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French (CAC) Semiconductors Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies8
  • 7D-11.4%
  • 3M9.5%
  • 1Y114.6%
  • YTD112.3%

Over the last 7 days, the Semiconductors industry has dropped 1.2%, driven by a pullback from STMicroelectronics of 14%. Meanwhile, Soitec actually outperformed within the industry, gaining 30% in the last week. In the past year, the industry has gained 114%. Earnings are forecast to grow by 42% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Jul 2026€48.8b€12.3b-€64,831,435.0049.8x-753.4x4x
Sun, 21 Jun 2026€67.0b€12.2b-€65,897,310.0056.1x-1016.2x5.5x
Tue, 19 May 2026€53.7b€12.3b€161.4m70.2x332.6x4.4x
Thu, 16 Apr 2026€35.0b€11.6b€172.6m77.3x202.9x3x
Sat, 14 Mar 2026€28.8b€12.0b€178.1m42.5x161.9x2.4x
Mon, 09 Feb 2026€24.5b€11.6b€172.3m43.2x142.1x2.1x
Wed, 07 Jan 2026€24.5b€11.7b€483.7m44.2x50.5x2.1x
Fri, 05 Dec 2025€21.7b€11.7b€485.0m39.4x44.8x1.9x
Sun, 02 Nov 2025€21.7b€12.0b€571.9m39.3x38x1.8x
Tue, 30 Sep 2025€24.2b€11.8b€668.9m36.6x36.2x2x
Thu, 28 Aug 2025€23.5b€11.9b€665.4m36.1x35.3x2x
Sat, 26 Jul 2025€22.6b€11.8b€677.2m23.8x33.4x1.9x
Mon, 23 Jun 2025€24.6b€12.4b€1.1b17.3x22.9x2x
Wed, 21 May 2025€23.2b€12.6b€1.1b17.2x20.7x1.8x
Fri, 18 Apr 2025€18.3b€13.4b€1.5b12x12x1.4x
Sun, 16 Mar 2025€22.9b€13.9b€1.6b14.1x14.5x1.6x
Tue, 11 Feb 2025€22.3b€14.7b€1.7b14.3x13.4x1.5x
Thu, 09 Jan 2025€26.1b€15.6b€2.2b14.2x11.8x1.7x
Sat, 07 Dec 2024€26.4b€15.3b€2.2b11.6x12.2x1.7x
Mon, 04 Nov 2024€25.6b€15.0b€2.2b11.7x11.8x1.7x
Wed, 02 Oct 2024€27.3b€15.8b€2.8b11.5x9.7x1.7x
Fri, 30 Aug 2024€30.6b€15.8b€2.8b15.7x10.9x1.9x
Sun, 28 Jul 2024€32.9b€16.1b€2.9b14.9x11.5x2x
Tue, 25 Jun 2024€38.8b€17.3b€3.5b15x11x2.2x
Thu, 23 May 2024€40.2b€17.2b€3.5b15.5x11.4x2.3x
Sat, 20 Apr 2024€38.2b€18.2b€4.1b14.8x9.3x2.1x
Mon, 18 Mar 2024€42.9b€17.8b€4.2b20.5x10.2x2.4x
Wed, 14 Feb 2024€43.9b€18.1b€4.3b23.3x10.2x2.4x
Fri, 12 Jan 2024€42.7b€17.8b€4.7b24x9.1x2.4x
Sun, 10 Dec 2023€47.5b€18.1b€4.8b26.6x10x2.6x
Tue, 07 Nov 2023€41.4b€18.2b€4.8b24.1x8.6x2.3x
Thu, 05 Oct 2023€44.3b€18.4b€4.8b24x9.1x2.4x
Sat, 02 Sep 2023€47.5b€18.0b€4.7b26.3x10x2.6x
Mon, 31 Jul 2023€52.2b€17.6b€4.6b27.6x11.3x3x
Price to Earnings Ratio

11.3x


Total Market Cap: €52.2bTotal Earnings: €4.6bTotal Revenue: €17.6bTotal Market Cap vs Earnings and Revenue0%0%0%
French Semiconductors Industry Price to Earnings3Y Average -10x202420252026
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 11% per year, which is driving profits down.

Industry Trends

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

FR Market-1.58%
Tech-6.04%
Semiconductors-11.42%
Semiconductor Equipment24.58%
Semiconductors-14.14%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 59.2x.
    • Analysts are expecting annual earnings growth of 39.7%, 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 71% 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 40% 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
SOI Soitec€116.8029.5%
+€950.1m
180.4%PS7x
ALRIB Riber€10.021.1%
+€2.3m
226.4%PE40.1x

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