STMicroelectronics（STMPA）株式概要
STMicroelectronics N.V.は、その子会社とともに、欧州、中東、アフリカ、米州、アジア太平洋地域で半導体製品の設計、開発、製造、販売を行っています。 詳細
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Analyst Price Targets
STMicroelectronics N.V. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €55.27 |
| 52週高値 | €55.89 |
| 52週安値 | €18.20 |
| ベータ | 1.51 |
| 1ヶ月の変化 | 48.28% |
| 3ヶ月変化 | 95.30% |
| 1年変化 | 140.93% |
| 3年間の変化 | 40.62% |
| 5年間の変化 | 84.11% |
| IPOからの変化 | 1,700.45% |
最新ニュース
分析記事 • 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...
ナラティブの更新 • 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.Recent updates
分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...新しいナラティブ • Feb 17
STMicroelectronics will thrive with AI and EV demand driving steady revenue growth
EV and renewable energy demand (SiC chips)株主還元
| STMPA | FR Semiconductor | FR 市場 | |
|---|---|---|---|
| 7D | 5.6% | 4.8% | 1.5% |
| 1Y | 140.9% | 143.4% | -1.1% |
業界別リターン: STMPA過去 1 年間で143.4 % の収益を上げたFrench Semiconductor業界を下回りました。
リターン対市場: STMPA過去 1 年間で-1.1 % の収益を上げたFrench市場を上回りました。
価格変動
| STMPA volatility | |
|---|---|
| STMPA Average Weekly Movement | 8.0% |
| Semiconductor Industry Average Movement | 11.9% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in FR Market | 10.7% |
| 10% least volatile stocks in FR Market | 3.0% |
安定した株価: STMPAの株価は、 French市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: STMPAの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてFrenchの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1987 | 48,000 | Jean-Marc Chery | www.st.com/content/st_com/en.html |
STMicroelectronics N.V.は、その子会社とともに、欧州、中東、アフリカ、米州、アジア太平洋地域で半導体製品の設計、開発、製造、販売を行っている。アナログ製品、MEMSおよびセンサーグループ（AM&S）、パワーおよびディスクリート製品（P&D）、マイクロコントローラー（MCU）、デジタルICおよびRF製品（D&RF）の各セグメントを通じて事業を展開している。産業用特定用途向け集積回路（ASIC）および特定用途向け標準製品（ASSP）、電源管理ソリューション、カスタムアナログIC、ワイヤレス充電ソリューション、ガルバニック絶縁ゲートおよびLEDドライバ、コンバータ、トランジスタ、インテリジェントパワースイッチ、クロックおよびタイマー、コンパレータ、電流センスアンプを提供している；マイクロ電気機械システム（MEMS）センサー（加速度計、ジャイロスコープ、磁気センサー、圧力、温度、存在検知、バイオセンサー、マイク、機械学習、エッジAI処理スマートセンサー、サーマル・アクチュエーター、圧電アクチュエーターなど）、光学センシング・ソリューション。また、シリコンMOSFET、SiC MOSFET、IGBT、サイリスタ、整流器、パワーモジュール、バイポーラトランジスタ、汎用およびセキュアマイクロコントローラ、NFCソリューション、メモリ、車載MCU、無線周波数（RF）通信およびASIC、先進運転支援システム、RFおよびインフォテインメントも提供している。車載、産業、パーソナル・エレクトロニクスおよび通信機器、コンピュータおよび周辺機器市場にサービスを提供している。STMicroelectronics N.V.は1987年に設立され、オランダのスキポールに本社を置いている。
STMicroelectronics N.V. 基礎のまとめ
| STMPA 基礎統計学 | |
|---|---|
| 時価総額 | €49.12b |
| 収益（TTM） | €126.41m |
| 売上高(TTM) | €10.64b |
388.6x
PER（株価収益率4.6x
P/SレシオSTMPA は割高か？
公正価値と評価分析を参照収益と収入
| STMPA 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.38b |
| 売上原価 | US$8.18b |
| 売上総利益 | US$4.20b |
| その他の費用 | US$4.06b |
| 収益 | US$147.00m |
直近の収益報告
Mar 28, 2026
次回決算日
Jul 23, 2026
| 一株当たり利益（EPS） | 0.17 |
| グロス・マージン | 33.96% |
| 純利益率 | 1.19% |
| 有利子負債／自己資本比率 | 13.6% |
STMPA の長期的なパフォーマンスは？
過去の実績と比較を見る| STMicroelectronics 配当日 | |
|---|---|
| 配当落ち日 | Jun 22 2026 |
| 配当支払日 | Jun 24 2026 |
| 配当落ちまでの日数 | 31 days |
| 配当支払日までの日数 | 33 days |
STMPA 配当は確実ですか？
STMPA 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 11:59 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
STMicroelectronics N.V. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。46
| アナリスト | 機関 |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |