SOITEC Soitec SA Loading... : Bullish and Bearish Analyst Opinions
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18:40
May 27
May 27
Long Soitec as a longer-term play on the co-packaged optics (CPO) ramp expected next year; author explicitly holds a position and acknowledges near-term volatility as a buying opportunity within a multi-quarter thesis.
MED
18:40
May 27
May 27
ParadisLabs confirms a position in Soitec, expecting near-term volatility but viewing it as a longer-term story tied to the CPO ramp next year.
18:22
May 27
May 27
The author speculates that European markets may have prior knowledge of Soitec's earnings, but expresses uncertainty rather than a directional trade view.
LOW
18:15
May 27
May 27
Watch Soitec (SLOIF/SOI) as a CPO substrate monopolist with Photonics-SOI revenue ramping faster than expected (+25% YoY in growth segments), but legacy drag and low fab loading will weigh on FY27 profitability; conviction requires 18-24 month patience for Edge AI/CPO to pull up earnings.
MED
18:15
May 27
May 27
Soitec's sharp drop on weak FY26 earnings is offset by bullish CPO substrate monopoly and Photonics-SOI growth tied to TSM and Nvidia, but the author only frames a conditional long thesis without an explicit position.
LOW
18:10
May 27
May 27
Watch Soitec as legacy segments (Mobile, Auto/Industrial) drag heavily on near-term results, but Photonics-SOI/CPO substrate monopoly is showing early volume ramp with >$100M revenue ahead of schedule; thesis hinges on Edge AI/CPO pulling profits within 18–24 months.
MED
14:52
May 27
May 27
Long SOI — author explicitly discloses an ongoing long position entered at $44 (now $170), arguing institutional criticism was cover for accumulation, with the float now absorbed and price validating the thesis.
MED
13:53
May 27
May 27
Long SOI as part of the photonics/CPO basket; author personally adding to positions on the selloff, high conviction in 2-year TAM expansion thesis.
MED
11:21
May 27
May 27
The author sold half their Soitec position to wait for a larger move, expressing a cautious long-term view without a clear directional forecast.
LOW
11:16
May 27
May 27
The author lists French semiconductor stocks benefiting from the CHIP Act but provides no personal directional view, only referencing a past Discord discussion.
09:05
May 27
May 27
Long SOI as a confirmed author-held position; EU Chips Act 2 funding announcement expected next week is the near-term catalyst driving the thesis.
MED
09:04
May 27
May 27
Author expresses bullish surprise that his long positions in SIVE, SOI, IQE, and XFAB are listed in the EU Chips Act blueprint, expecting funding from the next act despite a delayed formal announcement.
LOW
08:11
May 27
May 27
Watch SOI as a potential EU Chips Act 2.0 beneficiary; policy-driven investment recipient designation would be a positive catalyst.
MED
08:00
May 27
May 27
Long SOI — author argues the stock retains durable upside because it operates as a monopoly, and monopoly-grade competitive moats don't erode simply because the share price has already appreciated significantly.
MED
00:47
May 26
May 26
The author endorses their own bullish views on SOI and AAOI by claiming their insights helped others build conviction in the optical communication supply chain.
LOW
22:03
May 25
May 25
Author endorses a past track record of stock picks from another account but does not express a forward-looking view on any ticker, making the quoted HLIT thesis a factual report rather than a trade idea.
LOW
19:00
May 25
May 25
Author endorses Soitec as a hidden monopoly with Smart Cut technology for photonics substrates, expecting a 4x wafer content multiplier from the CPO ramp in AI networks.
LOW
19:00
May 25
May 25
Soitec holds a dominant monopoly in photonics substrate via patented Smart Cut process, with a structural catalyst as AI networks shift to Co-Packaged Optics, driving a 4x wafer content increase per port.
HIGH
18:54
May 25
May 25
Author highlights Soitec's monopoly on Smart Cut technology for photonics substrates, positioning it as a pure play for the CPO ramp with strong performance for buyers.
LOW
18:54
May 25
May 25
Buy SOI because its Smart Cut process is a near-monopoly substrate technology (95%+ market share) with a 4x wafer content multiplier from CPO adoption, protected by 12-24 month qualification lock-ins, and near-term catalyst from earnings call.
HIGH
16:08
May 25
May 25
Author argues Raspberry Pi's revenue will surge from AI agent hoarding, making it a 3x return opportunity, while criticizing retail for paper handing other stocks that later rallied.
14:50
May 25
May 25
Short SiPho names as they are structurally disadvantaged in CPO architecture due to lower laser content per transceiver.
MED
08:18
May 25
May 25
The author thanks the French community and mentions that local French media complaints about their SOI long position helped gain support, but no forward-looking view is expressed.
LOW
07:51
May 25
May 25
The author expresses a bullish view on German Hynix and SOI as high beta day trades, expecting a rally inbound.
04:17
May 25
May 25
Author highlights monopolistic semiconductor and photonics plays, explicitly warns HIMX faces design-out risk from TSMC's Visera while endorsing SIVE's deep CPO integration, signaling sector rotation toward upstream material leaders.
LOW
01:03
May 25
May 25
Long $SOI — silicon photonics name in Temple 8 substrate basket of four.
MED
01:02
May 25
May 25
Author highlights NGK Corp's 50% surge since their April write-up and positions it as a top substrate pick in a four-stock basket, signaling strong conviction in the semiconductor materials theme.
LOW
00:59
May 25
May 25
Temple Eight highlights NGK Corp's 50% surge since their April 2nd write-up, reinforcing their bullish thesis on the stock as a top substrate name in their basket of four.
LOW
18:47
May 24
May 24
Photonic components are at an inflection point as GPU cluster scales force optics over copper, creating structural demand for optical transceivers; long these suppliers benefiting from the inevitable shift.
MED
18:39
May 24
May 24
Long SOI as it controls the AI buildout via silicon photonics, a key enabler for next-gen data centers.
MED
About SOITEC Analyst Coverage
Buzzberg tracks SOITEC (Soitec SA) across 14 sources. 90 bullish vs 1 bearish calls from 14 analysts. Sentiment: predominantly bullish (60%). 148 total trade ideas tracked.