Soitec stock jumps after JPMorgan doubles its target

Published on 09/17/2026 at 15:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Soitec stock jumped 15.04 percent to EUR 141.50 on September 16, 2026 after JPMorgan raised its target to EUR 200. MarketScreener showed 19 analysts and an average target of EUR 148.32.

Editorial-Aufnahme eines Börsenhandelsraums mit Aktienkursen und Halbleiter-Diagrammen — Soitec S.A. (ISIN FR0013227113): Börsen-Editorial mit Trading-Floor der Euronext Paris und Halbleiter-Charts, Illustration mit AI erstellt.

Soitec stock (FR0013227113) closed at EUR 141.50 on Euronext Paris on September 16, 2026, after a 15.04 percent rise from the prior session. ad-hoc-news reported on September 16, 2026 that JPMorgan raised its rating to Overweight from Neutral and lifted its price target to EUR 200 from EUR 98.

JPMorgan set the tone

According to ad-hoc-news on September 16, 2026, the new EUR 200 target implies more than 40 percent upside from levels cited around EUR 138 earlier that day. The same report placed Soitec stock at EUR 141.50, above the prior close of EUR 123.00 on September 15, 2026.

MarketScreener, also cited in the same report, listed 19 analysts on Soitec on September 16, 2026 and showed an average target of EUR 148.32 with a mean consensus of Outperform. That leaves the shares above the average target and still close to the latest consensus view.

Consensus still trails the price

For investors, the gap between EUR 141.50 and the EUR 148.32 average target is now smaller than the spread to JPMorgan's EUR 200 call. The move also pushed Soitec stock to one of the strongest sessions in the recent market snapshot, with Tradegate shown at EUR 136.05 at 11:19:34 on September 16, 2026.

On the fundamentals side, Soitec reported revenue of EUR 891.0 million for fiscal year 2025 and guidance for a low-single-digit decline in revenue for fiscal year 2026, as set out in its fiscal 2025 results release on August 5, 2025. The company also reported an adjusted EBITDA margin of 32.1 percent for fiscal year 2025 and free cash flow of EUR 116.1 million.

What matters next

Soitec's latest reported figures also showed net cash of EUR 433.0 million at March 31, 2025 and revenue of EUR 870.0 million in fiscal year 2024, which provides a historical comparison for the current valuation debate. The next concrete date in the company's calendar will matter most if it brings a fresh operating update on revenue, margin or guidance.