Added to YB: 2026-05-29
Pitch date: 2026-05-26
STMPA.PA [neutral]
STMicroelectronics N.V.
-1.24%
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 59.9B
Pitch Price
EUR 60.55
Price Target
N/A
Dividend
0.53%
EV/EBITDA
22.86
P/E
419.47
EV/Sales
4.73
Sector
Semiconductors and Semiconductor Equipment
Category
growth
STMicroelectronics (STMPA France): infrastructure exposure is changing how the market values the business
STMPA.PA (update): Infrastructure rev mix shift driving re-rating. CECP +50-60% 2025 on data center/satellite demand (vs cyclical auto/industrial past). Photonics demand $1B 2026, $2B 2027 (capacity limited); quadrupling capacity by 2027 to lead foundry market. Q2 +11% QoQ, utilization 70%→80%, lead times 28wks signal tight supply. Still discounted vs peers despite margin expansion & AI infrastructure tailwinds.
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