Added to YB: 2025-02-03
Pitch date: 2025-01-31
STM [neutral]
STMicroelectronics N.V.
+21.51%
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 22.1B
Pitch Price
EUR 21.40
Price Target
N/A
Dividend
1.45%
EV/EBITDA
7.95
P/E
42.85
EV/Sales
1.69
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Cognac, Cars and Animal Food - STMicroelectronics N.V.
STM (overview): Q1 forecast weak, sales -24.4% QoQ to $2.51B, GM 33.8%. Ongoing inventory corrections in auto/industrial (60%+ of sales). No full-year guidance. Opportunities in CPUs & SiC, especially China. Trading at 8x fwd EBITDA. Recovery timeline uncertain, needs demand pickup in key markets.
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