There's No Escaping Soitec SA's (EPA:SOI) Muted Revenues Despite A 29% Share Price Rise
Feb 11
Have your own idea? Try our Stock Screener
French (CAC) Semiconductors Industry Analysis
UpdatedFeb 14, 2026
DataAggregated Company Financials
Companies8
- 7D13.9%
- 3M35.7%
- 1Y15.4%
- YTD21.5%
The Semiconductors industry is up 14% in the last week, with STMicroelectronics up 14%. This takes the industry's 12 month performance to a gain of 16%. Looking forward, earnings are forecast to grow by 35% 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 |
|---|---|---|---|---|---|---|
| Sun, 15 Feb 2026 | €27.9b | €11.6b | €171.6m | 44.6x | 162.4x | 2.4x |
| Tue, 13 Jan 2026 | €23.9b | €11.7b | €484.3m | 44.1x | 49.4x | 2x |
| Thu, 11 Dec 2025 | €21.9b | €11.7b | €485.4m | 40.6x | 45.2x | 1.9x |
| Sat, 08 Nov 2025 | €20.4b | €11.9b | €569.7m | 36.3x | 35.8x | 1.7x |
| Mon, 06 Oct 2025 | €25.2b | €11.8b | €668.3m | 37.9x | 37.8x | 2.1x |
| Wed, 03 Sep 2025 | €22.4b | €11.9b | €665.0m | 33.9x | 33.6x | 1.9x |
| Fri, 01 Aug 2025 | €22.7b | €12.1b | €694.3m | 23x | 32.7x | 1.9x |
| Sun, 29 Jun 2025 | €25.6b | €12.2b | €1.1b | 20.2x | 24.2x | 2.1x |
| Tue, 27 May 2025 | €22.5b | €12.5b | €1.1b | 17.4x | 20.3x | 1.8x |
| Thu, 24 Apr 2025 | €19.5b | €13.4b | €1.5b | 12.5x | 12.8x | 1.5x |
| Sat, 22 Mar 2025 | €22.4b | €14.0b | €1.6b | 13.7x | 14.1x | 1.6x |
| Mon, 17 Feb 2025 | €23.9b | €14.4b | €1.6b | 14.1x | 14.6x | 1.7x |
| Wed, 15 Jan 2025 | €24.8b | €15.7b | €2.2b | 15.6x | 11.2x | 1.6x |
| Fri, 13 Dec 2024 | €26.1b | €15.4b | €2.2b | 12x | 12.1x | 1.7x |
| Sun, 10 Nov 2024 | €25.4b | €15.2b | €2.2b | 11.6x | 11.6x | 1.7x |
| Tue, 08 Oct 2024 | €27.1b | €15.9b | €2.8b | 11x | 9.6x | 1.7x |
| Thu, 05 Sep 2024 | €28.9b | €15.8b | €2.8b | 15.5x | 10.3x | 1.8x |
| Sat, 03 Aug 2024 | €30.1b | €16.0b | €2.9b | 15.2x | 10.6x | 1.9x |
| Mon, 01 Jul 2024 | €37.8b | €17.3b | €3.5b | 14.8x | 10.7x | 2.2x |
| Wed, 29 May 2024 | €39.8b | €17.1b | €3.5b | 16.6x | 11.4x | 2.3x |
| Fri, 26 Apr 2024 | €40.0b | €17.4b | €3.6b | 14.6x | 11.2x | 2.3x |
| Sun, 24 Mar 2024 | €41.5b | €17.9b | €4.3b | 20.1x | 9.8x | 2.3x |
| Tue, 20 Feb 2024 | €44.0b | €18.0b | €4.3b | 23.4x | 10.3x | 2.4x |
| Thu, 18 Jan 2024 | €41.3b | €17.9b | €4.7b | 22x | 8.7x | 2.3x |
| Sat, 16 Dec 2023 | €49.8b | €17.9b | €4.7b | 27.4x | 10.6x | 2.8x |
| Mon, 13 Nov 2023 | €42.0b | €18.3b | €4.8b | 24.7x | 8.7x | 2.3x |
| Wed, 11 Oct 2023 | €45.8b | €18.3b | €4.8b | 24.3x | 9.5x | 2.5x |
| Fri, 08 Sep 2023 | €44.7b | €18.1b | €4.8b | 24.6x | 9.4x | 2.5x |
| Sun, 06 Aug 2023 | €49.4b | €17.6b | €4.6b | 27.2x | 10.7x | 2.8x |
| Tue, 04 Jul 2023 | €48.6b | €17.3b | €4.5b | 23.9x | 10.8x | 2.8x |
| Thu, 01 Jun 2023 | €42.7b | €17.5b | €4.6b | 20.9x | 9.2x | 2.4x |
| Sat, 29 Apr 2023 | €40.9b | €17.0b | €4.5b | 21.4x | 9.2x | 2.4x |
| Mon, 27 Mar 2023 | €47.4b | €16.7b | €4.3b | 22.1x | 11.1x | 2.8x |
| Wed, 22 Feb 2023 | €47.2b | €16.8b | €4.0b | 22.6x | 11.9x | 2.8x |
Price to Earnings Ratio
11.9x
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 161x which is higher than its 3-year average PE of 18.5x.
- 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 Market | 0.11% | |
| Tech | -5.94% | |
| Semiconductors | 13.90% | |
| Semiconductors | 14.06% | |
| Semiconductor Equipment | 11.47% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 18.4x.
- Analysts are expecting annual earnings growth of 34.5%, 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 25.1x.
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 35% 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 | €28.45 | 14.3% +€3.2b | 21.9% | PE180.8x | |
| SOI Soitec | €37.34 | 17.1% +€194.9m | -41.2% | PE123.4x | |
| XFAB X-FAB Silicon Foundries | €4.49 | 4.7% +€26.4m | -7.5% | PE23.1x | |
| ALKAL Kalray | €3.47 | 26.2% +€9.3m | 459.7% | PS1.2x | |
| MEMS MEMSCAP | €4.80 | 12.9% +€4.2m | 37.5% | PE40.8x |