COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Soitec 1FQ26: Inventory digestion remain a drag.Thesis unchanged. Buy, €55.July 25, 2025 — Ben Harwood and Pierre Ferragu
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Soitec 1FQ26: Inventory digestion remain a drag. Thesis unchanged.July 23, 2025 — Ben Harwood and Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 2025 — Pierre Ferragu
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Updating Coverage numbers for FXJuly 8, 2025 — Pierre Ferragu
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Soitec: Inventory correction deepening; secular growth profile unchanged. Buy, €55.May 30, 2025 — Pierre Ferragu
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
