Added to YB: 2025-11-24
Pitch date: 2025-11-20
SOI.PA [neutral]
Soitec SA
+10.26%
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 849.5M
Pitch Price
EUR 23.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.09
P/E
80.91
EV/Sales
1.25
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Soitec (SOI France): cash discipline becomes the core amid industry headwinds
SOI.PA (quick overview): Rev -29% organic on auto/industrial collapse & mobile destocking; EBITDA -33% but beat est; first net loss in decade from impairments; Q3 guide mid-high single digit growth disappointed. New CFO cut capex 2nd time, inventory cleanup underway. 60% stock drop reflects cyclical pain. Tech relevant for AI/auto/5G but repair mode until cycle turns.
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