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Stmicroelectronics/$STM

STMicroelectronics shares fall as Intel’s weak outlook and fears over returns on heavy AI spending trigger a broad semiconductor sell-off.
6 hours agoLightyear AI
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About Stmicroelectronics

A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconducteurs in France formed STMicroelectronics in 1987. STMicroelectronics is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. It is an especially prominent chip supplier to the industrial and automotive industries.
Ticker
$STM
Sector
Semiconductors
Primary listing
NYSE
Employees
49,000
Headquarters
Plan-les-Ouates, Switzerland

STM Metrics

BasicAdvanced
$44B
87.34
$0.57
-
$0.31
0.61%

What the Analysts think about STM

Analyst ratings (Buy, Hold, Sell) for Stmicroelectronics stock.
Analyst projections of the future price of Stmicroelectronics stock.

Bulls say / Bears say

ST’s AI data-centre business is scaling quickly: it expects about $1.3 billion in revenue in 2026 and well above $2 billion in 2027. Q3 demand helped lift communication-equipment and computer-peripheral revenue by 64% year on year. (Reuters, U.S. Securities and Exchange Commission)
The broader recovery is gaining traction, with Q3 revenue up 17.9% year on year, strong bookings and distributor inventory still below ST’s target. Management says demand is outpacing supply across several product categories. (U.S. Securities and Exchange Commission)
Profitability is improving alongside sales: adjusted operating income nearly doubled year on year in Q3, while gross margin rose to 37.3% from 33.2%. ST forecasts Q4 revenue of $4.15 billion and a gross margin of about 39%. (Reuters)
Margins remain well below ST’s 44–46% intermediate target, and manufacturing reshaping costs continue to weigh on results. The larger improvement depends on closing legacy factories and completing customer qualifications, which ST expects around late 2027 or early 2028. (U.S. Securities and Exchange Commission, MarketBeat)
The AI growth opportunity is concentrated: about 80% of ST’s targeted 2027 AI data-centre revenue is expected to come from optical links, and management says demand is more tied to the five largest hyperscalers. A pause or cut in their spending could therefore hit this growth driver disproportionately. (Reuters, Reuters)
The recovery is uneven: personal-electronics revenue fell 4% year on year in Q3, and management expects consumer markets overall to remain soft or weak. That leaves this part of the business less able to share in the stronger industrial and AI-related growth. (StockAnalysis)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.

STM Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

STM Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing STM

Funds
Fund name
Fund size
$STM weighting
VanEck Semiconductor$SMH
$8.6B0.49%
VanEck Semiconductor£SMGB
$8.1B0.49%
VanEck Semiconductor€VVSM
$8.1B0.49%
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