STMicroelectronics N.V.

NYSE:STM 주식 리포트

시가총액: US$44.5b

STMicroelectronics 경영진

경영진 기준 점검 3/4

STMicroelectronics CEO는 Jean-Marc Chery, May2018 에 임명되었습니다 의 임기는 8.33 년입니다. 총 연간 보상은 $5.64M, 22.7% 급여 및 77.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $716.91K 가치에 해당하는 회사 주식의 0.002% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.8 년과 2.3 년입니다.

핵심 정보

Jean-Marc Chery

최고경영자

US$5.6m

총 보수

CEO 급여 비율22.69%
CEO 재임 기간8.3yrs
CEO 지분 보유율0.002%
경영진 평균 재임 기간6.8yrs
이사회 평균 재임 기간2.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Sep 09

STMicroelectronics: 3 Catalysts Position This For Durable Operating Leverage

Summary STMicroelectronics N.V. is positioned for a profitability step-up by eFY27, driven by industrial automation, AI data centers, and space technology tailwinds. Near-term margin headwinds may arise from fabrication facility transitions, but STM is expected to achieve 40% gross margins as upgrades complete by eFY27. STM's robust backlog, strong book-to-bill ratio, and exposure to long-tailed growth markets support a favorable risk/reward profile despite a potential technical downcycle. I reiterate my Buy rating on STM with a $65/share price target, justified by durable growth, operating leverage, and a target 11.26x eFY27 EV/aEBITDA multiple. 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 보수 분석

Jean-Marc Chery의 보수는 STMicroelectronics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 27 2026n/an/a

US$466m

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

보상 대 시장: Jean-Marc의 총 보수(USD5.64M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M)보다 낮습니다.

보상과 수익: Jean-Marc의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Jean-Marc Chery (66 yo)

8.3yrs
재임 기간
US$5,640,495
보수

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,...

리더십 팀

이름직위재임 기간보수지분
Jean-Marc Chery
Chairman of the Managing Board8.3yrsUS$5.64m0.0016%
$ 716.9k
Lorenzo Grandi
President & CFO8.3yrsUS$2.81m0.0016%
$ 694.6k
Bertrand Stoltz
Executive Vice President of Corporate Finance & Asia Public Affairs1.9yrs데이터 없음데이터 없음
Fabio Gualandris
President of Quality3.2yrs데이터 없음데이터 없음
Celine Berthier
Group VP & Head of Investor Relations7.9yrs데이터 없음데이터 없음
Philippe Dereeper
Chief Ethics & Compliance Officer and Executive Secretaryno data데이터 없음데이터 없음
Steven Rose
President of Legal Counsel & Public Affairs13.1yrs데이터 없음데이터 없음
Claudia Levo
Executive VP of Integrated Marketing & Communicationsno data데이터 없음데이터 없음
Jerome Roux
President of Sales & Marketing4.7yrs데이터 없음데이터 없음
Jerome Ramel
Executive VP of Corporate Development & Integrated External Communication1.9yrs데이터 없음데이터 없음
Rajita D'Souza
CHRO and President of Human Resources & Corporate Social Responsibility5.7yrs데이터 없음데이터 없음
Marco Cassis
President of Analog10.6yrs데이터 없음데이터 없음
6.8yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 관리: STM의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.8 년).

이사회 구성원

이름직위재임 기간보수지분
Nicolas Dufourcq
Independent Vice-Chairman of Supervisory Board11.3yrs데이터 없음데이터 없음
Ana de Pro Gonzalo
Independent Member of Supervisory Board6.3yrsUS$171.00k데이터 없음
Frederic Sanchez
Independent Member of Supervisory Board9.3yrsUS$169.00k데이터 없음
Werner Lieberherr
Supervisory Board Member1.3yrsUS$102.00k데이터 없음
Orio Bellezza
Member of the Supervisory Boardless than a yearUS$22.06k데이터 없음
Hélène Vletter-van Dort
Independent Member of Supervisory Board3.3yrsUS$178.00k데이터 없음
Simonetta Acri
Member of Supervisory Board1.3yrsUS$87.00k데이터 없음
Pascal Daloz
Independent Member of the Supervisory Board2.3yrsUS$63.00k데이터 없음
Armando Varricchio
Chairman of the Supervisory Boardless than a yearUS$55.14k데이터 없음
2.3yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: STM의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 2.3 년) — 신규 이사회일 가능성이 있습니다.

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/18 10:12
종가2026/09/18 00:00
수익2026/06/27
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

STMicroelectronics N.V.는 48명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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