Added to YB: 2026-05-12
Pitch date: 2026-03-13
STM [bullish]
STMicroelectronics N.V.
+73.77%
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 51.3B
Pitch Price
EUR 28.95
Price Target
N/A
Dividend
0.62%
EV/EBITDA
19.50
P/E
359.16
EV/Sales
4.03
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
$STM. Nice series of tailwinds here
STM: Cyclical trough w/ revs down 40%, capex halved, 15pt GM loss from EV bust. Factory closures boosting margins, inventory clean, lead times stable. 50%+ Auto/Industrials recovery, 17.7% rev from Apple. Ramping Crolles photonics foundry w/ €2B EU chips act funding. 15% power semis (SiC/GaN) for 800v, NVDA partner, $1B AI exposure by '27. 17x '27 EPS vs BBG 39% GM '28 est; upside from photonics/power ramps. Risk: sustained auto/industrial recovery needed
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