Earnings RevisionAnalyst lowers price target due to reduced revenue and EPS forecasts, reflecting less optimism in the company's financial prospects.
Financial GuidanceSoitec issued a materially below-consensus FY25 guidance calling for flat sales LFL with an EBITDA margin of around 35%, implying a significant cut to the expected EBITDA.
Inventory LevelsA persistently high level of RF-SOI inventory at foundries is prolonging the downturn in Soitec’s Mobile Communications vertical, suggesting continued weak sales for the company.