Soitec S.A. (SLOIY) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Soitec S.A. (SLOIY) trades at $66.17 with AI Score 42/100 (Grade C). Soitec S. A. is a global leader in designing and manufacturing innovative semiconductor materials. Market cap: $4.73B, Sector: Technology.
Price as of Jul 23, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for SLOIY: SLOIY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SLOIY against Technology peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SLOIY: 1/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Soitec S.A. (SLOIY) Technology Profile & Competitive Position
Soitec S.A. is a semiconductor materials company specializing in engineered substrates like FD-SOI and RF-SOI, enabling advanced chip manufacturing for diverse applications, including mobile, automotive, and high-performance computing. The company operates globally, serving major semiconductor manufacturers with its innovative substrate solutions.
What Is the Investment Thesis for SLOIY?
Soitec S.A. presents a notable research candidate due to its leading position in the engineered substrates market, particularly with FD-SOI technology gaining traction in automotive and mobile applications. The increasing demand for advanced chips in 5G, electric vehicles, and high-performance computing serves as a strong growth catalyst. The company's focus on innovation and strategic partnerships should drive revenue growth. However, investors should monitor the company's relatively low profit margin of 1.5% and high P/E ratio of 182.88, as well as potential cyclical downturns in the semiconductor industry and competitive pressures from alternative substrate technologies. The company's beta of 1.44 indicates higher volatility compared to the overall market.
Based on FMP financials and quantitative analysis
SLOIY Key Highlights
- Market capitalization of $4.73B reflects investor confidence in Soitec's growth potential.
- Gross margin of 29.6% indicates the company's ability to generate profit from its revenue after accounting for the cost of goods sold.
- The company's focus on FD-SOI technology positions it well to capitalize on the growing demand for energy-efficient and high-performance chips in automotive and mobile applications.
- Soitec's global presence and strategic partnerships with major semiconductor manufacturers provide a competitive advantage.
- The company's beta of 1.44 suggests higher volatility compared to the overall market.
Who Are SLOIY's Competitors?
SLOIY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AIIXY Aixtron Se | $89.15 | +0.00% | $5.45B | 50 |
| AITUF Anritsu Corporation | $26.78 | +0.00% | $3.43B | 51 |
| AIXXF Aixtron Se | $45.54 | -3.97% | $5.14B | 50 |
| AUKUF ams-OSRAM AG | $18.74 | +0.00% | $1.85B | 47 |
| AWEVF Alphawave IP Group plc | $1.25 | +0.00% | $998M | 51 |
| ACLS Axcelis Technologies, Inc. | $141.51 | -0.31% | $5.00B | 70 |
| VSH Vishay Intertechnology, Inc. | $38.21 | -6.35% | $5.40B | 64 |
| DIOD Diodes Incorporated | $87.25 | -5.92% | $4.01B | 69 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SLOIY's Key Strengths?
- Leading position in engineered substrates market.
- Proprietary FD-SOI and RF-SOI technologies.
- Strong relationships with major semiconductor manufacturers.
- Focus on high-growth applications such as automotive, 5G, and high-performance computing.
What Are SLOIY's Weaknesses?
- Relatively low profit margin of 1.5%.
- High P/E ratio of 182.88.
- Dependence on the cyclical semiconductor industry.
- Limited dividend yield (no dividend).
What Could Drive SLOIY Stock Higher?
- Increasing adoption of FD-SOI technology in automotive applications, driven by the growth of ADAS and electric vehicles.
- Expansion of 5G infrastructure and smartphone market, driving demand for Soitec's RF-SOI substrates.
- Growth of high-performance computing market, leading to increased demand for Soitec's PD-SOI and FinFET-SOI products.
- Potential new strategic partnerships with major semiconductor manufacturers to expand market reach.
- Development and commercialization of new substrate technologies for emerging applications.
What Are the Key Risks for SLOIY?
- Negative return on equity (-15.7%) — the business is not currently generating profit on shareholder capital.
- Cyclical downturns in the semiconductor industry could negatively impact Soitec's revenue and profitability.
- Competitive pressures from alternative substrate technologies could erode Soitec's market share.
- Currency risk associated with the company's international operations and ADR structure.
- Supply chain disruptions could impact Soitec's ability to meet customer demand.
- Relatively low profit margin of 1.5% may limit the company's ability to invest in future growth.
What Are the Growth Opportunities for SLOIY?
- Growth opportunity 1: Expansion in the automotive market: The increasing adoption of advanced driver-assistance systems (ADAS) and electric vehicles (EVs) is driving demand for Soitec's FD-SOI technology in automotive radar and processors. The automotive semiconductor market is projected to reach $67.6 billion by 2026, presenting a significant opportunity for Soitec to increase its revenue and market share. Soitec's Auto Smartsic product line is specifically designed to address the needs of the automotive market, providing a competitive advantage.
- Growth opportunity 2: 5G infrastructure and smartphone market: Soitec's RF-SOI substrates are essential for front-end module devices in 4G LTE and 5G smartphones. The ongoing rollout of 5G networks and the increasing adoption of 5G smartphones are driving demand for Soitec's RF-SOI products. The 5G infrastructure market is expected to reach $76.7 billion by 2027, creating a substantial growth opportunity for Soitec. The company's Connect RF-GaN product line further strengthens its position in this market.
- Growth opportunity 3: High-performance computing market: Soitec's PD-SOI and FinFET-SOI products are used in high-performance computing applications, such as data centers and IT servers. The increasing demand for computing power and energy efficiency is driving the adoption of Soitec's SOI technologies in this market. The high-performance computing market is projected to reach $61.5 billion by 2026, offering a significant growth opportunity for Soitec.
- Growth opportunity 4: Optical networking market: Soitec's Smart photonics-SOI products are used in optical networking applications, enabling high-speed data transmission. The increasing demand for bandwidth and data capacity is driving the growth of the optical networking market. The global optical networking and communication market is expected to reach $34.9 billion by 2027, presenting a substantial growth opportunity for Soitec.
- Growth opportunity 5: 3D image sensing market: Soitec's Smart Imager-SOI products are used in next-generation 3D image sensing applications, such as facial recognition and augmented reality. The increasing adoption of 3D image sensing technology in smartphones, automotive, and industrial applications is driving demand for Soitec's Smart Imager-SOI products. The 3D image sensor market is projected to reach $15 billion by 2027, creating a significant growth opportunity for Soitec.
What Opportunities Does SLOIY Have?
- Increasing demand for FD-SOI technology in automotive and mobile applications.
- Growth of 5G infrastructure and smartphone market.
- Expansion in the high-performance computing and optical networking markets.
- Adoption of 3D image sensing technology in various applications.
What Threats Does SLOIY Face?
- Competitive pressures from alternative substrate technologies.
- Potential cyclical downturns in the semiconductor industry.
- Geopolitical risks and trade tensions.
- Supply chain disruptions.
What Are SLOIY's Competitive Advantages?
- Proprietary technology in engineered substrates, particularly FD-SOI and RF-SOI.
- Strong relationships with leading semiconductor manufacturers.
- Significant investment in research and development to maintain technological leadership.
- High barriers to entry due to the complexity and capital intensity of substrate manufacturing.
What Does SLOIY Do?
Soitec S.A., founded in 1992 and headquartered in Bernin, France, is a global leader in designing and manufacturing innovative semiconductor materials. The company's core expertise lies in creating engineered substrates, which are the foundation upon which semiconductor chips are built. Soitec's products are essential for manufacturing chips used in a wide range of applications, including smartphones, tablets, computers, IT servers, data centers, automotive electronics, connected devices, and industrial and medical equipment. Its key product offerings include Fully Depleted Silicon-On-Insulator (FD-SOI) for automotive radar and processors, PD-SOI and FinFET-SOI products for high-performance computing markets, and RF-SOI substrates for front-end module devices in 4G LTE and 5G smartphones. The company also provides power-SOI products for automotive and industrial power ICs, Smart photonics-SOI for optical networking, Smart Imager-SOI for 3D image sensing, Auto Smartsic for green mobility, Connect RF-GaN for 5G infrastructure and smartphone power amplifiers, Connect-POI for high-performance surface acoustic wave filters, and Gallium Nitride (GAN) Epitaxial wafers for energy-efficient power management systems. Soitec's global presence and focus on innovation have established it as a key player in the semiconductor supply chain.
What Products and Services Does SLOIY Offer?
- Designs and manufactures semiconductor materials.
- Offers Fully Depleted Silicon-On-Insulator (FD-SOI) for automotive radar and processors.
- Provides PD-SOI and FinFET-SOI products for high-performance computing markets.
- Supplies RF-SOI substrates for front-end module devices in 4G LTE and 5G smartphones.
- Offers power-SOI products for automotive and industrial power ICs.
- Provides Smart photonics-SOI products for optical networking.
- Offers Smart Imager-SOI products for next-generation 3D image sensing.
- Supplies Gallium Nitride (GAN) Epitaxial wafers for energy-efficient power management systems.
How Does SLOIY Make Money?
- Soitec generates revenue by selling engineered substrates to semiconductor manufacturers.
- The company's business model is based on providing innovative and high-performance substrate solutions that enable the production of advanced chips.
- Soitec focuses on developing and commercializing new substrate technologies to meet the evolving needs of the semiconductor industry.
What Industry Does SLOIY Operate In?
Soitec operates in the semiconductor materials market, a critical segment of the global semiconductor industry. The industry is characterized by rapid technological advancements, increasing demand for high-performance and energy-efficient chips, and intense competition. The market is driven by the growth of key applications such as 5G, electric vehicles, artificial intelligence, and the Internet of Things (IoT). Soitec's focus on engineered substrates, particularly FD-SOI technology, positions it to capitalize on the demand for advanced chips in these high-growth areas. Competitors include companies offering alternative substrate technologies and integrated device manufacturers (IDMs) with in-house substrate capabilities.
Who Are SLOIY's Key Customers?
- Semiconductor manufacturers producing chips for smartphones, tablets, and computers.
- Automotive electronics suppliers using chips in ADAS and electric vehicles.
- Data center operators requiring high-performance computing solutions.
- Manufacturers of connected devices and industrial/medical equipment.
FY2026 estForward Outlook
Wall Street analysts project Soitec S.A. revenue of about $507.8M for fiscal 2026, with EPS near $0.00. The estimate reflects 18 contributing analysts.
F-Score 5/9Financial Health
Soitec S.A.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 4.19 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE -16%Key Financial Metrics
Return on equity for Soitec S.A. stands at -15.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -9.6%, showing how much profit it generates from its asset base. Its free cash flow yield is 2.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 3.89 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -5.2%, the inverse of the P/E and a quick read on earnings relative to price.
Soitec S.A. (SLOIY) Valuation Context
Valued at $4.73B, SLOIY is classified as a mid-cap stock. Relative to its peer group, SLOIY's quantitative score of 42/100 is roughly in line with the peer average of 50/100.
Company Profile
Soitec S.A. operates in the Semiconductors industry within the Technology sector. It is headquartered in Bernin, FR. The company is led by CEO Laurent Rémont. SLOIY has traded publicly since 2013.
SLOIY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Soitec's growth prospects, indicating that executives believe in the company's future.
- Community sentiment has shifted positively, with discussions highlighting Soitec's innovative semiconductor solutions as crucial for the tech industry.
- The increasing demand for advanced materials in electronics positions Soitec favorably, as they are a key supplier in this growing market.
- Recent partnerships with major tech firms have sparked optimism, suggesting that Soitec is expanding its influence in the semiconductor space.
Bear Case
- Concerns over global supply chain disruptions could impact Soitec's ability to meet demand, leading to potential operational challenges.
- Community discussions reveal skepticism about the sustainability of Soitec's recent growth, with some questioning whether it can maintain its momentum.
- Increased competition in the semiconductor industry raises questions about Soitec's market share and pricing power moving forward.
- Recent regulatory changes in key markets have created uncertainty, which could negatively affect Soitec's business operations and future outlook.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SLOIY Latest News
No recent news available for SLOIY.
SLOIY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SLOIY.
Price Targets
Wall Street price target analysis for SLOIY.
SLOIY MoonshotScore
What does this score mean?
The MoonshotScore rates SLOIY 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Pierre Barnabe
CEO
Pierre Barnabe is the CEO of Soitec S.A. He brings extensive experience in the technology and telecommunications industries to his role. Prior to joining Soitec, Barnabe held leadership positions at various companies, including Bull, Alcatel, and Orange. His background includes expertise in areas such as sales, marketing, and business development. He is responsible for overseeing Soitec's strategic direction and driving its growth initiatives.
Track Record: Under Pierre Barnabe's leadership, Soitec has focused on expanding its presence in key markets such as automotive and 5G. He has overseen the development and commercialization of new substrate technologies, including Auto Smartsic and Connect RF-GaN. Barnabe has also emphasized strategic partnerships and collaborations to strengthen Soitec's position in the semiconductor ecosystem.
Soitec S.A. ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. SLOIY is a Level 1 ADR, meaning it trades over-the-counter (OTC) without requiring the same level of regulatory compliance as listed stocks. It allows U.S. investors to invest in Soitec S.A. without directly dealing with foreign exchanges.
- Home Market Ticker: Euronext Paris (SLOI), France
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: SLOI
SLOIY OTC Market Information
SLOIY trades on the OTC Other tier, which represents the lowest tier of the OTC market. Companies on this tier often have limited financial disclosure and may not meet the listing requirements of major exchanges like the NYSE or NASDAQ. Investing in OTC Other stocks carries higher risks due to the lack of regulatory oversight and potential for fraud or manipulation. The OTC Other tier is distinct from the OTCQX and OTCQB tiers, which have more stringent listing standards.
- OTC Tier: OTC Other
- Limited financial disclosure and transparency.
- Potential for low trading volume and wide bid-ask spreads.
- Higher risk of fraud or manipulation compared to listed stocks.
- Lack of regulatory oversight and investor protection.
- Increased price volatility due to limited liquidity.
- Verify the company's registration and legal status.
- Obtain and review available financial reports and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with investing in OTC stocks.
- Monitor trading volume and price volatility.
- Consult with a financial advisor before investing.
- Soitec S.A. is a well-established company with a global presence.
- The company has a track record of innovation and technological leadership in the semiconductor materials market.
- Soitec's products are used by major semiconductor manufacturers in various applications.
- The company is headquartered in France and subject to European regulations.
- Soitec has a CEO and management team with experience in the technology industry.
Common Questions About SLOIY (Technology)
What does the AI Score mean for SLOIY?
SLOIY holds an AI Score of 42/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Soitec S.A. is a global leader in designing and manufacturing innovative semiconductor materials. Its engineered substrates are crucial for producing high-performance chips used in various …
What does Soitec S.A. do?
Soitec S.A. designs and manufactures innovative semiconductor materials, specializing in engineered substrates like FD-SOI and RF-SOI. These substrates are essential for producing high-performance chips used in a variety of applications, including smartphones, automotive electronics, data centers, and industrial equipment. The company's focus on advanced substrate technologies enables its customers to create more energy-efficient and powerful chips, addressing the growing demand for performance in various markets.
What are the main risks for SLOIY?
SLOIY faces several risks, including cyclical downturns in the semiconductor industry, which can impact demand for its products. Competition from alternative substrate technologies and other material providers poses a threat to its market share. Currency fluctuations, particularly between the Euro and the U.S. dollar, can affect its financial results due to its international operations. Supply chain disruptions and geopolitical uncertainties also represent potential challenges to its business.
What are the key factors to evaluate for SLOIY?
Soitec S.A. (SLOIY) holds an AI score of 42/100 (low). Not financial advice.
How frequently does SLOIY data refresh on this page?
SLOIY's price was last updated on Jul 23, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SLOIY's recent stock price performance?
Soitec S.A. (SLOIY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Leading position in engineered substrates market. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SLOIY overvalued or undervalued right now?
Soitec S.A. (SLOIY) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SLOIY before investing?
Before investing in Soitec S.A. (SLOIY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SLOIY to a portfolio?
Key strength of Soitec S.A. (SLOIY): Leading position in engineered substrates market. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.
- Analyst opinions are based on general expectations and may not reflect specific recommendations for SLOIY.
- OTC market data may have limited availability and accuracy.