Soitec stock falls 1.64 percent as Barclays lifts target to EUR 200.00

Published on 09/28/2026 at 09:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Soitec stock has a EUR 200.00 Barclays target, raised from EUR 110.00 on September 18, 2026. Q2 fiscal 2027 revenue guidance calls for 50.00 percent growth, with H1 results due November 18, 2026.

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Soitec stock (ISIN FR0013227113) was trading at EUR 140.70 on Euronext Paris at 9:35 a.m. CEST on September 28, 2026, down 1.64 percent from the prior close of EUR 143.05. The decline came as the semiconductor-materials company remained tied to a demanding valuation debate after a series of higher analyst targets and stronger Photonics-SOI guidance.

Barclays lifts target to EUR 200.00

According to Investing.com on September 18, 2026, Barclays raised its Soitec price target from EUR 110.00 to EUR 200.00 and upgraded the stock from Equal Weight to Overweight. The target increase was 81.82 percent and reflected the broker's view that photonics demand linked to artificial-intelligence infrastructure could change Soitec's growth profile.

JPMorgan had already raised its target from EUR 98.00 to EUR 200.00 and moved the rating from Neutral to Overweight on September 16, 2026, the same Investing.com report said. A separate Fintel report said ESN/CIC Market Solutions upgraded Soitec from Neutral to Buy on September 21, 2026.

Photonics guidance sets the test

Nasdaq published Soitec's September 2, 2026 trading update, which raised Q2 fiscal 2027 revenue growth guidance to 50.00 percent year-on-year from more than 30.00 percent previously. The update also said Photonics-SOI revenue in fiscal 2027 was expected to reach between 2.50 and 3.00 times the fiscal 2026 level.

That guidance gives the stock a clear operating benchmark: the photonics business must convert demand from artificial-intelligence infrastructure and optical networking into reported revenue. The company also said its expectations for the rest of the business remained broadly unchanged, making Photonics-SOI the central growth variable in the current outlook.

Stock trades below its yearly high

Soitec's market capitalization was EUR 5.0 billion on September 28, 2026, with 27,425 shares traded at the quoted snapshot. The 52-week range was EUR 22.62 to EUR 200.50, placing the reference price 29.83 percent below the yearly high and 521.75 percent above the yearly low.

Soitec is scheduled to publish its HY 2027 results on November 18, 2026, according to the company's Soitec investor calendar. The report will provide the next major test of the upgraded photonics outlook.

Soitec stock stays below EUR 200.00

Soitec stock was last trading at EUR 140.70 on Euronext Paris on September 28, 2026 at 9:35 a.m. CEST, with a session high of EUR 142.25 and a session low of EUR 140.00.