Soitec shares, second-to-last in the SBF 120 after two opposing analyst opinions
The Isère-based semiconductor substrate manufacturer falls intraday, against the trend of a well-oriented Paris market. Two major banks revised their opinion on the stock the same day, in opposite directions.
Contrary analyst opinions, a stock moving away from its moving averages
The Soitec share loses 3.05% to €120.95, while the SBF 120 gains 1.47%. The stock is second-to-last in the index, ahead of Mersen. This decline comes on the day two banks published opposing opinions, according to the analyst opinions.
UBS raises its price target from €94 to €130 and moves from “sell” to “neutral”.
Morgan Stanley lowers its target from €200 to €140 and revises its opinion from “overweight” to “market weight”. The two targets thus converge in a range of €130 to €140, above the day's price.
On valuation, the consensus of the analysts covered values the stock at approximately 152.8 times earnings for the current fiscal year and 33.6 times those of the following fiscal year.
A decline of nearly 30% in one month, but a MA200 still well below the price
Free · Every morning
Technical market signals, before the opening bell.
Bullish and bearish momentum, analyst changes, stocks to watch — automatically computed from Euronext data.
✓ Before 9 AM every morning✓ Euronext data✓ AI-powered analysis
You're in — subscription confirmed!
Your first edition is on its way. Check your spam folder and add us to your contacts.
An error occurred.
Indicative data. No investment advice. Unsubscribe at any time.
Gratuit · chaque matin
Ne ratez plus rien sur vos actions
La tendance derrière les cours. L'essentiel des valeurs Euronext en quelques minutes.
📈les valeurs en mouvement, sur la durée
🎯les objectifs d'analystes qui évoluent
📰les actualités qui font bouger les cours
tendance · 6 séances
✓ C'est fait, vous êtes inscrit !
Votre première édition arrive bientôt. Pensez à vérifier vos spams.
Une erreur est survenue.
CAC 40 · SBF 120 · données indicatives · aucun conseil en investissement · désinscription à tout moment.
The stock has fallen 29.1% over one month, after gaining more than 200% over one year. The day's move places it 7.05% below its MA20 (€130.13), while it remains 14.8% above its MA200 (€105.36).
The November 4 session extends a phase of profit-taking, already visible in the brief reports of recent weeks. The support at €111.65 lies about 8% below the current price. The group also announced on July 29 a share buyback programme of €358 million.
SectorSemi-conducteurs et matériel›Équipement & matériaux semi-conducteurs
Free · every morning · before 9am
Never miss a move on your stocks
The trend behind the prices · Euronext
✓ You're in! Check your spam folder.
An error occurred.
Context
Period
Period: T1 2027
Key reported figures
Revenue: 113 millions d'euros
Quarterly revenue: 113 millions d'euros
Guidance from the release
La visibilité de Soitec sur la demande Photonics-SOI et le renforcement de sa capacité d'exécution s'améliorent
Outlook / guidance
Expected revenue: 137,5 millions d'euros
Management commentary: Soitec anticipe un chiffre d'affaires du T2'27 en hausse de plus de 30% sur un an, notamment soutenu par une accélération du Photonics-SOI.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
