STMicroelectronics N.V.

ENXTPA:STMPA 株式レポート

時価総額:€53.2b

STMicroelectronics マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Jean-Marc Chery

最高経営責任者

US$5.6m

報酬総額

CEO給与比率22.69%
CEO在任期間8yrs
CEOの所有権0.03%
経営陣の平均在職期間6.5yrs
取締役会の平均在任期間2yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
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)

CEO報酬分析

STMicroelectronics の収益と比較して、Jean-Marc Chery の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Jean-Marcの 総報酬 ($USD 5.64M ) は、 French市場 ($USD 5.50M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jean-Marcの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jean-Marc Chery (65 yo)

8yrs
在職期間
US$5,640,495
報酬

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,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jean-Marc Chery
Chairman of the Managing Board8yrsUS$5.64m0.030%
€ 15.8m
Lorenzo Grandi
President & CFO8yrsUS$2.81m0.020%
€ 10.7m
Bertrand Stoltz
Executive Vice President of Corporate Finance & Asia Public Affairs1.6yrsデータなしデータなし
Fabio Gualandris
President of Quality2.8yrsデータなしデータなし
Celine Berthier
Group VP & Head of Investor Relations7.6yrsデータなしデータなし
Philippe Dereeper
Chief Ethics & Compliance Officer and Executive Secretaryno dataデータなしデータなし
Steven Rose
President of Legal Counsel & Public Affairs12.8yrsデータなしデータなし
Claudia Levo
Executive VP of Integrated Marketing & Communicationsno dataデータなしデータなし
Jerome Roux
President of Sales & Marketing4.3yrsデータなしデータなし
Jerome Ramel
Executive VP of Corporate Development & Integrated External Communication1.6yrsデータなしデータなし
Rajita D'Souza
CHRO and President of Human Resources & Corporate Social Responsibility5.3yrsデータなしデータなし
Marco Cassis
President of Analog10.3yrsデータなしデータなし
6.5yrs
平均在職期間
61yo
平均年齢

経験豊富な経営陣: STMPAの経営陣は経験豊富で経験豊富です(平均在職期間は6.5年)。


取締役

名称ポジション在職期間報酬所有権
Nicolas Dufourcq
Independent Chairman of Supervisory Board11yrsデータなしデータなし
Ana de Pro Gonzalo
Independent Member of Supervisory Board5.9yrsUS$171.00kデータなし
Frederic Sanchez
Independent Member of Supervisory Board8.9yrsUS$169.00kデータなし
Werner Lieberherr
Supervisory Board Member1yrUS$102.00kデータなし
Orio Bellezza
Member of the Supervisory Boardless than a yearUS$22.06kデータなし
Hélène Vletter-van Dort
Independent Member of Supervisory Board3yrsUS$178.00kデータなし
Simonetta Acri
Member of Supervisory Board1yrUS$87.00kデータなし
Pascal Daloz
Independent Member of the Supervisory Board2yrsUS$63.00kデータなし
Armando Varricchio
Vice Chairman of the Supervisory Boardless than a yearUS$55.14kデータなし
2.0yrs
平均在職期間
62.5yo
平均年齢

経験豊富なボード: STMPAの 取締役会経験豊富 ではない ( 2年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/05/26 02:05
終値2026/05/26 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP