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French (CAC) Semiconductors Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies8
  • 7D18.4%
  • 3M36.3%
  • 1Y22.8%
  • YTD23.7%

The Semiconductors industry is up 19% in the last week, with STMicroelectronics up 19%. This takes the industry's 12 month performance to a gain of 19%. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

Has the French Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026€28.3b€11.6b€171.5m45.7x165.3x2.5x
Sat, 10 Jan 2026€24.2b€11.8b€486.0m44.5x49.9x2.1x
Mon, 08 Dec 2025€22.1b€11.8b€485.7m39.4x45.5x1.9x
Wed, 05 Nov 2025€21.1b€12.0b€573.6m37.2x36.7x1.8x
Fri, 03 Oct 2025€25.0b€11.8b€669.2m37.8x37.3x2.1x
Sun, 31 Aug 2025€23.4b€11.9b€662.1m36.1x35.4x2x
Tue, 29 Jul 2025€23.2b€11.9b€685.1m24.4x33.9x1.9x
Thu, 26 Jun 2025€25.0b€12.2b€1.1b18.4x23.5x2x
Sat, 24 May 2025€21.8b€12.6b€1.1b16.8x19.7x1.7x
Mon, 21 Apr 2025€18.3b€13.4b€1.5b12x12x1.4x
Wed, 19 Mar 2025€23.8b€13.9b€1.6b14.8x15.1x1.7x
Fri, 14 Feb 2025€23.4b€14.5b€1.7b13.7x14.2x1.6x
Sun, 12 Jan 2025€25.6b€15.7b€2.2b14.8x11.5x1.6x
Tue, 10 Dec 2024€26.5b€15.3b€2.2b11.6x12.3x1.7x
Thu, 07 Nov 2024€25.4b€15.1b€2.2b11.7x11.6x1.7x
Sat, 05 Oct 2024€27.2b€15.9b€2.8b11.1x9.6x1.7x
Mon, 02 Sep 2024€30.8b€15.8b€2.8b15.7x10.9x1.9x
Wed, 31 Jul 2024€32.5b€16.2b€2.9b15.2x11.3x2x
Fri, 28 Jun 2024€37.3b€17.3b€3.5b15.3x10.6x2.1x
Sun, 26 May 2024€40.0b€17.1b€3.5b16.4x11.5x2.3x
Tue, 23 Apr 2024€37.3b€18.2b€4.1b14.4x9.1x2x
Thu, 21 Mar 2024€41.4b€17.8b€4.2b19.8x9.8x2.3x
Sat, 17 Feb 2024€44.9b€18.0b€4.3b24x10.5x2.5x
Mon, 15 Jan 2024€42.6b€17.8b€4.7b24.3x9.1x2.4x
Wed, 13 Dec 2023€47.8b€18.1b€4.8b27.6x10x2.6x
Fri, 10 Nov 2023€42.1b€18.2b€4.8b24.8x8.7x2.3x
Sun, 08 Oct 2023€45.1b€18.3b€4.8b24x9.4x2.5x
Tue, 05 Sep 2023€47.3b€18.0b€4.7b26.2x10x2.6x
Thu, 03 Aug 2023€51.7b€17.7b€4.7b27.1x11.1x2.9x
Sat, 01 Jul 2023€48.4b€17.3b€4.5b23.8x10.7x2.8x
Mon, 29 May 2023€42.9b€17.4b€4.6b21.4x9.4x2.5x
Wed, 26 Apr 2023€44.5b€16.4b€4.2b23.9x10.6x2.7x
Fri, 24 Mar 2023€49.2b€16.6b€3.9b22.8x12.6x3x
Sun, 19 Feb 2023€48.1b€16.8b€4.0b22.9x12.1x2.9x
Price to Earnings Ratio

12.1x


Total Market Cap: €48.1bTotal Earnings: €4.0bTotal Revenue: €16.8bTotal Market Cap vs Earnings and Revenue0%0%0%
French Semiconductors Industry Price to Earnings3Y Average 18.2x202420252026
Current Industry PE
  • Investors are optimistic on the French Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 160x which is higher than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 65% per year over the last three years,
  • Revenues have also declined 12% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the French Tech industry?

FR Market0.38%
Tech-6.28%
Semiconductors18.40%
Semiconductor Equipment19.20%
Semiconductors18.34%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 18.0x.
    • Analysts are expecting annual earnings growth of 34.3%, which is higher than its past year's earnings decline of 51.0% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 24.9x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 45% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 34% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
STMPA STMicroelectronics€28.8918.7%
+€4.0b
29.4%PE183.8x
SOI Soitec€39.1029.4%
+€316.9m
-34.7%PE129.3x
XFAB X-FAB Silicon Foundries€4.624.4%
+€25.6m
-1.3%PE23.8x
ALKAL Kalray€3.4521.7%
+€7.9m
439.1%PS1.2x
MEMS MEMSCAP€4.8710.9%
+€3.7m
39.5%PE41.4x

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