STMicroelectronics N.V.

Informe acción NYSE:STM

Capitalización de mercado: US$70.5b

STMicroelectronics Dirección

Dirección controles de criterios 3/4

El CEO de STMicroelectronics es Jean-Marc Chery , nombrado en May 2018, tiene una permanencia de 8.08 años. compensación anual total es $5.64M, compuesta por 22.7% salario y 77.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.026% de las acciones de la empresa, por valor de $18.28M. La antigüedad media del equipo directivo y de la junta directiva es de 6.5 años y 2.1 años, respectivamente.

Información clave

Jean-Marc Chery

Chief Executive Officer (CEO)

US$5.6m

Compensación total

Porcentaje del salario del CEO22.69%
Permanencia del CEO8.1yrs
Participación del CEO0.03%
Permanencia media de la dirección6.5yrs
Promedio de permanencia en la Junta Directiva2.1yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Apr 24

STMicroelectronics Q1: Let Your Winners Run

Summary STMicroelectronics is riding a powerful AI-driven semiconductor wave, with Q1 revenue up 23% year-over-year and strong forward bookings. AI, data centers, robotics, and silicon photonics are key multi-year growth drivers, but STM's current operating margin is just 2.3%, and free cash flow is negative. Valuation appears stretched in the near term, yet the long-term trajectory remains compelling; a 60% upside is projected if growth targets are met. I rate STM as a Hold due to overextended sentiment and consensus but view any pullback as a potential buying opportunity for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Apr 25

STMicroelectronics Q1 Earnings Review: Bottoming Out, But Visibility Still Too Low

Summary STMicroelectronics N.V. Q1 revenues fell 27.3% Y/Y, with gross margin at 33.4%, and net income plummeting 89% Y/Y, highlighting operational leverage issues. Despite some signs of recovery, including improved bookings and book-to-bill ratios, tariff uncertainties and high inventories remain significant concerns. Given the high level of uncertainty and cautious management outlook, I recommend staying on the sidelines for STM stock until there's more visibility on end demand and economic conditions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

STMicroelectronics: Negative Outlook, There Are Better Opportunities On The Market

Summary STMicroelectronics has experienced a significant decline, with a 50% YTD drop, poor financial performance, and a negative outlook for 2025, leading to a sell recommendation. The company struggles with low CapEx flexibility, poor inventory management, and declining competitiveness, especially in automotive and industrial sectors. Both pricing and intrinsic valuation are bad indicators of the company's perspectives. There are better buying opportunities on the market. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

The Bottom Fishing Club: Unloved STMicroelectronics Ready For A 2025 Turnaround

Summary The STMicroelectronics share quote has dropped nearly 50% from its 2024 high due to an industrial chip demand slowdown but remains very profitable with a strong balance sheet. STM's current valuation metrics are historically low on 'depressed' results, with an EV to forward EBITDA ratio of 6.1x, making it a standout bargain in the semiconductor sector. The Company should outperform the S&P 500 in 2025, with potential upside back to $50+ in 12–18 months, assuming business trends improve. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

STMicroelectronics: The Worst Has Been Priced In, Initiating With 'Buy'

Summary STMicroelectronics faces significant challenges in FY 2024 but is expected to return to growth in H2 FY 2025, justifying a "buy" rating. STM's diverse product portfolio includes power chips, analog chips, MCUs, MPUs, and MEMS, serving automotive, industrial, and personal electronics sectors. Despite a 50% stock decline in 2024, STM trades at a 40% discount to sector median, offering substantial upside potential with a target price of $55-60 per share. Key risks include increased competition in EV and renewable markets in China and customer over-concentration with major clients like Apple, Tesla, and Huawei. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

STMicroelectronics: Stock Trades At Bargain Price Following Sharp Sell-Off

Summary STMicro's 2024 performance has been weak, with a 39% YTD decline, underperforming competitors NXP and Infineon across all product and geographic segments. The Microcontrollers segment, crucial for STMicro, saw a 40% YoY decline in H1 2024, significantly worse than the market's projected 3% decrease. STMicro's larger exposure to the industrial MCU market, which declined sharply, contrasts with competitors' better performance due to their focus on automotive MCUs. Despite current challenges, STMicro is projected to recover in 2025, with a substantial upside of 61.4% based on a DCF valuation, upgrading to a Strong Buy. Read the full article on Seeking Alpha
Seeking Alpha • Jul 22

STMicroelectronics A Q2 Preview, It Benefits From A 10% SiC Wafer Shortage In 2024

Summary STMicroelectronics will release Q2 2024 earnings with expected net revenues of $3.2 billion and a gross margin around 40%, a YoY decrease of 7.8%. Its automotive sector represents 46% of revenues, with growth strategies focused on supplying components for EVs and autonomous vehicles. My deep dive analysis shows a 10% shortfall in SiC wafers, benefitting STM. STM is strategically positioned for growth in SiC technology, with an undersupply of SiC wafers presenting revenue and market share opportunities. Read the full article on Seeking Alpha
Seeking Alpha • May 31

STMicro: Microcntoller Leadership Could Support Growth Recovery

Summary STMicroelectronics has shown remarkable growth in the SiC market, outpacing the overall market with a 40% average growth rate. The company has gained significant market share in the MCU market, becoming the market leader with a 17.3% share. STMicro's focus on industrial MCUs has also contributed to its competitiveness in the non-automotive MCU market, where it is the market leader with a 22.29% share. Read the full article on Seeking Alpha
Seeking Alpha • Mar 21

STMicroelectronics Is Significantly Undervalued With High Growth Potential

Summary STM's vital role in semiconductors spans from discrete components to complex SoCs, with significant revenue from Singapore yet globally diversified. STM introduces state-of-the-art wireless microcontrollers and second-gen STM32MP2 series microprocessors, also collaborating with Airbus on aircraft electrification. Despite geopolitical risks with China and challenges in talent retention, STM's strong position in SiC and GaN technologies and a significant stock undervaluation presents a compelling Buy opportunity. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jean-Marc Chery en comparación con los beneficios de STMicroelectronics?
FechaCompensación totalSalarioIngresos de la empresa
Mar 28 2026n/an/a

US$147m

Dec 31 2025US$6mUS$1m

US$166m

Sep 27 2025n/an/a

US$537m

Jun 28 2025n/an/a

US$651m

Mar 29 2025n/an/a

US$1b

Dec 31 2024US$9mUS$1m

US$2b

Sep 28 2024n/an/a

US$2b

Jun 29 2024n/an/a

US$3b

Mar 30 2024n/an/a

US$4b

Dec 31 2023US$7mUS$1m

US$4b

Sep 30 2023n/an/a

US$4b

Jul 01 2023n/an/a

US$4b

Apr 01 2023n/an/a

US$4b

Dec 31 2022US$7mUS$1m

US$4b

Oct 01 2022n/an/a

US$3b

Jul 02 2022n/an/a

US$3b

Apr 02 2022n/an/a

US$2b

Dec 31 2021US$8mUS$936k

US$2b

Oct 02 2021n/an/a

US$2b

Jul 03 2021n/an/a

US$2b

Apr 03 2021n/an/a

US$1b

Dec 31 2020US$6mUS$857k

US$1b

Sep 26 2020n/an/a

US$917m

Jun 27 2020n/an/a

US$976m

Mar 28 2020n/an/a

US$1b

Dec 31 2019US$4mUS$896k

US$1b

Compensación vs. Mercado: La compensación total de Jean-Marc($USD5.64M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.65M).

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 (66 yo)

8.1yrs
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

NombrePosiciónPermanenciaCompensaciónPropiedad
Jean-Marc Chery
Chairman of the Managing Board8.1yrsUS$5.64m0.026%
$ 18.3m
Lorenzo Grandi
President & CFO8.1yrsUS$2.81m0.019%
$ 13.4m
Bertrand Stoltz
Executive Vice President of Corporate Finance & Asia Public Affairs1.7yrssin datossin datos
Fabio Gualandris
President of Quality2.9yrssin datossin datos
Celine Berthier
Group VP & Head of Investor Relations7.7yrssin datossin datos
Philippe Dereeper
Chief Ethics & Compliance Officer and Executive Secretaryno datasin datossin datos
Steven Rose
President of Legal Counsel & Public Affairs12.8yrssin datossin datos
Claudia Levo
Executive VP of Integrated Marketing & Communicationsno datasin datossin datos
Jerome Roux
President of Sales & Marketing4.4yrssin datossin datos
Jerome Ramel
Executive VP of Corporate Development & Integrated External Communication1.7yrssin datossin datos
Rajita D'Souza
CHRO and President of Human Resources & Corporate Social Responsibility5.4yrssin datossin datos
Marco Cassis
President of Analog10.3yrssin datossin datos
6.5yrs
Permanencia media
62yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de STM es experimentado (6.5 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Nicolas Dufourcq
Independent Vice-Chairman of Supervisory Board11.1yrssin datossin datos
Ana de Pro Gonzalo
Independent Member of Supervisory Board6yrsUS$171.00ksin datos
Frederic Sanchez
Independent Member of Supervisory Board9yrsUS$169.00ksin datos
Werner Lieberherr
Supervisory Board Member1.1yrsUS$102.00ksin datos
Orio Bellezza
Member of the Supervisory Boardless than a yearUS$22.06ksin datos
Hélène Vletter-van Dort
Independent Member of Supervisory Board3.1yrsUS$178.00ksin datos
Simonetta Acri
Member of Supervisory Board1.1yrsUS$87.00ksin datos
Pascal Daloz
Independent Member of the Supervisory Board2.1yrsUS$63.00ksin datos
Armando Varricchio
Chairman of the Supervisory Boardless than a yearUS$55.14ksin datos
2.1yrs
Permanencia media
63.5yo
Promedio de edad

Junta con experiencia: La junta directiva de STM no se considera experimentada (2.1 años de permanencia promedio), lo que sugiere una nueva junta directiva.

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/15 13:09
Precio de las acciones al final del día2026/06/15 00:00
Beneficios2026/03/28
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 44 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.

AnalistaInstitución
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP