Narrative Update • Jun 29
Have your own idea? Try our Stock Screener
- 7D0.9%
- 3M113.5%
- 1Y149.0%
- YTD177.4%
Over the last 7 days, the Semiconductors industry has dropped 8.8%, driven by X-FAB Silicon Foundries declining 17%. This takes the industry's 12 month performance to a gain of 141%. Earnings are forecast to grow by 42% annually.
Industry Valuation and Performance
Has the French Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Jul 2026 | €63.6b | €12.3b | -€65,184,155.00 | 50.5x | -975.8x | 5.2x |
| Fri, 29 May 2026 | €62.7b | €12.1b | -€71,410,530.00 | 80.1x | -878.6x | 5.2x |
| Sun, 26 Apr 2026 | €44.5b | €12.2b | €170.2m | 59.3x | 261.2x | 3.6x |
| Tue, 24 Mar 2026 | €27.1b | €11.8b | €175.2m | 43.7x | 154.9x | 2.3x |
| Thu, 19 Feb 2026 | €28.2b | €11.6b | €172.4m | 47.7x | 163.7x | 2.4x |
| Sat, 17 Jan 2026 | €24.0b | €11.8b | €487.4m | 44x | 49.2x | 2x |
| Mon, 15 Dec 2025 | €22.0b | €11.7b | €481.6m | 41x | 45.8x | 1.9x |
| Wed, 12 Nov 2025 | €20.8b | €11.9b | €569.2m | 36.8x | 36.6x | 1.8x |
| Fri, 10 Oct 2025 | €25.1b | €12.0b | €677.3m | 36.3x | 37x | 2.1x |
| Sun, 07 Sep 2025 | €22.9b | €11.8b | €661.2m | 34.7x | 34.6x | 1.9x |
| Tue, 05 Aug 2025 | €22.1b | €12.0b | €668.7m | 34.1x | 33.1x | 1.8x |
| Thu, 03 Jul 2025 | €26.8b | €12.1b | €1.1b | 21x | 25.5x | 2.2x |
| Sat, 31 May 2025 | €22.0b | €12.5b | €1.1b | 17x | 20.2x | 1.8x |
| Mon, 28 Apr 2025 | €20.7b | €12.5b | €1.1b | 15.9x | 18.7x | 1.7x |
| Wed, 26 Mar 2025 | €22.7b | €14.1b | €1.6b | 13.9x | 14.2x | 1.6x |
| Fri, 21 Feb 2025 | €26.6b | €14.5b | €1.6b | 15.9x | 16.2x | 1.8x |
| Sun, 19 Jan 2025 | €26.0b | €15.7b | €2.2b | 15.1x | 11.7x | 1.7x |
| Tue, 17 Dec 2024 | €25.7b | €15.4b | €2.2b | 11.8x | 11.9x | 1.7x |
| Thu, 14 Nov 2024 | €25.0b | €15.4b | €2.2b | 11.2x | 11.3x | 1.6x |
| Sat, 12 Oct 2024 | €26.7b | €16.0b | €2.8b | 11.4x | 9.4x | 1.7x |
| Mon, 09 Sep 2024 | €27.7b | €15.8b | €2.8b | 14.7x | 9.9x | 1.8x |
| Wed, 07 Aug 2024 | €28.7b | €16.0b | €2.9b | 14.5x | 10.1x | 1.8x |
| Fri, 05 Jul 2024 | €39.0b | €17.2b | €3.5b | 15.8x | 11.2x | 2.3x |
| Sun, 02 Jun 2024 | €39.1b | €17.1b | €3.5b | 16.2x | 11.2x | 2.3x |
| Tue, 30 Apr 2024 | €38.7b | €17.4b | €3.6b | 15.1x | 10.9x | 2.2x |
| Thu, 28 Mar 2024 | €41.9b | €17.9b | €4.2b | 19.9x | 9.9x | 2.3x |
| Sat, 24 Feb 2024 | €43.7b | €17.9b | €4.2b | 23.1x | 10.3x | 2.4x |
| Mon, 22 Jan 2024 | €43.1b | €17.9b | €4.7b | 23.4x | 9.1x | 2.4x |
| Wed, 20 Dec 2023 | €48.8b | €17.8b | €4.7b | 26.9x | 10.4x | 2.7x |
| Fri, 17 Nov 2023 | €45.6b | €18.0b | €4.8b | 25.6x | 9.6x | 2.5x |
| Sun, 15 Oct 2023 | €44.2b | €18.4b | €4.8b | 23.7x | 9.1x | 2.4x |
| Tue, 12 Sep 2023 | €44.7b | €18.0b | €4.7b | 24.7x | 9.4x | 2.5x |
| Thu, 10 Aug 2023 | €48.1b | €17.7b | €4.6b | 26.7x | 10.3x | 2.7x |
| Sat, 08 Jul 2023 | €46.6b | €17.2b | €4.5b | 23x | 10.3x | 2.7x |
Price to Earnings Ratio
10.3x
Current Industry PE
- Investors are optimistic on the French Semiconductor industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 5.1x.
Past Earnings Growth
- Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 11% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | 0.61% | |
| Tech | 0.84% | |
| Semiconductors | 0.85% | |
| Semiconductors | 1.18% | |
| Semiconductor Equipment | -2.91% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 51.3x.
- Analysts are expecting annual earnings growth of 40.7%, which is higher than its past year's earnings decline of 62.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 63% over the next 5 years.
- This is better than its past earnings growth rate of 39% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 41% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| STMPA STMicroelectronics | €64.49 | 1.6% +€906.6m | 153.1% | PE445.3x |