STMicroelectronics Dirección
Dirección controles de criterios 3/4
Actualmente no disponemos de información suficiente sobre el CEO.
Información clave
Jean-Marc Chery
Chief Executive Officer (CEO)
US$5.6m
Compensación total
| Porcentaje del salario del CEO | 22.69% |
| Permanencia del CEO | 8yrs |
| Participación del CEO | 0.03% |
| Permanencia media de la dirección | 6.5yrs |
| Promedio de permanencia en la Junta Directiva | 2yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • 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.Artículo de análisis • 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...
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • Jun 15
STMicroelectronics (EPA:STMPA) May Have Issues Allocating Its Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Artículo de análisis • Jun 01
STMicroelectronics (EPA:STMPA) Has Affirmed Its Dividend Of $0.09
STMicroelectronics N.V. ( EPA:STMPA ) has announced that it will pay a dividend of $0.09 per share on the 25th of June...Nueva narrativa • Feb 17
STMicroelectronics will thrive with AI and EV demand driving steady revenue growth
EV and renewable energy demand (SiC chips)Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| 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$1b |
Compensación vs. Mercado: La compensación total ($USD5.64M) de Jean-Marc está en línea con el promedio de empresas de tamaño similar en el mercado French ($USD5.50M).
Compensación vs. Ingresos: La compensación de Jean-Marc ha sido consistente con los resultados de la empresa en el último año.
CEO
Jean-Marc Chery (65 yo)
8yrs
Permanencia
US$5,640,495
Compensación
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,...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman of the Managing Board | 8yrs | US$5.64m | 0.030% € 15.8m | |
| President & CFO | 8yrs | US$2.81m | 0.020% € 10.7m | |
| Executive Vice President of Corporate Finance & Asia Public Affairs | 1.6yrs | sin datos | sin datos | |
| President of Quality | 2.8yrs | sin datos | sin datos | |
| Group VP & Head of Investor Relations | 7.6yrs | sin datos | sin datos | |
| Chief Ethics & Compliance Officer and Executive Secretary | no data | sin datos | sin datos | |
| President of Legal Counsel & Public Affairs | 12.8yrs | sin datos | sin datos | |
| Executive VP of Integrated Marketing & Communications | no data | sin datos | sin datos | |
| President of Sales & Marketing | 4.3yrs | sin datos | sin datos | |
| Executive VP of Corporate Development & Integrated External Communication | 1.6yrs | sin datos | sin datos | |
| CHRO and President of Human Resources & Corporate Social Responsibility | 5.3yrs | sin datos | sin datos | |
| President of Analog | 10.3yrs | sin datos | sin datos |
6.5yrs
Permanencia media
61yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de STMPA es experimentado (6.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Independent Chairman of Supervisory Board | 11yrs | sin datos | sin datos | |
| Independent Member of Supervisory Board | 5.9yrs | US$171.00k | sin datos | |
| Independent Member of Supervisory Board | 8.9yrs | US$169.00k | sin datos | |
| Supervisory Board Member | 1yr | US$102.00k | sin datos | |
| Member of the Supervisory Board | less than a year | US$22.06k | sin datos | |
| Independent Member of Supervisory Board | 3yrs | US$178.00k | sin datos | |
| Member of Supervisory Board | 1yr | US$87.00k | sin datos | |
| Independent Member of the Supervisory Board | 2yrs | US$63.00k | sin datos | |
| Vice Chairman of the Supervisory Board | less than a year | US$55.14k | sin datos |
2.0yrs
Permanencia media
62.5yo
Promedio de edad
Junta con experiencia: La junta directiva de STMPA no se considera experimentada (2 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 00:00 |
| Precio de las acciones al final del día | 2026/05/26 00:00 |
| Beneficios | 2026/03/28 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
STMicroelectronics N.V. está cubierta por 46 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |