Added to YB: 2026-04-24
Pitch date: 2026-02-23
SOI.PA [bullish]
Soitec SA
+171.52%
current return
Author Info
No bio for this author
Company Info
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 engineered substrates; CONNECT Piezoelectric-on-Insulator RF filters for smartphones; 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.
Market Cap
EUR 3.6B
Pitch Price
EUR 39.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.59
P/E
342.49
EV/Sales
4.75
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Soitec SA - $SOI.PA
SOI.PA: Monopoly in SOI wafers, 50% rev from RF SOI (depressed now, undershipping consumption lo-double digits % to clear inventory). Photonics SOI accelerating on silicon photonics demand (NVDA/AVGO shift to CPO); currently ~€100M rev, mgmt guides +25-30% wafer growth 5yrs (likely conservative). New CEO Laurent Remont (ex-Infineon RF/Sensors, ex-STMicro) replaces Pierre Barnabe end-March. Stock at €1.4B mcap vs €6B prior peak (6x book). Path to re-rating as photonics scales +€250-300M rev over 5yrs at strong incremental margins & RF recovers 2-3yrs. Catalysts: photonics acceleration, RF stabilization.
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