Added to YB: 2026-01-15
Pitch date: 2026-01-13
SOI.PA [bullish]
Soitec SA
-0.84%
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 953.3M
Pitch Price
EUR 28.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.53
P/E
90.80
EV/Sales
1.38
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Soitec (SOI France): new leadership arrives as the cycle appears to be bottoming
SOI.PA (update): New CEO Laurent Rémont from Infineon joins April amid cycle bottom. Focus shifted to cash generation, inventory reduction, capex cuts from FY26-27. Photonics strong, automotive weak. Trading below book value after profit warnings. Multi-stage recovery expected: stabilize cash, return to growth, then margin recovery.
Read full article (2 min)