Bank of America upgrades Soitec stock to EUR 300 target. Published on 10/20/2026 at 13:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS Soitec guides EUR 137.50 million second-quarter 2027 revenue, up more than 30 percent. Soitec stock costs EUR 121.30 on October 20, 2026. Analyst upgrade and growth outlook. * Bank of America upgraded Soitec to Buy and set a EUR 300.00 target on October 9, 2026. * Soitec reported EUR 113.00 million in first-quarter 2027 revenue and expects EUR 137.50 million in the second quarter. * Soitec stock trades at EUR 121.30 at 1:11 p.m. CEST at Lang & Schwarz on October 20, 2026. Soitec (ISIN FR0013227113) was trading at EUR 121.30 at Lang & Schwarz on October 20, 2026 at 1:11 p.m. CEST. The latest analyst catalyst came on October 9, 2026, when Ideal Investor reported that Bank of America upgraded Soitec from Neutral to Buy and set a EUR 300.00 price target. Discover more Invest in Stocks Bank of America bets on photonics. The upgrade is tied to Soitec's exposure to silicon photonics, a technology used for high-speed optical data transmission in data centers. Bank of America expects optical port requirements to grow faster than AI processor volumes and sees capacity expansion as a potential next step. The target is well above the Lang & Schwarz quote, but the article does not establish a causal link between the analyst action and the October 20 price. That distinction matters because valuation expectations and operating delivery now pull in opposite directions. What do the revenue figures show? Ideal Investor reported EUR 113.00 million of revenue for the first quarter of fiscal 2027 and an expected EUR 137.50 million for the second quarter. The company indicated that second-quarter revenue should rise more than 30 percent year over year, supported by Photonics-SOI. Three financing steps since July. On July 29, 2026, Soitec announced a EUR 358.00 million share buyback program. On September 17, 2026, the company completed a EUR 500.00 million convertible bond issue, according to the same Ideal Investor report. The October 9 Bank of America upgrade was the latest of the three events. Next date is November 18. Discover more Source Parts Source Suppliers Read Company News Soitec's investor-relations calendar lists November 18, 2026, for half-year 2027 results and February 2, 2027, for third-quarter 2027 revenue. The calendar also lists May 26, 2027, for fiscal-year 2027 results, according to Soitec. Stock remains below its yearly high. Soitec stock's EUR 121.30 Lang & Schwarz indication sits within the EUR 22.62 to EUR 200.50 52-week range supplied for the Paris-listed instrument. The market capitalization was EUR 4.3 billion as of October 20, 2026, while the company remains classified in information technology and trades on Euronext Paris. Soitec was trading at EUR 121.30 at Lang & Schwarz on October 20, 2026 at 1:11 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Soitec stock. Soitec stock facts. * Company: Soitec S.A. * ISIN: FR0013227113 * Ticker: SOI.PA * Primary exchange: Euronext Paris * Price Lang & Schwarz (as of October 20, 2026, 1:11 p.m. CEST): EUR 121.30 * Market capitalization: EUR 4.3 billion (as of October 20, 2026) * 52-week range: EUR 22.62-EUR 200.50 (as of October 20, 2026) * Sector / Industry: Information technology / semiconductor materials * Index membership: SBF 120 Discover more Check Loan Rates Trade Forex Sponsored Ad Soitec stock: new analysis - 22 October. Fresh Soitec information released. What's the impact for investors? Our latest independent report examines recent figures and market trends. Disclaimer regarding our articles: This is not investment advice, nor is it a recommendation to buy or sell. Information regarding prices, companies, and markets is provided without guarantee; changes may occur at any time. Stock market transactions can result in significant losses. Our articles are created and reviewed, in whole or in part, automatically with the assistance of AI. en | FR0013227113 | SOITEC | boerse | 70372621 | bgmi

Shares of French chip materials maker Soitec jumped 7% in Paris on Friday after BofA Securities upgraded the stock to "buy" from "neutral" and raised its price target to €300 from €152. BofA cited Soitec's over 90% share of the key material used in silicon photonics, a technology that uses light instead of copper to move data in data centres. The bank noted optical ports in data centres are growing faster than AI accelerator chips due to rising bandwidth needs. BofA forecasts photonics wafer revenue growth of 172%, 74% and 57% in fiscal 2027, 2028 and 2029 respectively. Several major customers have signed long-term "take-or-pay" contracts, giving Soitec more demand visibility. The bank expects gross margin to rise from 16% in fiscal 2026 to 44% by fiscal 2029 as higher-margin photonics wafers comprise more sales.

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