STMicroelectronics

Electrification And Digitalization Will Accelerate SiC And GaN Expansion

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

10 Jul 25

Updated

30 Apr 26

Views

148

30 Apr

€67.75

AnalystHighTarget's Fair Value

€52.98

27.9% overvalued

1Y

164.8%

7D

7.8%

Loading

1Y

164.8%

7D

7.8%

You can edit this narrative until May 1 6:15 PM. Then, changes will post as Updates.

Author's Valuation

€52.9827.9% overvalued

AnalystHighTarget Fair Value

Shared on 30 Apr 26

Fair value Increased 29%

STMPA: AI Servers And Auto Recovery Themes Will Drive 2026 Earnings

Analysts have lifted the fair value estimate for STMicroelectronics from €41.18 to €52.98. This change reflects updated assumptions for slightly lower discount rates, higher revenue growth, stronger profit margins, and a modestly higher future P/E multiple supported by a series of recent price target increases and upgrades across major firms.

22 views

Shared on 16 Apr 26

Fair value Increased 4.72%

STMPA: AI And Auto Recovery Themes Will Drive 2026 Earnings Power

Analysts have nudged their fair value estimate for STMicroelectronics higher, from about €39.33 to roughly €41.18. This reflects updated assumptions on growth, margins and a slightly higher future P/E multiple in light of recent price target increases across the Street.

7 views

Shared on 02 Apr 26

Fair value Increased 8.08%

STMPA: AI And Auto Recovery Themes Will Support 2026 Upside Potential

Analysts have lifted their fair value estimate for STMicroelectronics from €36.39 to €39.33. They cite updated models that reflect higher assumed revenue growth and margins, a slightly lower discount rate, and a lower future P/E, in line with recent price target increases from several research houses.

8 views

Shared on 19 Mar 26

Fair value Increased 1.97%

STMPA: AI And Auto Recovery Themes Will Drive 2026 Upside Potential

Analysts have nudged the fair value estimate for STMicroelectronics to €36.39 from €35.69, citing refreshed models that factor in updated views on recovery in Industrial and Auto demand by 2026, as well as added optionality from AI, LEO, data center 800VDC, humanoids and SiPho foundry opportunities. Analyst Commentary Recent Street research reflects a generally constructive tone around STMicroelectronics, with several bullish analysts lifting price targets and pointing to potential upside as they refresh models for the 2026 horizon.

6 views

Shared on 05 Mar 26

Fair value Increased 18%

STMPA: AI And Data Center Optionality Will Support 2026 Recovery Potential

The updated analyst price target for STMicroelectronics now implies fair value of about €35.69 per share, up from roughly €30.22, with analysts citing refreshed models that factor in expected recoveries in Industrial and Auto from 2026, as well as additional contribution from AI, low Earth orbit satellites, data center 800VDC, humanoids and silicon photonics foundry opportunities. Analyst Commentary Recent research points to a cluster of higher price targets and generally constructive views on STMicroelectronics, even as opinions vary across firms and timeframes.

6 views

Shared on 21 Jan 26

Fair value Increased 0.51%

STMPA: Margin Reset And 2026 Recovery Setup Will Support Upside Potential

Narrative Update Our fair value estimate for STMicroelectronics edges up to $30.22 from $30.07 as analysts adjust price targets across a wide €20 to €28 and $25 to $45 range, reflecting mixed views on gross margin resets, a more muted revenue recovery, and sector wide recalibrations for 2026. Analyst Commentary Recent Street research on STMicroelectronics shows a split view, with several bullish analysts still constructive on the story even as others trim expectations around margins and revenue recovery into 2026.

14 views

Shared on 17 Dec 25

Fair value Decreased 9.07%

STMPA Margins And Revenue Recovery Will Drive Attractive Upside Over The Cycle

STMicroelectronics' analyst price target has been trimmed by roughly EUR 3 to reflect a modestly lower fair value and a slightly higher discount rate, as analysts recalibrate for pressured gross margins and a more muted revenue recovery despite improving long term growth assumptions. Analyst Commentary Recent Street commentary reflects a wide dispersion of views on STMicroelectronics, with most firms trimming their price targets but maintaining generally constructive stances on the company’s long term execution and growth prospects.

10 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

€52.98

27.9% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

11.89%

Historical revenue growth rate

-0.59%

Semiconductors revenue growth rate

1.50%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.78%

Calculation

US$4.02b

Earnings '29

x

17.54x

PE Ratio '29

=

US$70.45b

Market Cap '29

US$70.45b

Market Cap '29

/

872.16m

No. shares '29

=

US$80.78

Share Price '29

US$80.78 Share Price '29

Discounted to 2026 @ 9.20% p.a.

=

US$62.03

Fair Value '26

US$62.03 Fair Value '26

Converted to EUR @ 0.8539 USD/EUR Exchange Rate

=

€52.97

Fair Value '26