Added to YB: 2026-06-11
Pitch date: 2026-06-09
SOI.PA [neutral]
Soitec SA
-8.67%
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 5.0B
Pitch Price
EUR 137.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.15
P/E
-22.51
EV/Sales
8.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Soitec (SOI France): Photonics excitement is replacing a mobile downturn, but expectations are running ahead
SOI.PA (update): Stock +500% YTD on photonics/AI optical connectivity hype, now ~2x historical avg multiples vs cyclically-low profits. FY rev -33%, EBITDA halved, first loss in decade. Mobile (50%+ rev) hampered by 16mo customer inventory vs 6mo pre-Covid, normalizing over 18mo to lift RF-SOI. Co-packaged optics production starts next yr w/ ample capacity. But valuation demands flawless execution; little room for delays in photonics adoption or mobile recovery.
Read full article (2 min)