Added to YB: 2026-05-29
Pitch date: 2026-05-26
SOI.PA [neutral]
Soitec SA
+17.34%
current return
Author Info
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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 5.5B
Pitch Price
EUR 163.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.63
P/E
-24.77
EV/Sales
9.39
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Soitec (SOI France): photonics excitement collides with a brutal earnings reset
SOI.PA (update): FY26 rev expected -30%, EBITDA -50% on RF-SOI correction, weak auto exposure, factory underloading. Net profit to turn negative incl €65M non-recurring charges. Stock surged on photonics/AI hype. Mkt prices 5x photonics rev growth vs mgmt's 20-30% guide. 35x fwd EV/EBITDA assumes aggressive ramp while core biz struggles through FY27. Little recovery before FY28.
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