/30/201948093N/A71N/A3/31/201944490N/A57N/A12/31/201839997N/A48N/A9/30/2018355104N/A39N/A6/30/201833398N/A37N/A3/31/201831192N/A35N/A12/31/201729461N/A36N/A9/30/201727730N/A38N/A6/30/201726118N/A35N/A3/31/20172467N/A32N/A12/31/20162426N/A19N/A9/30/2016236-21N/A-16N/A6/30/2016235-27N/A-14N/A3/31/2016233-34N/A-12N/A12/31/2015226-44N/A-25N/A9/30/2015210-31N/A-24N/A6/30/2015191-44N/A-12N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SOIは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.3% ) よりも高い成長率であると考えられます。収益対市場: SOI今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: SOI今後 3 年以内に収益を上げることが予想されます。収益対市場: SOIの収益 ( 16.4% ) Austrian市場 ( 4.7% ) よりも速いペースで成長すると予測されています。高い収益成長: SOIの収益 ( 16.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SOIの 自己資本利益率 は、3年後には低くなると予測されています ( 10.1 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/26 08:34終値2026/06/26 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Soitec SA 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関Simon Alexander ColesBarclaysTrion ReidBerenbergAnna PatriceBerenberg22 その他のアナリストを表示
お知らせ • Feb 04Soitec Sa Provides Revenue Guidance for the Fourth Quarter of 2026Soitec SA provided revenue guidance for the Fourth quarter of 2026. For the quarter, the company revenue is expected to grow around 20% at constant exchange rates and scope, versus Q3’26.
お知らせ • Nov 21Soitec SA Provides Revenue Guidance for the Third Quarter of 2026Soitec SA provided revenue guidance for the third quarter of 2026. For the quarter, the company revenue is expected to grow mid-to-high single-digit sequentially, organic.
お知らせ • Jun 25Soitec SA, Annual General Meeting, Jul 29, 2026Soitec SA, Annual General Meeting, Jul 29, 2026. Location: centre de conferences verso, 52 rue de la victoire, paris France
Reported Earnings • May 28Full year 2026 earnings released: €6.22 loss per share (vs €2.56 profit in FY 2025)Full year 2026 results: €6.22 loss per share (down from €2.56 profit in FY 2025). Revenue: €592.0m (down 34% from FY 2025). Net loss: €222.0m (down 343% from profit in FY 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
お知らせ • Feb 04Soitec Sa Provides Revenue Guidance for the Fourth Quarter of 2026Soitec SA provided revenue guidance for the Fourth quarter of 2026. For the quarter, the company revenue is expected to grow around 20% at constant exchange rates and scope, versus Q3’26.
お知らせ • Jan 08Soitec Appoints Laurent Rémont as Chief Executive Officer, Effective April 1, 2026Soitec announced that its Board of Directors has appointed Laurent Rémont as Chief Executive Officer, effective April 1, 2026. Laurent Rémont, aged 54, is currently Senior Vice President at Infineon Technologies, a global semiconductor company, where he notably headed the Radio Frequency and Sensors business. He previously served as Chief Technology Officer at Kontron AG, after more than fifteen years with STMicroelectronics, where he held various general management and R&D positions. His international career reflects his deep expertise in technologies and markets that are key to Soitec, such as mobile communications, automotive and artificial intelligence. He also brings extensive experience in managing technological and industrial activities. Laurent Rémont will join Soitec on March 16, 2026, as a special advisor to CEO Pierre Barnabé, before succeeding him at the beginning of the following month. Pierre Barnabé, who announced his resignation on October 1, 2025, will step down on March 31, 2026. Laurent Rémont currently serves as Senior Vice President and General Manager of MEMS and Magnetics at Infineon Technologies, a leading integrated semiconductor manufacturer, which he joined in 2019. He has also led the Group's Radio Frequency and Sensors business, covering a portfolio that included sensors, radars, microphones and RF components, as well as systems and IoT innovation activities. Before joining Infineon, he was Chief Technology Officer (CTO) and executive committee member at Kontron AG, an international specialist in industrial IoT solutions and embedded systems. He began his career at Philips, before spending more than fifteen years at STMicroelectronics, where he held various general management positions in the Connected Home division, as well as in R&D, embedded systems, product development and operational unit management.
お知らせ • Nov 25+ 1 more updateSoitec SA to Report First Half, 2027 Results on Nov 11, 2026Soitec SA announced that they will report first half, 2027 results on Nov 11, 2026
Reported Earnings • Nov 21First half 2026 earnings released: €1.88 loss per share (vs €0.38 profit in 1H 2025)First half 2026 results: €1.88 loss per share (down from €0.38 profit in 1H 2025). Revenue: €230.7m (down 32% from 1H 2025). Net loss: €66.9m (down €80.4m from profit in 1H 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
お知らせ • Nov 21Soitec SA Provides Revenue Guidance for the Third Quarter of 2026Soitec SA provided revenue guidance for the third quarter of 2026. For the quarter, the company revenue is expected to grow mid-to-high single-digit sequentially, organic.
New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Buy Or Sell Opportunity • Nov 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to €24.66. The fair value is estimated to be €32.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 43% per annum over the same time period.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €44.91, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Semiconductor industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.73 per share.
お知らせ • Oct 01+ 1 more updateSoitec Announces Management ChangesSoitec announced that during its Board of Directors meeting on October 1, 2025, the Board of Directors acknowledged the appointment of Julie Galland as the new permanent representative of CEA Investissement on the Board of Directors and the Strategic Committee of Soitec, in replacement of François Jacq, with immediate effect. Julie Galland has been Director of Technological Research at the French Alternative Energies and Atomic Energy Commission (CEA) since January 2023. A graduate of the École polytechnique, ingénieure générale du Corps des mines and PhD in Solid-State Physics, she brings her expertise to the development of strategic technologies in the fields of national sovereignty, energy transition, digital technology and major societal challenges.Before joining the CEA, she held several positions at the Directorate-General for Enterprise (DGE) between 2012 and 2023, in the semiconductor, health, aerospace and digital technology sectors. She led innovation, industrialization and investment policies, contributing to the structuring of industrial sectors and the implementation of public policies. Her expertise in key technologies and industrial dynamics will be an asset for the governance and execution of Soitec's strategy.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €36.08, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share.
お知らせ • Jun 14Soitec SA, Annual General Meeting, Jul 22, 2025Soitec SA, Annual General Meeting, Jul 22, 2025. Location: 52 rue de la victoire, paris France
Buy Or Sell Opportunity • Jun 03Now 24% overvaluedOver the last 90 days, the stock has fallen 23% to €43.40. The fair value is estimated to be €34.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €41.91, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €29.57 per share.
Reported Earnings • May 29Full year 2025 earnings released: EPS: €2.55 (vs €4.99 in FY 2024)Full year 2025 results: EPS: €2.55 (down from €4.99 in FY 2024). Revenue: €891.0m (down 8.9% from FY 2024). Net income: €91.0m (down 49% from FY 2024). Profit margin: 10% (down from 18% in FY 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
お知らせ • May 26Soitec SA to Report Fiscal Year 2026 Results on May 27, 2026Soitec SA announced that they will report fiscal year 2026 results on May 27, 2026
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €42.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €48.64 per share.
お知らせ • Mar 24Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD)Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD)
Buy Or Sell Opportunity • Mar 06Now 26% overvaluedOver the last 90 days, the stock has fallen 32% to €59.40. The fair value is estimated to be €47.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €59.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €67.55 per share.
Buy Or Sell Opportunity • Feb 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €84.35. The fair value is estimated to be €68.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Jan 18Soitec Announces Management ChangesSoitec announced the appointment of Ruth Hernandez as Chief Sales Officer. She will join the Executive Committee with responsibility for driving Soitec’s commercial success. With a proven track record in the semiconductor industry, Ruth Hernandez brings 25 years of experience working with major semiconductor companies such as Texas Instruments, Maxim Integrated and GlobalFoundries across five countries. She will play a key role in driving the next chapter of Soitec’s long-term growth strategy and strengthening Soitec’s customer networks. Ruth succeeds Yvon Pastol who will leave the company on January 31, 2024 after having led the global Sales organization since August 2020.
Buy Or Sell Opportunity • Jan 17Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to €85.80. The fair value is estimated to be €69.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Jan 08+ 1 more updateSoitec SA to Report Fiscal Year 2025 Results on May 27, 2025Soitec SA announced that they will report fiscal year 2025 results on May 27, 2025
Buy Or Sell Opportunity • Dec 14Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at €86.45. The fair value is estimated to be €69.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €79.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.01 per share.
Reported Earnings • Nov 25First half 2025 earnings released: EPS: €0.38 (vs €2.24 in 1H 2024)First half 2025 results: EPS: €0.38 (down from €2.24 in 1H 2024). Revenue: €337.7m (down 16% from 1H 2024). Net income: €13.6m (down 83% from 1H 2024). Profit margin: 4.0% (down from 20% in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
お知らせ • Nov 21Soitec SA Announces Chairman of the Board of Directors ChairmanSoitec SA announced the appointment of Frédéric Lissalde as Chairman of the Board of Directors, during a meeting of the Board of Directors on November 20, 2024, upon the recommendation of the Compensation and Nominations and Remuneration Committee, in charge of the process of recruitment and succession of directors. Frédéric Lissalde will continue to serve as Chairman of the Strategic Committee and as member of the Audit and Risks Committee of Soitec. After he leaves his current executive roles, he will succeed Christophe Gégout as Chairman of Soitec’s Board of Directors, effective from March 1st, 2025 for the remainder of his term of office as director. The Board also announces that, as of that date, Christophe Gégout will resume his former roles as Referent Director and Chairman of the Audit and Risks Committee and he will continue to serve on the Strategic and ESG Committees. Since his appointment as director following the Annual General Meeting held on July 23, 2024, Frédéric Lissalde has had the opportunity to deepen his understanding of Soitec and the industry’s challenges. The Board of Directors is confident that Frédéric Lissalde will play a key role in Soitec’s development and strategy execution, accelerating its potential growth in all markets, due to his leadership, industry experience and governance expertise.