Added to YB: 2026-07-23
Pitch date: 2026-07-21
STM [neutral]
STMicroelectronics N.V.
+1.56%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their 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 58.3B
Pitch Price
EUR 64.76
Price Target
N/A
Dividend
0.55%
EV/EBITDA
22.22
P/E
406.46
EV/Sales
4.60
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Power Semiconductor 'Unpredictable Basket': STMicroelectronics (STM)
STM (pass): European IDM power semi in 'unpredictable basket' w/ ON & WOLF. Solid SiC portfolio (Gen4 400/800V auto/industrial), SST component supplier + SpaceX partnership. But seen as slower/less innovative than Infineon on 800V shift. SiC capacity glut + US-China geopolitical overhang = sidelines, no action.
Read full article (1 min)