Analysts issued a Buy rating for Soitec, citing multi-year growth potential in the photonics segment. High demand from AI data centers drives this expansion.
Experts expect inventory corrections in the mobile and RF-SOI markets to resolve within one year. This recovery should improve factory utilization and increase free cash flow.
Following full-year results, analysts raised the average price target by 14%. The consensus target price now stands at €134, while one discounted cash flow model supports a target of $215.
These upgrades occur despite forecasts of increased near-term losses per share. The company's strategic focus on silicon photonics remains the primary catalyst for future performance.