Added to YB: 2026-08-14
Pitch date: 2026-08-12
SOI.PA [neutral]
Soitec SA
+0.15%
current return
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 AI applications; CONNECT Piezoelectric-on-Insulator RF filters for smartphones; photonics and optical sensing solution for the integration of silicon optical components in data centers; 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 4.7B
Pitch Price
EUR 133.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
46.45
P/E
-21.14
EV/Sales
8.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Earnings Update Part 1 - Soitec SA
SOI.PA (exited position): +156% since 51 EUR pitch, sold most ~110 EUR (before 192 peak high). Stellar earnings; Photonics-SOI sales doubling YoY, real ramp in 2027+. Now ~120 EUR = fairly valued/expensive at 20x FY27 EV/EBITDA. Can't model TAM/pricing power comfortably. No position; wants better entry.
Read full article (2 min)