STMicroelectronics Gestione
Criteri Gestione verificati 3/4
STMicroelectronics Il CEO è Jean-Marc Chery, nominato in May2018, e ha un mandato di 8.17 anni. la retribuzione annua totale è $ 5.64M, composta da 22.7% di stipendio e 77.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.026% delle azioni della società, per un valore di € 14.14M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6.6 anni e 2.2 anni.
Informazioni chiave
Jean-Marc Chery
Amministratore delegato
US$5.6m
Compenso totale
| Percentuale dello stipendio del CEO | 22.69% |
| Mandato del CEO | 8.2yrs |
| Proprietà del CEO | 0.03% |
| Durata media del management | 6.6yrs |
| Durata media del Consiglio di amministrazione | 2.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Articolo di analisi • 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...
Aggiornamento narrativa • 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$1b |
Compensazione vs Mercato: La retribuzione totale di Jean-Marc ($USD 5.64M ) è circa la media per le aziende di dimensioni simili nel mercato French ($USD 5.65M ).
Compensazione vs guadagni: La retribuzione di Jean-Marc è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jean-Marc Chery (66 yo)
8.2yrs
Mandato
US$5,640,495
Compensazione
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,...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Managing Board | 8.2yrs | US$5.64m | 0.026% € 14.1m | |
| President & CFO | 8.2yrs | US$2.81m | 0.019% € 10.4m | |
| Executive Vice President of Corporate Finance & Asia Public Affairs | 1.8yrs | Nessun dato | Nessun dato | |
| President of Quality | 3yrs | Nessun dato | Nessun dato | |
| Group VP & Head of Investor Relations | 7.8yrs | Nessun dato | Nessun dato | |
| Chief Ethics & Compliance Officer and Executive Secretary | no data | Nessun dato | Nessun dato | |
| President of Legal Counsel & Public Affairs | 12.9yrs | Nessun dato | Nessun dato | |
| Executive VP of Integrated Marketing & Communications | no data | Nessun dato | Nessun dato | |
| President of Sales & Marketing | 4.5yrs | Nessun dato | Nessun dato | |
| Executive VP of Corporate Development & Integrated External Communication | 1.8yrs | Nessun dato | Nessun dato | |
| CHRO and President of Human Resources & Corporate Social Responsibility | 5.5yrs | Nessun dato | Nessun dato | |
| President of Analog | 10.4yrs | Nessun dato | Nessun dato |
6.6yrs
Durata media
62yo
Età media
Gestione esperta: Il team dirigenziale di STMPA è esperto e expertise (durata media dell'incarico 6.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Independent Vice-Chairman of Supervisory Board | 11.2yrs | Nessun dato | Nessun dato | |
| Independent Member of Supervisory Board | 6.1yrs | US$171.00k | Nessun dato | |
| Independent Member of Supervisory Board | 9.1yrs | US$169.00k | Nessun dato | |
| Supervisory Board Member | 1.2yrs | US$102.00k | Nessun dato | |
| Member of the Supervisory Board | less than a year | US$22.06k | Nessun dato | |
| Independent Member of Supervisory Board | 3.2yrs | US$178.00k | Nessun dato | |
| Member of Supervisory Board | 1.2yrs | US$87.00k | Nessun dato | |
| Independent Member of the Supervisory Board | 2.2yrs | US$63.00k | Nessun dato | |
| Chairman of the Supervisory Board | less than a year | US$55.14k | Nessun dato |
2.2yrs
Durata media
63.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di STMPA non è considerato esperto (durata media del mandato 2.2 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/14 10:45 |
| Prezzo dell'azione a fine giornata | 2026/07/14 00:00 |
| Utili | 2026/03/28 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
STMicroelectronics N.V. è coperta da 44 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |