Added to YB: 2025-02-10
Pitch date: 2025-02-07
SOI.PA [neutral]
Soitec SA
-54.78%
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 57.05
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) A brutal quarter
SOI.PA (overview): Q3 worse than expected. Auto & AI sales plummeted, mobile slightly up. FY outlook slashed due to slow demand recovery. 2025 growth weaker. Customers adjusting inventories, causing cancellations. AI optimism premature. Analysts cutting forecasts. Uncertain future if demand doesn't stabilize soon.
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