SOITEC Soitec SA Loading... : Bullish and Bearish Analyst Opinions
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11:21
Sep 03
Sep 03
Soitec benefits from AI photonics demand.
Soitec raised revenue guidance and is leveraged to photonics, which is an early-stage shift from electrical to optical transmission and is seeing huge incremental demand from AI data centers.
HIGH
09:26
Sep 03
Sep 03
Soitec guidance signals AI photonics re-rating upstream
Soitec re-rating from mobile to AI photonics infrastructure is confirmed at wafer level by 50% YoY guidance raise; buy ahead of CPO/optical I/O ramp.
MED
08:30
Sep 01
Sep 01
Watch $SOI on silicon photonics wafer reservations
Watch SOI for silicon photonics capacity reservations and a revenue floor, as customers shift to securing wafers ahead of 2027 ramp; a research note, not an author position.
MED
10:55
Aug 31
Aug 31
Watch SOI on capacity and photonics upside
Watch SOI on potential capacity reservation agreements and strong photonics-SOI revenue floor. Author references prior thesis but does not explicitly confirm current holding.
MED
10:13
Aug 31
Aug 31
The tweet describes Soitec's silicon photonics hybridization technology integrating LNOI.
The tweet describes Soitec's silicon photonics hybridization technology integrating LNOI and InP onto SOI wafers, a factual research note without any directional position or trade call.
LOW
05:35
Aug 31
Aug 31
Soitec locks customers into multi-year supply agreements with deposits and fixed pricing as AI.
Soitec locks customers into multi-year supply agreements with deposits and fixed pricing as AI data center demand surges, according to its CEO.
09:16
Aug 26
Aug 26
Author notes bottleneck stocks are crashing on disappointing earnings.
Author notes bottleneck stocks are crashing on disappointing earnings, but singles out XFAB as his favorite long due to undervalued real assets, while the rest are watch.
LOW
12:49
Aug 17
Aug 17
Analyzes LAZR ETF photonics supply chain
"Analyzes the LAZR ETF's top photonics holdings and supply chain positioning following Nvidia's Spectrum-X production launch, no directional view."
MED
06:34
Aug 15
Aug 15
Author lists past positions taken earlier in the year or last year as historical context.
Author lists past positions taken earlier in the year or last year as historical context to rebut skepticism, not as new forward-looking trade ideas, so all tickers default to watch.
LOW
02:52
Aug 13
Aug 13
Author reflects on the confusing optical industry jargon and their past scavenger hunt with SOI.
Author reflects on the confusing optical industry jargon and their past scavenger hunt with SOI and IQE, but makes no current position or forward call.
LOW
15:36
Aug 11
Aug 11
Author details a full portfolio framework with long-term and short-term buckets.
Author details a full portfolio framework with long-term and short-term buckets, explicitly stating he
01:28
Jul 28
Jul 28
Short SOI as a high-beta momentum name with no fundamental alpha.
Short SOI as a high-beta momentum name with no fundamental alpha — the "fake bottleneck" narrative that drove it higher is unwinding, leaving it exposed as pure momo with no underlying thesis to support the valuation.
MED
20:12
Jul 26
Jul 26
Watch SOI as a silicon photonics beneficiary; FY2027 revenue expected to double.
Watch SOI as a silicon photonics beneficiary; FY2027 revenue expected to double, beating MS estimates — author is enthusiastic on the photonics thesis but no explicit position disclosed.
MED
02:11
Jul 25
Jul 25
Short SOI as a high-beta momentum name with no underlying alpha.
Short SOI as a high-beta momentum name with no underlying alpha — the "fake bottleneck" narrative that drove it is unwinding, leaving it exposed as a pure momo vehicle with no fundamental support.
MED
18:11
Jul 24
Jul 24
MS raises Soitec estimates on photonics boom
Morgan Stanley raises Soitec revenue estimates by 8–19% for FY27–FY29 and EPS by 32–43% for FY28–FY29, citing Photonics-SOI demand doubling in FY27 driven by AI data center optical interconnects; base case PT €200, bull case €300.
MED
17:13
Jul 24
Jul 24
Buy Soitec as photonics-SOI demand accelerates structurally.
Buy Soitec as photonics-SOI demand accelerates structurally — CPO's higher wafer-area consumption per port, a Singapore fab qualified ahead of schedule, 10+ customers with cash-backed reservations past FY2027, and MS adding to Top Picks with 8-19% estimate raises, while stock sits 42% below ATH.
HIGH
17:13
Jul 24
Jul 24
The author provides a detailed fundamental analysis of Soitec's recent earnings beat and supply.
The author provides a detailed fundamental analysis of Soitec's recent earnings beat and supply chain positioning while referencing downstream beneficiaries without expressing a personal trade.
LOW
16:26
Jul 24
Jul 24
The author maintains a high-conviction long position in Soitec as a critical AI infrastructure.
The author maintains a high-conviction long position in Soitec as a critical AI infrastructure play while noting its strategic importance to photonics suppliers like AAOI and COHR.
16:26
Jul 24
Jul 24
Buy Soitec (SLOIF/SOI.PA), a 95%+ market-share monopoly in Photonics-SOI wafers underlying.
Buy Soitec (SLOIF/SOI.PA), a 95%+ market-share monopoly in Photonics-SOI wafers underlying every silicon photonics chip; Q1 revenue grew 23% vs 15% guidance, Q2 guided 30%+ vs street at 4%, Singapore fab qualified ahead of schedule, 10+ customers prepaying multi-year supply reservations, and CPO architecture shift provides 4x wafer-area convexity; Morgan Stanley initiated overweight at €200 PT.
HIGH
14:57
Jul 24
Jul 24
The article directly discusses Soitec's Q1 earnings beat, Photonics-SOI monopoly, and the CPO content multiplier mechanism — all confirming the bullish thesis. Although the author does not disclose a
The article directly discusses Soitec's Q1 earnings beat, Photonics-SOI monopoly, and the CPO content multiplier mechanism — all confirming the bullish thesis. Although the author does not disclose a current position, the stock's pullback and validated fundamentals create a potential asymmetric opportunity.
Risk: Customer concentration in data center optics; CPO adoption timeline may slip; competition from alternative photonic integration approaches (e.g., silicon photonics from others).
17:58
Jul 23
Jul 23
Buy Soitec as substrate demand signals genuine AI infrastructure commitment.
Buy Soitec as substrate demand signals genuine AI infrastructure commitment — wafer capacity reservations years out confirm photonics buildout is real, not inventory-driven, making SOI the earliest and most durable lead in the chain.
MED
12:06
Jul 23
Jul 23
Soitec beats, AI beneficiary.
Soitec is a direct AI picks-and-shovels beneficiary, beating every metric with 30% year-on-year revenue growth; while other high-expectation chip stocks disappointed, Soitec demonstrated exceptional execution and receives strong support from hyperscaler capex.
MED
08:33
Jul 23
Jul 23
Author misses Soitec buy target
Notes missing a buy target on Soitec by €5, missing a potentially good trade.
LOW
22:02
Jul 22
Jul 22
The tweet provides a factual earnings and capex roundup for semi-cap names without expressing.
The tweet provides a factual earnings and capex roundup for semi-cap names without expressing any personal positions or forward calls.
21:19
Jul 17
Jul 17
Watch SOI as a read-through beneficiary — rising silicon photonics adoption drives incremental.
Watch SOI as a read-through beneficiary — rising silicon photonics adoption drives incremental SOI wafer demand per Innolight's GS upgrade thesis. No author position disclosed; supply-chain mapping only.
MED
09:16
Jul 17
Jul 17
Author exits SOI on reduced asymmetry
Author notes selling SOI as share prices increased and the risk-reward asymmetry became less attractive.
MED
15:05
Jul 07
Jul 07
Author highlights extreme defensive positioning in Samsung Preferreds and lists 14 names he is.
Author highlights extreme defensive positioning in Samsung Preferreds and lists 14 names he is watching for opportunities but explicitly states he is not reallocating funds yet, making this a watchlist rather than active trades.
LOW
14:02
Jul 06
Jul 06
The author recommends researching these semiconductor and tech companies for educational value.
The author recommends researching these semiconductor and tech companies for educational value in understanding the value chain, not as a trade idea.
LOW
09:18
Jul 05
Jul 05
Author retains 50% of Soitec position despite doubts about narrative-driven rebound.
Author retains 50% of Soitec position despite doubts about narrative-driven rebound; partial hold supported by inclusion in Tema Photonics & Optical ETF as a new institutional catalyst, though thesis remains optionality-based rather than compounder-grade.
MED
About SOITEC Analyst Coverage
Buzzberg tracks SOITEC (Soitec SA) across 32 sources. 132 bullish vs 3 bearish calls from 31 analysts. Sentiment: predominantly bullish (41%). 317 total trade ideas tracked. Past 7 days: 1 bullish, 5 watch. Latest voices: Matt Bloxham, photoncap, aleabitoreddit.