Soitec stock gains on upgraded photonics guidance and mixed analyst views
Published on 09/09/2026 at 17:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Soitec stock (ISIN FR0013227113) finished the September 8, 2026 Euronext Paris session at EUR 140.05, marking a 9.5% rise from the previous close and a clear rebound in the semiconductor materials specialist’s shares. This move came as investors digested fresh guidance on future Photonics-SOI revenue and updated analyst views on the company’s earnings trajectory.
Guidance points to rapid Photonics-SOI growth
According to SemiWiki on September 2, 2026, Soitec updated its guidance for the quarter labeled Q2 2027, expecting revenue in that period to grow around 50% year-on-year compared with Q2 2026 at constant currency and scope. The revised outlook is notably higher than the more than 30% growth previously indicated, underscoring stronger-than-anticipated demand conditions for its materials.
In the same trading update, Soitec now anticipates Photonics-SOI revenue in Q2 2027 to be around three times the Q2 2026 level of around USD 25 million, implying Q2 2027 Photonics-SOI sales of roughly USD 75 million if the guidance is met.SemiWiki The company further expects Photonics-SOI revenue in the first half of fiscal 2027 to be around 2.3 times the H1 2026 level of around USD 50 million, pointing to H1 2027 segment revenue of roughly USD 115 million compared with USD 50 million previously, a jump of about 130%.
Looking at the full fiscal year, Soitec’s guidance now indicates Photonics-SOI revenue in fiscal 2027 could reach between 2.5 and 3 times the fiscal 2026 level of slightly above USD 100 million.SemiWiki That range implies a fiscal 2027 Photonics-SOI revenue band of roughly USD 250 million to USD 300 million, compared with just above USD 100 million in fiscal 2026, highlighting how central this segment has become to Soitec’s growth story.
Recent earnings show pressure despite revenue base
Based on Soitec’s latest earnings release for the quarter ending March 31, 2026, the company reported quarterly revenue of EUR 361.26 million.The Globe and Mail In comparison, revenue in the same quarter a year earlier stood at EUR 553.26 million, meaning the latest quarter’s top line was about EUR 192 million lower, a decline of roughly 34.7% year-on-year.
The earnings mix also shifted markedly. For the quarter ending March 31, 2026, Soitec recorded a GAAP net loss of EUR 153.3 million, versus a net profit of EUR 78.19 million in the prior-year quarter.The Globe and Mail The swing from a positive result of EUR 78.19 million to a loss of EUR 153.3 million represents a deterioration of about EUR 231.5 million in GAAP net income over a one-year period.
Historical context from Soitec’s fiscal year 2025-2026 indicates that the group generated sales of around EUR 600 million, highlighting a substantial revenue base before the latest downturn.SemiWiki While this fiscal-year figure is now historical and does not represent the latest interim performance, it frames the scale of the company’s operations as it navigates shifting demand cycles and invests in new technologies such as Photonics-SOI.
Analyst targets diverge on Soitec stock
As investors evaluate Soitec’s earnings volatility and growth guidance, recent analyst commentary underscores differing views on valuation. According to a report dated September 9, 2026, Trion Reid of Berenberg Bank maintained a Hold rating on Soitec SA with a price target of EUR 135.00.The Globe and Mail The report notes that Soitec’s shares closed the previous day at EUR 143.35, placing that closing level about EUR 8.35 above Berenberg’s target and indicating that the stock was trading roughly 6% higher than the EUR 135.00 fair value estimate at that time.
In a separate report also carried on September 9, 2026, Bernstein analyst Mark Li reaffirmed a Buy rating on Soitec SA and set a price target of EUR 200.00.The Globe and Mail Relative to the EUR 143.35 closing price referenced in that report, Bernstein’s target implies potential upside of EUR 56.65 per share, or about 39.5%, if the stock were to reach EUR 200.00.
Across these and other views, the analyst consensus cited in the same source stands at Hold with an average price target around EUR 139.24.The Globe and Mail That average is slightly below the EUR 143.35 closing level highlighted in the analyst coverage, suggesting that, on consensus numbers, Soitec was trading modestly above the average target as of early September 2026.
Share capital structure and voting rights update
Regulatory disclosures provide additional context on Soitec’s equity base. As of August 31, 2026, Soitec reported share capital composed of 35,814,320 ordinary shares with a par value of EUR 2.00 each, all traded on Euronext Paris under the ticker SOI.The Globe and Mail In the same disclosure, the company indicated it had 44,783,317 theoretical voting rights, used for calculating regulatory threshold crossings, and 44,751,672 exercisable voting rights after adjustments for double voting rights and shares without voting rights.
For investors, these figures underline the scale of Soitec’s listed equity and the potential impact of large shareholders on corporate decisions. The relationship between the number of shares and voting rights, including double voting rights in France for long-term holdings, can influence how quickly ownership changes translate into voting power in shareholder meetings.
Soitec stock price and trading context
The strong percentage move on September 8, 2026 aligns with price data from German trading in Soitec’s shares. On the same date, the Soitec SA listing identified as SOH1.DE closed at EUR 145.70 in Frankfurt trading, up EUR 1.30 or 0.90% from the previous close of EUR 144.40, after trading between EUR 137.55 and EUR 145.70 during the session.Yahoo Finance The same data show a 52-week range for that listing from EUR 22.74 to EUR 200.00 as of September 8, 2026, meaning the Frankfurt closing price of EUR 145.70 stood about EUR 122.96 above the 52-week low and EUR 54.30 below the 52-week high.
For perspective on performance, trailing total-return figures as of September 8, 2026 indicate that the SOH1.DE listing delivered a year-to-date return of 533.20%, compared with just 2.07% for the CAC 40 index.Yahoo Finance Over a one-year horizon, the same source reports a 346.38% return for SOH1.DE versus 7.54% for the CAC 40, underscoring how dramatically Soitec stock has outpaced the French blue-chip benchmark over the period.
Intraday indications on September 9, 2026 from a French market overview showed Soitec changing hands around EUR 141.20, down about 3.52% on that day.Boursorama While this figure reflects intraday activity rather than a final closing price, it illustrates how quickly the stock can give back part of a previous session’s strong gains as broader European equities react to macro factors such as oil prices and inflation concerns.
Closing view on Soitec stock
At the close of trading on September 8, 2026, Soitec stock on Euronext Paris stood at EUR 140.05, up 9.5% from the prior close of EUR 127.90 and near the intraday high of the session. In Frankfurt, the SOH1.DE quote ended the same day at EUR 145.70, within a 52-week range of EUR 22.74 to EUR 200.00, reflecting substantial gains over the past year but still leaving room before re-testing the recent high.
Soitec stock at a glance
- Company: Soitec SA
- ISIN: FR0013227113
- Ticker: SOI
- Trading venue: Euronext Paris
- Price (as of September 8, 2026, 5:35 PM): 140.05 EUR
- Market capitalization: 4,590,000,000 EUR (as of September 9, 2026)
- Sector / Industry: Semiconductors / Semiconductor materials
- Index membership: SBF 120
