Soitec SA

ENXTPA:SOI 주식 리포트

시가총액: €6.3b

Soitec 경영진

경영진 기준 점검 1/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Laurent Remont

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간6.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 18

SOI: Execution Risks And Mixed Broker Stances Will Limit Future Share Momentum

Analysts have lifted their fair value estimate for Soitec from about €36 to roughly €77.87, citing higher price targets from several banks and updated assumptions around discount rates, profit margins, and future P/E multiples. Analyst Commentary Recent research shows a wide range of views on Soitec, with some bullish analysts lifting price targets sharply and others turning more cautious.
내러티브 업데이트 May 03

SOI: Tighter Margins And Mixed Ratings Will Pressure Future P/E

Soitec's updated analyst price narrative keeps fair value around €22.0 per share, while analysts fine tune assumptions with a lower discount rate, a milder revenue decline, slightly softer profit margins, and a higher future P/E after mixed research that includes recent downgrades alongside material price target increases from several banks. Analyst Commentary Recent research on Soitec points to a split in sentiment.
내러티브 업데이트 Apr 19

SOI: Elevated Multiple And Slower Margin Outlook Will Challenge Bullish Repricing

Narrative update on Soitec The analyst price target for Soitec is now set at €79.51, up from €50.24. Analysts link this change to updated views on fair value, discount rate, growth, margins and P/E assumptions, as well as recent target increases and rating changes from major banks.
내러티브 업데이트 Apr 04

SOI: Margin Execution Risk Will Keep Lower P/E Under Pressure

Soitec's analyst price target has been raised by €17, supported by research pointing to a more moderate revenue decline, a higher projected profit margin of 11.42% and a lower future P/E of 13.01x. Analyst Commentary Recent research coverage on Soitec has focused on recalibrating expectations around earnings quality, valuation and the pace of future growth.
내러티브 업데이트 Mar 21

SOI: Modest Price Hikes Will Keep P/E Pressure Elevated

Analysts have nudged their price targets on Soitec higher, with recent €3 and €4 upward adjustments. This supports a refreshed view that modestly better revenue trends, slightly firmer margins and a marginally lower assumed future P/E multiple can still justify an unchanged fair value estimate of €22 per share.
내러티브 업데이트 Mar 07

SOI: Higher Margin Hopes And Lower Future P/E Will Pressure Shares

Analysts have lifted their Soitec price targets by €3 to €4, pointing to small tweaks in revenue growth expectations, slightly higher profit margin assumptions, and a modestly lower future P/E as key drivers of the updated view. Analyst Commentary Recent research updates on Soitec point to slightly higher price targets, but the tone is not uniformly upbeat.
내러티브 업데이트 Feb 21

SOI: Cautious Earnings And Margin Assumptions Will Pressure Shares Further

Analysts have nudged their fair value estimate for Soitec up from €20.00 to €22.00. This reflects recent price target increases from banks such as Citi and Deutsche Bank, alongside small tweaks to revenue, margin and future P/E assumptions.
분석 기사 Feb 11

There's No Escaping Soitec SA's (EPA:SOI) Muted Revenues Despite A 29% Share Price Rise

Those holding Soitec SA ( EPA:SOI ) shares would be relieved that the share price has rebounded 29% in the last thirty...
내러티브 업데이트 Feb 07

SOI: Reset Earnings Expectations Will Pressure Shares As Revenue Outlook Softens

Analysts have adjusted their view on Soitec's upside, with recent Street research moving price targets to €20. This reflects updated expectations for softer revenue contraction, stable profit margins and a slightly lower future P/E multiple.
내러티브 업데이트 Jan 24

SOI: Future Earnings Delivery And Margin Discipline Will Challenge Recent Bearish Repricing

Analysts have modestly lifted their fair value estimate for Soitec to €50.24 from €49.24, while recent Street price target cuts to €40 and €20 reflect more cautious views on near term earnings power and valuation multiples. Analyst Commentary The recent Street research on Soitec reflects a more cautious tone around shorter term earnings visibility and valuation, with price targets adjusted to €40 and €20.
내러티브 업데이트 Jan 09

SOI: Future Earnings Quality And Margin Delivery Will Drive Bullish Repricing

Analysts have reduced their implied fair value for Soitec to about €49 from about €86, citing lower price targets of €20 and €40, along with updated views on growth, margins and future P/E assumptions. Analyst Commentary Recent Street research on Soitec has centered on lower published price targets and more cautious formal ratings, with targets of €20 and €40 now anchoring many valuation discussions.
분석 기사 Jan 03

Is Soitec SA (EPA:SOI) Potentially Undervalued?

Soitec SA ( EPA:SOI ), is not the largest company out there, but it saw significant share price movement during recent...
내러티브 업데이트 Dec 14

SOI: Earnings Reset Risk Will Pressure Shares Amid Weakening Demand

Our updated narrative price target for Soitec has been cut from EUR 32 to EUR 20, as analysts factor in weaker revenue growth expectations, softer profit margins, and a higher anticipated earnings multiple reflected in recent downward revisions to Street targets. Analyst Commentary Recent Street research has turned more cautious on Soitec, with successive cuts to price targets signaling growing concern over the company’s medium term growth profile and risk reward balance.
내러티브 업데이트 Nov 30

SOI: Leadership Transition And Sector Recovery Will Drive Share Momentum Ahead

Analysts have lowered their price target for Soitec from €48.35 to €36.00, citing cautious sector outlooks and recalibrated growth expectations. Analyst Commentary Analyst opinions on Soitec remain mixed as the company faces both headwinds and selective areas of optimism in its near-term outlook.
분석 기사 Nov 27

There May Be Some Bright Spots In Soitec's (EPA:SOI) Earnings

The most recent earnings report from Soitec SA ( EPA:SOI ) was disappointing for shareholders. While the headline...
분석 기사 Nov 22

Earnings Update: Soitec SA (EPA:SOI) Just Reported And Analysts Are Trimming Their Forecasts

There's been a major selloff in Soitec SA ( EPA:SOI ) shares in the week since it released its half-yearly report, with...
분석 기사 Nov 21

Revenues Working Against Soitec SA's (EPA:SOI) Share Price Following 43% Dive

Soitec SA ( EPA:SOI ) shareholders that were waiting for something to happen have been dealt a blow with a 43% share...
내러티브 업데이트 Nov 16

SOI: Shares Will Benefit From Sector Sentiment Shifts and New Leadership

Analysts have recently lowered their price targets on Soitec, with reductions ranging from EUR 5 to EUR 15 per share. They cite continued caution on the European technology hardware sector and limited near-term benefit from artificial intelligence trends.
내러티브 업데이트 Oct 31

SOI: Future AI Momentum Will Drive Share Recovery Amid Sector Uncertainty

Soitec's analyst price target has been revised downward by approximately EUR 0.29 to EUR 48.35, as analysts cite cautious sector outlooks and reduced growth expectations in recent research updates. Analyst Commentary Recent research updates reflect a cautious sentiment among analysts regarding Soitec's near-term prospects.
내러티브 업데이트 Oct 17

AI And 5G Wireless Will Unlock New Markets

Analysts have slightly increased Soitec’s fair value estimate from €48.47 to €48.65, citing updated market conditions, cautious sentiment on European technology hardware, and recent reductions in price targets due to sector-wide challenges. Analyst Commentary Recent street research reflects a mixed sentiment toward Soitec, with lower price targets from several analysts and a generally cautious outlook on the broader European technology hardware sector.
내러티브 업데이트 Oct 03

AI And 5G Wireless Will Unlock New Markets

Analysts have lowered their fair value estimate for Soitec from approximately €51.28 to €48.47. This adjustment is due to cautious sentiment around European technology hardware and ongoing end market pressures, as reflected in recent price target reductions.
분석 기사 Oct 03

Subdued Growth No Barrier To Soitec SA (EPA:SOI) With Shares Advancing 29%

Soitec SA ( EPA:SOI ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last month...
내러티브 업데이트 Sep 17

AI And 5G Wireless Will Unlock New Markets

Soitec's consensus price target has been revised downward amid continued end-market pressure, weak customer earnings, and limited AI-driven upside, with the fair value estimate dropping from €52.94 to €51.28. Analyst Commentary Bearish analysts cite continued end-market pressure and elevated client inventories, reducing confidence in near-term demand recovery.
분석 기사 Aug 31

Soitec (EPA:SOI) Will Be Hoping To Turn Its Returns On Capital Around

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
분석 기사 May 30

Soitec SA Just Missed Earnings - But Analysts Have Updated Their Models

There's been a notable change in appetite for Soitec SA ( EPA:SOI ) shares in the week since its full-year report, with...
분석 기사 May 29

Calculating The Fair Value Of Soitec SA (EPA:SOI)

Key Insights The projected fair value for Soitec is €45.38 based on 2 Stage Free Cash Flow to Equity Current share...
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새로운 내러티브 Feb 26

Future Prospects Will Brighten With Advancements In 5G, AI, And Electric Vehicles

Investment in new products and expansion, supported by positive cash flow, indicates future revenue growth and earnings potential in various divisions.

CEO

Laurent Remont (53 yo)

less than a year
재임 기간

Mr. Laurent Remont is Chief Executive Officer of Soitec SA from April 1, 2026. Mr. Remont joined the Soitec SA on March 16, 2026. He is currently Senior Vice President at Infineon Technologies, a global se...


리더십 팀

이름직위재임 기간보수지분
Laurent Remont
Chief Executive Officerless than a year데이터 없음데이터 없음
Albin Jacquemont
Executive & CFO1yr데이터 없음데이터 없음
Cyril Menon
Senior EVP of Operations Excellence & Quality and COO2.8yrs데이터 없음데이터 없음
Christophe Maleville
Senior EVP of Innovation & CTO5.7yrs데이터 없음데이터 없음
Caroline Sasia
Executive VP3.7yrs데이터 없음데이터 없음
Calvin Chen
Chief Sales Officerless than a year데이터 없음데이터 없음
Jeannette Schuh
Executive VP and Chief Human Resources & Transformation Officer2.6yrs데이터 없음데이터 없음
Steve Babureck
Executive VP & Chief Strategy Officerno data데이터 없음데이터 없음
Rene Jonker
Executive VP & Chief Product Officerno data데이터 없음데이터 없음
Emmanuel Sabonnadière
Executive Vice President of Automotive & Industrial Divisionno data데이터 없음데이터 없음
Jean-Marc Le Meil
Executive Vice President of Mobile Communications Divisionno data데이터 없음데이터 없음
Ruth Hernandez
Chief Sales Officer1.3yrs데이터 없음데이터 없음
2.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 관리: SOI의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 2 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Francoise Chombar
Independent Director6.8yrs€72.00k0.00028%
€ 17.7k
Kai Aarne Seikku
Non-Independent Director7yrs€98.00k0.0056%
€ 354.5k
Christophe Gegout
Independent Director11.1yrs€40.52k0.0042%
€ 265.9k
Frederic Lissalde
Independent Chairman1.8yrs€36.93k0.0028%
€ 177.2k
Samuel Dalens
Representative Non-Independent Director12.8yrs€88.83k데이터 없음
Satoshi Onishi
Non-Independent Director10.8yrs€59.00k0.00028%
€ 17.7k
Laurence Delpy
Representative Independent Director10.1yrs€115.00k데이터 없음
Shuo Zhang
Independent Director6.8yrs€88.72k0.00028%
€ 17.7k
Delphine Vaylet
Independent Director3.8yrs€79.18k0.00028%
€ 17.7k
Wisseme Allali
Employee Director5.3yrs데이터 없음0.0011%
€ 68.4k
Didier Landru
Employee Director5.3yrs데이터 없음0.0021%
€ 131.0k
Maude Portigliatti
Independent Director3.8yrs€22.97k0.00028%
€ 17.7k
6.8yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 이사회: SOI의 이사회경험이 있음으로 간주됩니다(평균 재임 6.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 15:44
종가2026/05/22 00:00
수익2025/09/30
연간 수익2025/03/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Soitec SA는 31명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Simon Alexander ColesBarclays
Anna PatriceBerenberg
Trion ReidBerenberg