Added to YB: 2025-11-27
Pitch date: 2025-11-25
SOI.PA [neutral]
Soitec SA
+5.18%
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 24.53
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): a forced reset in the silicon cycle
SOI.PA (update): First net loss in 10yrs as co prioritizes cash generation over growth; auto/mobile destocking persists with no recovery visibility; RF-SOI mature smartphone market trapped; down 60% YTD likely overshoots risk; tech moat intact, modest net debt, innovation continues; recovery play once semi cycle turns.
Read full article (2 min)