View ValuationSoitec 향후 성장Future 기준 점검 4/6Soitec (는) 각각 연간 69.6% 및 14.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 71.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.1% 로 예상됩니다.핵심 정보69.6%이익 성장률71.28%EPS 성장률Semiconductor 이익 성장22.1%매출 성장률14.8%향후 자기자본이익률9.11%애널리스트 커버리지Good마지막 업데이트02 Jun 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.모든 업데이트 보기Recent updatesReported Earnings • May 28Full year 2026 earnings released: €6.22 loss per share (vs €2.56 profit in FY 2025)Full year 2026 results: €6.22 loss per share (down from €2.56 profit in FY 2025). Revenue: €592.0m (down 34% from FY 2025). Net loss: €222.0m (down 343% from profit in FY 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.공시 • 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.공시 • 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.공시 • Nov 25+ 1 more updateSoitec SA to Report First Half, 2027 Results on Nov 11, 2026Soitec SA announced that they will report first half, 2027 results on Nov 11, 2026Reported Earnings • Nov 21First half 2026 earnings released: €1.88 loss per share (vs €0.38 profit in 1H 2025)First half 2026 results: €1.88 loss per share (down from €0.38 profit in 1H 2025). Revenue: €230.7m (down 32% from 1H 2025). Net loss: €66.9m (down €80.4m from profit in 1H 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.공시 • Nov 21Soitec SA Provides Revenue Guidance for the Third Quarter of 2026Soitec SA provided revenue guidance for the third quarter of 2026. For the quarter, the company revenue is expected to grow mid-to-high single-digit sequentially, organic.New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Buy Or Sell Opportunity • Nov 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to €24.66. The fair value is estimated to be €32.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 43% per annum over the same time period.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €44.91, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Semiconductor industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.73 per share.공시 • Oct 01+ 1 more updateSoitec Announces Management ChangesSoitec announced that during its Board of Directors meeting on October 1, 2025, the Board of Directors acknowledged the appointment of Julie Galland as the new permanent representative of CEA Investissement on the Board of Directors and the Strategic Committee of Soitec, in replacement of François Jacq, with immediate effect. Julie Galland has been Director of Technological Research at the French Alternative Energies and Atomic Energy Commission (CEA) since January 2023. A graduate of the École polytechnique, ingénieure générale du Corps des mines and PhD in Solid-State Physics, she brings her expertise to the development of strategic technologies in the fields of national sovereignty, energy transition, digital technology and major societal challenges.Before joining the CEA, she held several positions at the Directorate-General for Enterprise (DGE) between 2012 and 2023, in the semiconductor, health, aerospace and digital technology sectors. She led innovation, industrialization and investment policies, contributing to the structuring of industrial sectors and the implementation of public policies. Her expertise in key technologies and industrial dynamics will be an asset for the governance and execution of Soitec's strategy.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €36.08, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share.공시 • Jun 14Soitec SA, Annual General Meeting, Jul 22, 2025Soitec SA, Annual General Meeting, Jul 22, 2025. Location: 52 rue de la victoire, paris FranceBuy Or Sell Opportunity • Jun 03Now 24% overvaluedOver the last 90 days, the stock has fallen 23% to €43.40. The fair value is estimated to be €34.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €41.91, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €29.57 per share.Reported Earnings • May 29Full year 2025 earnings released: EPS: €2.55 (vs €4.99 in FY 2024)Full year 2025 results: EPS: €2.55 (down from €4.99 in FY 2024). Revenue: €891.0m (down 8.9% from FY 2024). Net income: €91.0m (down 49% from FY 2024). Profit margin: 10% (down from 18% in FY 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.공시 • May 26Soitec SA to Report Fiscal Year 2026 Results on May 27, 2026Soitec SA announced that they will report fiscal year 2026 results on May 27, 2026Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €42.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €48.64 per share.공시 • Mar 24Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD)Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD)Buy Or Sell Opportunity • Mar 06Now 26% overvaluedOver the last 90 days, the stock has fallen 32% to €59.40. The fair value is estimated to be €47.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €59.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €67.55 per share.Buy Or Sell Opportunity • Feb 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €84.35. The fair value is estimated to be €68.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.공시 • Jan 18Soitec Announces Management ChangesSoitec announced the appointment of Ruth Hernandez as Chief Sales Officer. She will join the Executive Committee with responsibility for driving Soitec’s commercial success. With a proven track record in the semiconductor industry, Ruth Hernandez brings 25 years of experience working with major semiconductor companies such as Texas Instruments, Maxim Integrated and GlobalFoundries across five countries. She will play a key role in driving the next chapter of Soitec’s long-term growth strategy and strengthening Soitec’s customer networks. Ruth succeeds Yvon Pastol who will leave the company on January 31, 2024 after having led the global Sales organization since August 2020.Buy Or Sell Opportunity • Jan 17Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to €85.80. The fair value is estimated to be €69.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.공시 • Jan 08+ 1 more updateSoitec SA to Report Fiscal Year 2025 Results on May 27, 2025Soitec SA announced that they will report fiscal year 2025 results on May 27, 2025Buy Or Sell Opportunity • Dec 14Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at €86.45. The fair value is estimated to be €69.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €79.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.01 per share.Reported Earnings • Nov 25First half 2025 earnings released: EPS: €0.38 (vs €2.24 in 1H 2024)First half 2025 results: EPS: €0.38 (down from €2.24 in 1H 2024). Revenue: €337.7m (down 16% from 1H 2024). Net income: €13.6m (down 83% from 1H 2024). Profit margin: 4.0% (down from 20% in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.공시 • 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.이익 및 매출 성장 예측WBAG:SOI - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,0001397529393/31/20287806951197163/31/2027624371215163/31/2026592-22274202N/A12/31/2025688-10614150N/A9/30/202578411-4799N/A6/30/202583751-22150N/A3/31/2025891912201N/A12/31/202490310130226N/A9/30/202491411259250N/A6/30/2024946145-1208N/A3/31/2024978178-60165N/A12/31/2023999197-63173N/A9/30/20231,020217-67180N/A6/30/20231,054224-16221N/A3/31/20231,08923235262N/A12/31/20221,02422767292N/A9/30/202296022398322N/A6/30/202291121274288N/A3/31/202286320249254N/A12/31/2021783164-4192N/A9/30/2021702126-57130N/A6/30/2021643100-8152N/A3/31/20215847440174N/A12/31/20205898364170N/A9/30/20205939188166N/A6/30/202059610152133N/A3/31/202059811116100N/A12/31/2019557103N/A92N/A9/30/201951696N/A85N/A6/30/201948093N/A71N/A3/31/201944490N/A57N/A12/31/201839997N/A48N/A9/30/2018355104N/A39N/A6/30/201833398N/A37N/A3/31/201831192N/A35N/A12/31/201729461N/A36N/A9/30/201727730N/A38N/A6/30/201726118N/A35N/A3/31/20172467N/A32N/A12/31/20162426N/A19N/A9/30/2016236-21N/A-16N/A6/30/2016235-27N/A-14N/A3/31/2016233-34N/A-12N/A12/31/2015226-44N/A-25N/A9/30/2015210-31N/A-24N/A6/30/2015191-44N/A-12N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SOI 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(2.3%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: SOI (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: SOI 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: SOI 의 수익(연간 14.8%)이 Austrian 시장(연간 4.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: SOI 의 수익(연간 14.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SOI의 자본 수익률은 3년 후 9.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/04 00:15종가2026/06/04 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Soitec SA는 25명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Simon Alexander ColesBarclaysTrion ReidBerenbergAnna PatriceBerenberg22명의 분석가 더 보기
공시 • 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.
공시 • 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.
Reported Earnings • May 28Full year 2026 earnings released: €6.22 loss per share (vs €2.56 profit in FY 2025)Full year 2026 results: €6.22 loss per share (down from €2.56 profit in FY 2025). Revenue: €592.0m (down 34% from FY 2025). Net loss: €222.0m (down 343% from profit in FY 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
공시 • 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.
공시 • 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.
공시 • Nov 25+ 1 more updateSoitec SA to Report First Half, 2027 Results on Nov 11, 2026Soitec SA announced that they will report first half, 2027 results on Nov 11, 2026
Reported Earnings • Nov 21First half 2026 earnings released: €1.88 loss per share (vs €0.38 profit in 1H 2025)First half 2026 results: €1.88 loss per share (down from €0.38 profit in 1H 2025). Revenue: €230.7m (down 32% from 1H 2025). Net loss: €66.9m (down €80.4m from profit in 1H 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
공시 • Nov 21Soitec SA Provides Revenue Guidance for the Third Quarter of 2026Soitec SA provided revenue guidance for the third quarter of 2026. For the quarter, the company revenue is expected to grow mid-to-high single-digit sequentially, organic.
New Risk • Nov 20New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Buy Or Sell Opportunity • Nov 20Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to €24.66. The fair value is estimated to be €32.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 43% per annum over the same time period.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €44.91, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Semiconductor industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.73 per share.
공시 • Oct 01+ 1 more updateSoitec Announces Management ChangesSoitec announced that during its Board of Directors meeting on October 1, 2025, the Board of Directors acknowledged the appointment of Julie Galland as the new permanent representative of CEA Investissement on the Board of Directors and the Strategic Committee of Soitec, in replacement of François Jacq, with immediate effect. Julie Galland has been Director of Technological Research at the French Alternative Energies and Atomic Energy Commission (CEA) since January 2023. A graduate of the École polytechnique, ingénieure générale du Corps des mines and PhD in Solid-State Physics, she brings her expertise to the development of strategic technologies in the fields of national sovereignty, energy transition, digital technology and major societal challenges.Before joining the CEA, she held several positions at the Directorate-General for Enterprise (DGE) between 2012 and 2023, in the semiconductor, health, aerospace and digital technology sectors. She led innovation, industrialization and investment policies, contributing to the structuring of industrial sectors and the implementation of public policies. Her expertise in key technologies and industrial dynamics will be an asset for the governance and execution of Soitec's strategy.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €36.08, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share.
공시 • Jun 14Soitec SA, Annual General Meeting, Jul 22, 2025Soitec SA, Annual General Meeting, Jul 22, 2025. Location: 52 rue de la victoire, paris France
Buy Or Sell Opportunity • Jun 03Now 24% overvaluedOver the last 90 days, the stock has fallen 23% to €43.40. The fair value is estimated to be €34.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €41.91, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €29.57 per share.
Reported Earnings • May 29Full year 2025 earnings released: EPS: €2.55 (vs €4.99 in FY 2024)Full year 2025 results: EPS: €2.55 (down from €4.99 in FY 2024). Revenue: €891.0m (down 8.9% from FY 2024). Net income: €91.0m (down 49% from FY 2024). Profit margin: 10% (down from 18% in FY 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
공시 • May 26Soitec SA to Report Fiscal Year 2026 Results on May 27, 2026Soitec SA announced that they will report fiscal year 2026 results on May 27, 2026
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €42.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €48.64 per share.
공시 • Mar 24Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD)Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD)
Buy Or Sell Opportunity • Mar 06Now 26% overvaluedOver the last 90 days, the stock has fallen 32% to €59.40. The fair value is estimated to be €47.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €59.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €67.55 per share.
Buy Or Sell Opportunity • Feb 04Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €84.35. The fair value is estimated to be €68.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
공시 • Jan 18Soitec Announces Management ChangesSoitec announced the appointment of Ruth Hernandez as Chief Sales Officer. She will join the Executive Committee with responsibility for driving Soitec’s commercial success. With a proven track record in the semiconductor industry, Ruth Hernandez brings 25 years of experience working with major semiconductor companies such as Texas Instruments, Maxim Integrated and GlobalFoundries across five countries. She will play a key role in driving the next chapter of Soitec’s long-term growth strategy and strengthening Soitec’s customer networks. Ruth succeeds Yvon Pastol who will leave the company on January 31, 2024 after having led the global Sales organization since August 2020.
Buy Or Sell Opportunity • Jan 17Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to €85.80. The fair value is estimated to be €69.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
공시 • Jan 08+ 1 more updateSoitec SA to Report Fiscal Year 2025 Results on May 27, 2025Soitec SA announced that they will report fiscal year 2025 results on May 27, 2025
Buy Or Sell Opportunity • Dec 14Now 24% overvaluedThe stock has been flat over the last 90 days, currently trading at €86.45. The fair value is estimated to be €69.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €79.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.01 per share.
Reported Earnings • Nov 25First half 2025 earnings released: EPS: €0.38 (vs €2.24 in 1H 2024)First half 2025 results: EPS: €0.38 (down from €2.24 in 1H 2024). Revenue: €337.7m (down 16% from 1H 2024). Net income: €13.6m (down 83% from 1H 2024). Profit margin: 4.0% (down from 20% in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
공시 • 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.