Added to YB: 2025-12-22
Pitch date: 2025-12-18
STMPA.PA [bullish]
STMicroelectronics N.V.
+1.14%
current return
Author Info
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Company Info
STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.
Market Cap
EUR 22.8B
Pitch Price
EUR 21.93
Price Target
N/A
Dividend
1.40%
EV/EBITDA
8.21
P/E
44.14
EV/Sales
1.75
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
STMicroelectronics (STMPA France): emerging from the inventory hangover with multiple levers into 2026
STMPA.PA (update): Emerging from inventory downcycle w/ asymmetric setup into 2026. Auto growing mid-single digits, industrial stabilizing, personal electronics bright spot. Mgmt sees Q1 seasonal dip then gradual improvement as backlog rebuilds H1. SiC growth engine intact despite 2025 slowdown, new wins in Europe/China by 2027. Gross margins pressured by under-utilization but improving H2 2026 on better mix & cost cuts.
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