View Future GrowthSoitec 過去の業績過去 基準チェック /06Soitecの収益は年間平均-4.6%の割合で減少していますが、 Semiconductor業界の収益は年間 減少しています。収益は年間4.6% 6.9%割合で 増加しています。 Soitecの自己資本利益率は0.7%であり、純利益率は1.4%です。主要情報-4.59%収益成長率-5.94%EPS成長率Semiconductor 業界の成長33.94%収益成長率6.87%株主資本利益率0.73%ネット・マージン1.38%次回の業績アップデート28 May 2026最近の業績更新分析記事 • Nov 27There May Be Some Bright Spots In Soitec's (EPA:SOI) EarningsThe most recent earnings report from Soitec SA ( EPA:SOI ) was disappointing for shareholders. While the headline...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: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 185%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 48% per year whereas the company’s share price has fallen by 47% per year.Reported Earnings • May 28Full year 2025 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.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 • 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すべての更新を表示Recent updatesライブニュース • 12hSoitec Q4 Revenue Surges on AI Photonics While Full-Year Sales Decline 34%Soitec reported Q4 2026 revenue with 25% sequential growth, above the company’s guidance, supported by strong momentum in AI-related Photonics-SOI activities. Fiscal year 2026 revenue declined 34% year-on-year, reflecting ongoing customer inventory correction and weak conditions in Mobile Communications and Automotive & Industrial markets. The company generated positive Free Cash Flow of €63 million for the year and targets around 15% year-on-year revenue growth in Q1 2027, while emphasizing execution and financial discipline. The mix of strong Q4 momentum and a full-year revenue decline points to a business that is still working through a reset in its core markets while leaning on AI-related Photonics-SOI as a growth driver. Key watchpoints are whether demand in Mobile Communications and Automotive & Industrial normalizes as inventory issues clear, and whether Soitec can maintain cash generation while investing in AI-related opportunities.ナラティブの更新 • May 18SOI: Execution Risks And Mixed Broker Stances Will Limit Future Share MomentumAnalysts have lifted their fair value estimate for Soitec from about €36 to roughly €77.87, citing higher price targets from several banks and updated assumptions around discount rates, profit margins, and future P/E multiples. Analyst Commentary Recent research shows a wide range of views on Soitec, with some bullish analysts lifting price targets sharply and others turning more cautious.ナラティブの更新 • May 03SOI: Tighter Margins And Mixed Ratings Will Pressure Future P/ESoitec's updated analyst price narrative keeps fair value around €22.0 per share, while analysts fine tune assumptions with a lower discount rate, a milder revenue decline, slightly softer profit margins, and a higher future P/E after mixed research that includes recent downgrades alongside material price target increases from several banks. Analyst Commentary Recent research on Soitec points to a split in sentiment.Price Target Changed • Apr 29Price target increased by 16% to €52.25Up from €45.14, the current price target is an average from 18 analysts. New target price is 54% below last closing price of €113. Stock is up 128% over the past year. The company is forecast to post a net loss per share of €2.05 compared to earnings per share of €2.56 last year.ナラティブの更新 • Apr 19SOI: Elevated Multiple And Slower Margin Outlook Will Challenge Bullish RepricingNarrative update on Soitec The analyst price target for Soitec is now set at €79.51, up from €50.24. Analysts link this change to updated views on fair value, discount rate, growth, margins and P/E assumptions, as well as recent target increases and rating changes from major banks.Price Target Changed • Apr 10Price target increased by 7.2% to €42.08Up from €39.25, the current price target is an average from 18 analysts. New target price is 34% below last closing price of €63.74. Stock is up 46% over the past year. The company is forecast to post a net loss per share of €2.05 compared to earnings per share of €2.56 last year.ナラティブの更新 • Apr 04SOI: Margin Execution Risk Will Keep Lower P/E Under PressureSoitec's analyst price target has been raised by €17, supported by research pointing to a more moderate revenue decline, a higher projected profit margin of 11.42% and a lower future P/E of 13.01x. Analyst Commentary Recent research coverage on Soitec has focused on recalibrating expectations around earnings quality, valuation and the pace of future growth.Price Target Changed • Mar 26Price target increased by 8.0% to €39.08Up from €36.19, the current price target is an average from 18 analysts. New target price is 27% below last closing price of €53.46. Stock is up 1.2% over the past year. The company is forecast to post a net loss per share of €2.04 compared to earnings per share of €2.56 last year.ナラティブの更新 • Mar 21SOI: Modest Price Hikes Will Keep P/E Pressure ElevatedAnalysts have nudged their price targets on Soitec higher, with recent €3 and €4 upward adjustments. This supports a refreshed view that modestly better revenue trends, slightly firmer margins and a marginally lower assumed future P/E multiple can still justify an unchanged fair value estimate of €22 per share.Price Target Changed • Mar 16Price target increased by 8.1% to €36.36Up from €33.64, the current price target is an average from 18 analysts. New target price is 42% below last closing price of €63.16. Stock is up 10% over the past year. The company is forecast to post a net loss per share of €1.99 compared to earnings per share of €2.56 last year.ナラティブの更新 • Mar 07SOI: Higher Margin Hopes And Lower Future P/E Will Pressure SharesAnalysts have lifted their Soitec price targets by €3 to €4, pointing to small tweaks in revenue growth expectations, slightly higher profit margin assumptions, and a modestly lower future P/E as key drivers of the updated view. Analyst Commentary Recent research updates on Soitec point to slightly higher price targets, but the tone is not uniformly upbeat.ナラティブの更新 • Feb 21SOI: Cautious Earnings And Margin Assumptions Will Pressure Shares FurtherAnalysts have nudged their fair value estimate for Soitec up from €20.00 to €22.00. This reflects recent price target increases from banks such as Citi and Deutsche Bank, alongside small tweaks to revenue, margin and future P/E assumptions.分析記事 • Feb 11There's No Escaping Soitec SA's (EPA:SOI) Muted Revenues Despite A 29% Share Price RiseThose holding Soitec SA ( EPA:SOI ) shares would be relieved that the share price has rebounded 29% in the last thirty...ナラティブの更新 • Feb 07SOI: Reset Earnings Expectations Will Pressure Shares As Revenue Outlook SoftensAnalysts have adjusted their view on Soitec's upside, with recent Street research moving price targets to €20. This reflects updated expectations for softer revenue contraction, stable profit margins and a slightly lower future P/E multiple.Buy Or Sell Opportunity • Feb 06Now 25% overvaluedOver the last 90 days, the stock has fallen 14% to €31.88. The fair value is estimated to be €25.44, however this is not to be taken as a sell 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 2.9% per annum. Earnings are also forecast to grow by 51% per annum over the same time period.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.ナラティブの更新 • Jan 24SOI: Future Earnings Delivery And Margin Discipline Will Challenge Recent Bearish RepricingAnalysts have modestly lifted their fair value estimate for Soitec to €50.24 from €49.24, while recent Street price target cuts to €40 and €20 reflect more cautious views on near term earnings power and valuation multiples. Analyst Commentary The recent Street research on Soitec reflects a more cautious tone around shorter term earnings visibility and valuation, with price targets adjusted to €40 and €20.ナラティブの更新 • Jan 09SOI: Future Earnings Quality And Margin Delivery Will Drive Bullish RepricingAnalysts have reduced their implied fair value for Soitec to about €49 from about €86, citing lower price targets of €20 and €40, along with updated views on growth, margins and future P/E assumptions. Analyst Commentary Recent Street research on Soitec has centered on lower published price targets and more cautious formal ratings, with targets of €20 and €40 now anchoring many valuation discussions.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.分析記事 • Jan 03Is Soitec SA (EPA:SOI) Potentially Undervalued?Soitec SA ( EPA:SOI ), is not the largest company out there, but it saw significant share price movement during recent...ナラティブの更新 • Dec 14SOI: Earnings Reset Risk Will Pressure Shares Amid Weakening DemandOur updated narrative price target for Soitec has been cut from EUR 32 to EUR 20, as analysts factor in weaker revenue growth expectations, softer profit margins, and a higher anticipated earnings multiple reflected in recent downward revisions to Street targets. Analyst Commentary Recent Street research has turned more cautious on Soitec, with successive cuts to price targets signaling growing concern over the company’s medium term growth profile and risk reward balance.ナラティブの更新 • Nov 30SOI: Leadership Transition And Sector Recovery Will Drive Share Momentum AheadAnalysts have lowered their price target for Soitec from €48.35 to €36.00, citing cautious sector outlooks and recalibrated growth expectations. Analyst Commentary Analyst opinions on Soitec remain mixed as the company faces both headwinds and selective areas of optimism in its near-term outlook.分析記事 • Nov 27There May Be Some Bright Spots In Soitec's (EPA:SOI) EarningsThe most recent earnings report from Soitec SA ( EPA:SOI ) was disappointing for shareholders. While the headline...Major Estimate Revision • Nov 26Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €656.6m to €595.8m. Now expected to report a loss of €1.25 per share instead of €0.418 per share profit previously forecast. Semiconductor industry in France expected to see average net income growth of 54% next year. Consensus price target down from €48.35 to €36.41. Share price fell 23% to €26.46 over the past week.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分析記事 • Nov 22Earnings Update: Soitec SA (EPA:SOI) Just Reported And Analysts Are Trimming Their ForecastsThere's been a major selloff in Soitec SA ( EPA:SOI ) shares in the week since it released its half-yearly report, with...Price Target Changed • Nov 21Price target decreased by 11% to €43.12Down from €48.35, the current price target is an average from 17 analysts. New target price is 85% above last closing price of €23.30. Stock is down 68% over the past year. The company is forecast to post a net loss per share of €1.73 compared to earnings per share of €2.56 last year.Reported Earnings • Nov 21First half 2026 earnings: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 185%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 48% per year whereas the company’s share price has fallen by 47% per year.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.分析記事 • Nov 21Revenues Working Against Soitec SA's (EPA:SOI) Share Price Following 43% DiveSoitec SA ( EPA:SOI ) shareholders that were waiting for something to happen have been dealt a blow with a 43% share...Buy Or Sell Opportunity • Nov 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to €24.12. The fair value is estimated to be €31.34, 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.ナラティブの更新 • Nov 16SOI: Shares Will Benefit From Sector Sentiment Shifts and New LeadershipAnalysts have recently lowered their price targets on Soitec, with reductions ranging from EUR 5 to EUR 15 per share. They cite continued caution on the European technology hardware sector and limited near-term benefit from artificial intelligence trends.ナラティブの更新 • Oct 31SOI: Future AI Momentum Will Drive Share Recovery Amid Sector UncertaintySoitec's analyst price target has been revised downward by approximately EUR 0.29 to EUR 48.35, as analysts cite cautious sector outlooks and reduced growth expectations in recent research updates. Analyst Commentary Recent research updates reflect a cautious sentiment among analysts regarding Soitec's near-term prospects.ナラティブの更新 • Oct 17AI And 5G Wireless Will Unlock New MarketsAnalysts have slightly increased Soitec’s fair value estimate from €48.47 to €48.65, citing updated market conditions, cautious sentiment on European technology hardware, and recent reductions in price targets due to sector-wide challenges. Analyst Commentary Recent street research reflects a mixed sentiment toward Soitec, with lower price targets from several analysts and a generally cautious outlook on the broader European technology hardware sector.Major Estimate Revision • Oct 16Consensus EPS estimates fall by 32%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.915 to €0.618 per share. Revenue forecast steady at €656.0m. Net income forecast to shrink 54% next year vs 46% growth forecast for Semiconductor industry in France . Consensus price target broadly unchanged at €48.65. Share price fell 14% to €39.17 over the past week.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €45.17, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 25x in the Semiconductor industry in France. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.79 per share.ナラティブの更新 • Oct 03AI And 5G Wireless Will Unlock New MarketsAnalysts have lowered their fair value estimate for Soitec from approximately €51.28 to €48.47. This adjustment is due to cautious sentiment around European technology hardware and ongoing end market pressures, as reflected in recent price target reductions.分析記事 • Oct 03Subdued Growth No Barrier To Soitec SA (EPA:SOI) With Shares Advancing 29%Soitec SA ( EPA:SOI ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last month...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 16%After last week's 16% share price gain to €36.19, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Semiconductor industry in France. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share.ナラティブの更新 • Sep 17AI And 5G Wireless Will Unlock New MarketsSoitec's consensus price target has been revised downward amid continued end-market pressure, weak customer earnings, and limited AI-driven upside, with the fair value estimate dropping from €52.94 to €51.28. Analyst Commentary Bearish analysts cite continued end-market pressure and elevated client inventories, reducing confidence in near-term demand recovery.分析記事 • Aug 31Soitec (EPA:SOI) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...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 FranceMajor Estimate Revision • Jun 03Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €923.0m to €822.4m. EPS estimate fell from €3.44 to €2.67 per share. Net income forecast to grow 14% next year vs 17% growth forecast for Semiconductor industry in France. Consensus price target down from €78.63 to €66.16. Share price fell 24% to €43.41 over the past week.Buy Or Sell Opportunity • Jun 03Now 25% overvaluedOver the last 90 days, the stock has fallen 23% to €43.41. The fair value is estimated to be €34.84, 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 24%After last week's 24% share price decline to €41.70, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Semiconductor industry in France. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.34 per share.Price Target Changed • May 30Price target decreased by 8.4% to €72.05Down from €78.63, the current price target is an average from 19 analysts. New target price is 66% above last closing price of €43.42. Stock is down 61% over the past year. The company is forecast to post earnings per share of €3.36 for next year compared to €2.55 last year.分析記事 • May 30Soitec SA Just Missed Earnings - But Analysts Have Updated Their ModelsThere's been a notable change in appetite for Soitec SA ( EPA:SOI ) shares in the week since its full-year report, with...分析記事 • May 29Calculating The Fair Value Of Soitec SA (EPA:SOI)Key Insights The projected fair value for Soitec is €45.38 based on 2 Stage Free Cash Flow to Equity Current share...Reported Earnings • May 28Full year 2025 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.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 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €40.93, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Semiconductor industry in France. Total loss to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.62 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)Price Target Changed • Mar 06Price target decreased by 11% to €80.11Down from €89.84, the current price target is an average from 19 analysts. New target price is 33% above last closing price of €60.05. Stock is down 56% over the past year. The company is forecast to post earnings per share of €2.84 for next year compared to €4.99 last year.Buy Or Sell Opportunity • Mar 06Now 28% overvaluedOver the last 90 days, the stock has fallen 31% to €60.05. The fair value is estimated to be €46.92, 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.新しいナラティブ • Feb 26Future Prospects Will Brighten With Advancements In 5G, AI, And Electric Vehicles Investment in new products and expansion, supported by positive cash flow, indicates future revenue growth and earnings potential in various divisions.Price Target Changed • Feb 07Price target decreased by 13% to €103Down from €118, the current price target is an average from 19 analysts. New target price is 83% above last closing price of €56.30. Stock is down 60% over the past year. The company is forecast to post earnings per share of €3.08 for next year compared to €4.99 last year.Major Estimate Revision • Feb 07Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €951.3m to €920.2m. EPS estimate also fell from €3.66 per share to €3.20 per share. Net income forecast to grow 23% next year vs 5.5% growth forecast for Semiconductor industry in France. Consensus price target down from €109 to €95.16. Share price fell 34% to €56.30 over the past week.New Risk • Feb 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (12% net profit margin).Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to €57.70, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Semiconductor industry in France. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €69.56 per share.Buy Or Sell Opportunity • Feb 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €84.60. The fair value is estimated to be €68.55, 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.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 06Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 5.9% to €89.35. The fair value is estimated to be €70.09, 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.Buy Or Sell Opportunity • Dec 13Now 25% overvaluedOver the last 90 days, the stock has fallen 14% to €86.45. The fair value is estimated to be €69.12, 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.Major Estimate Revision • Dec 01Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €4.30 to €3.82 per share. Revenue forecast steady at €954.0m. Net income forecast to grow 62% next year vs 3.2% growth forecast for Semiconductor industry in France. Consensus price target down from €127 to €121. Share price rose 6.8% to €78.15 over the past week.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €78.30, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Semiconductor industry in France. Total loss to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.30 per share.Price Target Changed • Nov 22Price target decreased by 7.1% to €124Down from €133, the current price target is an average from 18 analysts. New target price is 69% above last closing price of €73.20. Stock is down 55% over the past year. The company is forecast to post earnings per share of €3.93 for next year compared to €4.99 last year.Reported Earnings • Nov 22First half 2025 earnings: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.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.New Risk • Nov 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 21% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin).Buy Or Sell Opportunity • Aug 31Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to €112. The fair value is estimated to be €141, 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 • Aug 05Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €112. The fair value is estimated to be €141, 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 27% undervaluedOver the last 90 days, the stock has risen 4.5% to €104. The fair value is estimated to be €143, 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 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €103. The fair value is estimated to be €129, 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 13% 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: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Semiconductor industry in France. 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 13% per year, which means it is significantly lagging earnings.収支内訳Soitec の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ENXTPA:SOI 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費30 Sep 2578411616330 Jun 2583751637431 Mar 2589191658531 Dec 24903101677730 Sep 24914112687030 Jun 24946145656631 Mar 24978178636131 Dec 23999197656530 Sep 231,020217686930 Jun 231,054224696731 Mar 231,089232716431 Dec 221,024227676130 Sep 22960223645830 Jun 22911212645831 Mar 22863202645731 Dec 21783164595630 Sep 21702126555530 Jun 21643100524931 Mar 2158474494431 Dec 2058983483930 Sep 2059391483430 Jun 20596101473331 Mar 20598111453231 Dec 19557103433030 Sep 1951696412830 Jun 1948093392431 Mar 1944490372031 Dec 1839997351730 Sep 18355104331430 Jun 1833398321531 Mar 1831192311631 Dec 1729461321730 Sep 1727730321930 Jun 1726118321931 Mar 172467311931 Dec 162426272030 Sep 16236-21251830 Jun 16235-27241731 Mar 16233-34231731 Dec 15226-44211230 Sep 15210-31221730 Jun 15191-442321質の高い収益: SOIには€66.7M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th September, 2025に影響を及ぼしています。利益率の向上: SOIの現在の純利益率 (1.4%)は、昨年(12.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SOIの収益は過去 5 年間で年間4.6%減少しました。成長の加速: SOIは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: SOIは過去 1 年間で収益成長率がマイナス ( -90.3% ) となったため、 Semiconductor業界平均 ( -48.9% ) と比較することが困難です。株主資本利益率高いROE: SOIの 自己資本利益率 ( 0.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health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2026/05/27 11:31終値2026/05/27 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。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
分析記事 • Nov 27There May Be Some Bright Spots In Soitec's (EPA:SOI) EarningsThe most recent earnings report from Soitec SA ( EPA:SOI ) was disappointing for shareholders. While the headline...
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: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 185%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 48% per year whereas the company’s share price has fallen by 47% per year.
Reported Earnings • May 28Full year 2025 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
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 • 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
ライブニュース • 12hSoitec Q4 Revenue Surges on AI Photonics While Full-Year Sales Decline 34%Soitec reported Q4 2026 revenue with 25% sequential growth, above the company’s guidance, supported by strong momentum in AI-related Photonics-SOI activities. Fiscal year 2026 revenue declined 34% year-on-year, reflecting ongoing customer inventory correction and weak conditions in Mobile Communications and Automotive & Industrial markets. The company generated positive Free Cash Flow of €63 million for the year and targets around 15% year-on-year revenue growth in Q1 2027, while emphasizing execution and financial discipline. The mix of strong Q4 momentum and a full-year revenue decline points to a business that is still working through a reset in its core markets while leaning on AI-related Photonics-SOI as a growth driver. Key watchpoints are whether demand in Mobile Communications and Automotive & Industrial normalizes as inventory issues clear, and whether Soitec can maintain cash generation while investing in AI-related opportunities.
ナラティブの更新 • May 18SOI: Execution Risks And Mixed Broker Stances Will Limit Future Share MomentumAnalysts have lifted their fair value estimate for Soitec from about €36 to roughly €77.87, citing higher price targets from several banks and updated assumptions around discount rates, profit margins, and future P/E multiples. Analyst Commentary Recent research shows a wide range of views on Soitec, with some bullish analysts lifting price targets sharply and others turning more cautious.
ナラティブの更新 • May 03SOI: Tighter Margins And Mixed Ratings Will Pressure Future P/ESoitec's updated analyst price narrative keeps fair value around €22.0 per share, while analysts fine tune assumptions with a lower discount rate, a milder revenue decline, slightly softer profit margins, and a higher future P/E after mixed research that includes recent downgrades alongside material price target increases from several banks. Analyst Commentary Recent research on Soitec points to a split in sentiment.
Price Target Changed • Apr 29Price target increased by 16% to €52.25Up from €45.14, the current price target is an average from 18 analysts. New target price is 54% below last closing price of €113. Stock is up 128% over the past year. The company is forecast to post a net loss per share of €2.05 compared to earnings per share of €2.56 last year.
ナラティブの更新 • Apr 19SOI: Elevated Multiple And Slower Margin Outlook Will Challenge Bullish RepricingNarrative update on Soitec The analyst price target for Soitec is now set at €79.51, up from €50.24. Analysts link this change to updated views on fair value, discount rate, growth, margins and P/E assumptions, as well as recent target increases and rating changes from major banks.
Price Target Changed • Apr 10Price target increased by 7.2% to €42.08Up from €39.25, the current price target is an average from 18 analysts. New target price is 34% below last closing price of €63.74. Stock is up 46% over the past year. The company is forecast to post a net loss per share of €2.05 compared to earnings per share of €2.56 last year.
ナラティブの更新 • Apr 04SOI: Margin Execution Risk Will Keep Lower P/E Under PressureSoitec's analyst price target has been raised by €17, supported by research pointing to a more moderate revenue decline, a higher projected profit margin of 11.42% and a lower future P/E of 13.01x. Analyst Commentary Recent research coverage on Soitec has focused on recalibrating expectations around earnings quality, valuation and the pace of future growth.
Price Target Changed • Mar 26Price target increased by 8.0% to €39.08Up from €36.19, the current price target is an average from 18 analysts. New target price is 27% below last closing price of €53.46. Stock is up 1.2% over the past year. The company is forecast to post a net loss per share of €2.04 compared to earnings per share of €2.56 last year.
ナラティブの更新 • Mar 21SOI: Modest Price Hikes Will Keep P/E Pressure ElevatedAnalysts have nudged their price targets on Soitec higher, with recent €3 and €4 upward adjustments. This supports a refreshed view that modestly better revenue trends, slightly firmer margins and a marginally lower assumed future P/E multiple can still justify an unchanged fair value estimate of €22 per share.
Price Target Changed • Mar 16Price target increased by 8.1% to €36.36Up from €33.64, the current price target is an average from 18 analysts. New target price is 42% below last closing price of €63.16. Stock is up 10% over the past year. The company is forecast to post a net loss per share of €1.99 compared to earnings per share of €2.56 last year.
ナラティブの更新 • Mar 07SOI: Higher Margin Hopes And Lower Future P/E Will Pressure SharesAnalysts have lifted their Soitec price targets by €3 to €4, pointing to small tweaks in revenue growth expectations, slightly higher profit margin assumptions, and a modestly lower future P/E as key drivers of the updated view. Analyst Commentary Recent research updates on Soitec point to slightly higher price targets, but the tone is not uniformly upbeat.
ナラティブの更新 • Feb 21SOI: Cautious Earnings And Margin Assumptions Will Pressure Shares FurtherAnalysts have nudged their fair value estimate for Soitec up from €20.00 to €22.00. This reflects recent price target increases from banks such as Citi and Deutsche Bank, alongside small tweaks to revenue, margin and future P/E assumptions.
分析記事 • Feb 11There's No Escaping Soitec SA's (EPA:SOI) Muted Revenues Despite A 29% Share Price RiseThose holding Soitec SA ( EPA:SOI ) shares would be relieved that the share price has rebounded 29% in the last thirty...
ナラティブの更新 • Feb 07SOI: Reset Earnings Expectations Will Pressure Shares As Revenue Outlook SoftensAnalysts have adjusted their view on Soitec's upside, with recent Street research moving price targets to €20. This reflects updated expectations for softer revenue contraction, stable profit margins and a slightly lower future P/E multiple.
Buy Or Sell Opportunity • Feb 06Now 25% overvaluedOver the last 90 days, the stock has fallen 14% to €31.88. The fair value is estimated to be €25.44, however this is not to be taken as a sell 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 2.9% per annum. Earnings are also forecast to grow by 51% per annum over the same time period.
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.
ナラティブの更新 • Jan 24SOI: Future Earnings Delivery And Margin Discipline Will Challenge Recent Bearish RepricingAnalysts have modestly lifted their fair value estimate for Soitec to €50.24 from €49.24, while recent Street price target cuts to €40 and €20 reflect more cautious views on near term earnings power and valuation multiples. Analyst Commentary The recent Street research on Soitec reflects a more cautious tone around shorter term earnings visibility and valuation, with price targets adjusted to €40 and €20.
ナラティブの更新 • Jan 09SOI: Future Earnings Quality And Margin Delivery Will Drive Bullish RepricingAnalysts have reduced their implied fair value for Soitec to about €49 from about €86, citing lower price targets of €20 and €40, along with updated views on growth, margins and future P/E assumptions. Analyst Commentary Recent Street research on Soitec has centered on lower published price targets and more cautious formal ratings, with targets of €20 and €40 now anchoring many valuation discussions.
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.
分析記事 • Jan 03Is Soitec SA (EPA:SOI) Potentially Undervalued?Soitec SA ( EPA:SOI ), is not the largest company out there, but it saw significant share price movement during recent...
ナラティブの更新 • Dec 14SOI: Earnings Reset Risk Will Pressure Shares Amid Weakening DemandOur updated narrative price target for Soitec has been cut from EUR 32 to EUR 20, as analysts factor in weaker revenue growth expectations, softer profit margins, and a higher anticipated earnings multiple reflected in recent downward revisions to Street targets. Analyst Commentary Recent Street research has turned more cautious on Soitec, with successive cuts to price targets signaling growing concern over the company’s medium term growth profile and risk reward balance.
ナラティブの更新 • Nov 30SOI: Leadership Transition And Sector Recovery Will Drive Share Momentum AheadAnalysts have lowered their price target for Soitec from €48.35 to €36.00, citing cautious sector outlooks and recalibrated growth expectations. Analyst Commentary Analyst opinions on Soitec remain mixed as the company faces both headwinds and selective areas of optimism in its near-term outlook.
分析記事 • Nov 27There May Be Some Bright Spots In Soitec's (EPA:SOI) EarningsThe most recent earnings report from Soitec SA ( EPA:SOI ) was disappointing for shareholders. While the headline...
Major Estimate Revision • Nov 26Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €656.6m to €595.8m. Now expected to report a loss of €1.25 per share instead of €0.418 per share profit previously forecast. Semiconductor industry in France expected to see average net income growth of 54% next year. Consensus price target down from €48.35 to €36.41. Share price fell 23% to €26.46 over the past week.
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
分析記事 • Nov 22Earnings Update: Soitec SA (EPA:SOI) Just Reported And Analysts Are Trimming Their ForecastsThere's been a major selloff in Soitec SA ( EPA:SOI ) shares in the week since it released its half-yearly report, with...
Price Target Changed • Nov 21Price target decreased by 11% to €43.12Down from €48.35, the current price target is an average from 17 analysts. New target price is 85% above last closing price of €23.30. Stock is down 68% over the past year. The company is forecast to post a net loss per share of €1.73 compared to earnings per share of €2.56 last year.
Reported Earnings • Nov 21First half 2026 earnings: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 185%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 48% per year whereas the company’s share price has fallen by 47% per year.
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.
分析記事 • Nov 21Revenues Working Against Soitec SA's (EPA:SOI) Share Price Following 43% DiveSoitec SA ( EPA:SOI ) shareholders that were waiting for something to happen have been dealt a blow with a 43% share...
Buy Or Sell Opportunity • Nov 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to €24.12. The fair value is estimated to be €31.34, 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.
ナラティブの更新 • Nov 16SOI: Shares Will Benefit From Sector Sentiment Shifts and New LeadershipAnalysts have recently lowered their price targets on Soitec, with reductions ranging from EUR 5 to EUR 15 per share. They cite continued caution on the European technology hardware sector and limited near-term benefit from artificial intelligence trends.
ナラティブの更新 • Oct 31SOI: Future AI Momentum Will Drive Share Recovery Amid Sector UncertaintySoitec's analyst price target has been revised downward by approximately EUR 0.29 to EUR 48.35, as analysts cite cautious sector outlooks and reduced growth expectations in recent research updates. Analyst Commentary Recent research updates reflect a cautious sentiment among analysts regarding Soitec's near-term prospects.
ナラティブの更新 • Oct 17AI And 5G Wireless Will Unlock New MarketsAnalysts have slightly increased Soitec’s fair value estimate from €48.47 to €48.65, citing updated market conditions, cautious sentiment on European technology hardware, and recent reductions in price targets due to sector-wide challenges. Analyst Commentary Recent street research reflects a mixed sentiment toward Soitec, with lower price targets from several analysts and a generally cautious outlook on the broader European technology hardware sector.
Major Estimate Revision • Oct 16Consensus EPS estimates fall by 32%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from €0.915 to €0.618 per share. Revenue forecast steady at €656.0m. Net income forecast to shrink 54% next year vs 46% growth forecast for Semiconductor industry in France . Consensus price target broadly unchanged at €48.65. Share price fell 14% to €39.17 over the past week.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €45.17, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 25x in the Semiconductor industry in France. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.79 per share.
ナラティブの更新 • Oct 03AI And 5G Wireless Will Unlock New MarketsAnalysts have lowered their fair value estimate for Soitec from approximately €51.28 to €48.47. This adjustment is due to cautious sentiment around European technology hardware and ongoing end market pressures, as reflected in recent price target reductions.
分析記事 • Oct 03Subdued Growth No Barrier To Soitec SA (EPA:SOI) With Shares Advancing 29%Soitec SA ( EPA:SOI ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last month...
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 16%After last week's 16% share price gain to €36.19, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 21x in the Semiconductor industry in France. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share.
ナラティブの更新 • Sep 17AI And 5G Wireless Will Unlock New MarketsSoitec's consensus price target has been revised downward amid continued end-market pressure, weak customer earnings, and limited AI-driven upside, with the fair value estimate dropping from €52.94 to €51.28. Analyst Commentary Bearish analysts cite continued end-market pressure and elevated client inventories, reducing confidence in near-term demand recovery.
分析記事 • Aug 31Soitec (EPA:SOI) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
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
Major Estimate Revision • Jun 03Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €923.0m to €822.4m. EPS estimate fell from €3.44 to €2.67 per share. Net income forecast to grow 14% next year vs 17% growth forecast for Semiconductor industry in France. Consensus price target down from €78.63 to €66.16. Share price fell 24% to €43.41 over the past week.
Buy Or Sell Opportunity • Jun 03Now 25% overvaluedOver the last 90 days, the stock has fallen 23% to €43.41. The fair value is estimated to be €34.84, 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 24%After last week's 24% share price decline to €41.70, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Semiconductor industry in France. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.34 per share.
Price Target Changed • May 30Price target decreased by 8.4% to €72.05Down from €78.63, the current price target is an average from 19 analysts. New target price is 66% above last closing price of €43.42. Stock is down 61% over the past year. The company is forecast to post earnings per share of €3.36 for next year compared to €2.55 last year.
分析記事 • May 30Soitec SA Just Missed Earnings - But Analysts Have Updated Their ModelsThere's been a notable change in appetite for Soitec SA ( EPA:SOI ) shares in the week since its full-year report, with...
分析記事 • May 29Calculating The Fair Value Of Soitec SA (EPA:SOI)Key Insights The projected fair value for Soitec is €45.38 based on 2 Stage Free Cash Flow to Equity Current share...
Reported Earnings • May 28Full year 2025 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
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 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €40.93, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Semiconductor industry in France. Total loss to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.62 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)
Price Target Changed • Mar 06Price target decreased by 11% to €80.11Down from €89.84, the current price target is an average from 19 analysts. New target price is 33% above last closing price of €60.05. Stock is down 56% over the past year. The company is forecast to post earnings per share of €2.84 for next year compared to €4.99 last year.
Buy Or Sell Opportunity • Mar 06Now 28% overvaluedOver the last 90 days, the stock has fallen 31% to €60.05. The fair value is estimated to be €46.92, 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.
新しいナラティブ • Feb 26Future Prospects Will Brighten With Advancements In 5G, AI, And Electric Vehicles Investment in new products and expansion, supported by positive cash flow, indicates future revenue growth and earnings potential in various divisions.
Price Target Changed • Feb 07Price target decreased by 13% to €103Down from €118, the current price target is an average from 19 analysts. New target price is 83% above last closing price of €56.30. Stock is down 60% over the past year. The company is forecast to post earnings per share of €3.08 for next year compared to €4.99 last year.
Major Estimate Revision • Feb 07Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €951.3m to €920.2m. EPS estimate also fell from €3.66 per share to €3.20 per share. Net income forecast to grow 23% next year vs 5.5% growth forecast for Semiconductor industry in France. Consensus price target down from €109 to €95.16. Share price fell 34% to €56.30 over the past week.
New Risk • Feb 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (12% net profit margin).
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to €57.70, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Semiconductor industry in France. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €69.56 per share.
Buy Or Sell Opportunity • Feb 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €84.60. The fair value is estimated to be €68.55, 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.
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 06Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 5.9% to €89.35. The fair value is estimated to be €70.09, 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.
Buy Or Sell Opportunity • Dec 13Now 25% overvaluedOver the last 90 days, the stock has fallen 14% to €86.45. The fair value is estimated to be €69.12, 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.
Major Estimate Revision • Dec 01Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €4.30 to €3.82 per share. Revenue forecast steady at €954.0m. Net income forecast to grow 62% next year vs 3.2% growth forecast for Semiconductor industry in France. Consensus price target down from €127 to €121. Share price rose 6.8% to €78.15 over the past week.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €78.30, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Semiconductor industry in France. Total loss to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €78.30 per share.
Price Target Changed • Nov 22Price target decreased by 7.1% to €124Down from €133, the current price target is an average from 18 analysts. New target price is 69% above last closing price of €73.20. Stock is down 55% over the past year. The company is forecast to post earnings per share of €3.93 for next year compared to €4.99 last year.
Reported Earnings • Nov 22First half 2025 earnings: EPS misses analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Semiconductor industry in France. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
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.
New Risk • Nov 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 12% Last year net profit margin: 21% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin).
Buy Or Sell Opportunity • Aug 31Now 20% undervaluedOver the last 90 days, the stock has risen 1.3% to €112. The fair value is estimated to be €141, 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 • Aug 05Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €112. The fair value is estimated to be €141, 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 27% undervaluedOver the last 90 days, the stock has risen 4.5% to €104. The fair value is estimated to be €143, 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 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €103. The fair value is estimated to be €129, 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 13% 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: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Semiconductor industry in France. 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 13% per year, which means it is significantly lagging earnings.
