Added to YB: 2026-06-19
Pitch date: 2026-06-17
STM [bullish]
STMicroelectronics N.V.
-30.9%
current return
Author Info
Outlier Capital is where I share my highest-conviction ideas, portfolio updates, and investment research. Sign up for the newsletter.
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 48.6B
Pitch Price
EUR 75.81
Price Target
386.50 (+628%)
Dividend
0.66%
EV/EBITDA
17.27
P/E
108.66
EV/Sales
3.59
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Power Semiconductors Thesis (I) – 5 Stocks with Realistic 5x+ Mid-term Potential - STMicroelectronics N.V.
STM: Diversified semi/SiC leader (~$77.30/sh, ~$70B cap, fwd P/E ~59x). Bull case: SiC power exposure + AI data center tailwind on top of EV/industrial recovery; lower single-name volatility than pure-plays; 5x+ mid-term potential. Risks: semi cyclicality, competition, geopolitics, margin pressure.
Read full article (1 min)