Added to YB: 2026-06-01
Pitch date: 2026-05-28
SOI.PA [neutral]
Soitec SA
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 6.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
61.74
P/E
-30.87
EV/Sales
11.68
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Soitec Detailed Earning Review
SOI.PA (update): Up ~290% since thesis, +20% today despite -34% YoY rev decline. EBITDA profitable, positive FCF. SOI wafers critical for photonics in AI data centers (Nvidia GPUs, Arista), edge AI, robotics, EVs. Rev +24% QoQ beat 20% guide; photonics >$100M FY26 ahead of plan, >30% CAGR. Legacy verticals mask transition; fungible capacity reallocatable to scale photonics fast. Market anticipates bright future.
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