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45%と7.9%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5.4% 43.5%なると予測されています。主要情報45.0%収益成長率43.54%EPS成長率Semiconductor 収益成長30.4%収益成長率7.9%将来の株主資本利益率5.39%アナリストカバレッジGood最終更新日19 May 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.お知らせ • Jul 24+ 1 more updateSoitec SA Provides Total Revenue Guidance for the Fiscal Year 2025Soitec SA provided total revenue guidance for the fiscal year 2025. For the year, the company expected revenue to be stable year-on-year at constant exchange rates and perimeter as compared to FY’24, with an expected decline of around 15% in the first half of FY’25 against the first half of FY’24.お知らせ • May 25Soitec SA Provides Revenue Guidance for the First Half 2025, Second Half 2025 and Fiscal Year 2025Soitec SA provided revenue guidance for the first half 2025, second half 2025 and fiscal year 2025. For the period, Company expects revenue to be stable year on year at constant exchange rates and perimeter as compared to FY’24. First half 2025 revenue is expected to decline by around 15% year-on-year, at constant exchange rates and perimeter, with a low point expected in first quarter 2025. The company then anticipates revenue to rebound in the second half of fiscal year 2025, driven by the recovery of the RF-SOI activity following the end of the inventory correction.お知らせ • Mar 28+ 1 more updateSoitec SA Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, Ending on March 31, 2025Soitec SA provides earnings guidance for the fiscal year ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, March 31, 2025. For the period, the company expects revenue for FY’24 to decline by around 10% at constant exchange rates and perimeterFor the year 2025, the company expects revenue for FY’25 to be stable at constant exchange rates and perimeter as compared to FY’24 with a potential upside if the RF business recovers earlier, with strong seasonality effect.For the first half, the company expects revenue to decline by around 15% year-on-year at constant exchange rates and perimeter, with especially a low point expected in Q1’25For the second half of year 2025, the company expects revenue to rebound in H2’25, driven by the end of RF-SOI inventory correction with foundries, the strong structural growth of its SOI products, the continued adoption of POI and the start of the SmartSiCTM ramp-up in the second half of FY’25.お知らせ • Feb 08Soitec SA Provides Revenue Guidance of Year 2024Soitec SA provided revenue guidance of year 2024. For the period, the company revenue is expected to be down around 10% year-on-year at constant exchange rates and perimeter as opposed to a mid-single digit decrease previously expected.すべての更新を表示Recent updates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 • 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.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)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.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 • Jan 01Now 21% overvaluedOver the last 90 days, the stock has fallen 1.9% to €85.80. The fair value is estimated to be €70.75, 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 • 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.Buy Or Sell Opportunity • Aug 03Now 21% undervaluedOver the last 90 days, the stock has risen 25% to €115. The fair value is estimated to be €146, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • Jul 25Soitec Approves Appointment of Frédéric Lissalde as New Independent Director and Committee ChangesSoitec at its Annual General Meeting held on July 23, 2024, approved appointment of Frédéric Lissalde as a new Independent Director for a three-year period. Subsequent to the Annual General Meeting, the Board of Directors decided to appoint Frédéric Lissalde as new Chair of the Strategic Committee and new member of the Audit and Risks Committee in replacement of Eric Meurice.お知らせ • Jul 24+ 1 more updateSoitec SA Provides Total Revenue Guidance for the Fiscal Year 2025Soitec SA provided total revenue guidance for the fiscal year 2025. For the year, the company expected revenue to be stable year-on-year at constant exchange rates and perimeter as compared to FY’24, with an expected decline of around 15% in the first half of FY’25 against the first half of FY’24.Buy Or Sell Opportunity • Jul 02Now 29% undervaluedOver the last 90 days, the stock has risen 5.0% to €105. The fair value is estimated to be €147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Buy Or Sell Opportunity • Jun 28Now 21% undervaluedOver the last 90 days, the stock has risen 5.9% to €103. The fair value is estimated to be €131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • May 25Soitec SA Provides Revenue Guidance for the First Half 2025, Second Half 2025 and Fiscal Year 2025Soitec SA provided revenue guidance for the first half 2025, second half 2025 and fiscal year 2025. For the period, Company expects revenue to be stable year on year at constant exchange rates and perimeter as compared to FY’24. First half 2025 revenue is expected to decline by around 15% year-on-year, at constant exchange rates and perimeter, with a low point expected in first quarter 2025. The company then anticipates revenue to rebound in the second half of fiscal year 2025, driven by the recovery of the RF-SOI activity following the end of the inventory correction.Reported Earnings • May 24Full year 2024 earnings released: EPS: €4.99 (vs €6.60 in FY 2023)Full year 2024 results: EPS: €4.99 (down from €6.60 in FY 2023). Revenue: €978.0m (down 10% from FY 2023). Net income: €178.0m (down 23% from FY 2023). Profit margin: 18% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €111, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €135 per share.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €97.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €135 per share.Buy Or Sell Opportunity • Mar 29Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €97.26. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Mar 28+ 1 more updateSoitec SA Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, Ending on March 31, 2025Soitec SA provides earnings guidance for the fiscal year ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, March 31, 2025. For the period, the company expects revenue for FY’24 to decline by around 10% at constant exchange rates and perimeterFor the year 2025, the company expects revenue for FY’25 to be stable at constant exchange rates and perimeter as compared to FY’24 with a potential upside if the RF business recovers earlier, with strong seasonality effect.For the first half, the company expects revenue to decline by around 15% year-on-year at constant exchange rates and perimeter, with especially a low point expected in Q1’25For the second half of year 2025, the company expects revenue to rebound in H2’25, driven by the end of RF-SOI inventory correction with foundries, the strong structural growth of its SOI products, the continued adoption of POI and the start of the SmartSiCTM ramp-up in the second half of FY’25.New Risk • Feb 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €145, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Germany. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €145 per share.お知らせ • Feb 08Soitec SA Provides Revenue Guidance of Year 2024Soitec SA provided revenue guidance of year 2024. For the period, the company revenue is expected to be down around 10% year-on-year at constant exchange rates and perimeter as opposed to a mid-single digit decrease previously expected.Buying Opportunity • Jan 05Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be €196, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.お知らせ • Dec 12+ 1 more updateSoitec SA to Report Fiscal Year 2024 Results on May 22, 2024Soitec SA announced that they will report fiscal year 2024 results on May 22, 2024Reported Earnings • Nov 19First half 2024 earnings released: EPS: €2.24 (vs €2.71 in 1H 2023)First half 2024 results: EPS: €2.24 (down from €2.71 in 1H 2023). Revenue: €401.4m (down 15% from 1H 2023). Net income: €79.7m (down 16% from 1H 2023). Profit margin: 20% (in line with 1H 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.New Risk • Aug 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).お知らせ • Jul 26+ 1 more updateSoitec SA to Report First Half, 2024 Results on Nov 15, 2023Soitec SA announced that they will report first half, 2024 results on Nov 15, 2023New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).New Risk • Jun 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.お知らせ • Jun 08Soitec S.A. Provides Earnings Guidance for the Fiscal Year 2026Soitec S.A. provided earnings guidance for the fiscal year 2026. For the year, the company confirmed revenue target of around USD 2.1 billion.Reported Earnings • Jun 08Full year 2023 earnings released: EPS: €6.60 (vs €5.99 in FY 2022)Full year 2023 results: EPS: €6.60 (up from €5.99 in FY 2022). Revenue: €1.09b (up 26% from FY 2022). Net income: €232.0m (up 15% from FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • May 10Soitec S.A., Annual General Meeting, Jul 25, 2023Soitec S.A., Annual General Meeting, Jul 25, 2023.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €129, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €135 per share.お知らせ • Jan 26Soitec S.A. Expects Earnings Guidance for the Fiscal Years 2023Soitec continues to anticipate FY’23 revenue to grow around 20% at constant exchange rates and perimeter, and FY’23 EBITDA margin to reach around 36%.Reported Earnings • Nov 26First half 2023 earnings released: EPS: €2.71 (vs €2.24 in 1H 2022)First half 2023 results: EPS: €2.71 (up from €2.24 in 1H 2022). Revenue: €470.6m (up 26% from 1H 2022). Net income: €94.8m (up 27% from 1H 2022). Profit margin: 20% (in line with 1H 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 19% share price gain to €153, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €252 per share.お知らせ • Jul 26Soitec S.A. Provides Earnings Guidance for 2023Soitec S.A. continues to anticipate FY’23 revenue to grow around 20% at constant exchange rates and perimeter.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €147, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 56% over the past three years.Reported Earnings • Jun 09Full year 2022 earnings released: EPS: €5.99 (vs €2.23 in FY 2021)Full year 2022 results: EPS: €5.99 (up from €2.23 in FY 2021). Revenue: €863.0m (up 48% from FY 2021). Net income: €202.0m (up 173% from FY 2021). Profit margin: 23% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 09Soitec S.A. Provides Earnings Guidance for the Fiscal Year 2023Soitec S.A. provides earnings guidance for the fiscal year 2023. For the period, the company revenue expected up around 20% at constant exchange rates and perimeter and EBITDA1 margin2 expected around 36%.お知らせ • May 05Soitec on Track to Enlarge Silicon Carbide Product Portfolio with First 200Mm SmartSiCTM Engineered SubstrateSoitec has released its first 200mm silicon carbide SmartSiC wafer. With the release, Soitec is able to enlarge its SiC product portfolio beyond 150mm, take the development of its SmartSiC wafers to the next level and cater to the growing demand of the automotive market. The SmartSiC substrate in 200mm emerged from Soitec’s pilot line at its Substrate Innovation Center within CEA-Leti in Grenoble. The release enabled Soitec to demonstrate the quality and performance of a 200mm SmartSiC wafer and conduct a first round of key customer validations. Soitec launched the construction of a new fab in France, Bernin 4, in March 2022. It is primarily dedicated to the manufacturing of SmartSiC™ wafers in 150mm and 200mm and is expected to be operational by the second half of 2023. Soitec’s unique SmartSiC technology allows to significantly enhance the performance of power electronics devices and boost electric vehicles’ energy efficiency. The technology consists in bonding a very thin layer of high quality SiC to a very low resistivity polySiC wafer.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €162, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Semiconductor industry in Germany. Total returns to shareholders of 125% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €202 per share.お知らせ • Jan 27Soitec S.A. Provides Revenue Guidance for the Year 2022Soitec S.A. provided revenue guidance for the year 2022. For the year, the company announced the revenue guidance at around USD 975 million, around 45% higher than fiscal year 2021 revenue at constant exchange rates.Buying Opportunity • Jan 25Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €172, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 26x in the Semiconductor industry in Germany. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €214 per share.Reported Earnings • Dec 03First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: €2.24 (up from €0.67 in 1H 2021). Revenue: €373.1m (up 47% from 1H 2021). Net income: €74.5m (up 235% from 1H 2021). Profit margin: 20% (up from 8.7% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 32%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 67% per year, which means it is well ahead of earnings.お知らせ • Dec 03Soitec S.A. Provides Earnings Guidance for the Fiscal Year 2022Soitec S.A. provided earnings guidance for the fiscal year 2022. For the period, the company's Revenue expected at around $975 million.お知らせ • Dec 02Soitec S.A. (ENXTPA:SOI) agreed to acquire NOVASiC SA.Soitec S.A. (ENXTPA:SOI) agreed to acquire NOVASiC SA on November 29, 2021. With the acquisition, Didier Marsan, CEO of NOVASiC and international expert will become senior technical advisor for Soitec. The closing of the transaction is expected before the end of calendar year 2021.お知らせ • Jul 23Soitec S.A. Provides Earnings Guidance for the Year 2022Soitec S.A. provided earnings guidance for the year 2022. For the year, the company expects revenue to reach around USD 950 million.Reported Earnings • Jul 09Full year 2021 earnings released: EPS €2.23 (vs €3.43 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €583.8m (down 2.3% from FY 2020). Net income: €74.1m (down 33% from FY 2020). Profit margin: 13% (down from 19% in FY 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.お知らせ • Jun 11Soitec S.A. Provides Revenues Guidance for the Fiscal Year 2025-2026Soitec S.A. provided revenues guidance for the fiscal year 2025-2026. For fiscal year 2025-2026, the company is targeting revenue of approximately $2 billion.Reported Earnings • Jun 11Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €583.8m (down 2.3% from FY 2020). Net income: €74.1m (down 33% from FY 2020). Profit margin: 13% (down from 19% in FY 2020). The decrease in margin was primarily driven by higher expenses.お知らせ • Jun 10Soitec S.A. Upgrades Earnings Guidance for the Fiscal Year 2022Soitec S.A. upgrades earnings guidance for the fiscal year 2022. The company is now expecting fiscal year 2022 revenue to reach around USD 950 million, against a previous guidance at above USD 900 million.お知らせ • Apr 24Soitec Confirms Sales Guidance for the Fiscal Year 2022Soitec confirmed sales guidance for the fiscal year 2022. The company expects fiscal year 2022 sales to reach above USD 900 million.Is New 90 Day High Low • Feb 12New 90-day high: €181The company is up 34% from its price of €135 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €146 per share.お知らせ • Feb 03Soitec S.A. Announces Executive AppointmentsSoitec announced the appointment of two new Directors to Soitec’s Board of Directors, representing Soitec’s employees. In accordance with article 12 of the company bylaws implemented pursuant to Article L225-27-1 et seq. of the French Commercial Code, Soitec invited the two trade unions that obtained the most votes in the first round of the elections referred to in Articles L. 2122-1 and L. 2122-4 of the French Labour Code to each appoint one Board Director representing Soitec’s employees. The CGT Soitec trade union appointed Wisseme Allali and the Métallurgie Isère CFE-CGC trade union appointed Didier Landru. Their office term shall expire at the end of the Shareholders General Meeting called to approve the financial statements related to the 2023-2024 financial year. Wisseme Allali: Wisseme Allali joined the quality department at Soitec in 2011, continuing a career as a quality specialist in various industries. She was promoted engineer in 2018, following a master's degree in continuous improvement and operational excellence. In addition,Wisseme Allali was employee representative on the company's CHSCT (health, safety and working conditions committee) from 2013 to 2015. Didier Landru: Didier Landru is a senior expert in Soitec's innovation department, where he held various R&D positions over the past 15 years, after initial experience in a major semiconductor industry group. Didier Landru is a materials science engineer from Grenoble INP-Phelma and obtained his PhD in 2000 from the University of Grenoble-Alpes, in partnership with the University of Cambridge. In addition, Didier Landru has been an employee representative and trade union representative in various employee representative bodies.Is New 90 Day High Low • Jan 09New 90-day high: €165The company is up 27% from its price of €130 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €139 per share.Is New 90 Day High Low • Dec 24New 90-day high: €157The company is up 28% from its price of €123 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €140 per share.Is New 90 Day High Low • Dec 07New 90-day high: €153The company is up 41% from its price of €108 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €115 per share.Reported Earnings • Nov 22First half 2021 earnings released: EPS €0.67The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: €254.4m (down 1.6% from 1H 2020). Net income: €22.2m (down 47% from 1H 2020). Profit margin: 8.7% (down from 16% in 1H 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 20Soitec S.A. (ENXTPA:SOI) acquired additional 20% stake in Dolphin Design SAS from MBDA France S.A.S.Soitec S.A. (ENXTPA:SOI) acquired additional 20% stake in Dolphin Design SAS from MBDA France S.A.S.on November 13, 2020. Post acquisition, Soitec S.A. (ENXTPA:SOI) and MBDA France S.A.S. will hold 80% and 20% respective stakes. Soitec S.A. (ENXTPA:SOI) completed the acquisition of additional 20% stake in Dolphin Design SAS from MBDA France S.A.S on November 13, 2020.Is New 90 Day High Low • Nov 05New 90-day high: €136The company is up 33% from its price of €102 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €117 per share.Is New 90 Day High Low • Oct 12New 90-day high: €132The company is up 32% from its price of €100.00 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €111 per share.お知らせ • Sep 21Soitec Appoints Yvon Pastol as EVP of Customer GroupSoitec announced the appointment of Yvon Pastol, as Executive Vice President, Customer Group. Prior to Soitec, Yvon was Corporate Vice President and General Manager for North America and Europe regions at Applied Materials.お知らせ • Sep 12Soitec S.A. to Report First Half, 2021 Results on Nov 19, 2020Soitec S.A. announced that they will report first half, 2021 results on Nov 19, 2020お知らせ • Jul 31Pele Green Energy (Pty) Ltd acquired additional 20% stake in Touwsrivier concentrated photovoltaic power plant from Soitec S.A. (ENXTPA:SOI).Pele Green Energy (Pty) Ltd acquired additional 20% stake in Touwsrivier concentrated photovoltaic power plant from Soitec S.A. (ENXTPA:SOI) on April 23, 2020. Pele Green Energy (Pty) Ltd completed the acquisition of additional 20% stake in Touwsrivier concentrated photovoltaic power plant from Soitec S.A. (ENXTPA:SOI) on April 23, 2020.業績と収益の成長予測DB:SOH1 - 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3/31/20299101127529363/31/20287696268210143/31/20276261173206183/31/2026584-7325155189/30/202578411-4799N/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/A12/31/2019557103-392N/A9/30/201951696-2185N/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: SOH1の予測収益成長率 (年間45% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: SOH1の収益 ( 45% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: SOH1の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: SOH1の収益 ( 7.9% ) German市場 ( 6.8% ) 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: SOH1の収益 ( 7.9% ) 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: SOH1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 ( 5.4 %)。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2026/05/21 15:15終値2026/05/20 00:00収益2025/09/30年間収益2025/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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 18 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。31 アナリスト機関Simon Alexander ColesBarclaysTrion ReidBerenbergAnna PatriceBerenberg28 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 • Jul 24+ 1 more updateSoitec SA Provides Total Revenue Guidance for the Fiscal Year 2025Soitec SA provided total revenue guidance for the fiscal year 2025. For the year, the company expected revenue to be stable year-on-year at constant exchange rates and perimeter as compared to FY’24, with an expected decline of around 15% in the first half of FY’25 against the first half of FY’24.
お知らせ • May 25Soitec SA Provides Revenue Guidance for the First Half 2025, Second Half 2025 and Fiscal Year 2025Soitec SA provided revenue guidance for the first half 2025, second half 2025 and fiscal year 2025. For the period, Company expects revenue to be stable year on year at constant exchange rates and perimeter as compared to FY’24. First half 2025 revenue is expected to decline by around 15% year-on-year, at constant exchange rates and perimeter, with a low point expected in first quarter 2025. The company then anticipates revenue to rebound in the second half of fiscal year 2025, driven by the recovery of the RF-SOI activity following the end of the inventory correction.
お知らせ • Mar 28+ 1 more updateSoitec SA Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, Ending on March 31, 2025Soitec SA provides earnings guidance for the fiscal year ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, March 31, 2025. For the period, the company expects revenue for FY’24 to decline by around 10% at constant exchange rates and perimeterFor the year 2025, the company expects revenue for FY’25 to be stable at constant exchange rates and perimeter as compared to FY’24 with a potential upside if the RF business recovers earlier, with strong seasonality effect.For the first half, the company expects revenue to decline by around 15% year-on-year at constant exchange rates and perimeter, with especially a low point expected in Q1’25For the second half of year 2025, the company expects revenue to rebound in H2’25, driven by the end of RF-SOI inventory correction with foundries, the strong structural growth of its SOI products, the continued adoption of POI and the start of the SmartSiCTM ramp-up in the second half of FY’25.
お知らせ • Feb 08Soitec SA Provides Revenue Guidance of Year 2024Soitec SA provided revenue guidance of year 2024. For the period, the company revenue is expected to be down around 10% year-on-year at constant exchange rates and perimeter as opposed to a mid-single digit decrease previously expected.
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
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 • 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.
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
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
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)
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.
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 • Jan 01Now 21% overvaluedOver the last 90 days, the stock has fallen 1.9% to €85.80. The fair value is estimated to be €70.75, 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 • 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.
Buy Or Sell Opportunity • Aug 03Now 21% undervaluedOver the last 90 days, the stock has risen 25% to €115. The fair value is estimated to be €146, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • Jul 25Soitec Approves Appointment of Frédéric Lissalde as New Independent Director and Committee ChangesSoitec at its Annual General Meeting held on July 23, 2024, approved appointment of Frédéric Lissalde as a new Independent Director for a three-year period. Subsequent to the Annual General Meeting, the Board of Directors decided to appoint Frédéric Lissalde as new Chair of the Strategic Committee and new member of the Audit and Risks Committee in replacement of Eric Meurice.
お知らせ • Jul 24+ 1 more updateSoitec SA Provides Total Revenue Guidance for the Fiscal Year 2025Soitec SA provided total revenue guidance for the fiscal year 2025. For the year, the company expected revenue to be stable year-on-year at constant exchange rates and perimeter as compared to FY’24, with an expected decline of around 15% in the first half of FY’25 against the first half of FY’24.
Buy Or Sell Opportunity • Jul 02Now 29% undervaluedOver the last 90 days, the stock has risen 5.0% to €105. The fair value is estimated to be €147, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Buy Or Sell Opportunity • Jun 28Now 21% undervaluedOver the last 90 days, the stock has risen 5.9% to €103. The fair value is estimated to be €131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • May 25Soitec SA Provides Revenue Guidance for the First Half 2025, Second Half 2025 and Fiscal Year 2025Soitec SA provided revenue guidance for the first half 2025, second half 2025 and fiscal year 2025. For the period, Company expects revenue to be stable year on year at constant exchange rates and perimeter as compared to FY’24. First half 2025 revenue is expected to decline by around 15% year-on-year, at constant exchange rates and perimeter, with a low point expected in first quarter 2025. The company then anticipates revenue to rebound in the second half of fiscal year 2025, driven by the recovery of the RF-SOI activity following the end of the inventory correction.
Reported Earnings • May 24Full year 2024 earnings released: EPS: €4.99 (vs €6.60 in FY 2023)Full year 2024 results: EPS: €4.99 (down from €6.60 in FY 2023). Revenue: €978.0m (down 10% from FY 2023). Net income: €178.0m (down 23% from FY 2023). Profit margin: 18% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €111, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €135 per share.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €97.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €135 per share.
Buy Or Sell Opportunity • Mar 29Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 40% to €97.26. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Mar 28+ 1 more updateSoitec SA Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, Ending on March 31, 2025Soitec SA provides earnings guidance for the fiscal year ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, March 31, 2025. For the period, the company expects revenue for FY’24 to decline by around 10% at constant exchange rates and perimeterFor the year 2025, the company expects revenue for FY’25 to be stable at constant exchange rates and perimeter as compared to FY’24 with a potential upside if the RF business recovers earlier, with strong seasonality effect.For the first half, the company expects revenue to decline by around 15% year-on-year at constant exchange rates and perimeter, with especially a low point expected in Q1’25For the second half of year 2025, the company expects revenue to rebound in H2’25, driven by the end of RF-SOI inventory correction with foundries, the strong structural growth of its SOI products, the continued adoption of POI and the start of the SmartSiCTM ramp-up in the second half of FY’25.
New Risk • Feb 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €145, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Germany. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €145 per share.
お知らせ • Feb 08Soitec SA Provides Revenue Guidance of Year 2024Soitec SA provided revenue guidance of year 2024. For the period, the company revenue is expected to be down around 10% year-on-year at constant exchange rates and perimeter as opposed to a mid-single digit decrease previously expected.
Buying Opportunity • Jan 05Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be €196, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
お知らせ • Dec 12+ 1 more updateSoitec SA to Report Fiscal Year 2024 Results on May 22, 2024Soitec SA announced that they will report fiscal year 2024 results on May 22, 2024
Reported Earnings • Nov 19First half 2024 earnings released: EPS: €2.24 (vs €2.71 in 1H 2023)First half 2024 results: EPS: €2.24 (down from €2.71 in 1H 2023). Revenue: €401.4m (down 15% from 1H 2023). Net income: €79.7m (down 16% from 1H 2023). Profit margin: 20% (in line with 1H 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
お知らせ • Jul 26+ 1 more updateSoitec SA to Report First Half, 2024 Results on Nov 15, 2023Soitec SA announced that they will report first half, 2024 results on Nov 15, 2023
New Risk • Jul 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
New Risk • Jun 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
お知らせ • Jun 08Soitec S.A. Provides Earnings Guidance for the Fiscal Year 2026Soitec S.A. provided earnings guidance for the fiscal year 2026. For the year, the company confirmed revenue target of around USD 2.1 billion.
Reported Earnings • Jun 08Full year 2023 earnings released: EPS: €6.60 (vs €5.99 in FY 2022)Full year 2023 results: EPS: €6.60 (up from €5.99 in FY 2022). Revenue: €1.09b (up 26% from FY 2022). Net income: €232.0m (up 15% from FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • May 10Soitec S.A., Annual General Meeting, Jul 25, 2023Soitec S.A., Annual General Meeting, Jul 25, 2023.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €129, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €135 per share.
お知らせ • Jan 26Soitec S.A. Expects Earnings Guidance for the Fiscal Years 2023Soitec continues to anticipate FY’23 revenue to grow around 20% at constant exchange rates and perimeter, and FY’23 EBITDA margin to reach around 36%.
Reported Earnings • Nov 26First half 2023 earnings released: EPS: €2.71 (vs €2.24 in 1H 2022)First half 2023 results: EPS: €2.71 (up from €2.24 in 1H 2022). Revenue: €470.6m (up 26% from 1H 2022). Net income: €94.8m (up 27% from 1H 2022). Profit margin: 20% (in line with 1H 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 19% share price gain to €153, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €252 per share.
お知らせ • Jul 26Soitec S.A. Provides Earnings Guidance for 2023Soitec S.A. continues to anticipate FY’23 revenue to grow around 20% at constant exchange rates and perimeter.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €147, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 56% over the past three years.
Reported Earnings • Jun 09Full year 2022 earnings released: EPS: €5.99 (vs €2.23 in FY 2021)Full year 2022 results: EPS: €5.99 (up from €2.23 in FY 2021). Revenue: €863.0m (up 48% from FY 2021). Net income: €202.0m (up 173% from FY 2021). Profit margin: 23% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 09Soitec S.A. Provides Earnings Guidance for the Fiscal Year 2023Soitec S.A. provides earnings guidance for the fiscal year 2023. For the period, the company revenue expected up around 20% at constant exchange rates and perimeter and EBITDA1 margin2 expected around 36%.
お知らせ • May 05Soitec on Track to Enlarge Silicon Carbide Product Portfolio with First 200Mm SmartSiCTM Engineered SubstrateSoitec has released its first 200mm silicon carbide SmartSiC wafer. With the release, Soitec is able to enlarge its SiC product portfolio beyond 150mm, take the development of its SmartSiC wafers to the next level and cater to the growing demand of the automotive market. The SmartSiC substrate in 200mm emerged from Soitec’s pilot line at its Substrate Innovation Center within CEA-Leti in Grenoble. The release enabled Soitec to demonstrate the quality and performance of a 200mm SmartSiC wafer and conduct a first round of key customer validations. Soitec launched the construction of a new fab in France, Bernin 4, in March 2022. It is primarily dedicated to the manufacturing of SmartSiC™ wafers in 150mm and 200mm and is expected to be operational by the second half of 2023. Soitec’s unique SmartSiC technology allows to significantly enhance the performance of power electronics devices and boost electric vehicles’ energy efficiency. The technology consists in bonding a very thin layer of high quality SiC to a very low resistivity polySiC wafer.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €162, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 20x in the Semiconductor industry in Germany. Total returns to shareholders of 125% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €202 per share.
お知らせ • Jan 27Soitec S.A. Provides Revenue Guidance for the Year 2022Soitec S.A. provided revenue guidance for the year 2022. For the year, the company announced the revenue guidance at around USD 975 million, around 45% higher than fiscal year 2021 revenue at constant exchange rates.
Buying Opportunity • Jan 25Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €172, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 26x in the Semiconductor industry in Germany. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €214 per share.
Reported Earnings • Dec 03First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: €2.24 (up from €0.67 in 1H 2021). Revenue: €373.1m (up 47% from 1H 2021). Net income: €74.5m (up 235% from 1H 2021). Profit margin: 20% (up from 8.7% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 32%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 67% per year, which means it is well ahead of earnings.
お知らせ • Dec 03Soitec S.A. Provides Earnings Guidance for the Fiscal Year 2022Soitec S.A. provided earnings guidance for the fiscal year 2022. For the period, the company's Revenue expected at around $975 million.
お知らせ • Dec 02Soitec S.A. (ENXTPA:SOI) agreed to acquire NOVASiC SA.Soitec S.A. (ENXTPA:SOI) agreed to acquire NOVASiC SA on November 29, 2021. With the acquisition, Didier Marsan, CEO of NOVASiC and international expert will become senior technical advisor for Soitec. The closing of the transaction is expected before the end of calendar year 2021.
お知らせ • Jul 23Soitec S.A. Provides Earnings Guidance for the Year 2022Soitec S.A. provided earnings guidance for the year 2022. For the year, the company expects revenue to reach around USD 950 million.
Reported Earnings • Jul 09Full year 2021 earnings released: EPS €2.23 (vs €3.43 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €583.8m (down 2.3% from FY 2020). Net income: €74.1m (down 33% from FY 2020). Profit margin: 13% (down from 19% in FY 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
お知らせ • Jun 11Soitec S.A. Provides Revenues Guidance for the Fiscal Year 2025-2026Soitec S.A. provided revenues guidance for the fiscal year 2025-2026. For fiscal year 2025-2026, the company is targeting revenue of approximately $2 billion.
Reported Earnings • Jun 11Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €583.8m (down 2.3% from FY 2020). Net income: €74.1m (down 33% from FY 2020). Profit margin: 13% (down from 19% in FY 2020). The decrease in margin was primarily driven by higher expenses.
お知らせ • Jun 10Soitec S.A. Upgrades Earnings Guidance for the Fiscal Year 2022Soitec S.A. upgrades earnings guidance for the fiscal year 2022. The company is now expecting fiscal year 2022 revenue to reach around USD 950 million, against a previous guidance at above USD 900 million.
お知らせ • Apr 24Soitec Confirms Sales Guidance for the Fiscal Year 2022Soitec confirmed sales guidance for the fiscal year 2022. The company expects fiscal year 2022 sales to reach above USD 900 million.
Is New 90 Day High Low • Feb 12New 90-day high: €181The company is up 34% from its price of €135 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €146 per share.
お知らせ • Feb 03Soitec S.A. Announces Executive AppointmentsSoitec announced the appointment of two new Directors to Soitec’s Board of Directors, representing Soitec’s employees. In accordance with article 12 of the company bylaws implemented pursuant to Article L225-27-1 et seq. of the French Commercial Code, Soitec invited the two trade unions that obtained the most votes in the first round of the elections referred to in Articles L. 2122-1 and L. 2122-4 of the French Labour Code to each appoint one Board Director representing Soitec’s employees. The CGT Soitec trade union appointed Wisseme Allali and the Métallurgie Isère CFE-CGC trade union appointed Didier Landru. Their office term shall expire at the end of the Shareholders General Meeting called to approve the financial statements related to the 2023-2024 financial year. Wisseme Allali: Wisseme Allali joined the quality department at Soitec in 2011, continuing a career as a quality specialist in various industries. She was promoted engineer in 2018, following a master's degree in continuous improvement and operational excellence. In addition,Wisseme Allali was employee representative on the company's CHSCT (health, safety and working conditions committee) from 2013 to 2015. Didier Landru: Didier Landru is a senior expert in Soitec's innovation department, where he held various R&D positions over the past 15 years, after initial experience in a major semiconductor industry group. Didier Landru is a materials science engineer from Grenoble INP-Phelma and obtained his PhD in 2000 from the University of Grenoble-Alpes, in partnership with the University of Cambridge. In addition, Didier Landru has been an employee representative and trade union representative in various employee representative bodies.
Is New 90 Day High Low • Jan 09New 90-day high: €165The company is up 27% from its price of €130 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €139 per share.
Is New 90 Day High Low • Dec 24New 90-day high: €157The company is up 28% from its price of €123 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €140 per share.
Is New 90 Day High Low • Dec 07New 90-day high: €153The company is up 41% from its price of €108 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €115 per share.
Reported Earnings • Nov 22First half 2021 earnings released: EPS €0.67The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: €254.4m (down 1.6% from 1H 2020). Net income: €22.2m (down 47% from 1H 2020). Profit margin: 8.7% (down from 16% in 1H 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 20Soitec S.A. (ENXTPA:SOI) acquired additional 20% stake in Dolphin Design SAS from MBDA France S.A.S.Soitec S.A. (ENXTPA:SOI) acquired additional 20% stake in Dolphin Design SAS from MBDA France S.A.S.on November 13, 2020. Post acquisition, Soitec S.A. (ENXTPA:SOI) and MBDA France S.A.S. will hold 80% and 20% respective stakes. Soitec S.A. (ENXTPA:SOI) completed the acquisition of additional 20% stake in Dolphin Design SAS from MBDA France S.A.S on November 13, 2020.
Is New 90 Day High Low • Nov 05New 90-day high: €136The company is up 33% from its price of €102 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €117 per share.
Is New 90 Day High Low • Oct 12New 90-day high: €132The company is up 32% from its price of €100.00 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €111 per share.
お知らせ • Sep 21Soitec Appoints Yvon Pastol as EVP of Customer GroupSoitec announced the appointment of Yvon Pastol, as Executive Vice President, Customer Group. Prior to Soitec, Yvon was Corporate Vice President and General Manager for North America and Europe regions at Applied Materials.
お知らせ • Sep 12Soitec S.A. to Report First Half, 2021 Results on Nov 19, 2020Soitec S.A. announced that they will report first half, 2021 results on Nov 19, 2020
お知らせ • Jul 31Pele Green Energy (Pty) Ltd acquired additional 20% stake in Touwsrivier concentrated photovoltaic power plant from Soitec S.A. (ENXTPA:SOI).Pele Green Energy (Pty) Ltd acquired additional 20% stake in Touwsrivier concentrated photovoltaic power plant from Soitec S.A. (ENXTPA:SOI) on April 23, 2020. Pele Green Energy (Pty) Ltd completed the acquisition of additional 20% stake in Touwsrivier concentrated photovoltaic power plant from Soitec S.A. (ENXTPA:SOI) on April 23, 2020.