BNP Paribas Exane raises target to EUR 150 for Soitec stock
Published on 10/02/2026 at 13:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Soitec (ISIN FR0013227113) stock is tied to BNP Paribas Exane's September 30, 2026 note, which raised its target from EUR 120.00 to EUR 150.00 while keeping a neutral rating, Ideal Investor reported. The 25.00 percent increase highlights how quickly expectations have shifted around Soitec's photonics business.
Target gap exposes valuation debate
The revised EUR 150.00 target remained below the market level cited in the September 30 report, leaving BNP Paribas Exane neutral despite the higher valuation assumption. The target increase itself was calculated from EUR 120.00 to EUR 150.00, a 25.00 percent rise.
That cautious stance contrasts with Barclays. According to Investing.com on September 18, 2026, Barclays upgraded Soitec to overweight and raised its target to EUR 200.00 from EUR 110.00. The higher target implies a 81.82 percent increase from the earlier EUR 110.00 level.
Photonics changes the growth profile
Investing.com reported on September 16, 2026 that JPMorgan upgraded Soitec to overweight from neutral and lifted its target to EUR 200.00 from EUR 98.00. The bank also raised its fiscal 2028 revenue forecast to EUR 1.057 billion and its adjusted earnings-per-share estimate to EUR 6.63 from EUR 1.42.
The projected fiscal 2028 revenue figure is 78.55 percent above the EUR 592.32 million revenue Reuters lists for fiscal 2026, according to Reuters. That comparison captures the central investment debate: photonics growth must expand quickly enough to justify the valuation embedded in the stock.
Market value and reporting date
Soitec had a EUR 6.0 billion market capitalization on October 2, 2026. Its 52-week range was EUR 22.62 to EUR 200.50, placing the current valuation well below the yearly high while remaining far above the yearly low.
The company designs and manufactures advanced semiconductor materials for markets including mobile communications, automotive and industrial applications, and edge and cloud artificial intelligence. Soitec's investor calendar lists half-year results for November 18, 2026, Soitec states.
Soitec stock stays valuation sensitive
The target range from EUR 150.00 to EUR 200.00 shows a 33.33 percent difference between BNP Paribas Exane's neutral view and Barclays' higher expectation. For investors, the November 18, 2026 results date will provide the next scheduled test of the growth assumptions behind the competing targets. The further course of trading is shown by the continuously updated real-time quote of Soitec stock.
Soitec stock facts
- Company: Soitec S.A.
- ISIN: FR0013227113
- Ticker: SOI
- Primary exchange: Euronext Paris
- Market capitalization: EUR 6.0 billion (as of October 2, 2026)
- 52-week range: EUR 22.62-200.50 (as of October 2, 2026)
- Sector / Industry: Technology / Semiconductors
- Index membership: SBF 120
- Next earnings date: November 18, 2026
