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Analysts Offer Mixed Outlook on STMicroelectronics Amid Modest Valuation Adjustments and New Initiatives

Published
02 Feb 25
Updated
05 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-17.9%
7D
-4.0%

Author's Valuation

€24.6516.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 05 Nov 25

Fair value Decreased 7.29%

STMPA: Revenue Momentum Will Strengthen Amid Inventory Normalization And Upcoming Product Cycles

STMicroelectronics’ analyst price target has been revised downward from approximately $26.59 to $24.65, as analysts point to more cautious expectations for revenue growth and profit margins in light of recent reductions in Street forecasts. Analyst Commentary Recent Street research on STMicroelectronics reflects a divided outlook, with both bullish and bearish perspectives shaping market expectations.

Shared on 22 Oct 25

Fair value Decreased 0.38%

Analysts Offer Mixed Outlook on STMicroelectronics Amid Modest Valuation Adjustments and New Initiatives

STMicroelectronics’ analyst price target has shifted only slightly. Analysts cite mixed sector trends but note that improving valuations and company-specific tailwinds support a modest adjustment.

Shared on 08 Oct 25

Fair value Increased 1.99%

EV Adoption And SiC Leadership Will Build Future Resilience

STMicroelectronics' analyst price target has increased moderately, rising from approximately $26.17 to $26.69. Analysts point to ongoing sector resilience and anticipated margin improvement, despite some continued caution in broader European technology hardware.

Shared on 23 Sep 25

Fair value Increased 1.29%

EV Adoption And SiC Leadership Will Build Future Resilience

Analysts raised their price target for STMicroelectronics to €26.17, citing an improved risk/reward profile after the recent selloff, anticipated margin recovery, and strengthening semiconductor industry dynamics outweighing continued end-market softness. Analyst Commentary Bullish analysts highlight improving risk/reward profile after the recent selloff, citing potential tailwinds from new product launches (e.g., Apple's iPhone 17) and normalized semiconductor inventory levels.

Shared on 04 Sep 25

EV Adoption And SiC Leadership Will Build Future Resilience

Analysts remain divided on STMicroelectronics, with bulls citing improving 2025 demand, gross margin expansion, and sector tailwinds, while bears point to broad EMS sector weakness and muted near-term revenue expectations, resulting in the consensus price target remaining unchanged at €25.84. Analyst Commentary Bullish analysts cite improved demand prospects in the second half of 2025, a bottom in silicon carbide revenue, gross margin expansion, and higher STM content in new products as drivers for price target increases and upgrades.

Shared on 01 May 25

Fair value Increased 19%

EV Adoption And SiC Leadership Will Build Future Resilience

Shared on 23 Apr 25

Fair value Decreased 0.64%

Edge AI And Auto Microcontrollers Will Modernize Production

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 17 Apr 25

Fair value Increased 1.01%

Edge AI And Auto Microcontrollers Will Modernize Production

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 5.28%

Edge AI And Auto Microcontrollers Will Modernize Production

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 7.95%

Edge AI And Auto Microcontrollers Will Modernize Production

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.23%

Edge AI And Auto Microcontrollers Will Modernize Production

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 4.33%

Edge AI And Auto Microcontrollers Will Modernize Production

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 9.64%

Edge AI And Auto Microcontrollers Will Modernize Production