STMicroelectronics N.V.

ENXTPA:STMPA Voorraadrapport

Marktkapitalisatie: €56.4b

STMicroelectronics Inkomsten in het verleden

Verleden criteriumcontroles 0/6

De winst van STMicroelectronics is gedaald met een gemiddeld jaarlijks percentage van -14.7%, terwijl de winst van de Semiconductor -industrie jaarlijks groeide met 9.3%. De inkomsten zijn daalde met een gemiddeld percentage van 0.6% per jaar. Het rendement op het eigen vermogen STMicroelectronics bedraagt 0.9% en de nettomarge bedraagt 1.2%.

Belangrijke informatie

-14.72%

Groei van de winst

-14.67%

Groei van de winst per aandeel

Semiconductor Groei van de industrie33.94%
Inkomstengroei-0.59%
Rendement op eigen vermogen0.90%
Nettomarge1.19%
Volgende winstupdate23 Jul 2026

Recente prestatie-updates uit het verleden

Analyseartikel 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

Narratiefupdate Jun 22

STMPA: AI Data Center Demand Will Drive 2026 Earnings Re‑Rating

Analysts have lifted the fair value estimate for STMicroelectronics to €85.65 from €52.98, citing higher assumed revenue growth, wider profit margins and a richer future P/E multiple. These changes reflect recent price target increases and more optimistic views on the company's earnings power across AI data center, auto and industrial demand.
Analyseartikel Jun 21

STMicroelectronics (ENXTPA:STMPA) Stock Could Be 46% Overvalued After Its Sharp Share Price Run

STMicroelectronics (ENXTPA:STMPA) is back in focus for investors after a recent share price move, with the stock closing at €67.92. This has prompted a closer look at how current fundamentals line up. See our latest analysis for STMicroelectronics. The recent 1 month share price return of 22.89% and 90 day share price return of 152.30% point to strong momentum in STMicroelectronics. The 1 year total shareholder return of 176.27% highlights how powerful the move has been over a longer...
Narratiefupdate Jun 05

STMPA: AI Data Center Hype Will Likely Pressure Future Return Profile

Analysts have lifted the fair value estimate for STMicroelectronics to €28.77, up from €21.13, citing higher assumed revenue growth, stronger profit margins, and a slightly richer future P/E multiple supported by ongoing positive research around AI driven data center and industrial demand. Analyst Commentary Recent Street research on STMicroelectronics has generally tilted constructive, with several firms lifting price targets in both US$ and euro terms and, in some cases, upgrading ratings.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Opbrengsten en kosten

Hoe STMicroelectronics geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

ENXTPA:STMPA Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
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

Kwaliteitswinsten: STMPA heeft een grote eenmalige verlies van $408.0M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 28th March, 2026.

Groeiende winstmarge: De huidige netto winstmarges (1.2%) STMPA } zijn lager dan vorig jaar (9%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van STMPA is de afgelopen 5 jaar met 14.7% per jaar gedaald.

Versnelling van de groei: De winstgroei STMPA is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: STMPA had het afgelopen jaar een negatieve winstgroei ( -86.7% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Semiconductor ( -34.9% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 0.9% ) van STMPA wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/24 17:45
Aandelenkoers aan het einde van de dag2026/06/24 00:00
Inkomsten2026/03/28
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

STMicroelectronics N.V. wordt gevolgd door 44 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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