Earnings Alerts

SOITEC (SOI) Earnings: FY EBITDA Margin Forecast Drops to 32%-34% Amid Mixed Sector Performance

By February 6, 2025 No Comments
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  • Soitec anticipates its EBITDA margin for the fiscal year to be between 32% and 34%, down from about 35% previously observed.
  • Third-quarter revenue was reported at €226 million, representing a 5.8% decline year-on-year, missing the estimate of €245.8 million.
  • Revenue from Mobile Communications rose by 18% year-on-year to €154 million, exceeding the estimate of €135.3 million.
  • Automotive and Industrial revenue fell by 43% year-on-year to €25 million, below the estimate of €39.2 million.
  • Revenue from Smart Devices decreased by 28% year-on-year to €47 million, missing the estimate of €71.2 million.
  • Soitec projects limited growth for fiscal year 2026, citing current market conditions.
  • The company expects like-for-like revenue in fiscal year 2025 to decrease by a high single-digit amount, revised from previous expectations of being flat.
  • Despite challenges, Mobile Communications saw strong performance due to momentum in POI and RF-SOI sales.
  • The Edge & Cloud AI segment benefits from strong industry momentum in AI computing power and demand for lower energy consumption.
  • The Automotive and Industrial division remains affected by a weak automotive market.
  • The analyst consensus includes 15 buys, 7 holds, and no sell ratings.

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SOITEC on Smartkarma

Analyst coverage of SOITEC on Smartkarma is positively leaning according to a report by Value Investors Club. The report highlights SOITEC as a key player in supplying specialty engineered wafers for semiconductor manufacturing, particularly in smartphone RF applications. Despite facing challenges due to a downturn in the smartphone market and COVID-related inventory corrections, SOITEC is expected to see growth with increasing chip complexity and demand for its products. The company’s expansion into silicon carbide (SiC) wafers for EVs is anticipated to boost earnings by 2025/2026, with a price target of €175 over 1.75 years and a promising 70% upside potential for investors.


A look at SOITEC Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth3
Resilience4
Momentum3
OVERALL SMART SCORE2.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

SOITEC, a company specializing in microelectronics and specialty electronics for semiconductor production, is poised for a promising long-term outlook based on the Smartkarma Smart Scores analysis. With above-average scores in Value, Growth, Resilience, and Momentum, SOITEC demonstrates a strong overall outlook. The company’s innovative Smart Cut process, which enhances silicon performance for increased speed and reduced power consumption, positions it favorably within the energy, electronic, and solar energy sectors.

Despite a lower score in Dividend, the overall positive trajectory for SOITEC suggests a solid foundation for future growth and resilience in the industry. Investors looking for a company with solid value, growth potential, resilience, and momentum may find SOITEC an attractive long-term investment opportunity within the microelectronics and semiconductor market.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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