COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Bible 4Q 2025 - Autos: Correction progressing; awaiting inflectionMarch 12, 2026 — Pierre Ferragu
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Bible 4Q25 - Industrials: upcycle in full swingMarch 5, 2026 — Pierre Ferragu
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Bible 4Q25 - Smartphones: Brace for this yearMarch 2, 2026 — Pierre Ferragu
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The Citrini report: a revival of Marxism.February 26, 2026 — Pierre Ferragu
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Soitec 3FQ26: Correction lingers, now reflected in expectations; recovery in 2027February 4, 2026 — Pierre Ferragu and Ben Harwood
Events
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Dec
19TechnologyDecember 19, 2024Hosted by Pierre FerraguWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre Ferragu, Ben Harwood and Antoine ChkaibanWatch Replay -
Feb
23TechnologyFebruary 23, 2023Hosted by Pierre FerraguWatch Replay -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
1TechnologyAugust 1, 2022Hosted by Pierre FerraguWatch Replay
