EUVL.DE is trading at €6.41 (+4.16%) after Soitec’s September 4 outlook upgrade, which projects fiscal 2027 Photonics-SOI revenue of $250–300 million, up sharply from slightly above $100 million in fiscal 2026.
- Soitec’s upgrade is the clearest catalyst.
- Ciena reported strong AI-networking results and raised fiscal 2026 revenue guidance to $6.42 billion, reinforcing broader silicon-photonics and optical-connectivity demand expectations.