Added to YB: 2026-05-29
Pitch date: 2026-05-19
STM [bullish]
STMicroelectronics N.V.
+13.04%
current return
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 59.9B
Pitch Price
EUR 52.90
Price Target
N/A
Dividend
0.53%
EV/EBITDA
22.86
P/E
419.47
EV/Sales
4.73
Sector
Semiconductors and Semiconductor Equipment
Category
growth
STMicroelectronics : The Physical Efficiency Engine of the AI and Space Era
STM: Vertically integrated European IDM w/ moats across 6 layers of AI data centers. SiC (800V power), PIC100 photonics (1.6Tbps optical), STM32N6 (edge AI). Data center rev $500M in 2026→$1B+ 2027. LEO space $1B/yr (90% mkt share). P&D margin recovery from -21.5%→+12% as underutilization costs drop. Q1 rev $3.1B (+23% YoY), GM 33.8%→35.2% Q2. Target ~$17.7B rev, 20% EBIT margin. Trading 35x fwd P/E vs peers at 50-90x despite multi-domain AI infra exposure. Risks: auto slowdown, photonics yield, SiC pricing, Soitec substrate dependency.
Read full article (15 min)