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Soitec SA Stock Price

ENXTPA:SOI Community·€4.9b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 47 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SOI Share Price Performance

€0
-31.24 (-100.00%)
​
€138.89
Fair Value
€0
-31.24 (-100.00%)
​
Price €0
Wed, 8 Jul 26
Fair Value€138.89
Share Pricen/a

SOI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value €138.89 1.6% overvalued intrinsic discount

SOI: Future AI Momentum Will Drive Share Recovery Amid Sector Uncertainty

0users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value €55 156.6% overvalued intrinsic discount

SOI Commoditization And Geopolitical Tensions Will Depress Margins

0users have liked this narrative
1users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value €236.24 40.3% undervalued intrinsic discount

Engineered Substrate Demand Will Surge As Digitalization And Electrification Accelerate

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
SOI logo
Soitec
1.6% overvalued intrinsic discount

SOI: Future AI Momentum Will Drive Share Recovery Amid Sector Uncertainty

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Jul
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SOI logo
Soitec
40.3% undervalued intrinsic discount

Engineered Substrate Demand Will Surge As Digitalization And Electrification Accelerate

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AN
AnalystHighTarget
AnalystHighTarget
Updated 5 Aug
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SOI logo
Soitec
156.6% overvalued intrinsic discount

SOI Commoditization And Geopolitical Tensions Will Depress Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Jul
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Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
SOI logo

SOI: Future AI Data Center Demand Will Support Elevated Earnings Expectations

Fair Value: €236.24 40.3% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
SOI logo

SOI: Delayed Photonics Uptake Will Keep Rich P E Under Pressure

Fair Value: €55 156.6% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
SOI logo

SOI: Power Electronics Adoption Will Drive Future Repricing Despite Execution Risks

Fair Value: €138.89 1.6% overvalued intrinsic discount
24 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

1 Risk
1 Reward
View Full Analysis

Soitec SA Key Details

€592.3m

Revenue

€495.9m

Cost of Revenue

€96.4m

Gross Profit

€318.5m

Other Expenses

-€222.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Nov 18, 2026
-6.22
16.28%
-37.50%
32.3%
View Full Analysis

About SOI

Founded
1992
Employees
1961
CEO
Laurent Remont
WebsiteView website
www.soitec.com

Soitec SA develops and manufactures semiconductor materials in Asia, Europe, and the United States. The company offers CONNECT Radio Frequency Silicon-on-Insulator for smartphone front-end modules; CONNECT FD SOI for AI applications; CONNECT Piezoelectric-on-Insulator RF filters for smartphones; photonics and optical sensing solution for the integration of silicon optical components in data centers; and CONNECT RF gallium nitride which increases the frequency system efficiency and power density of next generation sub 6GHz and mmWave-band cellular 5G infrastructures and mobile devices. It also provides Power-SOI products for the automotive and industrial power electronic devices; Auto Smartsic for cost optimization of electric vehicles and industrial applications; and Photonics SOI that integrates photonic components on a silicon-on-insulator (SOI) substrate to enhance optical communication capabilities, as well as AUTO FD-SOI for automotive radar and processors. In addition, the company offers Imager-SOI, a compact solution for high-resolution 3D images and small form factor; PD -SOI offers complex computation capabilities and functionalities in cloud computing and network equipment; FD-SOI technology which provides the optimal balance between digital performance, mixed signal/RF compatibility, and power consumption and cost; and MEMS-SOI, an insulating oxide layer, and a supporting handle layer. It serves mobile communication, automotive, industry, edge AI and Internet of Things, and cloud AI and network infrastructure market. Soitec SA was incorporated in 1992 and is headquartered in Bernin, France.

Recent SOI News & Updates

User avatar
Narrative Update • Aug 05

SOI: Future AI Data Center Demand Will Support Elevated Earnings Expectations

The updated analyst price target for Soitec now stands at €236.24, up from €79.51. Analysts point to revised assumptions on revenue growth, profit margins and future P/E expectations as key drivers of this change, alongside recent shifts in Street targets that range from €70 to €200.

Recent updates

No updates

Soitec SA Competitors

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Market cap: €805.3m
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Market cap: €427.1m
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