STMicroelectronics N.V.

NYSE:STM 株式レポート

時価総額：US$69.7b

STMicroelectronics マネジメント

マネジメント 基準チェック /34

STMicroelectronicsの CEO はJean-Marc Cheryで、 May2018年に任命され、 の在任期間は 8.08年です。 の年間総報酬は$ 5.64Mで、 22.7%給与と77.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.026%を直接所有しており、その価値は$ 18.06M 。経営陣と取締役会の平均在任期間はそれぞれ6.5年と2.1年です。

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8.1yrs
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2.1yrs

経営陣の近況

Recent updates

Seeking Alpha • Apr 24

STMicroelectronics Q1: Let Your Winners Run

Summary STMicroelectronics is riding a powerful AI-driven semiconductor wave, with Q1 revenue up 23% year-over-year and strong forward bookings. AI, data centers, robotics, and silicon photonics are key multi-year growth drivers, but STM's current operating margin is just 2.3%, and free cash flow is negative. Valuation appears stretched in the near term, yet the long-term trajectory remains compelling; a 60% upside is projected if growth targets are met. I rate STM as a Hold due to overextended sentiment and consensus but view any pullback as a potential buying opportunity for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Apr 25

STMicroelectronics Q1 Earnings Review: Bottoming Out, But Visibility Still Too Low

Summary STMicroelectronics N.V. Q1 revenues fell 27.3% Y/Y, with gross margin at 33.4%, and net income plummeting 89% Y/Y, highlighting operational leverage issues. Despite some signs of recovery, including improved bookings and book-to-bill ratios, tariff uncertainties and high inventories remain significant concerns. Given the high level of uncertainty and cautious management outlook, I recommend staying on the sidelines for STM stock until there's more visibility on end demand and economic conditions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

STMicroelectronics: Negative Outlook, There Are Better Opportunities On The Market

Summary STMicroelectronics has experienced a significant decline, with a 50% YTD drop, poor financial performance, and a negative outlook for 2025, leading to a sell recommendation. The company struggles with low CapEx flexibility, poor inventory management, and declining competitiveness, especially in automotive and industrial sectors. Both pricing and intrinsic valuation are bad indicators of the company's perspectives. There are better buying opportunities on the market. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

The Bottom Fishing Club: Unloved STMicroelectronics Ready For A 2025 Turnaround

Summary The STMicroelectronics share quote has dropped nearly 50% from its 2024 high due to an industrial chip demand slowdown but remains very profitable with a strong balance sheet. STM's current valuation metrics are historically low on 'depressed' results, with an EV to forward EBITDA ratio of 6.1x, making it a standout bargain in the semiconductor sector. The Company should outperform the S&P 500 in 2025, with potential upside back to $50+ in 12–18 months, assuming business trends improve. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

STMicroelectronics: The Worst Has Been Priced In, Initiating With 'Buy'

Summary STMicroelectronics faces significant challenges in FY 2024 but is expected to return to growth in H2 FY 2025, justifying a "buy" rating. STM's diverse product portfolio includes power chips, analog chips, MCUs, MPUs, and MEMS, serving automotive, industrial, and personal electronics sectors. Despite a 50% stock decline in 2024, STM trades at a 40% discount to sector median, offering substantial upside potential with a target price of $55-60 per share. Key risks include increased competition in EV and renewable markets in China and customer over-concentration with major clients like Apple, Tesla, and Huawei. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

STMicroelectronics: Stock Trades At Bargain Price Following Sharp Sell-Off

Summary STMicro's 2024 performance has been weak, with a 39% YTD decline, underperforming competitors NXP and Infineon across all product and geographic segments. The Microcontrollers segment, crucial for STMicro, saw a 40% YoY decline in H1 2024, significantly worse than the market's projected 3% decrease. STMicro's larger exposure to the industrial MCU market, which declined sharply, contrasts with competitors' better performance due to their focus on automotive MCUs. Despite current challenges, STMicro is projected to recover in 2025, with a substantial upside of 61.4% based on a DCF valuation, upgrading to a Strong Buy. Read the full article on Seeking Alpha
Seeking Alpha • Jul 22

STMicroelectronics A Q2 Preview, It Benefits From A 10% SiC Wafer Shortage In 2024

Summary STMicroelectronics will release Q2 2024 earnings with expected net revenues of $3.2 billion and a gross margin around 40%, a YoY decrease of 7.8%. Its automotive sector represents 46% of revenues, with growth strategies focused on supplying components for EVs and autonomous vehicles. My deep dive analysis shows a 10% shortfall in SiC wafers, benefitting STM. STM is strategically positioned for growth in SiC technology, with an undersupply of SiC wafers presenting revenue and market share opportunities. Read the full article on Seeking Alpha
Seeking Alpha • May 31

STMicro: Microcntoller Leadership Could Support Growth Recovery

Summary STMicroelectronics has shown remarkable growth in the SiC market, outpacing the overall market with a 40% average growth rate. The company has gained significant market share in the MCU market, becoming the market leader with a 17.3% share. STMicro's focus on industrial MCUs has also contributed to its competitiveness in the non-automotive MCU market, where it is the market leader with a 22.29% share. Read the full article on Seeking Alpha
Seeking Alpha • Mar 21

STMicroelectronics Is Significantly Undervalued With High Growth Potential

Summary STM's vital role in semiconductors spans from discrete components to complex SoCs, with significant revenue from Singapore yet globally diversified. STM introduces state-of-the-art wireless microcontrollers and second-gen STM32MP2 series microprocessors, also collaborating with Airbus on aircraft electrification. Despite geopolitical risks with China and challenges in talent retention, STM's strong position in SiC and GaN technologies and a significant stock undervaluation presents a compelling Buy opportunity. Read the full article on Seeking Alpha

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 ($USD 5.64M ) は、 US市場 ($USD 14.63M ) の同様の規模の企業の平均を下回っています。

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 (66 yo)

8.1yrs
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 Board8.1yrsUS$5.64m0.026%
$ 18.1m
Lorenzo Grandi
President & CFO8.1yrsUS$2.81m0.019%
$ 13.2m
Bertrand Stoltz
Executive Vice President of Corporate Finance & Asia Public Affairs1.7yrsデータなしデータなし
Fabio Gualandris
President of Quality2.9yrsデータなしデータなし
Celine Berthier
Group VP & Head of Investor Relations7.7yrs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 & Marketing4.4yrsデータなしデータなし
Jerome Ramel
Executive VP of Corporate Development & Integrated External Communication1.7yrsデータなしデータなし
Rajita D'Souza
CHRO and President of Human Resources & Corporate Social Responsibility5.4yrs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
62yo
平均年齢

経験豊富な経営陣: STM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 Vice-Chairman of Supervisory Board11.1yrsデータなしデータなし
Ana de Pro Gonzalo
Independent Member of Supervisory Board6yrsUS$171.00kデータなし
Frederic Sanchez
Independent Member of Supervisory Board9yrsUS$169.00kデータなし
Werner Lieberherr
Supervisory Board Member1.1yrsUS$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 Board3.1yrsUS$178.00kデータなし
Simonetta Acri
Member of Supervisory Board1.1yrsUS$87.00kデータなし
Pascal Daloz
Independent Member of the Supervisory Board2.1yrsUS$63.00kデータなし
Armando Varricchio
Chairman of the Supervisory Boardless than a yearUS$55.14kデータなし
2.1yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: STMの 取締役会 は 経験豊富 ではない ( 2.1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2026/06/15 11:16
終値2026/06/12 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やYoutubeのチュートリアルも掲載しています。

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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。44

アナリスト機関
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
Brett SimpsonArete Research Services LLP