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Soitec set for triple-digit growth in photonics, maintaining Buy rating with $215 target price.

Analyst Insights
14 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Soitec is expected to experience multi-year, triple-digit growth in its photonics segment driven by strong demand from data centers. Challenges in mobile and RF-SOI segments due to inventory correction are anticipated to resolve within a year, which will enhance operational efficiency and free cash flow growth. The company maintains strong factory utilization, disciplined capital expenditure, and a robust balance sheet with minimal liquidity risk. A discounted cash flow model supports a target price of $215, with significant growth projected from fiscal year 2028 onward.

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