Loading...
STMPA logo

STMicroelectronics N.V.ENXTPA:STMPA Stock Report

Market Cap €39.7b
Share Price
€44.72
€27.52
62.5% overvalued intrinsic discount
1Y125.6%
7D19.4%
Portfolio Value
View

STMicroelectronics N.V.

ENXTPA:STMPA Stock Report

Market Cap: €39.7b

STMicroelectronics (STMPA) Stock Overview

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. More details

STMPA fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance0/6
Financial Health6/6
Dividends0/6

STMPA Community Fair Values

Create Narrative

See what 137 others think this stock is worth. Follow their fair value or set your own to get alerts.

STMicroelectronics N.V. Competitors

Price History & Performance

Summary of share price highs, lows and changes for STMicroelectronics
Historical stock prices
Current Share Price€44.72
52 Week High€45.53
52 Week Low€18.20
Beta1.22
1 Month Change60.20%
3 Month Change90.01%
1 Year Change125.63%
3 Year Change16.23%
5 Year Change45.45%
Change since IPO1,356.78%

Recent News & Updates

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

With A 26% Price Drop For STMicroelectronics N.V. (EPA:STMPA) You'll Still Get What You Pay For

Nov 20
With A 26% Price Drop For STMicroelectronics N.V. (EPA:STMPA) You'll Still Get What You Pay For

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.

Does STMicroelectronics (EPA:STMPA) Have A Healthy Balance Sheet?

Nov 09
Does STMicroelectronics (EPA:STMPA) Have A Healthy Balance Sheet?

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.

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.

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.

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.

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.

An Intrinsic Calculation For STMicroelectronics N.V. (EPA:STMPA) Suggests It's 41% Undervalued

Aug 26
An Intrinsic Calculation For STMicroelectronics N.V. (EPA:STMPA) Suggests It's 41% Undervalued

STMicroelectronics' (EPA:STMPA) Conservative Accounting Might Explain Soft Earnings

Jul 31
STMicroelectronics' (EPA:STMPA) Conservative Accounting Might Explain Soft Earnings

STMicroelectronics N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Jul 28
STMicroelectronics N.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Here's Why STMicroelectronics (EPA:STMPA) Can Manage Its Debt Responsibly

Jul 14
Here's Why STMicroelectronics (EPA:STMPA) Can Manage Its Debt Responsibly

STMicroelectronics (EPA:STMPA) May Have Issues Allocating Its Capital

Jun 15
STMicroelectronics (EPA:STMPA) May Have Issues Allocating Its Capital

STMicroelectronics (EPA:STMPA) Has Affirmed Its Dividend Of $0.09

Jun 01
STMicroelectronics (EPA:STMPA) Has Affirmed Its Dividend Of $0.09

It Looks Like STMicroelectronics N.V.'s (EPA:STMPA) CEO May Expect Their Salary To Be Put Under The Microscope

May 21
It Looks Like STMicroelectronics N.V.'s (EPA:STMPA) CEO May Expect Their Salary To Be Put Under The Microscope

Estimating The Fair Value Of STMicroelectronics N.V. (EPA:STMPA)

May 10
Estimating The Fair Value Of STMicroelectronics N.V. (EPA:STMPA)

STMicroelectronics will thrive with AI and EV demand driving steady revenue growth

EV and renewable energy demand (SiC chips)
User avatar

Advanced Manufacturing In Italy Will Improve Operating Efficiencies

STMicroelectronics is capitalizing on silicon carbide technology and expanding in China’s electric vehicle market, enhancing future revenue prospects and design wins.

Shareholder Returns

STMPAFR SemiconductorFR Market
7D19.4%17.0%-1.2%
1Y125.6%124.1%1.2%

Return vs Industry: STMPA exceeded the French Semiconductor industry which returned 124.1% over the past year.

Return vs Market: STMPA exceeded the French Market which returned 1.2% over the past year.

Price Volatility

Is STMPA's price volatile compared to industry and market?
STMPA volatility
STMPA Average Weekly Movement7.5%
Semiconductor Industry Average Movement11.2%
Market Average Movement5.3%
10% most volatile stocks in FR Market10.3%
10% least volatile stocks in FR Market2.9%

Stable Share Price: STMPA has not had significant price volatility in the past 3 months compared to the French market.

Volatility Over Time: STMPA's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
198748,000Jean-Marc Cherywww.st.com/content/st_com/en.html

STMicroelectronics N.V., together with its subsidiaries, designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company operates through Analog products, MEMS and Sensors Group (AM&S); Power and Discrete products (P&D); Embedded Processing (“EMP”); and RF Products (D&RF) segments. It offers industrial application-specific integrated circuits (ASICs) and application-specific standard products (ASSPs); power management solutions; custom analog ICs, wireless charging solutions; galvanic isolated gate and LED drivers; converters, transistors, intelligent power switches, clocks and timers, comparators, and current-sense amplifiers; micro-electro-mechanical systems (MEMS) sensors, including accelerometers, gyroscopes, magnetic sensors, pressure, temperature, presence detection, biosensors, machine learning, and edge AI processing smart sensors, as well as thermal and piezoelectric actuators; and optical sensing solutions.

STMicroelectronics N.V. Fundamentals Summary

How do STMicroelectronics's earnings and revenue compare to its market cap?
STMPA fundamental statistics
Market cap€39.75b
Earnings (TTM)€125.91m
Revenue (TTM)€10.60b
315.7x
P/E Ratio
3.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
STMPA income statement (TTM)
RevenueUS$12.38b
Cost of RevenueUS$8.18b
Gross ProfitUS$4.20b
Other ExpensesUS$4.06b
EarningsUS$147.00m

Last Reported Earnings

Mar 28, 2026

Next Earnings Date

Jul 23, 2026

Earnings per share (EPS)0.17
Gross Margin33.96%
Net Profit Margin1.19%
Debt/Equity Ratio14.1%

How did STMPA perform over the long term?

See historical performance and comparison

Dividends

0.7%
Current Dividend Yield
218%
Payout Ratio

Does STMPA pay a reliable dividends?

See STMPA dividend history and benchmarks
When do you need to buy STMPA by to receive an upcoming dividend?
STMicroelectronics dividend dates
Ex Dividend DateJun 22 2026
Dividend Pay DateJun 24 2026
Days until Ex dividend53 days
Days until Dividend pay date55 days

Does STMPA pay a reliable dividends?

See STMPA dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/29 06:47
End of Day Share Price 2026/04/29 00:00
Earnings2026/03/28
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

STMicroelectronics N.V. is covered by 46 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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