Soitec is trading at €143.35 (+11.73%) after raising Q2 fiscal 2027 revenue-growth guidance to roughly 50%, from more than 30% previously.
- Q2 Photonics-SOI revenue is expected to reach approximately three times the year-earlier level.
- Fiscal 2027 Photonics-SOI revenue is expected to reach 2.5–3 times fiscal 2026 levels.
- AI data-center optical-connectivity demand is accelerating, alongside customer requirements and capacity utilization.