STMicroelectronics N.V.

NYSE:STM Stock Report

Market Cap: US$54.3b

STMicroelectronics Future Growth

Future criteria checks 3/6

STMicroelectronics is forecast to grow earnings and revenue by 39.8% and 10.6% per annum respectively. EPS is expected to grow by 42.7% per annum. Return on equity is forecast to be 13.7% in 3 years.

Key information

39.8%

Earnings growth rate

42.71%

EPS growth rate

Semiconductor earnings growth25.9%
Revenue growth rate10.6%
Future return on equity13.73%
Analyst coverage

Good

Last updated08 May 2026

Recent future growth updates

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

Earnings and Revenue Growth Forecasts

NYSE:STM - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202817,7692,7462,2244,70615
12/31/202716,1402,0491,4473,87819
12/31/202614,1379949282,85618
3/28/202612,378147-572,112N/A
12/31/202511,800166-522,152N/A
9/27/202511,792537-1232,159N/A
6/28/202511,855651-1892,332N/A
3/29/202512,3211,100692,680N/A
12/31/202413,2691,557-2162,965N/A
9/28/202414,2292,292953,764N/A
6/29/202415,4103,0317604,922N/A
3/30/202416,5043,6809435,531N/A
12/31/202317,2864,2111,4565,992N/A
9/30/202317,4284,3821,6666,061N/A
7/1/202317,3184,3911,6415,831N/A
4/1/202316,8294,2571,6855,577N/A
12/31/202216,1283,9601,5665,202N/A
10/1/202215,2603,4621,2924,534N/A
7/2/202214,1362,8381,0413,777N/A
4/2/202213,2912,3839563,323N/A
12/31/202112,7612,0001,1233,060N/A
10/2/202112,4401,8321,3393,101N/A
7/3/202111,9091,6009632,592N/A
4/3/202111,0041,2788822,376N/A
12/31/202010,2191,1067352,093N/A
9/26/20209,7389177291,947N/A
6/27/20209,6259768511,990N/A
3/28/20209,7111,0467221,927N/A
12/31/20199,5561,032N/A1,869N/A
9/28/20199,4501,400N/A2,017N/A
6/29/20199,4191,467N/A1,962N/A
3/30/20199,5141,568N/A1,999N/A
12/31/20189,6641,287N/A1,845N/A
9/29/20189,4831,177N/A1,775N/A
6/30/20189,0971,044N/A1,702N/A
3/31/20188,752933N/A1,843N/A
12/31/20178,347802N/A1,677N/A
9/30/20177,740562N/A1,738N/A
7/1/20177,401397N/A1,770N/A
4/1/20177,181270N/A1,460N/A
12/31/20166,973165N/A1,043N/A
10/1/20166,78155N/A910N/A
7/2/20166,74874N/A803N/A
4/2/20166,80585N/A834N/A
12/31/20156,897104N/A846N/A
9/26/20157,058145N/A908N/A
6/27/20157,180127N/A772N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: STM's forecast earnings growth (39.8% per year) is above the savings rate (3.5%).

Earnings vs Market: STM's earnings (39.8% per year) are forecast to grow faster than the US market (16.8% per year).

High Growth Earnings: STM's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: STM's revenue (10.6% per year) is forecast to grow slower than the US market (11.7% per year).

High Growth Revenue: STM's revenue (10.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: STM's Return on Equity is forecast to be low in 3 years time (13.7%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 22:59
End of Day Share Price 2026/05/18 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