Added to YB: 2026-07-27
Pitch date: 2026-07-23
STM [neutral]
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 48.6B
Pitch Price
N/A
Price Target
N/A
Dividend
0.66%
EV/EBITDA
17.27
P/E
108.66
EV/Sales
3.59
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The AI King, Queen & Buffon - $STM
STM (earnings): Q2-26 beat expectations but stock -17% (TXN -5%) on no guidance raise. Book-to-bill near 2, strong bookings, tight supply. Raised data-center guide: >$1B rev FY26, >$2B FY27 w/ better margins. Strong photonics design wins, BESS/solar traction. Fundamentals improving but bearish narrative fading good news.
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