STMicroelectronics Management
Management Kriterienprüfungen 3/4
STMicroelectronics CEO ist Jean-Marc Chery , ernannt in May 2018, hat eine Amtszeit von 8.08 Jahren. Die jährliche Gesamtvergütung beträgt $5.64M , bestehend aus 22.7% Gehalt und 77.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.026% der Aktien des Unternehmens, im Wert von €15.65M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 6.5 Jahre bzw. 2.1 Jahre.
Wichtige Informationen
Jean-Marc Chery
Geschäftsführender
US$5.6m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 22.69% |
| Amtszeit als Geschäftsführer | 8.1yrs |
| Eigentum des Geschäftsführers | 0.03% |
| Durchschnittliche Amtszeit des Managements | 6.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 2.1yrs |
Jüngste Management Updates
Recent updates
Analyseartikel • Jun 21
STMicroelectronics (ENXTPA:STMPA) Stock Could Be 46% Overvalued After Its Sharp Share Price Run
STMicroelectronics (ENXTPA:STMPA) is back in focus for investors after a recent share price move, with the stock closing at €67.92. This has prompted a closer look at how current fundamentals line up. See our latest analysis for STMicroelectronics. The recent 1 month share price return of 22.89% and 90 day share price return of 152.30% point to strong momentum in STMicroelectronics. The 1 year total shareholder return of 176.27% highlights how powerful the move has been over a longer...
Narrativ-Update • Jun 05
STMPA: AI Data Center Hype Will Likely Pressure Future Return Profile
Analysts have lifted the fair value estimate for STMicroelectronics to €28.77, up from €21.13, citing higher assumed revenue growth, stronger profit margins, and a slightly richer future P/E multiple supported by ongoing positive research around AI driven data center and industrial demand. Analyst Commentary Recent Street research on STMicroelectronics has generally tilted constructive, with several firms lifting price targets in both US$ and euro terms and, in some cases, upgrading ratings.
Narrativ-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...
Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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...Narrativ-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...Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Analyseartikel • Aug 26
An Intrinsic Calculation For STMicroelectronics N.V. (EPA:STMPA) Suggests It's 41% Undervalued
Key Insights The projected fair value for STMicroelectronics is €39.67 based on 2 Stage Free Cash Flow to Equity...Analyseartikel • Jul 31
STMicroelectronics' (EPA:STMPA) Conservative Accounting Might Explain Soft Earnings
Investors were disappointed with the weak earnings posted by STMicroelectronics N.V. ( EPA:STMPA ). However, our...Analyseartikel • Jul 28
STMicroelectronics N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shareholders in STMicroelectronics N.V. ( EPA:STMPA ) had a terrible week, as shares crashed 22% to €22.25 in the week...Analyseartikel • Jul 14
Here's Why STMicroelectronics (EPA:STMPA) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | US$147m |
| Dec 31 2025 | US$6m | US$1m | US$166m |
| Sep 27 2025 | n/a | n/a | US$537m |
| Jun 28 2025 | n/a | n/a | US$651m |
| Mar 29 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$9m | US$1m | US$2b |
| Sep 28 2024 | n/a | n/a | US$2b |
| Jun 29 2024 | n/a | n/a | US$3b |
| Mar 30 2024 | n/a | n/a | US$4b |
| Dec 31 2023 | US$7m | US$1m | US$4b |
| Sep 30 2023 | n/a | n/a | US$4b |
| Jul 01 2023 | n/a | n/a | US$4b |
| Apr 01 2023 | n/a | n/a | US$4b |
| Dec 31 2022 | US$7m | US$1m | US$4b |
| Oct 01 2022 | n/a | n/a | US$3b |
| Jul 02 2022 | n/a | n/a | US$3b |
| Apr 02 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$8m | US$936k | US$2b |
| Oct 02 2021 | n/a | n/a | US$2b |
| Jul 03 2021 | n/a | n/a | US$2b |
| Apr 03 2021 | n/a | n/a | US$1b |
| Dec 31 2020 | US$6m | US$857k | US$1b |
| Sep 26 2020 | n/a | n/a | US$917m |
| Jun 27 2020 | n/a | n/a | US$976m |
| Mar 28 2020 | n/a | n/a | US$1b |
| Dec 31 2019 | US$4m | US$896k | US$1b |
Vergütung im Vergleich zum Markt: Jean-MarcDie Gesamtvergütung ($USD5.64M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt French ($USD5.64M).
Entschädigung vs. Einkommen: Jean-MarcDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Jean-Marc Chery (66 yo)
8.1yrs
Amtszeit
US$5,640,495
Vergütung
Mr. Jean-Marc Chery is Independent Director of Capgemini SE from May 7, 2025. Mr. Chery has been President, Chief Executive Officer and Member of the Managing Board of STMicroelectronics N.V. since May 31,...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman of the Managing Board | 8.1yrs | US$5.64m | 0.026% € 15.6m | |
| President & CFO | 8.1yrs | US$2.81m | 0.019% € 11.5m | |
| Executive Vice President of Corporate Finance & Asia Public Affairs | 1.7yrs | keine Daten | keine Daten | |
| President of Quality | 2.9yrs | keine Daten | keine Daten | |
| Group VP & Head of Investor Relations | 7.7yrs | keine Daten | keine Daten | |
| Chief Ethics & Compliance Officer and Executive Secretary | no data | keine Daten | keine Daten | |
| President of Legal Counsel & Public Affairs | 12.8yrs | keine Daten | keine Daten | |
| Executive VP of Integrated Marketing & Communications | no data | keine Daten | keine Daten | |
| President of Sales & Marketing | 4.4yrs | keine Daten | keine Daten | |
| Executive VP of Corporate Development & Integrated External Communication | 1.7yrs | keine Daten | keine Daten | |
| CHRO and President of Human Resources & Corporate Social Responsibility | 5.4yrs | keine Daten | keine Daten | |
| President of Analog | 10.3yrs | keine Daten | keine Daten |
6.5yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von STMPA ist erfahren und erfahren (durchschnittliche Amtszeit von 6.5 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Independent Vice-Chairman of Supervisory Board | 11.1yrs | keine Daten | keine Daten | |
| Independent Member of Supervisory Board | 6yrs | US$171.00k | keine Daten | |
| Independent Member of Supervisory Board | 9yrs | US$169.00k | keine Daten | |
| Supervisory Board Member | 1.1yrs | US$102.00k | keine Daten | |
| Member of the Supervisory Board | less than a year | US$22.06k | keine Daten | |
| Independent Member of Supervisory Board | 3.1yrs | US$178.00k | keine Daten | |
| Member of Supervisory Board | 1.1yrs | US$87.00k | keine Daten | |
| Independent Member of the Supervisory Board | 2.1yrs | US$63.00k | keine Daten | |
| Chairman of the Supervisory Board | less than a year | US$55.14k | keine Daten |
2.1yrs
Durchschnittliche Betriebszugehörigkeit
63.5yo
Durchschnittliches Alter
Erfahrener Vorstand: STMPADie Vorstandsmitglieder gelten nicht als erfahren ( 2.1 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/22 21:40 |
| Aktienkurs zum Tagesende | 2026/06/22 00:00 |
| Gewinne | 2026/03/28 |
| 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 |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, 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 44 Analysten beobachtet. 19 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 |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |