COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Bible 1Q26 - Autos: The cycle is turning. Recovery on the horizonJune 2, 2026 — Pierre Ferragu
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Bible 1Q26 - Industrials: Still early in the upcycleJune 1, 2026 — Pierre Ferragu
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Bible 1Q26 - Smartphones: unit forecast cut sharply; iPhone cycle strong; Semis at risk.May 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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Soitec 4FQ26: Looking past near-term headwinds toward a compelling secular growth story. Buy, €215May 29, 2026 — Pierre Ferragu and Ben Harwood
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Soitec: pre-4FQ26 model updateMay 21, 2026 — 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
