STMicroelectronics 過去の業績
過去 基準チェック /06
STMicroelectronicsの収益は年間平均-14.7%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間5.2% 0.6%割合で 減少しています。 STMicroelectronicsの自己資本利益率は0.9%であり、純利益率は1.2%です。
主要情報
-14.72%
収益成長率
-14.67%
EPS成長率
| Semiconductor 業界の成長 | 33.94% |
| 収益成長率 | -0.59% |
| 株主資本利益率 | 0.90% |
| ネット・マージン | 1.19% |
| 次回の業績アップデート | 23 Jul 2026 |
最近の業績更新
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...収支内訳
収支内訳
STMicroelectronics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 28 Mar 26 | 12,378 | 147 | 1,690 | 2,075 |
| 31 Dec 25 | 11,800 | 166 | 1,651 | 2,044 |
| 27 Sep 25 | 11,792 | 537 | 1,641 | 2,032 |
| 28 Jun 25 | 11,855 | 651 | 1,631 | 2,021 |
| 29 Mar 25 | 12,321 | 1,100 | 1,629 | 2,038 |
| 31 Dec 24 | 13,269 | 1,557 | 1,664 | 2,077 |
| 28 Sep 24 | 14,229 | 2,292 | 1,662 | 2,075 |
| 29 Jun 24 | 15,410 | 3,031 | 1,685 | 2,103 |
| 30 Mar 24 | 16,504 | 3,680 | 1,679 | 2,123 |
| 31 Dec 23 | 17,286 | 4,211 | 1,650 | 2,100 |
| 30 Sep 23 | 17,428 | 4,382 | 1,611 | 2,013 |
| 01 Jul 23 | 17,318 | 4,391 | 1,554 | 1,957 |
| 01 Apr 23 | 16,829 | 4,257 | 1,504 | 1,891 |
| 31 Dec 22 | 16,128 | 3,960 | 1,465 | 1,901 |
| 01 Oct 22 | 15,260 | 3,462 | 1,436 | 1,831 |
| 02 Jul 22 | 14,136 | 2,838 | 1,408 | 1,801 |
| 02 Apr 22 | 13,291 | 2,383 | 1,367 | 1,756 |
| 31 Dec 21 | 12,761 | 2,000 | 1,333 | 1,723 |
| 02 Oct 21 | 12,440 | 1,832 | 1,291 | 1,743 |
| 03 Jul 21 | 11,909 | 1,600 | 1,239 | 1,688 |
| 03 Apr 21 | 11,004 | 1,278 | 1,175 | 1,617 |
| 31 Dec 20 | 10,219 | 1,106 | 1,121 | 1,548 |
| 26 Sep 20 | 9,738 | 917 | 1,099 | 1,513 |
| 27 Jun 20 | 9,625 | 976 | 1,097 | 1,497 |
| 28 Mar 20 | 9,711 | 1,046 | 1,107 | 1,505 |
| 31 Dec 19 | 9,556 | 1,032 | 1,109 | 1,498 |
| 28 Sep 19 | 9,450 | 1,400 | 1,110 | 1,182 |
| 29 Jun 19 | 9,419 | 1,467 | 1,109 | 1,169 |
| 30 Mar 19 | 9,514 | 1,568 | 1,116 | 1,144 |
| 31 Dec 18 | 9,664 | 1,287 | 1,106 | 1,398 |
| 29 Sep 18 | 9,483 | 1,177 | 1,086 | 1,380 |
| 30 Jun 18 | 9,097 | 1,044 | 1,061 | 1,343 |
| 31 Mar 18 | 8,752 | 933 | 1,024 | 1,313 |
| 31 Dec 17 | 8,347 | 802 | 993 | 1,296 |
| 30 Sep 17 | 7,740 | 562 | 978 | 1,095 |
| 01 Jul 17 | 7,401 | 397 | 955 | 1,101 |
| 01 Apr 17 | 7,181 | 270 | 941 | 1,111 |
| 31 Dec 16 | 6,973 | 165 | 920 | 1,331 |
| 01 Oct 16 | 6,781 | 55 | 912 | 1,348 |
| 02 Jul 16 | 6,748 | 74 | 906 | 1,361 |
| 02 Apr 16 | 6,805 | 85 | 904 | 1,398 |
| 31 Dec 15 | 6,897 | 104 | 897 | 1,425 |
| 26 Sep 15 | 7,058 | 145 | 902 | 1,449 |
| 27 Jun 15 | 7,180 | 127 | 910 | 1,495 |
質の高い収益: STMPAには$408.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が28th March, 2026に影響を及ぼしています。
利益率の向上: STMPAの現在の純利益率 (1.2%)は、昨年(9%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: STMPAの収益は過去 5 年間で年間14.7%減少しました。
成長の加速: STMPAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: STMPAは過去 1 年間で収益成長率がマイナス ( -86.7% ) となったため、 Semiconductor業界平均 ( -34.9% ) と比較することが困難です。
株主資本利益率
高いROE: STMPAの 自己資本利益率 ( 0.9% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/06/01 06:23 |
| 終値 | 2026/05/29 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 |