View ValuationSoitec 향후 성장Future 기준 점검 4/6Soitec (는) 각각 연간 45% 및 7.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 43.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.4% 로 예상됩니다.핵심 정보45.0%이익 성장률43.54%EPS 성장률Semiconductor 이익 성장21.3%매출 성장률7.9%향후 자기자본이익률5.39%애널리스트 커버리지Good마지막 업데이트19 May 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.공시 • 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.공시 • 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.공시 • Mar 28+ 1 more updateSoitec SA Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, Ending on March 31, 2025Soitec SA provides earnings guidance for the fiscal year ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, March 31, 2025. For the period, the company expects revenue for FY’24 to decline by around 10% at constant exchange rates and perimeterFor the year 2025, the company expects revenue for FY’25 to be stable at constant exchange rates and perimeter as compared to FY’24 with a potential upside if the RF business recovers earlier, with strong seasonality effect.For the first half, the company expects revenue to decline by around 15% year-on-year at constant exchange rates and perimeter, with especially a low point expected in Q1’25For the second half of year 2025, the company expects revenue to rebound in H2’25, driven by the end of RF-SOI inventory correction with foundries, the strong structural growth of its SOI products, the continued adoption of POI and the start of the SmartSiCTM ramp-up in the second half of FY’25.공시 • Feb 08Soitec SA Provides Revenue Guidance of Year 2024Soitec SA provided revenue guidance of year 2024. For the period, the company revenue is expected to be down around 10% year-on-year at constant exchange rates and perimeter as opposed to a mid-single digit decrease previously expected.모든 업데이트 보기Recent updatesNew Risk • Apr 14New 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 British stocks, typically moving 12% 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 (12% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).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 25% growth forecast for the Semiconductor industry in the United Kingdom. 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.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.Buy Or Sell Opportunity • Nov 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to €24.55. The fair value is estimated to be €30.67, 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.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: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €38.02, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total loss to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.23 per share.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €44.58, 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 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.66 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 16%After last week's 16% share price gain to €36.35, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.65 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 FranceValuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €42.11, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Semiconductor industry in Europe. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.60 per share.Reported Earnings • May 28Full 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 9.1% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in the United Kingdom. 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.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 • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €58.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.12 per share.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €41.39, the stock trades at a forward P/E ratio of 13x. Average trailing P/E is 13x in the Semiconductor industry in Europe. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.46 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)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 British stocks, typically moving 8.5% 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 (8.5% 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 29%After last week's 29% share price decline to €58.30, the stock trades at a forward P/E ratio of 13x. Average trailing P/E is 17x in the Semiconductor industry in Europe. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.94 per share.Buy Or Sell Opportunity • Jan 29Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €87.69. The fair value is estimated to be €68.48, 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.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, 2025Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €83.93, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €76.13 per share.New Risk • Nov 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin).Reported Earnings • Nov 22First 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. 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 32% per year, which means it is performing significantly worse than earnings.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.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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Oct 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €79.81. The fair value is estimated to be €100, 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 12% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Buy Or Sell Opportunity • Sep 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to €108. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 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 08Now 21% undervaluedOver the last 90 days, the stock has risen 7.8% to €108. The fair value is estimated to be €136, 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.공시 • 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.공시 • 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.공시 • May 25Soitec SA Provides Revenue Guidance for the First Half 2025, Second Half 2025 and Fiscal Year 2025Soitec SA provided revenue guidance for the first half 2025, second half 2025 and fiscal year 2025. For the period, Company expects revenue to be stable year on year at constant exchange rates and perimeter as compared to FY’24. First half 2025 revenue is expected to decline by around 15% year-on-year, at constant exchange rates and perimeter, with a low point expected in first quarter 2025. The company then anticipates revenue to rebound in the second half of fiscal year 2025, driven by the recovery of the RF-SOI activity following the end of the inventory correction.Reported Earnings • May 24Full year 2024 earnings released: EPS: €4.99 (vs €6.60 in FY 2023)Full year 2024 results: EPS: €4.99 (down from €6.60 in FY 2023). Revenue: €978.0m (down 10% from FY 2023). Net income: €178.0m (down 23% from FY 2023). Profit margin: 18% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to €91.91. The fair value is estimated to be €116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.New Risk • Mar 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €95.80, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Semiconductor industry in the United Kingdom. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.Buy Or Sell Opportunity • Mar 29Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 41% to €95.80. The fair value is estimated to be €126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.공시 • Mar 28+ 1 more updateSoitec SA Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, Ending on March 31, 2025Soitec SA provides earnings guidance for the fiscal year ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, March 31, 2025. For the period, the company expects revenue for FY’24 to decline by around 10% at constant exchange rates and perimeterFor the year 2025, the company expects revenue for FY’25 to be stable at constant exchange rates and perimeter as compared to FY’24 with a potential upside if the RF business recovers earlier, with strong seasonality effect.For the first half, the company expects revenue to decline by around 15% year-on-year at constant exchange rates and perimeter, with especially a low point expected in Q1’25For the second half of year 2025, the company expects revenue to rebound in H2’25, driven by the end of RF-SOI inventory correction with foundries, the strong structural growth of its SOI products, the continued adoption of POI and the start of the SmartSiCTM ramp-up in the second half of FY’25.공시 • Feb 08Soitec SA Provides Revenue Guidance of Year 2024Soitec SA provided revenue guidance of year 2024. For the period, the company revenue is expected to be down around 10% year-on-year at constant exchange rates and perimeter as opposed to a mid-single digit decrease previously expected.공시 • Dec 12+ 1 more updateSoitec SA to Report Fiscal Year 2024 Results on May 22, 2024Soitec SA announced that they will report fiscal year 2024 results on May 22, 2024Reported Earnings • Nov 18First half 2024 earnings released: EPS: €2.24 (vs €2.71 in 1H 2023)First half 2024 results: EPS: €2.24 (down from €2.71 in 1H 2023). Revenue: €401.4m (down 15% from 1H 2023). Net income: €79.7m (down 16% from 1H 2023). Profit margin: 20% (in line with 1H 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.New Risk • Aug 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).공시 • Jul 26+ 1 more updateSoitec SA to Report First Half, 2024 Results on Nov 15, 2023Soitec SA announced that they will report first half, 2024 results on Nov 15, 2023Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €171, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €139 per share.New Risk • Jun 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.공시 • Jun 08Soitec S.A. Provides Earnings Guidance for the Fiscal Year 2026Soitec S.A. provided earnings guidance for the fiscal year 2026. For the year, the company confirmed revenue target of around USD 2.1 billion.Reported Earnings • Jun 08Full year 2023 earnings released: EPS: €6.60 (vs €5.99 in FY 2022)Full year 2023 results: EPS: €6.60 (up from €5.99 in FY 2022). Revenue: €1.09b (up 26% from FY 2022). Net income: €232.0m (up 15% from FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • May 10Soitec S.A., Annual General Meeting, Jul 25, 2023Soitec S.A., Annual General Meeting, Jul 25, 2023.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €129, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.Buying Opportunity • Feb 07Now 21% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be €177, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.공시 • Jan 26Soitec S.A. Expects Earnings Guidance for the Fiscal Years 2023Soitec continues to anticipate FY’23 revenue to grow around 20% at constant exchange rates and perimeter, and FY’23 EBITDA margin to reach around 36%.Reported Earnings • Nov 26First half 2023 earnings released: EPS: €2.71 (vs €2.24 in 1H 2022)First half 2023 results: EPS: €2.71 (up from €2.24 in 1H 2022). Revenue: €470.6m (up 26% from 1H 2022). Net income: €94.8m (up 27% from 1H 2022). Profit margin: 20% (in line with 1H 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 37% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to €144, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €231 per share.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €123, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 32% over the past three years.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €144, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Semiconductor industry in Europe. Total returns to shareholders of 52% over the past three years.Reported Earnings • Jun 09Full year 2022 earnings released: EPS: €5.99 (vs €2.23 in FY 2021)Full year 2022 results: EPS: €5.99 (up from €2.23 in FY 2021). Revenue: €863.0m (up 48% from FY 2021). Net income: €202.0m (up 173% from FY 2021). Profit margin: 23% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 59% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Mar 04Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be €180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Buying Opportunity • Feb 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be €193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €202, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €168, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 29x in the Semiconductor industry in Europe. Total returns to shareholders of 151% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €163 per share.Reported Earnings • Dec 03First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: €2.24 (up from €0.67 in 1H 2021). Revenue: €373.1m (up 47% from 1H 2021). Net income: €74.5m (up 235% from 1H 2021). Profit margin: 20% (up from 8.7% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 32%, compared to a 96% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 64% per year, which means it is well ahead of earnings.Reported Earnings • Jul 09Full year 2021 earnings released: EPS €2.23 (vs €3.43 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €583.8m (down 2.3% from FY 2020). Net income: €74.1m (down 33% from FY 2020). Profit margin: 13% (down from 19% in FY 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Reported Earnings • Jun 11Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €583.8m (down 2.3% from FY 2020). Net income: €74.1m (down 33% from FY 2020). Profit margin: 13% (down from 19% in FY 2020). The decrease in margin was primarily driven by higher expenses.Is New 90 Day High Low • Feb 12New 90-day high: €181The company is up 33% from its price of €136 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €138 per share.Is New 90 Day High Low • Jan 08New 90-day high: €166The company is up 26% from its price of €132 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €134 per share.Is New 90 Day High Low • Dec 22New 90-day high: €156The company is up 26% from its price of €124 on 23 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €134 per share.Is New 90 Day High Low • Dec 04New 90-day high: €152The company is up 41% from its price of €108 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €110 per share.Reported Earnings • Nov 22First half 2021 earnings released: EPS €0.67The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: €254.4m (down 1.6% from 1H 2020). Net income: €22.2m (down 47% from 1H 2020). Profit margin: 8.7% (down from 16% in 1H 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Nov 05New 90-day high: €136The company is up 31% from its price of €104 on 07 August 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €111 per share.Is New 90 Day High Low • Oct 10New 90-day high: €132The company is up 23% from its price of €107 on 10 July 2020. The British market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €105 per share.이익 및 매출 성장 예측LSE:0RMT - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20299101127529363/31/20287696268210143/31/20276261173206183/31/2026584-7325155189/30/202578411-4799N/A6/30/202583751-22150N/A3/31/2025891912201N/A12/31/202490310130226N/A9/30/202491411259250N/A6/30/2024946145-1208N/A3/31/2024978178-60165N/A12/31/2023999197-63173N/A9/30/20231,020217-67180N/A6/30/20231,054224-16221N/A3/31/20231,08923235262N/A12/31/20221,02422767292N/A9/30/202296022398322N/A6/30/202291121274288N/A3/31/202286320249254N/A12/31/2021783164-4192N/A9/30/2021702126-57130N/A6/30/2021643100-8152N/A3/31/20215847440174N/A12/31/20205898364170N/A9/30/20205939188166N/A6/30/202059610152133N/A3/31/202059811116100N/A12/31/2019557103-392N/A9/30/201951696-2185N/A6/30/201948093N/A71N/A3/31/201944490N/A57N/A12/31/201839997N/A48N/A9/30/2018355104N/A39N/A6/30/201833398N/A37N/A3/31/201831192N/A35N/A12/31/201729461N/A36N/A9/30/201727730N/A38N/A6/30/201726118N/A35N/A3/31/20172467N/A32N/A12/31/20162426N/A19N/A9/30/2016236-21N/A-16N/A6/30/2016235-27N/A-14N/A3/31/2016233-34N/A-12N/A12/31/2015226-44N/A-25N/A9/30/2015210-31N/A-24N/A6/30/2015191-44N/A-12N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0RMT 의 연간 예상 수익 증가율(45%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0RMT 의 연간 수익(45%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0RMT 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 0RMT 의 수익(연간 7.9%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0RMT 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0RMT의 자본 수익률은 3년 후 5.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 21:42종가2026/05/22 00:00수익2025/09/30연간 수익2025/03/31데이터 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 31명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Simon Alexander ColesBarclaysAnna PatriceBerenbergTrion ReidBerenberg28명의 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.
공시 • 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.
공시 • 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.
공시 • Mar 28+ 1 more updateSoitec SA Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, Ending on March 31, 2025Soitec SA provides earnings guidance for the fiscal year ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, March 31, 2025. For the period, the company expects revenue for FY’24 to decline by around 10% at constant exchange rates and perimeterFor the year 2025, the company expects revenue for FY’25 to be stable at constant exchange rates and perimeter as compared to FY’24 with a potential upside if the RF business recovers earlier, with strong seasonality effect.For the first half, the company expects revenue to decline by around 15% year-on-year at constant exchange rates and perimeter, with especially a low point expected in Q1’25For the second half of year 2025, the company expects revenue to rebound in H2’25, driven by the end of RF-SOI inventory correction with foundries, the strong structural growth of its SOI products, the continued adoption of POI and the start of the SmartSiCTM ramp-up in the second half of FY’25.
공시 • Feb 08Soitec SA Provides Revenue Guidance of Year 2024Soitec SA provided revenue guidance of year 2024. For the period, the company revenue is expected to be down around 10% year-on-year at constant exchange rates and perimeter as opposed to a mid-single digit decrease previously expected.
New Risk • Apr 14New 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 British stocks, typically moving 12% 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 (12% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).
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 25% growth forecast for the Semiconductor industry in the United Kingdom. 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.
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.
Buy Or Sell Opportunity • Nov 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 36% to €24.55. The fair value is estimated to be €30.67, 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.
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: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €38.02, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total loss to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.23 per share.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €44.58, 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 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.66 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 16%After last week's 16% share price gain to €36.35, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €22.65 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
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €42.11, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Semiconductor industry in Europe. Total loss to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.60 per share.
Reported Earnings • May 28Full 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 9.1% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Semiconductor industry in the United Kingdom. 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.
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 • May 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €58.11, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.12 per share.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €41.39, the stock trades at a forward P/E ratio of 13x. Average trailing P/E is 13x in the Semiconductor industry in Europe. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.46 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)
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 British stocks, typically moving 8.5% 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 (8.5% 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 29%After last week's 29% share price decline to €58.30, the stock trades at a forward P/E ratio of 13x. Average trailing P/E is 17x in the Semiconductor industry in Europe. Total loss to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.94 per share.
Buy Or Sell Opportunity • Jan 29Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to €87.69. The fair value is estimated to be €68.48, 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.
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
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €83.93, the stock trades at a forward P/E ratio of 17x. Average trailing P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €76.13 per share.
New Risk • Nov 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin).
Reported Earnings • Nov 22First 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. 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 32% per year, which means it is performing significantly worse than earnings.
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.
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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Oct 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €79.81. The fair value is estimated to be €100, 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 12% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Buy Or Sell Opportunity • Sep 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.0% to €108. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 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 08Now 21% undervaluedOver the last 90 days, the stock has risen 7.8% to €108. The fair value is estimated to be €136, 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.
공시 • 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.
공시 • 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.
공시 • May 25Soitec SA Provides Revenue Guidance for the First Half 2025, Second Half 2025 and Fiscal Year 2025Soitec SA provided revenue guidance for the first half 2025, second half 2025 and fiscal year 2025. For the period, Company expects revenue to be stable year on year at constant exchange rates and perimeter as compared to FY’24. First half 2025 revenue is expected to decline by around 15% year-on-year, at constant exchange rates and perimeter, with a low point expected in first quarter 2025. The company then anticipates revenue to rebound in the second half of fiscal year 2025, driven by the recovery of the RF-SOI activity following the end of the inventory correction.
Reported Earnings • May 24Full year 2024 earnings released: EPS: €4.99 (vs €6.60 in FY 2023)Full year 2024 results: EPS: €4.99 (down from €6.60 in FY 2023). Revenue: €978.0m (down 10% from FY 2023). Net income: €178.0m (down 23% from FY 2023). Profit margin: 18% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to €91.91. The fair value is estimated to be €116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
New Risk • Mar 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €95.80, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Semiconductor industry in the United Kingdom. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.
Buy Or Sell Opportunity • Mar 29Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 41% to €95.80. The fair value is estimated to be €126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
공시 • Mar 28+ 1 more updateSoitec SA Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, Ending on March 31, 2025Soitec SA provides earnings guidance for the fiscal year ending March 31, 2024, for First and Second Half and for the Fiscal Year 2025, March 31, 2025. For the period, the company expects revenue for FY’24 to decline by around 10% at constant exchange rates and perimeterFor the year 2025, the company expects revenue for FY’25 to be stable at constant exchange rates and perimeter as compared to FY’24 with a potential upside if the RF business recovers earlier, with strong seasonality effect.For the first half, the company expects revenue to decline by around 15% year-on-year at constant exchange rates and perimeter, with especially a low point expected in Q1’25For the second half of year 2025, the company expects revenue to rebound in H2’25, driven by the end of RF-SOI inventory correction with foundries, the strong structural growth of its SOI products, the continued adoption of POI and the start of the SmartSiCTM ramp-up in the second half of FY’25.
공시 • Feb 08Soitec SA Provides Revenue Guidance of Year 2024Soitec SA provided revenue guidance of year 2024. For the period, the company revenue is expected to be down around 10% year-on-year at constant exchange rates and perimeter as opposed to a mid-single digit decrease previously expected.
공시 • Dec 12+ 1 more updateSoitec SA to Report Fiscal Year 2024 Results on May 22, 2024Soitec SA announced that they will report fiscal year 2024 results on May 22, 2024
Reported Earnings • Nov 18First half 2024 earnings released: EPS: €2.24 (vs €2.71 in 1H 2023)First half 2024 results: EPS: €2.24 (down from €2.71 in 1H 2023). Revenue: €401.4m (down 15% from 1H 2023). Net income: €79.7m (down 16% from 1H 2023). Profit margin: 20% (in line with 1H 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
공시 • Jul 26+ 1 more updateSoitec SA to Report First Half, 2024 Results on Nov 15, 2023Soitec SA announced that they will report first half, 2024 results on Nov 15, 2023
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €171, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €139 per share.
New Risk • Jun 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
공시 • Jun 08Soitec S.A. Provides Earnings Guidance for the Fiscal Year 2026Soitec S.A. provided earnings guidance for the fiscal year 2026. For the year, the company confirmed revenue target of around USD 2.1 billion.
Reported Earnings • Jun 08Full year 2023 earnings released: EPS: €6.60 (vs €5.99 in FY 2022)Full year 2023 results: EPS: €6.60 (up from €5.99 in FY 2022). Revenue: €1.09b (up 26% from FY 2022). Net income: €232.0m (up 15% from FY 2022). Profit margin: 21% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • May 10Soitec S.A., Annual General Meeting, Jul 25, 2023Soitec S.A., Annual General Meeting, Jul 25, 2023.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €129, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.
Buying Opportunity • Feb 07Now 21% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be €177, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
공시 • Jan 26Soitec S.A. Expects Earnings Guidance for the Fiscal Years 2023Soitec continues to anticipate FY’23 revenue to grow around 20% at constant exchange rates and perimeter, and FY’23 EBITDA margin to reach around 36%.
Reported Earnings • Nov 26First half 2023 earnings released: EPS: €2.71 (vs €2.24 in 1H 2022)First half 2023 results: EPS: €2.71 (up from €2.24 in 1H 2022). Revenue: €470.6m (up 26% from 1H 2022). Net income: €94.8m (up 27% from 1H 2022). Profit margin: 20% (in line with 1H 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 37% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to €144, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €231 per share.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €123, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total returns to shareholders of 32% over the past three years.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €144, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Semiconductor industry in Europe. Total returns to shareholders of 52% over the past three years.
Reported Earnings • Jun 09Full year 2022 earnings released: EPS: €5.99 (vs €2.23 in FY 2021)Full year 2022 results: EPS: €5.99 (up from €2.23 in FY 2021). Revenue: €863.0m (up 48% from FY 2021). Net income: €202.0m (up 173% from FY 2021). Profit margin: 23% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 59% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Mar 04Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be €180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Buying Opportunity • Feb 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be €193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Buying Opportunity • Jan 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be €202, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €168, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 29x in the Semiconductor industry in Europe. Total returns to shareholders of 151% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €163 per share.
Reported Earnings • Dec 03First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: €2.24 (up from €0.67 in 1H 2021). Revenue: €373.1m (up 47% from 1H 2021). Net income: €74.5m (up 235% from 1H 2021). Profit margin: 20% (up from 8.7% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 32%, compared to a 96% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 64% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 09Full year 2021 earnings released: EPS €2.23 (vs €3.43 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €583.8m (down 2.3% from FY 2020). Net income: €74.1m (down 33% from FY 2020). Profit margin: 13% (down from 19% in FY 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 11Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €583.8m (down 2.3% from FY 2020). Net income: €74.1m (down 33% from FY 2020). Profit margin: 13% (down from 19% in FY 2020). The decrease in margin was primarily driven by higher expenses.
Is New 90 Day High Low • Feb 12New 90-day high: €181The company is up 33% from its price of €136 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €138 per share.
Is New 90 Day High Low • Jan 08New 90-day high: €166The company is up 26% from its price of €132 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €134 per share.
Is New 90 Day High Low • Dec 22New 90-day high: €156The company is up 26% from its price of €124 on 23 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €134 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €152The company is up 41% from its price of €108 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €110 per share.
Reported Earnings • Nov 22First half 2021 earnings released: EPS €0.67The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: €254.4m (down 1.6% from 1H 2020). Net income: €22.2m (down 47% from 1H 2020). Profit margin: 8.7% (down from 16% in 1H 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Nov 05New 90-day high: €136The company is up 31% from its price of €104 on 07 August 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €111 per share.
Is New 90 Day High Low • Oct 10New 90-day high: €132The company is up 23% from its price of €107 on 10 July 2020. The British market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €105 per share.