Announcement • Jun 25
Soitec SA, Annual General Meeting, Jul 29, 2026 Soitec SA, Annual General Meeting, Jul 29, 2026. Location: centre de conferences verso, 52 rue de la victoire, paris France Reported Earnings • May 28
Full year 2026 earnings released: €6.22 loss per share (vs €2.56 profit in FY 2025) Full year 2026 results: €6.22 loss per share (down from €2.56 profit in FY 2025). Revenue: €592.0m (down 34% from FY 2025). Net loss: €222.0m (down 343% from profit in FY 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Announcement • Feb 04
Soitec Sa Provides Revenue Guidance for the Fourth Quarter of 2026 Soitec SA provided revenue guidance for the Fourth quarter of 2026. For the quarter, the company revenue is expected to grow around 20% at constant exchange rates and scope, versus Q3’26. Announcement • Jan 08
Soitec Appoints Laurent Rémont as Chief Executive Officer, Effective April 1, 2026 Soitec announced that its Board of Directors has appointed Laurent Rémont as Chief Executive Officer, effective April 1, 2026. Laurent Rémont, aged 54, is currently Senior Vice President at Infineon Technologies, a global semiconductor company, where he notably headed the Radio Frequency and Sensors business. He previously served as Chief Technology Officer at Kontron AG, after more than fifteen years with STMicroelectronics, where he held various general management and R&D positions. His international career reflects his deep expertise in technologies and markets that are key to Soitec, such as mobile communications, automotive and artificial intelligence. He also brings extensive experience in managing technological and industrial activities. Laurent Rémont will join Soitec on March 16, 2026, as a special advisor to CEO Pierre Barnabé, before succeeding him at the beginning of the following month. Pierre Barnabé, who announced his resignation on October 1, 2025, will step down on March 31, 2026. Laurent Rémont currently serves as Senior Vice President and General Manager of MEMS and Magnetics at Infineon Technologies, a leading integrated semiconductor manufacturer, which he joined in 2019. He has also led the Group's Radio Frequency and Sensors business, covering a portfolio that included sensors, radars, microphones and RF components, as well as systems and IoT innovation activities. Before joining Infineon, he was Chief Technology Officer (CTO) and executive committee member at Kontron AG, an international specialist in industrial IoT solutions and embedded systems. He began his career at Philips, before spending more than fifteen years at STMicroelectronics, where he held various general management positions in the Connected Home division, as well as in R&D, embedded systems, product development and operational unit management. Reported Earnings • Nov 21
First half 2026 earnings released: €1.88 loss per share (vs €0.38 profit in 1H 2025) First half 2026 results: €1.88 loss per share (down from €0.38 profit in 1H 2025). Revenue: €230.7m (down 32% from 1H 2025). Net loss: €66.9m (down €80.4m from profit in 1H 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Announcement • Nov 21
Soitec SA Provides Revenue Guidance for the Third Quarter of 2026 Soitec SA provided revenue guidance for the third quarter of 2026. For the quarter, the company revenue is expected to grow mid-to-high single-digit sequentially, organic. New Risk • Nov 20
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Buy Or Sell Opportunity • Nov 20
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 35% to €24.66. The fair value is estimated to be €32.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 43% per annum over the same time period. Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €44.91, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 21x in the Semiconductor industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.73 per share. Valuation Update With 7 Day Price Move • Sep 18
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €36.08, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share. Announcement • Jun 14
Soitec SA, Annual General Meeting, Jul 22, 2025 Soitec SA, Annual General Meeting, Jul 22, 2025. Location: 52 rue de la victoire, paris France Buy Or Sell Opportunity • Jun 03
Now 24% overvalued Over the last 90 days, the stock has fallen 23% to €43.40. The fair value is estimated to be €34.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 26%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period. Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to €41.91, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €29.57 per share. Reported Earnings • May 29
Full year 2025 earnings released: EPS: €2.55 (vs €4.99 in FY 2024) Full year 2025 results: EPS: €2.55 (down from €4.99 in FY 2024). Revenue: €891.0m (down 8.9% from FY 2024). Net income: €91.0m (down 49% from FY 2024). Profit margin: 10% (down from 18% in FY 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Announcement • May 26
Soitec SA to Report Fiscal Year 2026 Results on May 27, 2026 Soitec SA announced that they will report fiscal year 2026 results on May 27, 2026 Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €42.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €48.64 per share. Announcement • Mar 24
Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD) Soitec SA(ENXTPA:SOI) dropped from FTSE All-World Index (USD) Buy Or Sell Opportunity • Mar 06
Now 26% overvalued Over the last 90 days, the stock has fallen 32% to €59.40. The fair value is estimated to be €47.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Valuation Update With 7 Day Price Move • Feb 07
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to €59.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €67.55 per share. Buy Or Sell Opportunity • Feb 04
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to €84.35. The fair value is estimated to be €68.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Announcement • Jan 18
Soitec Announces Management Changes Soitec announced the appointment of Ruth Hernandez as Chief Sales Officer. She will join the Executive Committee with responsibility for driving Soitec’s commercial success. With a proven track record in the semiconductor industry, Ruth Hernandez brings 25 years of experience working with major semiconductor companies such as Texas Instruments, Maxim Integrated and GlobalFoundries across five countries. She will play a key role in driving the next chapter of Soitec’s long-term growth strategy and strengthening Soitec’s customer networks. Ruth succeeds Yvon Pastol who will leave the company on January 31, 2024 after having led the global Sales organization since August 2020. Buy Or Sell Opportunity • Jan 17
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 8.1% to €85.80. The fair value is estimated to be €69.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Buy Or Sell Opportunity • Dec 14
Now 24% overvalued The stock has been flat over the last 90 days, currently trading at €86.45. The fair value is estimated to be €69.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Valuation Update With 7 Day Price Move • Nov 27
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to €79.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €79.01 per share. Reported Earnings • Nov 25
First half 2025 earnings released: EPS: €0.38 (vs €2.24 in 1H 2024) First half 2025 results: EPS: €0.38 (down from €2.24 in 1H 2024). Revenue: €337.7m (down 16% from 1H 2024). Net income: €13.6m (down 83% from 1H 2024). Profit margin: 4.0% (down from 20% in 1H 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Announcement • Nov 21
Soitec SA Announces Chairman of the Board of Directors Chairman Soitec SA announced the appointment of Frédéric Lissalde as Chairman of the Board of Directors, during a meeting of the Board of Directors on November 20, 2024, upon the recommendation of the Compensation and Nominations and Remuneration Committee, in charge of the process of recruitment and succession of directors. Frédéric Lissalde will continue to serve as Chairman of the Strategic Committee and as member of the Audit and Risks Committee of Soitec. After he leaves his current executive roles, he will succeed Christophe Gégout as Chairman of Soitec’s Board of Directors, effective from March 1st, 2025 for the remainder of his term of office as director. The Board also announces that, as of that date, Christophe Gégout will resume his former roles as Referent Director and Chairman of the Audit and Risks Committee and he will continue to serve on the Strategic and ESG Committees. Since his appointment as director following the Annual General Meeting held on July 23, 2024, Frédéric Lissalde has had the opportunity to deepen his understanding of Soitec and the industry’s challenges. The Board of Directors is confident that Frédéric Lissalde will play a key role in Soitec’s development and strategy execution, accelerating its potential growth in all markets, due to his leadership, industry experience and governance expertise.