STMicroelectronics Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
STMicroelectronics wird ein jährliches Gewinn- und Umsatzwachstum von 39.6% bzw. 13.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 39.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 16.1% betragen.
Wichtige Informationen
39.6%
Wachstumsrate der Gewinne
39.88%
EPS-Wachstumsrate
| Semiconductor Gewinnwachstum | 42.7% |
| Wachstumsrate der Einnahmen | 13.3% |
| Zukünftige Eigenkapitalrendite | 16.08% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 17 Sep 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Analyseartikel • Jul 26
STMicroelectronics N.V. (EPA:STMPA) Just Released Its Half-Yearly Earnings: Here's What Analysts Think
It's been a mediocre week for STMicroelectronics N.V. ( EPA:STMPA ) shareholders, with the stock dropping 13% to €46.77...Analyseartikel • May 08
STMicroelectronics N.V. Just Missed Earnings - But Analysts Have Updated Their Models
It's been a good week for STMicroelectronics N.V. ( EPA:STMPA ) shareholders, because the company has just released its...Recent updates
Narrative-Update • Sep 03
STMPA: Edge AI Upside And Lofty Expectations Will Shape Future Returns
STMicroelectronics' analyst fair value estimate has shifted higher to €48.34 from €40.44 as analysts adjust price targets and factor in updated views on revenue growth, margins and future P/E levels, reflected in recent target changes around €65 to €78. Analyst Commentary Recent research on STMicroelectronics shows a mix of optimism and caution as analysts reassess the stock after its year to date run and recent earnings.Narrative-Update • Aug 17
STMPA: AI Data Center Optimism Will Likely Limit Future Return Potential
Analysts have raised the fair value estimate for STMicroelectronics to €40.44 from €28.77. This reflects updated assumptions around slightly higher profit margins and a richer future P/E multiple, even as they moderate revenue growth expectations and incorporate a marginally higher discount rate in light of recent mixed but generally constructive price target revisions across the Street.
Narrative-Update • Aug 03
STMPA: AI Data Center Demand Will Drive Earnings Repricing
STMicroelectronics' updated analyst price target has edged lower to reflect a revised fair value of €84.88, as analysts temper revenue growth assumptions while still acknowledging resilient margins and a slightly lower future P/E profile. Analyst Commentary Recent research on STMicroelectronics shows a mix of reassessments, with some bullish analysts still pointing to upside drivers tied to execution in key growth areas, especially data center and AI related demand.Analyseartikel • Jul 26
STMicroelectronics N.V. (EPA:STMPA) Just Released Its Half-Yearly Earnings: Here's What Analysts Think
It's been a mediocre week for STMicroelectronics N.V. ( EPA:STMPA ) shareholders, with the stock dropping 13% to €46.77...Narrative-Update • Jul 20
STMPA: AI Data Center And Auto Recovery Will Drive Earnings Repricing
STMicroelectronics' updated fair value estimate has edged up to €87.81 from €85.65 as analysts factor in higher revenue growth and profit margin assumptions, along with a series of higher price targets driven by improving demand across industrial, data center and auto end markets. Analyst Commentary Recent research on STMicroelectronics shows a clear tilt toward more constructive views, with multiple bullish analysts lifting price targets and, in some cases, raising ratings as they reassess the company’s earnings power and exposure to growth areas such as data center, autos and industrial semiconductors.
Narrative-Update • Jul 06
STMPA: AI Data Center And Margin Execution Will Shape Future Upside Potential
The updated analyst price target for STMicroelectronics moves to approximately €66, up from about €46. This reflects analysts' use of higher revenue growth, profit margin and future P/E assumptions supported by recent research that highlights AI related demand, data center opportunities and improving confidence in the company's pricing power and gross margins.Narrative-Update • Jun 22
STMPA: AI Data Center Demand Will Drive 2026 Earnings Re‑Rating
Analysts have lifted the fair value estimate for STMicroelectronics to €85.65 from €52.98, citing higher assumed revenue growth, wider profit margins and a richer future P/E multiple. These changes reflect recent price target increases and more optimistic views on the company's earnings power across AI data center, auto and industrial demand.Analyseartikel • Jun 21
STMicroelectronics (ENXTPA:STMPA) Stock Could Be 46% Overvalued After Its Sharp Share Price Run
STMicroelectronics (ENXTPA:STMPA) is back in focus for investors after a recent share price move, with the stock closing at €67.92. This has prompted a closer look at how current fundamentals line up. See our latest analysis for STMicroelectronics. The recent 1 month share price return of 22.89% and 90 day share price return of 152.30% point to strong momentum in STMicroelectronics. The 1 year total shareholder return of 176.27% highlights how powerful the move has been over a longer...Narrative-Update • Jun 05
STMPA: AI Data Center Hype Will Likely Pressure Future Return Profile
Analysts have lifted the fair value estimate for STMicroelectronics to €28.77, up from €21.13, citing higher assumed revenue growth, stronger profit margins, and a slightly richer future P/E multiple supported by ongoing positive research around AI driven data center and industrial demand. Analyst Commentary Recent Street research on STMicroelectronics has generally tilted constructive, with several firms lifting price targets in both US$ and euro terms and, in some cases, upgrading ratings.Narrative-Update • May 21
STMPA: AI Server Demand Will Eventually Test Bullish Earnings Assumptions
STMicroelectronics' updated analyst price target moves from approximately €27.52 to about €46.41, with analysts attributing the change to assumptions of stronger revenue growth, higher profit margins and a richer future P/E as they factor in AI server, industrial and memory demand trends across recent research updates. Analyst Commentary Recent research on STMicroelectronics clusters around a more constructive view on the stock, with a series of price target increases and several upgrades pointing to shifting expectations for revenue mix, margins and the durability of demand tied to AI servers, industrial customers and memory markets.Analyseartikel • May 08
STMicroelectronics N.V. Just Missed Earnings - But Analysts Have Updated Their Models
It's been a good week for STMicroelectronics N.V. ( EPA:STMPA ) shareholders, because the company has just released its...Narrative-Update • Apr 30
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.Narrative-Update • Apr 16
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.Narrative-Update • Apr 02
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.Narrative-Update • Mar 19
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.Narrative-Update • Mar 05
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.Narrative-Update • Feb 04
STMPA: AI And Edge Applications Will Shape Multi Year Earnings Path
Analysts have lifted their fair value estimate for STMicroelectronics from $24.68 to $27.52, reflecting updated assumptions around slightly higher revenue growth, improved profit margins, a marginally lower discount rate, and a modestly higher future P/E, in line with recent mixed but generally constructive price target moves from firms covering the stock. Analyst Commentary Recent Street research on STMicroelectronics has been mixed, with several firms adjusting price targets in both directions and updating their views on how the stock fits into the broader semiconductor group.Narrative-Update • Jan 21
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.Narrative-Update • Jan 06
STMPA: Margin Reset And Softer Recovery Will Shape Multi Year Earnings Path
Analysts have nudged our fair value estimate for STMicroelectronics slightly higher to €24.68 from €24.62. This reflects modest adjustments to growth, margin and future P/E assumptions after a broad round of reduced price targets that highlight concerns around gross margin pressure, softer revenue recovery and nearer term guidance.Narrative-Update • Dec 17
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.Narrative-Update • Dec 03
STMPA: Normalizing Chip Inventories Will Support Multi Year Margin Recovery
We trim our fair value estimate for STMicroelectronics slightly to approximately $24.62 from about $24.72 per share as analysts lower price targets amid concern over a slower revenue recovery trajectory and near term gross margin pressure, even as longer term fundamentals are viewed as gradually improving. Analyst Commentary Recent Street commentary on STMicroelectronics reflects a mixed but generally constructive stance, with most analysts trimming price targets to reflect slower near term revenue growth and gross margin compression while acknowledging a healthier medium term setup.Analyseartikel • Nov 20
With A 26% Price Drop For STMicroelectronics N.V. (EPA:STMPA) You'll Still Get What You Pay For
STMicroelectronics N.V. ( EPA:STMPA ) shares have had a horrible month, losing 26% after a relatively good period...Narrative-Update • Nov 19
STMPA: Gradual Margin Recovery Will Support Returns Amid Sector Tailwinds
The analyst price target for STMicroelectronics has been modestly increased to $24.72 from $24.65 as analysts cite mixed trends in margin guidance and muted revenue recovery. However, long-term fundamentals show gradual improvement.Analyseartikel • Nov 09
Does STMicroelectronics (EPA:STMPA) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrative-Update • Nov 05
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.Narrative-Update • Oct 22
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.Narrative-Update • Oct 08
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.Narrative-Update • Sep 23
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.Narrative-Update • Sep 04
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.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 19,237 | 3,432 | 2,823 | 5,261 | 17 |
| 12/31/2027 | 17,160 | 2,393 | 1,441 | 4,135 | 18 |
| 12/31/2026 | 14,419 | 1,086 | 862 | 2,785 | 18 |
| 6/27/2026 | 13,099 | 466 | 222 | 2,260 | N/A |
| 3/28/2026 | 12,378 | 147 | -57 | 2,112 | N/A |
| 12/31/2025 | 11,800 | 166 | -52 | 2,152 | N/A |
| 9/27/2025 | 11,792 | 537 | -123 | 2,159 | N/A |
| 6/28/2025 | 11,855 | 651 | -189 | 2,332 | N/A |
| 3/29/2025 | 12,321 | 1,100 | 69 | 2,680 | N/A |
| 12/31/2024 | 13,269 | 1,557 | -216 | 2,965 | N/A |
| 9/28/2024 | 14,229 | 2,292 | 95 | 3,764 | N/A |
| 6/29/2024 | 15,410 | 3,031 | 760 | 4,922 | N/A |
| 3/30/2024 | 16,504 | 3,680 | 943 | 5,531 | N/A |
| 12/31/2023 | 17,286 | 4,211 | 1,456 | 5,992 | N/A |
| 9/30/2023 | 17,428 | 4,382 | 1,666 | 6,061 | N/A |
| 7/1/2023 | 17,318 | 4,391 | 1,641 | 5,831 | N/A |
| 4/1/2023 | 16,829 | 4,257 | 1,685 | 5,577 | N/A |
| 12/31/2022 | 16,128 | 3,960 | 1,566 | 5,202 | N/A |
| 10/1/2022 | 15,260 | 3,462 | 1,292 | 4,534 | N/A |
| 7/2/2022 | 14,136 | 2,838 | 1,041 | 3,777 | N/A |
| 4/2/2022 | 13,291 | 2,383 | 956 | 3,323 | N/A |
| 12/31/2021 | 12,761 | 2,000 | 1,123 | 3,060 | N/A |
| 10/2/2021 | 12,440 | 1,832 | 1,339 | 3,101 | N/A |
| 7/3/2021 | 11,909 | 1,600 | 963 | 2,592 | N/A |
| 4/3/2021 | 11,004 | 1,278 | 882 | 2,376 | N/A |
| 12/31/2020 | 10,219 | 1,106 | 735 | 2,093 | N/A |
| 9/26/2020 | 9,738 | 917 | 729 | 1,947 | N/A |
| 6/27/2020 | 9,625 | 976 | 851 | 1,990 | N/A |
| 3/28/2020 | 9,711 | 1,046 | N/A | 1,927 | N/A |
| 12/31/2019 | 9,556 | 1,032 | N/A | 1,869 | N/A |
| 9/28/2019 | 9,450 | 1,400 | N/A | 2,017 | N/A |
| 6/29/2019 | 9,419 | 1,467 | N/A | 1,962 | N/A |
| 3/30/2019 | 9,514 | 1,568 | N/A | 1,999 | N/A |
| 12/31/2018 | 9,664 | 1,287 | N/A | 1,845 | N/A |
| 9/29/2018 | 9,483 | 1,177 | N/A | 1,775 | N/A |
| 6/30/2018 | 9,097 | 1,044 | N/A | 1,702 | N/A |
| 3/31/2018 | 8,752 | 933 | N/A | 1,843 | N/A |
| 12/31/2017 | 8,347 | 802 | N/A | 1,677 | N/A |
| 9/30/2017 | 7,740 | 562 | N/A | 1,738 | N/A |
| 7/1/2017 | 7,401 | 397 | N/A | 1,770 | N/A |
| 4/1/2017 | 7,181 | 270 | N/A | 1,460 | N/A |
| 12/31/2016 | 6,973 | 165 | N/A | 1,043 | N/A |
| 10/1/2016 | 6,781 | 55 | N/A | 910 | N/A |
| 7/2/2016 | 6,748 | 74 | N/A | 803 | N/A |
| 4/2/2016 | 6,805 | 85 | N/A | 834 | N/A |
| 12/31/2015 | 6,897 | 104 | N/A | 846 | N/A |
| 9/26/2015 | 7,058 | 145 | N/A | 908 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: STMPADas prognostizierte Gewinnwachstum (39.6% pro Jahr) liegt über der Sparquote (2.6%).
Ertrag vs. Markt: STMPADie Erträge des Unternehmens (39.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (12.7% pro Jahr).
Hohe Wachstumserträge: STMPAEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: STMPADie Einnahmen des Unternehmens (13.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt French (5.8% pro Jahr).
Hohe Wachstumseinnahmen: STMPADie Einnahmen des Unternehmens (13.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: STMPADie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (16.1%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/17 08:00 |
| Aktienkurs zum Tagesende | 2026/09/17 00:00 |
| Gewinne | 2026/06/27 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
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Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
STMicroelectronics N.V. wird von 48 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| Alexi Unger | Arete Research Services LLP |