SOI : Bullish and Bearish Analyst Opinions
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15:38
Apr 14
Apr 14
Buy Soitec as it holds a genuine monopoly in the substrate layer and its legacy drag segments are likely bottoming, providing strong exposure to silicon photonics scaling into 2029.
HIGH
06:47
Apr 12
Apr 12
Go long SOI due to its semi-monopolistic position and strong patent portfolio in the SOI wafers market, acting as a critical supply chain bottleneck.
HIGH
23:04
Apr 07
Apr 07
Expects lagging transceiver cycle players like SOI to catch up to the performance of AAOI and LITE in the second half of the year.
MED
07:55
Apr 06
Apr 06
Identifies SOI as a top pick for co-packaged optics (CPO) theme ahead of the NVDA GTC photonics catalyst.
MED
18:59
Mar 30
Mar 30
The semiconductor supply chain is facing significant downward pressure from multiple simultaneous negative forces.
02:24
Mar 28
Mar 28
Long SOI as a value play expecting a slow upward re-rating, driven by its depressed valuation (1.3x book) and material monopoly in substrates.
MED
05:13
Mar 26
Mar 26
SOI is at the bottom of its legacy drag cycle and is positioned for significant upside driven by the ramp-up in silicon photonics and CPO substrates.
MED
04:07
Mar 24
Mar 24
The author is holding an existing long position with high conviction, expecting a 200-300% return over the next year as the underlying thesis remains intact.
HIGH
15:23
Mar 20
Mar 20
The fundamental long-term bullish thesis for SOI remains intact, suggesting the current macro-driven weakness is a transient buying opportunity.
MED
21:15
Mar 19
Mar 19
The author identifies Soitec ($SOI) as a top pick in co-packaged optics (CPO), expecting it to benefit from the same upcoming Nvidia GTC catalyst as $TSEM.
HIGH
00:18
Mar 18
Mar 18
The author identifies SOI as a targeted, pure-play investment into the emerging silicon photonics trend, contrasting it with larger, more diversified semiconductor names.
MED
11:25
Mar 16
Mar 16
The author has initiated a long position in Soitec based on its strategic role as a supplier of silicon photonics substrates.
HIGH
05:55
Mar 14
Mar 14
The author is long Soitec, viewing it as an undervalued virtual monopoly in silicon photonics with a near-term catalyst from Nvidia's GTC event.
HIGH
04:55
Mar 14
Mar 14
The trade is to go long $SOI due to its low valuation (1.3x book value) combined with a perceived monopoly in the silicon photonics market.
MED
21:59
Mar 13
Mar 13
The author recommends a long position in Soitec due to its monopoly position in a key growth market (silicon photonics) and what they consider a cheap valuation.
HIGH
00:07
Mar 13
Mar 13
The author is long Soitec ($SOI) due to its critical role in providing substrate materials for silicon photonics, a key technology for new AI architectures being heavily funded by hyperscalers.
MED
01:04
Mar 12
Mar 12
The author believes SOI is undervalued and has the potential for a significant positive re-rating from its current price.
MED
20:02
Mar 11
Mar 11
The author believes $SOI has significantly more upside potential compared to peers, even though they initiated a position in a different name for risk reasons.
MED
18:43
Mar 11
Mar 11
The author believes $SOI is undervalued and poised to rise, citing its low valuation multiples and monopoly market position.
HIGH
15:18
Mar 11
Mar 11
The author believes Soitec ($SOI) is a long-term hold as it's a monopoly supplier for CPO photonics, a key technology ramp driven by NVIDIA, with the upcoming GTC event acting as a near-term catalyst.
HIGH
16:20
Mar 04
Mar 04
The author views Soitec as a superior long-term holding due to its defensible characteristics, contrasting it with more speculative momentum plays in the sector.
MED
About SOI Analyst Coverage
Buzzberg tracks SOI across 2 sources. 20 bullish vs 1 bearish calls from 2 analysts. Sentiment: predominantly bullish (90%). 21 total trade ideas tracked.