Added to YB: 2026-09-21
Pitch date: 2026-09-18
STM [neutral]
STMicroelectronics N.V.
Author Info
No bio for this author
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 44.5B
Pitch Price
N/A
Price Target
N/A
Dividend
0.72%
EV/EBITDA
15.08
P/E
99.33
EV/Sales
3.29
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Power Semiconductors: The Follow-Up - STMicroelectronics N.V.
STM (update): STMicroelectronics has fallen more than 40% from its June high as losses worsened in SiC/EV, raising the question of whether the selloff overlooks stronger AI-datacenter and LEO-satellite businesses. Management guides AI-datacenter revenue above $1B in 2026 and well above $2B in 2027; Morningstar’s $72 fair value assumes substantial margin recovery. The key risks are a difficult datacenter pivot and dependence on a handful of major contracts.
Read full article (4 min)