Added to YB: 2026-06-02
Pitch date: 2026-05-29
STM [bullish]
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 61.2B
Pitch Price
N/A
Price Target
N/A
Dividend
0.52%
EV/EBITDA
23.36
P/E
428.45
EV/Sales
4.83
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$STM is still incredible risk/reward.
STM: SiC leader (>1/3 global share), troughed STM32 MCU ecosystem, SpaceX sole-source phased array chips + dish expansion catalyst next week, optics/CPO via PIC100 w/ AMZN, peer price hikes. 39% GM too low; Ute alone +300bps. Sees $3 EPS in 2027 (23x) as layup. Capex cuts + pricing + WC unwind hit at once.
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