Narrative Update • Jul 06
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- 7D-9.9%
- 3M79.8%
- 1Y108.0%
- YTD150.1%
Over the last 7 days, the Semiconductors industry has dropped 9.9%, driven by a pullback from STMicroelectronics of 9.6%. This takes the industry's 12 month performance to a gain of 108%. Looking forward, earnings are forecast to grow by 43% 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, 08 Jul 2026 | €57.3b | €12.3b | -€65,134,400.00 | 48.6x | -880.4x | 4.7x |
| Fri, 05 Jun 2026 | €67.5b | €12.1b | -€70,929,565.00 | 80.6x | -952.3x | 5.6x |
| Sun, 03 May 2026 | €47.3b | €12.2b | €170.2m | 61.6x | 277.9x | 3.9x |
| Tue, 31 Mar 2026 | €28.0b | €12.0b | €177.5m | 43.7x | 157.5x | 2.3x |
| Thu, 26 Feb 2026 | €28.5b | €11.6b | €172.6m | 47.7x | 165.1x | 2.4x |
| Sat, 24 Jan 2026 | €24.3b | €11.6b | €480.4m | 45.1x | 50.6x | 2.1x |
| Mon, 22 Dec 2025 | €21.7b | €11.7b | €482.9m | 40.9x | 45x | 1.9x |
| Wed, 19 Nov 2025 | €19.5b | €11.9b | €569.9m | 35x | 34.3x | 1.6x |
| Fri, 17 Oct 2025 | €25.3b | €11.8b | €670.7m | 36.9x | 37.8x | 2.1x |
| Sun, 14 Sep 2025 | €22.2b | €11.8b | €660.2m | 33.3x | 33.6x | 1.9x |
| Tue, 12 Aug 2025 | €22.0b | €11.9b | €666.8m | 34.8x | 33x | 1.8x |
| Thu, 10 Jul 2025 | €26.9b | €12.2b | €1.1b | 20.1x | 25.4x | 2.2x |
| Sat, 07 Jun 2025 | €24.8b | €12.5b | €1.1b | 18.3x | 22.8x | 2x |
| Mon, 05 May 2025 | €21.0b | €12.6b | €1.1b | 16.7x | 18.9x | 1.7x |
| Wed, 02 Apr 2025 | €20.3b | €14.1b | €1.6b | 12.5x | 12.7x | 1.4x |
| Fri, 28 Feb 2025 | €24.4b | €14.5b | €1.7b | 14.5x | 14.8x | 1.7x |
| Sun, 26 Jan 2025 | €25.6b | €15.4b | €2.2b | 16.3x | 11.8x | 1.7x |
| Tue, 24 Dec 2024 | €25.2b | €15.5b | €2.2b | 11.7x | 11.5x | 1.6x |
| Thu, 21 Nov 2024 | €23.5b | €15.4b | €2.2b | 11x | 10.6x | 1.5x |
| Sat, 19 Oct 2024 | €26.7b | €16.1b | €2.9b | 11.6x | 9.3x | 1.7x |
| Mon, 16 Sep 2024 | €27.6b | €15.8b | €2.8b | 15.2x | 9.8x | 1.7x |
| Wed, 14 Aug 2024 | €28.8b | €15.9b | €2.8b | 15.2x | 10.2x | 1.8x |
| Fri, 12 Jul 2024 | €40.1b | €17.1b | €3.5b | 15.3x | 11.5x | 2.3x |
| Sun, 09 Jun 2024 | €42.4b | €17.2b | €3.5b | 16.3x | 12.1x | 2.5x |
| Tue, 07 May 2024 | €38.0b | €17.3b | €3.6b | 15.7x | 10.7x | 2.2x |
| Thu, 04 Apr 2024 | €40.1b | €17.9b | €4.0b | 16.3x | 9.9x | 2.2x |
| Sat, 02 Mar 2024 | €45.2b | €17.9b | €4.2b | 22.6x | 10.6x | 2.5x |
| Mon, 29 Jan 2024 | €43.6b | €17.8b | €4.2b | 22.4x | 10.3x | 2.4x |
| Wed, 27 Dec 2023 | €48.5b | €17.7b | €4.7b | 26.9x | 10.4x | 2.7x |
| Fri, 24 Nov 2023 | €44.9b | €17.9b | €4.7b | 26.7x | 9.5x | 2.5x |
| Sun, 22 Oct 2023 | €40.4b | €18.3b | €4.8b | 21x | 8.4x | 2.2x |
| Tue, 19 Sep 2023 | €43.9b | €18.1b | €4.8b | 24x | 9.2x | 2.4x |
| Thu, 17 Aug 2023 | €47.1b | €17.8b | €4.7b | 26.7x | 10.1x | 2.7x |
| Sat, 15 Jul 2023 | €50.9b | €16.8b | €4.4b | 26.3x | 11.6x | 3x |
Price to Earnings Ratio
11.6x
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 4.7x.
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 9.9% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the French Tech industry?
| FR Market | 0.91% | |
| Tech | -2.42% | |
| Semiconductors | -9.87% | |
| Semiconductors | -9.45% | |
| Semiconductor Equipment | -14.83% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 53.8x.
- Analysts are expecting annual earnings growth of 40.9%, 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 | |
|---|---|---|---|---|---|
| MEMS MEMSCAP | €4.69 | 1.1% +€380.0k | 14.4% | PE39.9x |