STMicroelectronics N.V.

ENXTPA:STMPA 주식 리포트

시가총액: €52.4b

STMicroelectronics 과거 순이익 실적

과거 기준 점검 0/6

STMicroelectronics의 수입은 연평균 -14.7%의 비율로 감소해 온 반면, Semiconductor 산업은 수입이 연평균 5.2% 증가했습니다. 매출은 연평균 0.6%의 비율로 감소해 왔습니다. STMicroelectronics의 자기자본이익률은 0.9%이고 순이익률은 1.2%입니다.

핵심 정보

-14.72%

순이익 성장률

-14.67%

주당순이익(EPS) 성장률

Semiconductor 산업 성장률33.94%
매출 성장률-0.59%
자기자본이익률0.90%
순이익률1.19%
다음 순이익 업데이트23 Jul 2026

최근 과거 실적 업데이트

분석 기사 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

내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

매출 및 비용 세부 내역

STMicroelectronics가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

ENXTPA:STMPA 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: STMPA는 $408.0M 규모의 큰 일회성 손실이 있어 28th March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: STMPA의 현재 순 이익률 (1.2%)은 지난해 (9%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: STMPA의 수익은 지난 5년 동안 연평균 14.7% 감소했습니다.

성장 가속화: STMPA은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: STMPA은 지난 1년 동안 수익이 감소(-86.7%)하여 Semiconductor 업계 평균(-34.9%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: STMPA의 자본 수익률(0.9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/31 23:28
종가2026/05/29 00:00
수익2026/03/28
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

STMicroelectronics N.V.는 46명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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