STMicroelectronics N.V.

Report azionario ENXTPA:STMPA

Capitalizzazione di mercato: €42.9b

STMicroelectronics Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di STMicroelectronics sono diminuiti a un tasso medio annuo di -14.7%, mentre il settore Semiconductor ha visto gli utili diminuire a un tasso medio annuo di 4.6%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 0.6%. Il ritorno sul capitale proprio di STMicroelectronics è 0.9% e ha margini netti di 1.2%.

Informazioni chiave

-14.72%

Tasso di crescita degli utili

-14.67%

Tasso di crescita dell'EPS

Semiconductor Crescita del settore33.94%
Tasso di crescita dei ricavi-0.59%
Rendimento del capitale proprio0.90%
Margine netto1.19%
Prossimo aggiornamento sugli utili23 Jul 2026

Aggiornamenti sulle prestazioni recenti

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...

Recent updates

Articolo di analisi 1h

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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi May 21

It Looks Like STMicroelectronics N.V.'s (EPA:STMPA) CEO May Expect Their Salary To Be Put Under The Microscope

Key Insights STMicroelectronics to hold its Annual General Meeting on 28th of May CEO Jean-Marc Chery's total...
Articolo di analisi May 10

Estimating The Fair Value Of STMicroelectronics N.V. (EPA:STMPA)

Key Insights Using the 2 Stage Free Cash Flow to Equity, STMicroelectronics fair value estimate is €26.45 Current share...
Nuova analisi Feb 17

STMicroelectronics will thrive with AI and EV demand driving steady revenue growth

EV and renewable energy demand (SiC chips)
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Nuova analisi Feb 02

Advanced Manufacturing In Italy Will Improve Operating Efficiencies

STMicroelectronics is capitalizing on silicon carbide technology and expanding in China’s electric vehicle market, enhancing future revenue prospects and design wins.

Ripartizione dei ricavi e delle spese

Come STMicroelectronics guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

ENXTPA:STMPA Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
28 Mar 2612,3781471,6902,075
31 Dec 2511,8001661,6512,044
27 Sep 2511,7925371,6412,032
28 Jun 2511,8556511,6312,021
29 Mar 2512,3211,1001,6292,038
31 Dec 2413,2691,5571,6642,077
28 Sep 2414,2292,2921,6622,075
29 Jun 2415,4103,0311,6852,103
30 Mar 2416,5043,6801,6792,123
31 Dec 2317,2864,2111,6502,100
30 Sep 2317,4284,3821,6112,013
01 Jul 2317,3184,3911,5541,957
01 Apr 2316,8294,2571,5041,891
31 Dec 2216,1283,9601,4651,901
01 Oct 2215,2603,4621,4361,831
02 Jul 2214,1362,8381,4081,801
02 Apr 2213,2912,3831,3671,756
31 Dec 2112,7612,0001,3331,723
02 Oct 2112,4401,8321,2911,743
03 Jul 2111,9091,6001,2391,688
03 Apr 2111,0041,2781,1751,617
31 Dec 2010,2191,1061,1211,548
26 Sep 209,7389171,0991,513
27 Jun 209,6259761,0971,497
28 Mar 209,7111,0461,1071,505
31 Dec 199,5561,0321,1091,498
28 Sep 199,4501,4001,1101,182
29 Jun 199,4191,4671,1091,169
30 Mar 199,5141,5681,1161,144
31 Dec 189,6641,2871,1061,398
29 Sep 189,4831,1771,0861,380
30 Jun 189,0971,0441,0611,343
31 Mar 188,7529331,0241,313
31 Dec 178,3478029931,296
30 Sep 177,7405629781,095
01 Jul 177,4013979551,101
01 Apr 177,1812709411,111
31 Dec 166,9731659201,331
01 Oct 166,781559121,348
02 Jul 166,748749061,361
02 Apr 166,805859041,398
31 Dec 156,8971048971,425
26 Sep 157,0581459021,449
27 Jun 157,1801279101,495

Guadagni di qualità: STMPA ha un grande una tantum perdita di $408.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 28th March, 2026.

Margine di profitto in crescita: Gli attuali margini di profitto netti di STMPA (1.2%) sono inferiori rispetto allo scorso anno (9%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di STMPA sono diminuiti del 14.7% all'anno negli ultimi 5 anni.

Accelerare la crescita: STMPA ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: STMPA ha avuto una crescita negativa degli utili ( -86.7% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Semiconductor ( -48.9% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 0.9% ) di STMPA è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 06:02
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/28
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e 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 46 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.

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